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Design and format emails

There are many options for design and formatting that you can utilise in your campaign emails.

S
Written by Stephanie Desveaux
Updated over 3 weeks ago

Once you've worked through the stages of creating your campaign and have reached the Design section, you can design and format your emails for the campaign by using the options below:

  1. Select a template, then click Use.

  2. Update the settings.

  3. Design the email.

🤓 Tip: Save regularly throughout formatting your email.


Tools

At any point during the design and formatting process, you can use the following tools:

Icon

Use

preview big icon.png

Preview the email for a specific contact attached a selection to the email, you’ll see the full list of recipients here, and you can preview the email for each contact.

preview design.png

Preview the email to see it in desktop, mobile view, approximate dark mode view or download an HTML version.

send yourself a test.png

Send a test email to yourself.

save design 2 big.png

Save. We recommend that you save your changes regularly throughout the process.

full screen design edit.png

Enter full-screen mode. If you use full-screen mode, it's easier to drag and drop blocks.


Update the settings

You can set the settings before or after you design the email by following the steps below:

  1. Click the Settings tab and check and update the settings of your email.

    • These are set by default in the template, you can update them for each email.

  2. Click General and change the background colour.

    • This is everything outside of the width of the email blocks.

  3. Click Sections Container and update the:

    • Background colour for the sections.

    • Width of the email.

      • By default, this is 600px.

    • Font.

    • Font size.

    • Font colour.


Design the email

To build your email, drag and drop the sections into place on the email. You can place sections anywhere you see Drop Block Here. You can add as many blocks as you need to the email.

  1. From the right-hand panel, drag and drop your required blocks.

    • You have standard blocks which are default, these include:

      • Text, Image, Image Text, Text Image, Vertical Image Text, Button, Countdown, and Socials.

    • You can also create custom blocks in the template level.

    • You can edit header and footers in the template.

  2. Hover over a block, then click the three-dot menu icon.

  3. Select one of the options:

    • Move: Click and drag to move the block to a new place in your template.

    • Settings: Access the specific settings for this block. In this settings tab each block has four tabs, plus its own unique settings that we’ll look at further down this article:

      • General: Edit the name and category.

      • Background: Edit the background colours.

      • Border: Add a border.

      • Padding: Edit any padding within the Block.

    • Duplicate: Duplicate the Block.

    • Delete: Delete the Block.

  4. Click Save.

Add or remove a hyperlink

Above the email draft are the formatting options that you can use to design your email copy.

  • To add a hyper link, click the link icon.

  • You can remove hyperlink by clicking the break link icon.


Dynamic panels

You can send customized panels to different customers by using the Dynamic Panel section.

Add the dynamic panels

🤓Tip: You can do this for any panel that you want to customise.

  1. Click the three-dot menu icon.

  2. Click the wand icon then click New.

  3. Name each dynamic panel clearly, then click Continue.

  4. Drag and drop all the required content blocks.

Add the dynamic panels rules

  1. To add the rules, hover over the block, click the three-dot menu icon.

  2. Hover over the dynamic setup icon, then click Add.

  3. From the dropdown, choose if your criteria would be a selection or a node.

  4. Click the magnifying glass icon, select a node or selection to precise the contacts that will receive this dynamic panel then click Submit.

Add the mandatory default dynamic panel

  1. Add another panel to be the default panel for the contacts that don't meet any of the criteria for all the dynamic panels, then hover over the block, click the three-dot menu icon and click the cog icon.

  2. From the new window, select Default copy then click Confirm.

Review the dynamic panels settings

You can review the dynamic panels settings from the right section:

  • Number of selections: Select the maximum number of sections you can deliver to a customer based on the number of criteria they fall into.

  • Include default for everyone: If you select to include the default for everyone, the default panel you create is included in every recipient's email. This isn't included in the number of selections you select.

  • Exclude default for everyone: Select this to remove this panel completely in your email if the recipient doesn't meet any of the rules.

Save your dynamic panel

  1. Click Save and Use.

    • If you've missed fields, a pop-up displays to show you what you've missed.

    • If you want to edit your dynamic panel after saving it, from the main design click the wand icon then click Existing.


Shared sections

You can set up and use a shared design panel to reuse across multiple campaign designs.


Just drag and drop the relevant shared section found under the panels blocks into your design accordingly.

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