Saving drafts in Cortex

As you're building your email within Cortex, it's important to save it as a draft often, to ensure that you don't lose any edits along the way. If you need to step away and come back to building and editing at a later time, it's easy to locate and access your draft.

Saving email drafts

Accessing existing email drafts

Saving email drafts

When creating a new email, you will first be prompted to select a stage and enter an email name:

As soon as these fields are completed and you click Continue, your email will be saved as a draft and you will then be taken to step 1 of the builder. On this page, you can see the status on the bottom as "Saved (draft)":

As you progress through the steps of setting up your email, each screen will have a Save Draft button at the bottom.

Once you get to the email editor, you will see the Save Draft button and status on top of the screen:

You must save your draft prior to clicking Continue to Summary, which will take you to the final Summary screen. If you choose to schedule or immediately send your email, the email status will change from "draft" to the appropriate status, such as "Scheduled" or "Active".

A few things to note:

• Your emails will not be auto-saved. Please manually save often to ensure you retain your updates. 
• If your email has errors, such as invalid merge tags, null subject line, etc, you can save your emails as a draft, but they will need to be fixed prior to scheduling your email to send.
• The save button will not schedule or begin sending an email. You can only schedule or send an email on the final Summary screen after you successfully complete all required fields in your email.
• If an email is currently sending, and you edit the email and save changes, your updated version will start sending shortly after you save. Please note: Promo Blast emails are not editable after they have already begun sending.

Accessing existing email drafts

Your draft email can be located in your email list. The list is sorted by last modified, regardless of email status. You can filter your emails by stage or by status, as well as search for the email name in the search bar.

If you are working on an email, and your session ends unexpectedly (ex: a browser crash), Cortex will make its best effort to recover the last version of the email you were working on. When you log back in, you will see an alert on top of your email list page, and a label on any emails that were recovered:

When you edit a recovered email, you will be given an option to either return to the last known saved version in the system, or our best attempt to recover the last version you were working on:

If you have any further questions about drafts or creating emails, please don't hesitate to reach out to help@retentionscience.com.