📝 Opening And Editing An Email: Subject Lines, Preheader, Body And Filing

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The email editor with fields on the left and cards on the right
The editor: the email on the left, House rules, AI and Filed as on the right.

Press Open on any row in the Library and you are in the editor. The email is on the left. On the right are the House rules card, the AI card, the Filed as card and, once an email has earlier versions, the History card.

Where to find it:

Open the Library tab and press Open on a row, or click an email's title anywhere in the plugin. The Library button at the top left takes you back to the list.

The row above the form:

The editor top row with the key, the Mailer use count and the Star it and style reference toggles
The key, the use count and the two toggles.
  • the file the email came from, if it was imported
  • its key, the short readable name other screens use to find it
  • loaded into the Mailer N times, once it has been used
  • on the right, two toggles: Star it, which tells the writer to read this email first, in full, whenever it writes, and Mark as style reference, which makes it a benchmark for your voice

Both toggles save at once, with no reload, and a short message confirms it.

The email:

Title, subject lines, preheader, body and notes fields
Title, subject lines, preheader, body and notes.
  • Title, for your eyes only: the name you see in the library. It is never sent.
  • Subject lines, one per line. Three is the house shape. Up to eight are kept.
  • Preheader, the second line every inbox shows.
  • Body: plain text, one thought per paragraph. In a browser with a speech engine a Talk button sits above it, and dictation adds to what is already typed.
  • Notes to yourself. Never sent.

The buttons:

Save, Copy the body, Put my details in, Send to the Mailer as a draft and Delete buttons
The editor buttons on a starter template, with Put my details in showing.
  • Save: saves the email, runs the house rules and reloads the editor with the message Saved.
  • Copy the body: puts the body on your clipboard.
  • Put my details in: shown while the email holds [YOUR NAME], [SIGN OFF], [SUPPORT LINK], [MEMBER LOGIN LINK] or [LOGIN LINK]. It fills them in the subject lines, preheader and body on screen from Your details on the Settings tab. Press Save to keep the result.
  • Send to the Mailer as a draft: shown when ResultsAiX Mailer is on the site.
  • Delete: asks first, Delete this email? It removes the email and its revision history from the library. An original .txt file on disk is not touched.

Filed as:

The Filed as card with purpose, product, level, tags, audience, status, send when and key
Filed as: what the Mailer picker searches on.

Purpose, product, level and tags are what the Mailer picker searches on, so this card is worth ten seconds.

  • Purpose: one of the twelve purposes.
  • Product: No product, or one of the products on the Your products tab. A product that has since been removed from that list still shows here, so saving never quietly unfiles an email.
  • Membership level: type one or pick from the list, which holds the level names found in ResultsAiX Membership on this site, on any linked site, and on emails in your library. Leave it empty for any level.
  • Tags, comma separated: saved in lower case with spaces turned into hyphens, up to 25 per email.
  • Audience note: who this one is really for, in your own words.
  • Status: Draft, Ready to send, Live in the autoresponder or Retired.
  • Send when: a note such as day 2, or immediately.
  • Key, how other screens find it: a short readable name. It stays the same when you rename the email, and a number is added if two emails would share one. Leave it as it is unless you have a reason to change it.

House rules and AI:

The House rules card shows the score out of 100 and every finding, each with a few words of context. Check what is on screen scores your unsaved draft without saving it. See House Rules And The Score Out Of 100.

The AI card holds Subject lab, Audit, Rewrite and Repurpose, and names the voice it is writing in. See Writing With AI: New Emails, Sequences, Rewrite, Subject Lab, Audit And Repurpose.

History:

The History card with two earlier versions and Restore buttons
Every earlier version, with its date, word count and a Restore button.
The Restore this version? window
Restore asks first and keeps the current version in History.

Every version before an edit, a restore or an AI change is kept. The History card lists the last twelve, each with what made it, the date, its word count and a Restore button.

To bring a version back:

  1. Press Restore beside it.
  2. The window Restore this version? says which date's subject lines, preheader and body go back into the email.
  3. Press Restore it.

The version that was in the email a moment ago is kept in History too, so a restore can be undone the same way. Unsaved edits on screen are not kept.

Saving from the editor also makes the email yours: reading its original file again on the Import and export tab leaves it exactly as you left it.

A worked example:

Sam opens Your sourdough course is ready, renames it Sourdough course: welcome and login, sets Audience note to Everybody who buys the course, any payment plan, sets Send when to immediately and presses Save. Then Sam softens one line in the body and saves again. History now shows two edited by hand entries with their dates and word counts, and Sam can put either version back with one click.

Tips:

  • Keep three subject lines on every email. The Subject lab and the Mailer picker both work better with options.
  • Use Status to track what is really live in your autoresponder. Reports lists emails that were written and never used.
  • Mark your two or three best emails as style references. The writer reads those before anything else.
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Every plugin documented here works alongside the others, managed from one ResultsAiX Hub.