This article walks you through the overall process of creating and sending an Email Distribution in Agility.
Whether you're sending a press release, media pitch, newsletter, or announcement, Email Distributions let you design professional emails, personalize your content, preview your message, and send it immediately or schedule it for later.
Before you begin: Create or select the Targeted List or recipient list you want to send to.
🔹Video Guide
🔹Access Email Distributions
To begin, navigate to the Media Relations tab and select Email Distributions from the menu. On the left-hand panel, you'll see a list of previous distributions and drafts if you have any.
🔹Start a New Email Distribution
Click New Distribution.
Choose how you'd like to begin:
Quick Template – Start with a basic layout.
Saved Template – Reuse a previously saved email template.
Past Distribution – Copy a previously sent distribution or saved draft.
Click Create Distribution.
🔹Optional: Use PR CoPilot™
You can enable PR CoPilot™ while creating your distribution.
PR CoPilot can help you:
Draft email content
Improve grammar and tone
Rewrite sections
Expand or shorten text
Translate content
Recommend relevant journalists based on your content
You can also use PR CoPilot later while editing your email.
Learn more in Using PR CoPilot™.
🔹Design Your Email
On the Compose tab, configure:
Subject Line
Preview Text
From Name
Reply-To Email Address
Then build your email using drag-and-drop components such as:
Text
Titles
Images
Buttons
Dividers
Social Links
Columns
For detailed formatting options, see Format Your Email Content.
🔹 Personalize Your Email
Email Header
Subject of your email
Any preview text you wish recipients to see prior to opening your email
The name of the person or organisation sending the email
The address that any replies will go to
Formatting: You can now add content into the Text Component, using a full suite of formatting options to customize your email. You can type or paste the content you wish to send.
For advanced formatting, watch the short video below.
Layout Options: You can choose from a variety of layouts, including a two-column format. For example, you can place a Media Kit button and social links side by side.
Personalization Options: For a more personalized approach, use the first name of each contact on your list, or customize the greeting for each recipient.
For advanced personalization options, watch this short video
Footer and Compliance
Before sending, review your footer to ensure it contains the appropriate sender information.
You can format the footer just like any other text component and use merge tags to automatically insert contact details.
For more information, see Using Merge Tags to Edit the Email Footer.
🔹Save Your Work
You can save your distribution as a draft at any time and continue editing later.
If you plan to reuse the same layout, consider saving it as an email template.
Tip: Keeping your overall email size below 5 MB can help improve email deliverability.
🔹 Preview and Test Your Email
Check your email looks great
Before sending your distribution:
Preview your email on desktop, tablet, and mobile.
Send a test email.
Verify images, links, attachments, and formatting.
Review personalization and sender information.
For detailed instructions, see Send a Test Email and Preview Your Email.
🔹 Select Your Recipients
Once you’re satisfied with your email, move on to editing the recipients.
You can select from your Agility media lists, saved searches, or manually add new recipients.
PR CoPilot is also available to help you match your pitch with relevant journalists based on keywords, regional relevance, and content focus.
🔹 Send or Schedule Your Distribution
Choose whether to:
Send Now
Schedule for Later
If you want to measure engagement, enable:
Open Tracking
Click Tracking
Then review your distribution and send it.
🔹 View Your Results
After your email has been sent:
You'll receive a confirmation email.
Your distribution will appear under Sent Distributions.
You can review delivery statistics and engagement metrics from the distribution report.
Need help interpreting your results? Learn how to analyze your distribution report.
Frequently Asked Questions
Can I save my work and finish later?
Yes. Click Save Draft at any time to continue editing later.
Can I reuse a previous email?
Yes. Create a new distribution using a previous draft or sent distribution.
Can I schedule my email?
Yes. After reviewing your distribution, you can either send it immediately or choose a future date and time.
Should I send a test email first?
Yes. Sending a test email allows you to verify formatting, images, links, personalization, and overall appearance before sending to recipients.
Can I personalize emails?
Yes. Email Distributions support merge tags and personalization fields that automatically insert recipient-specific information.
🔹 Send Press Releases and Emails
📝 Support & Resources
Need help? Chat with Support from your dashboard






