Saving, testing, and exporting your emails

Just launched: direct export to MailChimp & Gmail. Coming soon: SendGrid, HubSpot, and many others.

 

Once you save a message, you will exit the editor and land on the Message details page. You can also return to this page by clicking on View details in your message catalog. 

bee_pro_message_details_menu.PNG

The Message details page allows you to...

  • edit the message title and notes.
  • preview it, scrolling vertically if needed.
  • launch the editor to modify it.
  • send a quick test to view it in your inbox (or to send it to another system).
  • download the message as an HTML file, with local or remote image links.
  • export the message to MailChimp, Gmail and other sending platforms.

Let's look at some of these features in more details.

bee_pro_export_start.PNG

 

Sending a test email

The Send test email feature is not intended for sending a campaign. Instead, it allows you to send the message to yourself, colleagues, clients, etc. and view it in the inbox.

It also allows you to send it to another application. For example, you can...

bee_pro_message_details_send_test.PNG

 

Downloading your message

When you click on the "Export" button (it will soon be renamed "Download"), BEE Pro gives you two options.

bee_pro_export_modal.PNG

 

Downloading a ZIP file (HTML + images)

BEE Pro will generate a ZIP file that contains both the HTML of the message and all of the images used in the design.

The ZIP file will be downloaded to your computer so you can take it and import it into any email marketing application that has a ZIP import feature, like MailUp and MailChimp, for instance.

Depending on your browser's settings, when you click on Download zip file the ZIP file may be automatically downloaded to your computer (e.g. the Downloads folder), without any action on your side.

If you unzip the *.zip file that has been downloaded to your computer, you will notice that the images have been placed in an "images" folder, and that the HTML is written so that the image links in it point to those local images. This means that if you copy and paste the HTML "as is" into another application, the images will not be shown because the HTML is looking for them in that local "images" folder.

To get around the problem:

 

Download the HTML only

The second export option that BEE Pro provides is to Keep my images online and only download the HTML of the message. This is a good option if you need the message to be more "portable". That is, you don't want to have to worry about uploading images to another application.

In that case, you will be leaving the images hosted in BEE Pro and they will be delivered to recipients of your emails using the fast CloudFront content delivery network. Please note that charges may apply if you exceed 10GB of total image data transferred in a billing period. Learn more about using hosted images.

Your browser should prompt you to save the HTML file to your computer, as shown below.

bee_pro_export_html.PNG

If you are not seeing this kind of window, but rather the browser automatically opens the HTML document, you may need to change your browser settings so that it always asks you where to save a file. For example, in Chrome, the setting looks like this.

bee_pro_export_html_prompt.PNG

Exporting to another application

We are adding "connectors" to many email sending applications, including MailChimp, Gmail, and many others. Once a connector is active, it becomes available in the "Export to ESP" dropdown on the Message Details page.

bee_pro_export_to_mailchimp_export.PNG

With regard to exporting your message to other applications, also see:

Have more questions? Submit a request

Comments

  • Avatar
    Steven Pearl

    I thought images were going to be saved in my Pro account so that they can be referenced there. Is that not the case?

  • Avatar
    Massimo Arrigoni

    Hi Steven, it's an email deliverability matter, as we have no control on what will be sent, to whom, and how. We provided a more detailed answer to your question here: http://help.beefree.io/hc/communities/public/questions/207221015-Image-Files

  • Avatar
    Aurelie Auve

    In the HTML, I would expect the and <meta name="description"> tags to be filled with the title and description. However, <title> desperately remain defaulted to "BF-template" and description is simply ignored.
    Isn't the HTML I download supposed to contains this?
    For now I edit the HTML but I of course would prefer to do nothing after the HTML download.

    (once sent, our emails have mirror pages that can be shared on social media, hence the necessity to have clean html containing the right tags and content)

  • Avatar
    Massimo Arrigoni

    Hi Aurelie, thanks for the note. Let us dig into this a bit with the rest of the team and we'll get back to you.

  • Avatar
    Massimo Arrigoni

    Hi Aurelie, I checked with the rest of the team. The main reason why that is the case is that the editor - as it is today - does not ask you to provide a name / description for the message. So it does not have anything meaningful to add to the tag.

    This could change in the future. For now, what most applications that have integrated BEE do is the following:

    * Upon saving the message, ask for Name (or Subject line) etc.
    * Save those values in your DB, together with the HTML, JSON, etc.
    * Use those values to automatically change the HTML of the message

    We hope this helps!

    Oops! ... I just realized that this thread is under BEE Pro, and not BEE Plugin. In BEE Pro, we do have the name/subject line, and therefore can fix this ourselves. We will do so in a future release for sure. I don't have an ETA for it yet, but we will let you know!

    Edited by Massimo Arrigoni
  • Avatar
    Robert Gawin

    Hello. I created an email using your product and the test email shows up very bad when viewing test email via iPhone 6. Can someone help?

    Edited by Robert Gawin
  • Avatar
    Sergio M.

    Hi Robert, are you using BeeFree or BEE Pro? It seems strange that your test email isn't rendering on iPhone. Please keep in mind that we can only provide very limited customer support for BeeFree.

    Edited by Sergio M.
  • Avatar
    Moritz Petratschek [Extern]

    Hi developers, a big hand for your easy to manage user surface. One problem though:
    Personally, I use Outlook as an email provider and a special address program (cobra) for address management. So, in your trial version, I downloaded the created email as a zip document. Inside the document, there is an html-document and a folder with the picture material I used. Afterwards, I added the html document as a text to the email – but the images were lost when the email was received. Of course, I did obviously not send the pictures. Please advise me how to avoid that mistake the next time and explain the necessary steps for sending an email with picture material.

  • Avatar
    Guille Padilla

    Hi Moritz, the ZIP folder is ready to be imported in a send platform that host the message images. To use other send methods check this article about using externally hosted images: http://help.beefree.io/hc/en-us/articles/208202675-How-to-use-external-images-in-your-message

  • Avatar
    Hien Tran

    hey, with the plugin premium, can a user deploy a email via mailchimp or constant contact (both have API sending options)

    thanks

  • Avatar
    Massimo Arrigoni

    Hi Hien, the plugin is just an embeddable editor. It's entirely up to you which features you decide to build around the editor. This article is about BEE Pro, which is an application that uses BEE Plugin. For a clarification on all BEE products, please see: https://beefree.io/find-your-product/