How to adjust the email design and settings in the Use Case Center

Design & Copy

Customize the email visuals and copy to align with your company's brand identity.

To make these adjustments, open the email node, go to Design > Editor, and customize the visual side of the email to your liking.

Adjust aspects such as:

To learn more, please visit this article.

💡
Tip
If you need to edit the email node with products, please go to this guide.

Each use case center email has pre-defined settings that best suit the use case goal and logic.

To access email settings, go to Design > Settings. The majority of email settings have tooltips ℹ️ for better understanding.

Recipient - opt either for Customer matching campaign or Set recipient manually option
Frequency policy - number of emails customers can receive within a specified timeframe
Consent category - consent required to receive the email
Throughput policy - select a pre-defined Throughput policy or define a new one
Link transformation -
Transfer identity to URL links - we highly recommend using the default setting for security purposes and to prevent corruption customer data
Custom headers -
Custom campaign tracking - the possibility of narrowing down your audience with filtering
Audience - pre-defined audience with filtering to best fit the use case needs

Read more about email settings in this article.