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Using Magic Links

Generate ready-to-send, branded emails in just a few clicks

Written by TheBees
Updated this week

Creating emails inside your Marketing Plans has never been easier! With Magic Links, you can instantly generate ready to send emails that automatically include the correct resource links, complete with your branding applied.

No manual formatting. No copying and pasting links. Just click, review, and send.

If you’re looking to manually add files or link collateral within a campaign, check out our article on Using Marketing Collateral in Campaigns for step-by-step instructions.

How to Find Magic Links

Magic Links is available on select Marketing Plans. You can access them in 2 ways.

From the Automation Tab

  • Click Automation

  • Then Marketing Plans

  • Click on the Shared Plans tab in the middle of the screen

  • You should see the column to determine what plans have Magic Links available

  • Hover over the plan you want to utilize and click on the down arrow that populates on the left side

  • Click Create Marketing Plan

  • Enter the sending name and email

  • Select the email signature

  • Choose the list(s) and click Next Step

  • You have now entered the page where you can edit landing page and collateral builds. Under Landing Pages, click Edit

*Note: Assets and forms in the landing page will automatically be attached

  • Click Save on the top right then click Go Back on the top left

  • Follow the same process with Collateral Builds and once completed, click save and go back

  • Once you've completed reviewing the Landing Page and Collateral Builds, click Publish & Continue

  • Select a start date

  • You can schedule emails individually, or schedule all emails by selecting Schedule All Emails in This Marketing Plan

From Design Studio

  • Click on Design Studio

  • Then Marketing Plan

  • Find a marketing plan you would like to use. Plans with Magic Links available will populate at the bottom left. Click on the 3 dots on the top right.

  • Click Create Marketing Plan

  • Follow the same process as above to link the collateral builds and landing page

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