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Knowledge Base

How to use the Email Designer editor

The Email Designer editor allows you to customise ready-made email templates by editing text, images, colours, fonts, and layouts. 

This article explains how to use the Email Designer editor to customise templates for different types of emails, such as welcome messages, newsletters, announcements, and product updates. 

 

On this page  

 

How to edit a template 

For pre-defined templates, follow the steps below:    

  1. Go to Templates Gallery.  
  2. Click Use this template on the bottom right of the specific template to open the editor.  

For saved templates, follow the steps below:  

  1. Go to Saved templates section. 
  2. Click Edit

 

How to edit a block

After you select a template, the Email Designer editor opens. The left pane displays all content blocks in the email. To edit a block, select it from the list or click the Edit icon on the block in the preview.

You can add logos and relevant links you want your recipients to click on.   

Add your company logo or brand

  1. Open the Header block, click on the Edit icon in the image section. 
  2. Click Select another picture. 
  3. Pick an image and adjust it according to your preference. 
  4. Click Save.   

Inserting navigation links: You can add up to 5 navigation links to redirect your recipients to your website's homepage, signup/login page, etc.    

  1. Click Link from the left tab. 
  2. Enter a link name in Link Text
  3. Enter a link or URL in Link URL. 

To delete an image or a navigation link 

  1. Click on the image or navigation link you want to delete from the left pane. 
  2. Click Delete link. 

To show or hide an image or a navigation link 

  1. Click the image or navigation link you want to delete or hide. 
  2. Toggle the button to hide or show an image or a navigation link. 

You can add the opening lines for your email to describe what it’s about. 

Image: Upload any relevant image, such as a snapshot of the products you're launching. 

Heading: Add a heading that captures your recipients' attention, such as your product's name or key features. 

Paragraph: Briefly describe what your email is about. 

Button: Add a clickable button with a link to redirect recipients to more details, such as the product's purchase page or your entire catalog.

You can use this block to add more details to your email.

You can showcase your products with all the related details you want to call out in the email.  


Heading: Adding a heading to introduce the products. 

Display settings for each product: Enable/disable settings which will be applied to all the product listings; if you toggle off any element here, it will reflect on all the products in this block.

Products: Highlight the product details. Click on the specific product for which you want to add the details and update the following fields: 

  • Image: Add a relevant image so that your recipients can see exactly what you're offering.
  • Name: Add the name of the product.
  • Description: Provide a brief description of the product.
  • Price: Mention the price.
  • Button: Add a button that directs users to know more about the product or to the purchase page. 

Adding a new product 

  1. Click on Add new and enter the product's details 
  • Image 
  • Name 
  • Description 
  • Price 
  • Button 

To delete a product listing, follow these steps:  

  1. Click on the product you want to delete.
  2. Scroll down to the bottom.
  3. Click on Delete product.

The Services block is similar to the Products block, where you can list your services, pricing, and purchase details. It is to be filled out and edited like the Products block.

Heading: Start with a heading that draws attention.

Display settings for each testimonial: Enable or disable settings that will be applied to all the product listings. If you toggle off any element here, it will reflect on all the products in this block. For example, if you do not want to display your customer's contact information or image, you can disable the toggle button. To display these elements, toggle them on, and they will reappear. 

Testimonials: Click on the testimonial you want to update and follow the below steps:

  • Image: Include the image of the reviewer 
  • Quote: Enter the feedback shared by the specific reviewer 
  • Customer information: Add their name, role, company name, etc. 

To add a new testimonial 

  1. Go to the Testimonials block, scroll down, and click Add new and enter the necessary information: 
  • Image 
  • Quote 
  • Customer information. 

To delete a testimonial   

  1. Select the Testimonials block. 
  2. From the left panel, click the testimonial you want to delete. 
  3. Scroll down to the bottom and click on Delete

This block lets you add your social media profile links, which makes it easy for recipients to connect with you on their preferred social media channels. 

To add a new social media link: 

  1. Click on the Social block 
  2. Click Add new 
  3. Under Social link type, select the platform type from the drop-down list. 
  4. Enter the corresponding link/URL in the link field.

To delete a social media link: 

  1. Click the social media link you want to delete on the left panel. 
  2. Click Delete social link.

In this block, you can share your address and contact information.

  • Image: Upload an image you want to sign off your email with, or your company's logo by clicking the edit icon 
  • Contact Information: Update your email address and phone number.
  • Footer text: Enter relevant details, such as your company's name, address, and operating hours, as needed. 

How to add a block

Each template type is designed with the specific scenario and requirements factored in. When you choose a template, it'll contain a set of relevant blocks. However, you can add more blocks by following these steps: 

  1. Click Add a new block from the top of the Blocks tab. 
  2. Select the required block. 
  3. Choose a layout for the specific block. 
  4. Click Add to template. 

 

How to duplicate a block

  1. Click the three dots on the block you want to duplicate. 
  2. Select Duplicate

 

How to delete a block 

  1. Click the three dots on the block you want to delete. 
  2. Select Delete.

 

How to rearrange a block

If you want to add your social media profile links, add the Social block by following the steps listed above. It will appear below the Header block (i.e. the second position). To move it around, just drag and drop it to the desired position. 

 

How to change the color theme and font 

To further personalize the email template, select your preferred color theme and fonts to match your brand and style.   

  1. Open the Design tab, located next to the Blocks tab  
  2. From under Color themes, pick from our range to change the palette of your email template as per your requirement  
  3. From under Fonts, pick a font style from the set of options. 

 

You can make text, images, or GIFs clickable by adding a hyperlink. This is useful for directing users to a specific page or external site when they click on the content. 

To hyperlink Text:   

  1. Navigate to the desired text, select the content and click the Insert Link icon as shown below.  
  2. Enter the URL in the Link field.
  3. Click Insert.

To hyperlink Images or GIFs:   

  1. Open the desired block and go to the Image section where you want to add a hyperlink.   
  2. Enter the destination URL in the Image URL field. 

 

How to change the font size

You can easily change the font size of your text to improve readability or match your design preferences.    

  1. Navigate to the desired text.   
  2. Select the appropriate font size from the available options in the font size dropdown. 

 

Supported image file formats 

You can upload image files such as JPG, PNG, JPEG, WEBP, as well as animated GIFs. These formats are supported by the designer and can be used in your content.

 

 

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