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Drafting Emails with Emily AI

Learn how to use Emily, your AI assistant, to quickly generate and customize professional, context-aware email drafts in just a few steps.

Solutions Delivery Team avatar
Written by Solutions Delivery Team
Updated this week

Emily is your AI assistant for faster email creation. It guides you with smart prompts, pulls in details from your event or giving pages, adapts to your style with visual cues, and opens your draft directly in the editor for easy editing.

Whether it’s an event, giving campaign, or community update Emily gets you from idea to draft in seconds.

✍️ How to Use Emily to Draft Your Email

Here's how you can use Emily to draft your Email -

Step 1 : In Email communication, under Design email you will see design with AI. Click on that to start drafting email using Email Emily.

Step 2 : Choose your email type (Event, Giving, or Community) and follow Emily’s prompt to personalize your draft.

Prompt

What It Does

What Happens Next

I want to send an email about an event

Ideal for invitations, reminders, or follow-ups related to an event.

You’ll be prompted to choose an event page. Emily will pull in event name, date, RSVP link, and location.

I’m creating an email for a giving campaign

Perfect for fundraising appeals, updates, or thank-you emails.

You’ll be prompted to select a giving campaign. Emily will use campaign goals, giving links, and impact stats.

This email is to engage my community

Best for newsletters, announcements, or general updates.

No page selection is needed. Emily will guide you based on your message goals, like community highlights or updates.

Step 3 : Describe the goal of your email, then choose how you'd like to proceed:

  • Select “Create draft” to have Emily generate a draft instantly.

  • Or click “Give more information” to provide additional context — Emily will create your draft right after you’re done.

💡Pro Tip: Add visual references by either uploading an image or selecting an existing email from your library by searching its subject line.

Once finalized, preview, test, and send your email as usual.

💡Important : Merge tags (like recipient names) and links (event URLs, giving buttons) are not automatically verifiedplease double-check them before sending.

❓FAQs About Emily AI

Q. Can I change the prompt after starting?

A. No. If you’d like to use a different prompt, you’ll need to restart the Emily flow.

Q. Can I upload a design layout or reference?

A. Yes! You can upload images or choose from past emails to guide the visual style. Emily will match your preferred layout where possible.

Q. What information does Emily use to generate email drafts?

A. Emily pulls relevant information based on the type of email you're creating:

  • For event emails, she uses data from the selected event page — like the event name, date, location, and RSVP link.

  • For giving emails, she references your giving campaign page, including campaign goals, giving links, and impact stats.

  • For community emails, she draws from recent updates or highlights on your platform to craft engaging, general-purpose content.

Q. Are merge tags and links inserted automatically?

A. Emily may include suggested tags and links, but they must be reviewed and verified before sending. Always double-check URLs and personalization tokens.

Q. Can I edit the email after it’s generated?

A. Absolutely. The email opens in the editor for full editing, layout adjustments, and previewing before sending.

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