Using the Email Editor

The Email Editor is a content creation tool that uses robust and scalable modular templates, allowing you to:

  • Use a template to quickly structure an email.

  • Add content to an email.

  • Use AMF attributes to create a template.

Composing an email

Email editor templates must be designated as such by the designer. This is due to the specific amf attributes they use.

Tip: if you don't have any templates available, speak to your customer success manager about a bespoke solution.

To compose an email using the email editor:

  1. Create your campaign as usual.

  2. When you reach the compose step, press the create HTML content button.

  3. Press the select template button.

  4. Select a template from the list and press the okay button.

  5. Press the email editor button to open the editor window.

  6. Select the template elements to use for your email.

  7. Enter the content for your email.

Note: you may find parts of your campaign that you cannot edit, this will be because they don't use an amf: attribute. This will be a choice made when creating the template.

You will need to contact the designer of the template in use to change these settings.

Creating an email editor template

To create an email editor template:

  1. Open the workspace where the template will be used.

  2. In the workspace menu, select templates.

  3. Press the create email template button.

  4. Enter a template name and description.

  5. Ensure the 'active' and 'is an email editor template' checkboxes are checked.

  6. If you want the template to be available to other workspaces, check the 'available to all workspaces' checkbox.

  7. Enter the HTML source for your template.

  8. Press the save button.

Tip: you can also save an email as a template in the email editor (if enabled).