How to Search Your Emails in KeaBuilder

Searching for a specific email in your CRM is quick and easy using KeaBuilder’s built-in search functionality. This feature helps you instantly locate any email you’ve created, whether it’s a campaign email, an automation email, or a one-time broadcast, saving you time and effort.

Follow the step-by-step instructions below to search for your emails effectively:

Step 1: Open the CRM

  • Begin by logging into your KeaBuilder account.
  • From your dashboard, locate the left-hand side menu.
  • Click on the CRM option to open your Customer Relationship Management panel. This is where all your customer data, emails, lists, tags, and automations are managed.
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Step 2: Navigate to the Emails Section

  • Once inside the CRM, look for the Emails option in the top or side menu.
  • Click on Emails to access the Email Dashboard.
  • Here, you’ll see a complete list of all your saved emails, including drafts, scheduled emails, and sent emails.
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Step 3: Locate the Search Panel

  • Inside the Email Dashboard, find the Search Panel located just below the horizontal menu bar.
  • This is your dedicated search tool for quickly finding specific emails without manually scrolling through the entire list.
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Step 4: Enter the Email Name

  • In the Search Box, type the exact name or relevant keywords of the email you’re looking for.
  • As you type, KeaBuilder will automatically filter your emails in real time.
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Step 5: View the Search Results

  • If the email exists:
    • It will instantly appear in the results panel below.
    • You can click on the email to view, edit, or manage it directly.
  • If no matching email is found:
    • The system will display a message such as “Nothing to show here”.
    • Double-check the spelling or try searching with a different keyword.
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Pro Tips for Easier Email Management

  • Use descriptive names when creating emails so they’re easier to locate later.
  • Organize emails by campaigns or categories for better workflow efficiency.
  • Regularly clean up old or unused emails to keep your dashboard clutter-free.

This detailed guide ensures that users of all experience levels can seamlessly search and manage their emails in KeaBuilder.