Using the new 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.
Adding a Link to a Button or Image
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:
- custom URL - simply copy/paste the URL into the URL field.
- email - enter in the email
- phone - enter in the phone (any format)
- 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.
- webpage on your site - you can select from a list of all pages
- survey - you can select from a list of all active surveys
- eCommerce Store product - you can select from a list of all active products
- reviews link - this is your MyReviews link
- social media link - select from the social media links you have setup on Locations pag
Adding a Link to a PDF Doc
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.
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