You can copy an email you've previously created or received, instead of starting from scratch.
This article covers:
How to copy a sales email
- Open the sales email you want to copy from the Sent Emails list
- Click the reply dropdown and select Copy email:
- Edit the email and then either click send to send the email immediately, or open the dropdown to send a test, preview, or schedule the email:
How to copy a marketing email
- Open the email marketing campaign, click the email you want to copy and click the copy icon:
- Enter a name for the new email under Internal email campaign name (2), choose the email type under What type of email is this? (3) and click Next: Templates & design to edit the email:
If Upsales AI suggestions are switched on for your account, the dialog first asks how you want to start (1): choose I want to write myself to edit the copy, or Tell us what you want to write about to have Upsales draft a new email from a short description.
How to copy an email you received
- Click Sales & CRM → Emails → My received emails:
- Click the email you want to copy
- Click the dropdown and click Copy email: