To create email drafts, see Outbound Email. Once you've created drafts, they can be downloaded and sent via Outlook or saved as a draft to Gmail and sent.

 

To Download or Save a Single Email Draft:

  1   Select Email Drafts.

• Drafts in progress appear with a blue progress bar
• Current drafts appear here; select Refresh in the upper right
• To preview a draft, select View
• Click the text under 'Batch Name' to edit it. The subject title of your drafted emails will not be impacted

  2   Select Download or Save in Gmail Drafts.

• A single draft download saves as an eml file (Windows) or emltpl file (Mac), which opens in Outlook directly
• Alternately, the drafted emails will appear in your Gmail drafts folder
• Downloading or saving the draft creates an Activity for the buyer(s) based on the 'Activity Type' chosen, when drafting the email

 

 

Download or Save Multiple Drafts Simultaneously:

  1   Select Create ZIP for # Drafts or Save # Drafts to Gmail. Downloading or saving the drafts creates an Activity for the buyer based on the 'Activity Type' chosen, when drafting the email.

  2   (Outlook only) Zipped drafts generate in the bottom center of your screen.

  3   (Outlook only) Select the down arrow to download the zip file.

  4   (Outlook only) Select the zip file to expand its contents.

  5   (Outlook only) Unzip the file, then double-click each draft to open it in Outlook.