Events and Behaviour Tracking
- How to Add a Video to an Email
- How to Create a Synchronized Module
- How to Create a Gmail Promotions Annotation for Emails
- Adaptive email builder review
- All for responsivity in our editor
- Editing HTML and CSS
- Product Blocks Generator
- How to Add a Rollover Effect to an Email
- How to Add Anchor Links to an Email
- Working with “Images” block
- How to Add Social Media Buttons to an Email
- How to Add a Table to an Email
- How to Add a Background to an Email
- How to Add a Custom Font
- Designing your email
- Creating a Widget Launcher
- How to Set Up a Pop Up for Your Website
- How to Set Up Subscription Form for Your Website
- How to Set Up Floating Box Widget for Your Website
- Sending Events from Subscription Form to Google Analytics
- How to Set up Informers for Your Site
- How to Set Up Age Gate Widget for Your Website
- How to Set Up an Automated Birthday Campaign
- How to Set Up Double Opt-In
- How to Create a Welcome Email Series
- How to Launch a Workflow after a Contact Import
- How to Set Up Notifications for Trigger Control
- How to add scenario to the button
- How to Automate Customer Reactivation
- If scenario does not work
- How to Launch a Regular Workflow for a Segment
Security and Compliance
How to Create an Email
To create your first email in the editor, follow the next steps.
1. Go to Email Creation
To start building an email, choose one of the following options:
- Go to Messages > Messages and click Create email.
- On the main page, click the plus icon > New message > Email.
- On the main page, in Messages click Email > Create email.
2. Choose a Template
Choose a template from one of the categories:
- Basic: nineteen ready templates, one empty and one HTML template.
- Gallery: 350+ ready templates grouped by industry.
- Saved: emails you have saved as a template. You can save any email as a template and further use it for similar campaigns with the same layout and design.
You can edit any template in Messages and Saved Templates by 1) clicking its name or 2) Edit on the right. 3) Also, you can click Copy to copy and edit the chosen template.
3. Fill in Message Information
Click Message name or Click to set the subject to specify the message information.
A message name can differ from a subject line and is used only for internal usage in the system. It’s used to identify the message in the general message list, campaign reports and workflows. If you don’t specify the message name, it will be filled with the subject line by default.
We recommend choosing a short name as by default it is passed in the utm tag in the parameter utm_campaign. In our service, all parameters, including message name, are specified by default but you can edit them in the email template or in personal profile settings.
- To configure tags in the template (for the current email), click Additional settings > Specify links settings. Edit or replace the variable $messageName and click Apply. To undo all edits of the parameter, click Restore default values and Apply.
- To configure tags (for all further emails), go to personal profile > Settings > Laboratory and edit Campaign name. Keep in mind that tags specified in the message always have priority over tags specified in the account settings.
This is the example of how utm tags are displayed in the browser URL after a subscriber clicks the link in the email and goes to the website. Please note that the message name will be displayed in the campaign parameter.
A subject line is the title of the email which recipients see first in their inboxes, so it's important to compose a catchy line prompting opens.
To test different subject lines, click Add subject and enter the second variant. Each field can contain only one subject line.
Note. Subject line is a required field; you will not be able to send emails without subject lines.
A preheader provides an additional opportunity to increase the open rate of your emails. It serves to extend and supplement the subject line with extra details, drive interest, and encourage opens. In the email client, the preheader follows the subject line.
By default, a sender name is created based on the account info. If you want to use a different sender name for all your campaigns or separate emails, click New sender and fill in the fields.
To choose the necessary sender, click the arrow next to the address and select the name from the drop-down menu.
In this field, Not selected is specified by default. However, you can choose any address from the drop-down menu to receive customer replies.
Add tags to filter messages and reports more easily. Tags are also used to manage a frequency strategy of your campaigns.
You can add as a tag any words or phrases in Latin and Cyrillic, numbers and symbols. Click Enter after you specify each tag or select them by search. You can add unlimited tags.
If you have subscription categories, add them to your email. Before the launch, the contacts will be recalculated, and the message will be sent only to the contacts subscribed to the selected categories. To edit the category before sending, click the gear icon.
This parameter manages the frequency strategy of your campaigns and the level of annoyance they can supposedly cause your subscribers.
Set the annoyance level for a particular email based on the daily and weekly limits of your campaigns.
4. Create an Email Design
In our drag-and-drop editor, you can edit one of our ready templates, insert the code of your template and further edit it if needed, or create a custom HTML template from scratch. The main advantage of a visual editor is the built-in block responsiveness so that your emails will be displayed correctly on different devices. Learn more.
The main tools of the editor are organized in three sections: two tabs (Appearance/Content) on the left and a settings menu in the upper right toolbar.
This tab includes 5 subtabs:
- General Settings;
- Mobile Formatting.
It allows to design a whole layout of your email, or its separate elements (header, content, footer, info area). The subtab Mobile Formatting enables to adjust settings that regulate the mobile display of the email.
This tab includes 3 subtabs:
This section allows to add a structure to the template horizontally. Drag any structure to the necessary stripe and add the necessary blocks.
When you add to one structure several elements vertically (for example, text and images), they make containers which you can also set separately.
To start editing any element (stripe, structure, block, container), click it.
The section contains the following blocks:
You can add them by dragging from the menu, copy, delete, edit, and move them relative to other blocks. Each block is responsive by default. If needed, you can disable responsiveness of images and hide some blocks when displayed on mobile devices.
This section contains two tabs (Advanced/My modules) with ready structures with built-in ready blocks and containers.
Advanced contains ready module templates:
- Info modules;
- Product cards;
- AMP Sandbox.
My modules contains the modules you have previously saved. You can save any container, structure or stripe as a module, and they will be saved to this tab.
A click on a specific email element automatically opens the settings on the left. And when you hover over it, you see a panel with the main actions you can apply to this element: save as a module, move, copy, and delete.
Additional editor features include:
- Smart blocks;
- Dynamic content;
- AMP-supported elements (accordion, carousel, form);
- Synchronized modules;
- Custom fonts, etc.
Each element of your email template can be edited in the HTML editor as well. To open or exit the HTML editor, click Code editor in the top settings. You can open the editor for a particular element by first clicking it and then clicking Code editor. For convenience, the HTML and CSS editing tabs are separated.
If you create a message in HTML, insert your code into the HTML editing window. Emails can often contain styles within HTML in the head tag but some email clients may not support them. You can also add your own HTML and CSS block by dragging the corresponding block from the left.
Step 5. Preview and Test
To see how your email would look like on computer and mobile, click View message in the top toolbar.
To test the message before launch, click Test and enter the email address or addresses to send to and click Send.
We also recommend testing your email in special services. This is especially important when using custom designs or transferring the HTML code to the editor.
Our customers who apply for a free custom email template also receive additional testing of template display on all devices.
Step 6. Save the Message
Once editing has been completed, click Save. Choose Save as template if you want to use the created message as a template for further campaigns.
The email will appear in the general list of messages or saved templates, depending on how you saved it.
Your email message is ready. Before the launch, check your contact base and make sure you have your digital signatures configured.