Where is the email I was working on in my nurture campaign?

I'm new to Sugar CRM and setting up my first Nurture campaign and first emails in the system. I've worked in other systems before. I spent hours yesterday setting up my email for the first step, but I needed to work on an image so I saved to come back today. Today I can't find the email anywhere. I made sure to save multiple times during the process. Where is the email I spent so much time on? Do I have to restart?? I can't find any help on this. 

  • I had the same problem and figured it out.

    On the email you have to click the gear icon, then the pencil for the Send Email dialog.

    It seems like the most obvious thing would be to be able to create/edit these outside of the nurture campaign builder.

  • Thanks! When I click the gear icon the only option I get is "create new" though. I don't get that "Send Email" pop up.

  • Thanks ! That's exactly right. 

    if you clicked on the same email step which you created your email and it has the 'create new' pop up instead of edit screen that John mentioned then the system doesn't have the email you were working on unfortunately.

    Depending on how you saved (perhaps as a template?), you might be able to click 'Create New' then when you go into the Campaign wizard, you might see your saved campaign as a template. To help prevent lose of data in the future, it might be a good idea to do a quick practice round of making some edits on a campaign - leave, then come back and make sure it saved as expected. 

    For example, If you click 'Create New' then go through the Campaign Wizard and either click 'Save and Exit' on the top right or 'Complete' on the bottom right of the Campaign Wizard. It will take you to that 'edit' screen that John mentioned. If you do not click 'Ok' on that edit screen, it will not save your campaign. We'll make a Feature Request on this one as you've already clicked save on the Campaign so I would have expected the campaign to save but it does not unless you do that last step.

    Apologize for the inconvenience but I hope this helps you on a going forward basis.

  • Thanks. Yeah, it's kind of bonkers that you have a save function that doesn't actually save? Also I went through and recreated the email today but it's still not showing up. I saved throughout the process (which I now know does nothing, but I didn't know that at the time), and when I finished I clicked "complete" and got sent back to the nurture overview. Same thing - I click on the email, click the gear, and it says "create new" as my only option. Email that I worked on is still nowhere to be found. I'm saving it to a folder, too, but the folder is empty, so I guess that doesn't work either. 

  • Follow up - I did the email a third time, keeping everything in mind that was shared today. I carefully saved and when I was done clicked "complete", keeping an eagle eye out for any pop-ups I'd have to click "ok" on. It took me right back to the Nurture overview landing page and a pop-up did immediately come up that said "create new email" again. So the "complete" button didn't work at all. I just finished creating the email a fourth time - this time I clicked "save and exit" and that finally worked! But just fyi the "complete" button doesn't work. Wild.

  • Thank you for this input. I created a case and linked it to your email and account so that you'll get follow ups on this.

  • I am curious what the thought process is for having to build emails as part of the nurture instead of being able to build them in EMB 2.0 and then use them?