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:

• Main fields - subject line, sender email, etc.
• Visual aspect - colors, logo, header, footer, etc.
• Content - copy in the email body etc.

To learn more, please visit this article.

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Tip

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

Settings

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.