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How to Create and Send Emails through CAKE Basic

This document will walk you through creating and sending emails through CAKE

Email Templates

1. Click on Set UP
2. Click on Email Templates on the left

Now you should see a number of templates. A number of these are system default templates that automatically get sent for various actions - the login info template for example. You can tell which are default templates because there are limited choices in the "Action" column on the right and they CANNOT be deleted.

ALL email templates, default of otherwise can be edited to your liking to say and look however you choose. That includes the option to make them HTML emails instead of plain-text emails.

How to add a custom template

To add a new email template, click on the "Add Email Template" button in the top-right corner. This will open a window where you can name your new template.
Once you've named your new template, click NEXT. Step 2 will re-state the template name and from email address for confirmation. If everything is okay, click FINISH.

Create/Edit Template

Next, a new window with your email template will open.
Here you can add a subject line for your email and enter your content.
This can be plain-text or HTML. If you choose to use an HTML template, don't forget to check the "HTML" checkbox in the upper-right above the token list.

Certain values can be tokenized and to assist you, the list of available tokens is listed on the right-hand side.

Checking your email template

To see what your template will look like, you can click on the "Send Test to Me" icon - which will send a proof to your email address.
Additionally, you can schedule a delivery or remove a template by using the icons on the left-hand side.

Sending emails

To send emails,
1. Hover over Set Up
2. Then go to "Deliver Email"
3. Then go to the recipients that you would like to mail to. You can choose from all contacts, Affiliates, Advertisers, and Buyer and List Managers if you have licensed the Buyer-side of Cake.

Select recipient filters

The Email Delivery Wizard allows you to select filters to narrow down the recipients who should receive your email. Depending on who you are mailing to, the filters you will be shown vary. The Email Affiliates wizard shown above includes the most filter options. Every filter you select will be applied together so for example, if you selected the below 3 filters, you would only be e-mailing contacts who fit ALL 3 criteria.

Affiliate Manager: Garth Harris
Tag: UK
Account Status: Active

If NO filters are selected, the system will find all contacts with valid email addresses.

Your selected filters will be displayed in step 2 for review along with the total number of contacts that the system found that met that criteria. If everything is correct, click FINISH and your email will be sent.

Default Unsubscribe Option

We also have an unsubscribe link so that your contacts can unsubscribe from future system-generated emails.
Below are samples of unsubscribe information that you can include in your email templates.
There are 2 samples to accommodate whether your email template is in plain text or HTML.

** IMPORTANT - you MUST modify the domain in the link below with your admin domain **


Text Emails

To unsubscribe from future emails, please click on the following link and enter your email address:


HTML Emails

To unsubscribe from future emails, please click on the following link and enter your email address.



To unsubscribe from future emails, please click <ahref="">here</a> and enter your email address.

When a user unsubscribes through this link, it will uncheck the "Include in Mass Emails" checkbox located on his/her contact card, preventing them from being included in future system-generated emails.

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