How to Use the Email Builder

Modified on Fri, 28 Jun, 2024 at 12:20 PM

   


Go to "Marketing" > "Emails" > "Templates"



Here, you can create a new template.



Or edit an existing one.


Navigating the New User Interface

Upon accessing the Email Builder, you will be greeted by a sleek, intuitive user interface. On the top, you will find a toolbar with different functionalities:




The 'Add Elements' button lets you introduce new content into your email, from text and images to more complex structures.




The 'Manage Elements' option gives an overview of all elements in your email, allowing you to select and adjust them easily.


Lastly, the 'Appearance' setting lets you control the global style of your email, including things like background color, Divider, Custom CSS styling, and Mobile Formatting.

These functionalities are designed to give you complete control over your email's design, from the individual components to the overall look and feel.


Adding Elements

Clicking on the 'Add Elements' button creates a comprehensive list of content types you can add to your email. Here's a brief description of each:


Text: 

This versatile element can be used for headings, paragraphs, captions, and more. With the inline editor, you can fine-tune every text aspect, from the font style to the color and alignment.


Image: 

If you want to include photos, graphics, or any other visual content, the Image element is the tool you need. You can upload images directly from your computer or link them from an external source.

Image Upload: Use the upload feature to add an image directly from your device. The maximum upload size is 10MB, ensuring you have enough capacity for high-resolution photos.


Image URL: Alternatively, you can link an image from an external source or your CRM's Media Library. Paste the image URL into the provided field.


Alt Text: Alt text helps improve email accessibility for recipients who use screen readers or when the image fails to load. Describe the image briefly and clearly in this field.


Link (optional): If you want your image to redirect to a specific URL when clicked, you can input the desired link in the Link field.


Width and Height: Adjust the size of your image using these fields. You can set specific pixel values or tick the box for 'Set height and width to auto' for automatic sizing based on the image's original proportions.


Padding: Control the space around your image by adjusting the padding. Set the padding for the top, bottom, left, and right sides according to your design preferences.


Alignment: Set the alignment of your image. For instance, select 'Center' to center your image in its respective container. Other options include 'Left' and 'Right' alignment.


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