How To Use the Email Builder

Overview

The Email Builder helps you create reusable templates and send campaigns to your audience. It’s built for speed: drag-and-drop design, inline editing, and mobile controls are all in one place.

• Email Campaigns: Build, personalize, and manage delivery options.
• Templates: Create reusable designs to keep your emails consistent.

Creating Email Templates

1. Click + New to create a template.
2. Choose a starting point:
   • Template Library (industry templates)
   • Reuse a campaign (turn a campaign into a template)
   • Blank template (Plain Text, Design Editor, or Code Editor)
3. Drag-and-drop blocks (text, image, button, divider, columns) into your layout.
4. Adjust spacing, backgrounds, alignment, and button styles for clean design.
5. Save frequently used sections/elements if your builder supports saved blocks.
6. Click Save often while building.

Inline Editor Features

Click into any text element to access quick formatting controls so you can style content without leaving the builder.

• Typography: headings, font styles, sizes, and colors
• Layout: alignment, spacing, padding, and line height
• Content tools: bullet lists, hyperlinks, and insertable custom values
• Speed: AI-assisted drafting/refining (when available) for faster writing

Mobile Optimization

Most people open emails on mobile. Use mobile controls to keep content readable, clickable, and clean.

• Column stacking: enable/disable stacking for better mobile flow
• Images: set full-width alignment when needed
• Visibility: show/hide elements by device type (mobile vs desktop)
• Tap targets: keep buttons big and spaced for thumbs

Saving, Previewing, and Testing

• Save: store templates for repeat use and consistent branding.
• Preview: check desktop and mobile views before sending.
• Test: send test emails to a real inbox (Gmail, Outlook, mobile) to confirm spacing and rendering.
• Version history: use it when available to roll back changes safely.

Creating and Scheduling Campaigns

1. Go to Marketing → Emails → Campaigns.
2. Create a campaign and select an existing template.
3. Edit the content for the specific promotion or message.
4. Choose delivery (send now, schedule, or other available options like batch sending).
5. Connect campaigns to automations when you want consistent follow-up messaging.

A/B Testing for Optimization

A/B testing helps you learn what your audience responds to. Test a subject line, CTA button text, or a key section of the email.

• Choose what to test (subject, content, CTA, etc.).
• Send multiple variations to a small test group.
• Automatically send the best-performing version to the rest of your list.