Email editor

The email editor allows you to design, in a responsive and highly visual way, the content of the emails that will be sent to your customers from your account, through workflows created for this purpose.

 

How to access?

You can access the email editor through two paths:

1. From "Content > Emails". Click on  Create new email to generate new content, or on More  and select Edit to modify an existing email.

2. From the "Send email" node in a workflow, by clicking  (Edit node configuration). Click on Create new content or on  Edit to modify an existing email.

 

Interface

The email editor consists of three panels:

1. Preview and save: to save or discard changes made and preview the final result of the email to be sent.

2. Design: to visually build the email using structures and components from panel 3 (tools).

3. Tools: to configure all the properties of the email, access templates, and add variables. This panel can be expanded or collapsed by clicking  (Open tools) or  (Close tools).

 

Functionality

The email editor is based on the 'drag and drop' design method, allowing you to assemble emails quickly, easily, and visually.

1. Classify the email

In the design panel (2), categorize your email and find it quickly by clicking on  Enter tags and adding keywords that help you identify it.

2. Edit general style

In the Tools panel (3), click on the General tab to edit the general appearance settings. You can also access it by clicking   General properties from the design panel (2).

The settings to define are:

• Content name: the name you want to give the content to identify it in your Connectif account.

• Colors: content background color and general background color.

• Layout: the width the content will have in pixels and the responsive threshold (up to which screen width it will be considered a mobile device).

• Text: default font or typography for the email texts.

• Preview: text that will appear in the client’s email preview, following the email subject.

• Header: title that will appear on the contact's browser tab when they click on "view in browser".

• HTML Options: general style configuration based on CSS and HTML styles.

 

3. Build the email by blocks

In the Tools panel (3), click on the Components tab to create your layout by dragging and dropping structures or elements into the design panel (2).

Structure

Layout that a content block will adopt within the email. It can appear in one or several columns, with identical or uneven proportions.

The structure must be inserted first. If not included, a single-column structure will be used by default.

Once a structure is created, hover the mouse over it and click on  (Edit block) to modify it,  (Duplicate block) to create an identical one, or  (Delete block) to remove it.

 

Elements

Multimedia content that you can add to your email by dragging it into the design panel (2). As with the structure, you can edit them by hovering the mouse over the element and clicking on the button  (Edit element) or directly on the content. You can also duplicate them by clicking on  (Duplicate element), or delete it by clicking on  (Delete element).

The available elements are:

• "Text".
  Write your text applying rich formatting (bold, italics, links…), inserting dynamic variables or modifying its layout within the inserted block.

• "Image".
  If your image is already published on the Internet, paste the image URL to include it in the web content. If you prefer to upload it from your device, click on   Upload image or the mountain figure, and select the file from the browser window that will pop up. Once uploaded, the image URL will automatically fill in.
  You can also add alternative text (which will appear if the image does not load), the 'title' text (also known as alt attribute, shown when hovering the mouse over the image), and its placement within the block.
  
  
  
  

• "Button".
  Define the text that will appear on your button, the 'title' attribute, and the link (it can be specific or predefined to execute a particular action). To configure its visual appearance, select the text and background colors and adjust its placement within the block.
  
  
  

• "Social".
  Choose the social networks you want to include and modify the URL link, as well as its placement within the block.
  
  
  

• "Divider".
  Configure the color and placement of the horizontal line to visually separate content.
  
  
  

• "Space".
  Define the amount of white space you want to insert between two blocks.
  
  
  

• "Products".
  Insert a product block that will be filled with items of interest to the contact. You can select one of the three default templates (Basic product, Product with brand or Product with price) or customize its final appearance in the text editor or as HTML. You can also define its row and column structure for desktop and mobile.

• "HTML".
  Embed a custom HTML code and adjust its placement.

• "View in browser."
  Predefined text to insert a link that allows viewing the email content in a browser window. When editing the link, you can modify the text to display, the title, and whether you want it to open in a new window.

• "Footer".
  Predefined text to insert a footer in your email, where you can specify your company's details and provide the client with the option to unsubscribe or forward an email.

 

4. Create, edit or delete a global block

Save a block as global to use it in all your emails and edit it simultaneously in all the emails where you have added it. 

To do this, once you have added the desired elements to your block, hover over it and click the   Create global block button.

Then, in the pop-up window, the Store where you will create this block will be shown. Enter a name for it and click the Create global block button.

Once created, save the email, and you can start using it in your email content. To use it, in the editor's Components tab, go to My global blocks and locate the block you created. Drag it into the editor like any other component.

You can edit the block globally so that it is edited in all your emails by clicking on the block and selecting the   Global Edit option. 

Once modified, click on Publish changes to save and automatically publish the new design in all the emails where it is used.

To delete the global block, in the editor's Components tab, go to My global blocks, locate the block you want to delete and click on   (Delete).

In the pop-up window, you will see where this block is being used. To confirm deletion, click on the Delete global block button.

You can also access all your Global Blocks at any time without having to enter the Email Editor, from "Content > Global email blocks".

 

5. Apply a condition to a block

Apply a condition to the blocks you want, to show or hide them to Contacts based on whether they meet the indicated conditions or not.

To do this, hover over the block you want to show or hide depending on the conditions and click the Add condition button.

Click on  Add Condition and, in the dropdown, choose the value by which you want to filter the condition, from the available Contact Profile, Custom Fields, Purchases, or Value Indicators.

In the second dropdown, choose a Operator and, finally, in the third row, add the value you want Connectif to check to show or hide the block.

Click on Apply and, this way, Connectif will only show this block to contacts who meet the condition. In this example, the image would only be shown to those who have made more than 3 purchases.

 

6. Use an existing template or save a new one

Quickly create your emails by using predefined Connectif templates or those you’ve created from the Tools panel (3), in the Templates tab, by clicking   Use template. You can also save the design you’ve created as a template by clicking   Create template from this content.

 

7. Add predefined links to a button

In addition to the predefined elements explained in point 3, (View in Browser and Unsubscribe), Connectif offers several predefined links that can be added to email buttons and provide certain functionalities without needing to generate them manually.

To add one of these links, add a button to your email template, add a Button component to your email, and edit its configuration.

In the Button link section, click on the Add predefined link button.

Click on the dropdown and select the predefined link you want to include in your button. Available options include:

• Confirm newsletter subscription: if a contact clicks this link, Connectif will change their "Newsletter subscription status" to "Subscribed". Additionally, the subscription will automatically be notified to your website’s backoffice. 
• Unsubscribe from newsletter: if a contact clicks this link, Connectif will change their "Newsletter subscription status" to "Unsubscribed" and notify this change to your website’s backoffice.
• View in browser: if a contact clicks, they will see the email in a browser tab. This page is automatically generated by Connectif.
• Forward email: if a contact clicks this link, they will be able to forward the email via their default email client.

Once selected, click on Accept and the predefined link will be added to your button.

 

8. Review the variables

Review the created variables and how many times they are repeated in the text elements from the Tools panel (3), in the Variables tab. To edit their format, click on  .

If you have recently added a new variable and it does not appear, click on  to refresh.

 

9. Preview final result and save

In the preview and save panel (1), you can see the final result of your email. All created content is responsive, so you can click on  Preview to open a new panel and review the final result. Click on  (Desktop view) to see the result on desktop, or click on  (Mobile view) to see the result on mobile.

You can also send yourself a preview email by clicking on  (Send preview email) to receive a test email to the address you choose and review how the customer will receive it.

Once satisfied with the result, click on   Save.

 

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Keep learning!

To take full advantage of your Connectif account, we recommend continuing with the following articles:

• Create a personalized product block in an email, to send products of interest to your customers.

• Links in emails: view in browser, unsubscribe, and buttons, to configure predefined links.
• Weekly recommended product campaign, to schedule automatic emails with recommended items for customers.

• Mass coupon by email, to send exclusive discounts to your customers.