Email Editor

Creating a New Email Campaign starting with a blank template

Spillover provides a large number of prebuilt email templates for you to choose from.  These templates are fully customizable.  To view all the available templates navigate to the Engagement section of your Engage navigation and select Email Campaigns > Create. You will be brought to our template library where you can select an email and start to edit.  Email Campaign Template Library

Alternatively you can start with a Blank Template and create your own email from scratch.   



I. Managing Email Settings

Click on the Email Settings Tab to view the editable email settings.  Enter the following: 
  1. Campaign Name - This is only for internal tracking of the email campaign. 
  2. From Name - This defaults to your Business Name.  
  3. Email Subject - Recipients will see this.  We suggest make it something catchy that will encourage your audience to open the email.  
  4. Reply Email - This defaults to your Business Email but you can change if you want.   If you are sending to a very large email list and don't want to allow people to reply to you then you can make this "noreply@domain.com"
  5. Preview Text - Max 100 Chars.   If you want to make sure your email headers are tailored to fit a wide range of devices, you should keep your email preview text between 30 and 80 characters.
  6. Segments : If you wish an email to be sent out to your entire customer database, you can select "All Subscribers" under <Segment> category. To target a specific group select the desired segment from the drop-down menu.
  7. Locations: If you have more than one location, you can also choose to send location-based emails by unchecking the "Ignore Location Based Email" checkbox and then selecting the location(s) from the drop down list that you want to target.  This will only send to subscribers who are tagged to those locations and it will customize the footer of the email for each location (contact info and social media links).
  8. Social media footer links   - Click the corresponding checkboxes.  There are different styles available.



II. Designing your Email using the Email Editor 


To start designing the content of your email click on the Design Email Tab. 




If you have chosen to start with a blank template, your initial email body will display an empty row.  Rows act as containers for content blocks.  Simply drag and drop the content blocks to get started.  Typically you will start with a Heading, Image or Text content block.





Adding Rows

The rows/columns act as containers for the different content blocks in your email such as Heading, Text and Image.  You can choose from a range of single or multi-column row formats. 




We recommend that you first create the framework of your email by dragging multiple Rows into the email body.  To add new rows simply select the row format you want and drag it across to the email body. The green line indicates placement.   





Adding Content 

When you have created your initial framework you can start to add some Content Blocks such as Heading, Text, Images and Call to Action Buttons to the rows.  Spacers and Dividers can be used to split up content sections in your email.  




Adding a Heading

To add a Heading simply drag the Heading block across and drop it in the desired location/row. The line indicates placement.



Just click on the placeholder text in the Heading block and start typing/deleting to edit the text.  To make edits (e.g. change font or size or color or to center your text) go to the Settings Tab.  You will find the most commonly used text editor features in the Font and Styling sections. 




Font                                                      Styling                
   


Adding an Image

To add an image simply drag the Image block across and drop it in the desired location/row. The green line indicates placement.





Upload an image OR select an Image from the Media Library OR Generate an Image using AI.




After you have added an image you can add a link to your image using the 'manage link' button in the editor.   See 'Adding a Link' below.



Adding Text

To add a Text Paragraph simply drag the Text Element across and drop it in the desired location/row. The green line indicates placement.  You can add your own text or use our AI Helper to assist you (see below).




Using the AI Helpers for Text

Select the Text element and then click on the AI Helpers Tab.   Click Generate Text.





Enter a short prompt and click Generate Text. Your AI Helper will provide 3 suggestions for a text paragraph for your email.  You can choose one of the suggestions as is (just click and it will be added to your email), or you can choose further AI options like "Make Shorter" or "Make Longer" or "Make more Casual". 




Adding a Button

To add a Button simply drag the Button Element across and drop it in the desired location/row. The green line indicates placement.



You can edit the button text, dimensions and color in the settings and also add a link via the 'Manage Link' button. See "Adding a Link" below.





Click on Manage Link (for Buttons and Images).  Select the link type you want to add from the dropdown list.  You can add a link to any of the following:
  1. custom URL - simply copy/paste the URL into the URL field.
  2. email - enter in the email
  3. phone - enter in the phone (any format)
  4. anchor - you can select an anchor you have set up in the body of your email.  See how to add an anchor in "Other Email Editor Features" below. 
  5. webpage on your site - you can select from a list of all pages
  6. survey - you can select from a list of all active surveys
  7. eCommerce Store product  - you can select from a list of all active products
  8. reviews link - this is your MyReviews link
  9. social media link - select from the social media links you have setup on Locations pag




If you wish to add a link (from a button or image) to a PDF doc, you can click on the Upload tab (to upload a new PDF doc) or Media Library Tab (to add link to a previously uploaded doc).  The URL field will automatically be updated after you have uploaded/selected the PDF doc.






Adding a Text Link

There are two ways to add a link to Text.  
1. You can drag/drop the Link element into the body of your email.



Then Double Click on the word Link to open the Link Modal.  You can edit the word and change to whatever text you want e.g. Click Here.  Then add a Link the same way you add for a Button or Image.




2. You can highlight the text within a Text element that you want to link, and click on the link button in the text editor buttons.   


Double click on the linked text to bring up the link Modal and then add the link the same way you add a link to a button or image.





Adding Dividers and Spacers

Dividers are useful to separate email content sections if you have a longer email. To add a Divider simply drag the Divider Element across and drop it in the desired location in between rows. The line indicates placement.  You can customize the divider : solid line, dashed line, full width or shorter, change color.







Spacers are similar to dividers but just add Space between rows and content sections.  You can increase/decrease the amount of space.



                                   

Adding a Merge Field


To add a Merge Field to the body of your email click on the Add Merge Field in the top editor.



Select from the list of available merge fields.

     


Other Email Editor Options

The Top Bar in your email editor has a number of functions you a can use.  The main ones are outlined below.


Moving/Copying/Deleting Elements and Rows

When you select any component/element you will see a small editor appear on the bottom right.  You can use this to move an element via drop/drop, to copy an element or delete an element.  

Note:  The element you have selected will be outlined in red.  Sometimes you may have selected a sub-element but want to move/copy/delete a full row.  You can use the Up Arrow to select the parent element in this case.  



iii Saving and Sending your Emails




- Before your emails are completed, they can be saved to come back to later by clicking the Save Button.
- To preview  an email in your own inbox click send test.  
- To send your email to your chose Segment, click either Send Now or Schedule to send later. 
- You can also click Save Template to save a copy of all the edits you have created to the template. This will appear under My Templates for you to access and use again later 

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