Email template builder
- Customer Service
- Viktor Pavlenko
- Oleg Padalko (Unlicensed)
UA | US | RU |
|---|
The platform has an email feature. To make it convenient, we created a user-friendly layout and email template builder.
The builder is located in the "Library → Email Layouts" section:
In this section, you can either create a layout or import an existing one:
Layout Import
If you already have ready-made solutions in the form of email layouts, you can import them to the platform to create future email campaigns.
Layout Name – A field to enter the name of your email layout. It helps organize and quickly find the necessary layout among others.
Email Subject – A field to enter the subject of the email, which will be displayed to the recipient in their mail client.
Add Files from Device – A function for uploading files that will be used in the email layout (e.g., images, documents).
Delete All Layout Information – A button to completely delete the current layout content. Use it carefully, as data recovery will not be possible.
Add Additional File – Allows you to upload additional files to expand the layout or add new content.
Layout Preview – A feature to preview the final layout of the email. You can see how it will look for the recipient before sending.
Save – A button to save all changes made to the layout. It is recommended to click it regularly to avoid data loss.
Creating an Email Layout
HTML – Allows you to insert custom HTML code for creating unique elements or additional content customization.
Button – Adds an interactive button to the page. You can customize the text, background color, and font of the button.
Image – Allows you to upload and insert an image. You can adjust the size and position.
Separator – Adds a horizontal line to visually separate different content blocks.
Text – Allows you to insert text content. Formatting options such as font, style, and color are available.
Heading – Inserts a heading of different levels (from H1 to H6) to organize content hierarchy on the page.
Social Media – Adds social media icon links. You can customize the links and display style.
Menu – Creates a navigation menu with links. You can adjust the order and style of the elements.
Table – Inserts a standard table to present data in a structured way. You can customize its design.
Table with Elements – An advanced table type that allows inserting other elements (images, buttons, etc.) into the cells.
Content Settings – A tool for customizing block content: alignment, padding, style.
Block Settings – Allows you to modify block parameters such as size, background color, or borders.
Text Settings – A tool for text formatting: font selection, style, color, or line spacing.
Continue – A button for moving to the next process step or page.
Preview – A feature to see how your page or elements will look in the final version before publishing changes.
At the top of this page, you can preview your layout using the "PC", "Tablet", and "Mobile Device" buttons.
After clicking the "Continue" button, you will proceed to the final stage of setting up and creating the email layout.
Layout Name – A field to enter the name of your email layout. This helps organize and quickly find the necessary layout among others.
Email Subject – A field to enter the subject of the email, which will be displayed to the recipient in their mail client.
Change Variable Format – A function for configuring or modifying the format of variables used in the layout (e.g., name or date personalization).
Final Layout Preview – The ability to see how your email layout will look for the recipient. This allows you to check the design and functionality before sending.
Save Layout – A button to save all changes made to the current layout. It is recommended to save changes regularly to avoid data loss.
Return to Layout List – A function for exiting the current layout and going back to the general list of created layouts.
Return to Layout Editing – A button to return to the layout editing mode after preview or another action.
Variables in Email Messages
In emails, you can define values that may change, i.e., set variables.
To do this, you need to:
In the body of the email, write the variable you want to set.
In the "Variables" field when saving or by clicking "Find Variables", the system will automatically extract values from the text.
In the "Default Value" field, specify the value that will be substituted for the variable.
If you need to change this value, you do not need to modify the template — just change the default variable value.
As for default variables like {name} and others, you can simply add them to the message body.