Using the Email Campaign Editor

Drag & Drop Editor

The Drag & Drop editor makes it easy to create professional looking emails. Messages are built using rows to add a container in the message, to which additional content blocks can then be added.

The Drag & Drop editor can be accessed from within the 'New Email Campaign' drop-down:

^Note: If the Drag & Drop editor has been assigned as your default Campaign editor, you can simply press the "New Email Campaign" button.

To create a design:

1. If your default editor has been changed to "Drag & Drop editor" Click the New Email Campaign Button on the Dashboard.  Otherwise, select the drop down adjacent to the New Email Campaign button and choose  "Drag & Drop Editor".

   

2. There are two options to create a message. Use a provided Theme or Start from Blank. If you choose Start From Blank, skip steps 2 and 3.
3. Select a theme for the campaign. Themes provides a base colour palette for the Campaign. The theme can be changed and saved later in the editing process.
4. If using a theme, select a layout for the campaign. A layout is different configurations of the theme. Additional rows and content blocks can be added to any layout.
5. Click the Next button.

   

6. You will now be in the Drag & Drop editor

   

7. Give the design a Campaign Name.

   

8. The next steps in creating an email involve swapping out the placeholder content for your content. (*Note that if you chose "Start from Scratch" in step 2 above, you will need to drag and drop a row before you will be able to drag and drop a content block.) There are ten types of content blocks that can be added to a campaign. Selecting a block will open the block options specific to the selected block type.

   

   • Text - Text blocks contain text and hyperlinks. When editing a text block, the text tool options will appear along the top of the message
   • Image - Image blocks contain images that can either be uploaded into the Media Library, or pulled in with a URL.
   • Caption - Caption blocks contain an image and a space to add a text caption.
   • Collage - Collage blocks add two to four placeholder images that can either be uploaded into the Media Library, or pulled in with a URL.
   • Video - Video blocks adds a placeholder video that can be replaced with any YouTube or Vimeo video. Please note - Videos cannot be embedded in an email. This block allows a still frame image to be used, with a hyperlink to the video.
   • Button - The button block inserts a call-to-action button. You can then add a hyperlink.
   • Divider - The divider block inserts a horizontal divider in the message.
   • Social - The social block adds linkable social media icons.
   • HTML - The HTML block inserts a block of HTML code. When working with the HTML blocks, you will need a moderate degree of coding knowledge.
   • RSS - The RSS block allows you to add RSS content to an email, such as a blog feed.

You can add a content block by dragging the icon from the Content options to the Message canvas and dropping it where you would like for it to go. While editing the message, additional rows can be added. There are multiple configurations of rows, so you can pick the one that best fits your needs.

To insert a row:

1. Click the Rows options.

   

2. Drag the desired row configuration onto the Message canvas, and drop it into place.

   

If you decide to change the theme for your message, you can. The process swaps out the background, default colour palette, and other aspects associated with the Theme.

To change the theme:

1. Click the Theme options.

   

2. Click the 'Choose from available Themes' link.
3. Select a new theme. The message canvas updates with the new theme.
4. If you want to undo the theme selection, click the 'Undo' link.
5. If you want to save the new theme, click the 'Apply' link.
6. Click the 'Back' button to access and edit the theme options. The top navigation bar includes multiple tools and options to assist you.

   

   Included Items:

   • A Cancel button
   • A Tools drop down, which includes:
     • Save as Template - If the layout modifications are something you'd like to use in the future messages, this option saves the layout so that it is available as a starting point for future campaigns.
     • Export HTML - Export allows you to view your Campaign's html for further editing or use in another project.
     • Copy to Full Email Editor - You can copy the code from your campaign to the Full Email Editor if you need to make any custom revisions.
   • Save - Save the work you have done on your campaign.
   • Preview and Test - Send test emails, see how your campaign looks on desktop and mobile devices, export your campaign and preview merge field data.
7. Click Next to send your campaign.

   

Smart Email Builder

Smart templates organize content using content blocks and regions:

• A content block represents one element, such as an image, a headline, or a text block.
• A region is a grouping of related content blocks.

Content Blocks

Three types of content blocks are available in smart templates:

• Image content block for displaying images.
• Text content block for displaying text, such as headlines, titles, paragraphs, and so on.
• Read More content block for displaying a link to related information that's available from another location in the design or to an external online location.

Some smart templates may include other types of content blocks.

You can easily identify a content block by hovering the cursor over the area you're interested in. The content block for that area is highlighted by a green box and a striped grey background, as shown in this example:

Regions

Three types of regions are available:

• Header region for displaying the header, which is typically an image.
• Title region for displaying headlines, titles and introductory paragraphs.
• Body region for displaying article titles and content.

The content blocks available in a region depend on the smart template. In general, however, the header region includes only an image content block while title and body regions can include any type of content block.

Regions are easily identified by the controls available for working with them. For the header region, the control is available in the top, right corner of the region. For other regions, controls appear in the bottom, right corner of the region. Hover your cursor over an icon to highlight the region using a green box and a striped grey border, and to view a tool-tip of the control function, as shown here:

^Note: By default, controls are displayed. You can turn off (or hide) controls using the Show/Hide Block Controls button in the Editor toolbar:

Depending on the region type, one or more of the following controls are available:

Control	Description
	Creates a copy of the selected region and places it below the selected region.
	Moves the selected region down one region.
	Moves the selected region up one region.
	Delete the selected region.
	Toggle the default image container for this region. This option toggles the width of the striped grey border for this region only.

When working with regions, keep the following in mind:

• The header for a newsletter can't be copied or moved because it's intended to appear only once in the template, and always at the top. You can delete the header.
• With the exception of the header, you can change the order of regions, if they are used more than once in the template. You can move a region only within the area of the template for which it's intended. For example, a region that includes the newsletter title, subtitle, and introductory paragraph cannot be moved into the body of the template where articles appear.

Full Email Editor

The Full Email Editor provides a design editor for HTML emails and plain text emails. The available tools depend on which design editor you are working with. For example, tools for working with images are available only from the HTML Email editor because images are not supported in plain text emails.

Tools apply only to content in the current design editor. For example, using the Spell Check tool in the HTML Email editor checks to spell only in the email design that is currently open in the editor.

In addition to tools, right-click menus may be available for quick access to frequently-used commands.

This table describes the design tools available and the editor in which they are provided.

Tool	Description
	Save the email design in the design editor.
	Saves the email design in the design editor to the My Templates folder.
	Undo previous actions, in sequence. One action is undone each time the tool is clicked. Alternatively, click the down arrow to select the action to undo.
	Redo previous actions, in sequence. One action is redone each time the tool is clicked. Alternatively, click the down arrow to select the action to redo.
	Remove selected content and, if possible, store it in the Clipboard.
	Copy selected content to the Clipboard, if possible.
	Paste content from the Clipboard at the cursor position. If no cursor position is available, content is pasted at the beginning of the design editor.In the HTML Email editor, the down arrow provides several options that affect the formatting of the pasted content: paste content and keep source formatting paste content from Word and remove source fonts paste content as plain text (removing source formatting and fonts) paste HTML
	Insert an image in the email design. See overview of images.
	Edit the selected image. See overview of images.
	Lock an element into an absolution position in the email design. If the recipient resizes the window in which the email is displayed, the element won't adjust position along with other elements. Ensure you preview and test email designs when using this tool to ensure there are no unexpected results when the window is resized.
	Open the Image Map editor. See Create Hotspot Links Using Image Maps.
	Create a link at the cursor position or modify a selected link. See Overview of Links and Their Types.
	Remove a selected link. See Overview of Links and Their Types.
	Insert a merge field. See Personalize Emails Using Merge Fields.
	Customizes content for a mailing list or segment.
	Inserts an RSS content block for including external content in your email campaigns. See RSS Content Overview.
	Use the Module Manager to show or hide the following: statistics that show word and character counts. When shown, this information appears in the lower-right corner of the design editor. properties panel. When shown, this information appears at the bottom of the design editor when a table, image or link is selected in the editor. HTML tag inspector. When shown, this information appears in the lower-right corner of the design editor. table grid-lines (referred to as borders)
	Print the email design in the design editor.
	Check the spelling of the text in the design editor. See Add, Edit, or Format Text.
	Select all the content in the design editor.
	Search text in the editor to find matches to text you specify. You can search up or down from the current cursor position, as well as specify case-sensitivity or whole word searches. You can specify text to replace instances of the text specified.
	Insert a Forward to a Friend link. When a recipient clicks this link, an email form opens where they can add an email address and message, and then send your email to an additional recipient.
	Add a horizontal line (rule).
	Insert a paragraph return instead of a line break, which is inserted using the Enter key.
	Add a symbol that you choose.
	Insert a table at the cursor position. See Create a Table.
	Apply a paragraph style that you choose to the paragraph in which the cursor is located. If more than one paragraph is selected, the style is applied to all paragraphs.  Learn More
	Apply a font style that you choose to selected text.    Learn More
	Apply a font size that you choose to selected text. Font sizes are measured in pixels (px).    Learn More
	Apply the bold font style to selected text.  Learn More
	Apply the italic font style to selected text.  Learn More
	Apply underlining to selected text.  Learn More
	Apply a color that you choose to selected text.  Learn More
	Highlight selected text using a color that you choose. See Add Colors.
	Align selected content (or a paragraph in which the cursor is located) based on a left-hand margin. If the alignment doesn’t change, alignment may have already been applied.  Learn More
	Align selected content (or a paragraph in which the cursor is located) based on the vertical mid-point.  Learn More
	Align selected content (or a paragraph in which the cursor is located) based on a right-hand margin.  Learn More
	Justify selected content (or a paragraph in which the cursor is located). Learn More
	No justification. Learn More
	Number selected paragraphs.  Learn More
	Bullet selected paragraphs.  Learn More
	Increase the indent for selected paragraphs. Learn More
	Decrease the indent for selected paragraphs.  Learn More
	Maximize the space available for the design editor. After maximizing, click again to restore to normal size.
	Change the magnification of the view. For example, you may want to zoom to a 200% magnification to look more closely at small details in the email design.
	Remove content or formatting of selected content in the editor.When removing formatting, several options are available.  Learn More
	Apply basic CSS properties on a selected element in your email design.
	Copy the format of selected text. Select other text and click the button again to apply the copied format. You can also select text and click the down arrow to clear formatting.
	Change selected text to lower case. Learn More
	Change selected text to upper case.  Learn More

Access Right-Click Menus for Frequently-Used Actions

Commands are context-sensitive. Depending on your web browser, frequently-used commands related to the current task may be available from right-click menus. These menus provide alternative access to Action bar commands.

^Ex.
If you right-click an image in the HTML Email editor, a menu appears with actions for working with the image, as shown in this example: