Create an email in the URL Wizard

This article describes how to create an email in the SALESmanago URL Wizard.

SALESmanago makes Email Marketing fast and easy with email wizards designed to streamline the entire process, from drafting to sending. The URL Wizard allows you to download a ready-to-send email template from your server.

Design compelling emails that will engage your audience and encourage them to interact with your brand.


  1. Getting started
  2. Create an email
    1. Prepare your email and URL
    2. URL tab
    3. Settings tab
  3. Saving options

1. Getting started

SALESmanago offers a number of ways to create the perfect email that will catch people’s attention and encourage them to visit your website and make a purchase.

To create an email in the SALESmanago URL Wizard, go to Menu → Email Marketing. In the top right-hand corner of the screen, you will see the option to create a new email:

After clicking this button, you will be redirected to a screen where you can select one of the SALESmanago email wizards. This article explains how to use the URL Wizard.

2. Create an email

A. Prepare your email and URL

Create an HTML email template and save it as an HTML file (for instance: example.html). Next, upload the file to your server, and then copy the file’s URL. Alternatively, you can create a script that will generate an HTML file and automatically place it on your server.

When your link is ready, proceed to Section 3.

B. URL tab

[1] Template URL—enter the URL from which your email template can be downloaded. After pressing Enter, you will immediately see a preview of the email on the left side of the screen.

Make sure that the file can be accessed from any location (i.e., that access is not blocked by a firewall or a CDN).

If you need to edit your email, edit the HTML file and re-upload it to your server. Then, refresh the template.

[2] Refresh—click this button to download the current version of the email template from the URL.

TIP: Whenever you are about to send an email, click the Refresh button and then save the email. This will ensure that you are seeing and sending the latest version of the template rather than an outdated one. We recommend this step even if the automatic refresh option is on.

[3] Use tag <title> from the URL template as email subject—You can include a <title> tag in your HTML template. If you check this box, the SALESmanago system will insert the content of that tag as the email subject.

C. Settings tab

[1] Email name—this field is mandatory. Enter a name for your new email, which will allow you to identify it in the Email List. This name is for internal purposes only—your Contacts will not see it.

[2] Subject—this field is mandatory. Enter a subject line that will catch your Contacts’ attention and encourage them to open your email. Above the input field, the SALESmanago Subject AI Grader rates your subject line on a scale from 0 to 10. Below the input field, you can see the character count.

See also point 2.B.3 above.

TIP: Over 50% of emails are opened on mobile devices. Most email clients, such as Gmail and Yahoo!, display only 33 to 43 characters of the subject line on mobile devices (AWeber). Therefore, to optimize your subject line, do not exceed 65 characters and include the most important information in the first 30 characters.

[3] Group—here you can assign your email to an email group of your choice. Open the list to select an existing group or click the plus icon to add a new group.

[4] Sending account—this field is mandatory. Select the sending account from which the email will be sent. To add a new account, click the plus icon.

[5] This email is shared—decide whether this email should be available to other users of your SALESmanago account.

[6] This email ignores filters—select this option if you want this email to reach all the recipients selected at the sending stage, irrespective of any advanced email filters applied in Settings → Other → Other → Application tab → Advanced email settings.

Read more about sending emails from SALESmanago >>

Read more about advanced email filters and settings >>

[7] Campaign UTM (for monitoring in Google Analytics)—check this box to specify the utm_campaign parameter for all links included in your email. This applies only to links leading to website URLs (and not, e.g., mailto: or tel:).

[8] Attachment—check this box if you want to add an attachment to your email. Select the file to be attached from your Repository, or drag it from a local folder and drop it onto the indicated spot.

IMPORTANT: Every email with an attachment larger than 1 MB is subject to moderation.

Read more about account moderation rules >>

If the attachment is larger than 1 MB, we suggest that you upload the file to your own server and provide a link from which the file can be downloaded. Sending large attachments to large groups of Contacts can result in the message ending up in the spam folder.

[9] Refresh URL template—check this box if you want the SALESmanago system to automatically reload the contents of the link at specified intervals or on specific days of the week, at specified times.

After checking this box, you can choose between two options:

[1] Refresh at intervals—select this option if you want to specify intervals at which the SALESmanago system will automatically reload the content of your URL.

[2] Refresh according to the calendar—select this option if you want to design a weekly refresh schedule.

Select the time zone from list [A]. The default time zone is the one set in Menu → Settings → Other → Other → Set your time zone.

Design your refresh schedule in grid [B]. The vertical axis corresponds to days of the week, and the horizontal axis corresponds to hours. Click on the cells to put a green square for each day and hour when the email template is to be automatically reloaded.

3. Saving options

When you have finished your work, you can save it as a draft or a finished email. The two options are available in the top right-hand corner of the screen:

Emails saved as drafts, including autosaved versions, are available in the Draft List (Menu → Email Marketing → Draft List).

Completed emails are available in the Email List (Menu → Email Marketing → Email List).

Read more about the Email List >>

If you need more information about the topic mentioned above, please contact us: +1 800 960 0640