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Drag & Drop Emails: Pre-Designed Templates
Drag & Drop Emails: Pre-Designed Templates

Learn how to use and customize a professionally built email template to fit your branding, style and purpose.

Support Team avatar
Written by Support Team
Updated over a week ago

We have several professionally built templates available for you to use and customize to fit your branding, style and purpose! 

Head to Tools > Email Templates and select the button + New Email Template.

In the left sidebar, select Pre-designed Templates and select the template you would like to use.

Our pre-designed templates offer a great starting point and will likely include more sections than you need. You will use the Sections, Blocks and Styles tabs in the left sidebar to fully customize your email.

  • The Sections tab allows you to design your own baseline layout, add in any additional sections you might need.

  • With the Blocks tab you can add text, images, buttons, social media icons, dividers and spacers to your layout.

  • The Styles tab allows you to design the overall look of the email. Use styles to set design options that will be reflected throughout your entire email instead of having to define styles for each element.

GENERAL INSTRUCTIONS FOR EDITING –

Section and Block Containers

When you scroll over a block, the Grey icons relate to the content block itself and the Blue icons relate to the whole section.

  • You can move, edit, duplicate, or delete a block of content or the entire section.

  • In the below example, if you click the blue icons you will move, edit, duplicate or delete BOTH the Header Text and Subheader Text. If you click the Grey icons, you will just manipulate the Header Text.

To exit Edit mode for a content block:

  1. Click to Edit another block;

  2. Click outside the block on the email background; or

  3. Click the green DONE button below the block you are editing

Editing in the Sidebar
You will notice when you use the gear icon to update blocks that a left sidebar with further editing options will appear. Remember to always select DONE to save your changes and to continue making edits to your layout.

FURTHER DETAILS OF BLOCK OPTIONS –

Text Blocks
There are a few editing options within a text block. Select the gear icon to open the Text Settings sidebar.

  • You can adjust the background color and add a border.

  • Adjust the padding to orient the content inside its block.

  • Set your margins to orient the block within the template.

To Edit Text, including font styles, adding links, and many other options, select the grey pencil icon.

A formatting bar will appear so you can complete changes to the text within that specific block.

Image Blocks
To add images to an image block, simply drag an image from your computer onto the coordinating block. Or, select Choose an Image and a modal box will appear. Here you can upload a new image or click on the Image Library tab to insert an image that was uploaded in the past.

Select the gear icon to open the editing sidebar. In the Image Settings tab, you can:

  • View the properties, replace or delete an image;

  • Update the image alt text for those users who do not allow images in their emails;

  • Add a caption to the image.

In the Image Properties tab, you can:

  • Zoom in and out on your image and choose the alignment within the box itself.

  • Keep your image within a specified space in your layout by adjusting the container height.

  • Add a border and adjust the padding of the image within the box itself.

  • Link the image to a website, email address, or file and choose if the link should open in a new window.

Button
This specialized link element allows you to create a stylized call-to-action for your email.

Once added to the layout, you can make edits to the button by selecting the grey gear icon.

Use the Button Text tab in the left sidebar to:

  • Update the text to read as you would like.

  • Link the button to a webpage, email or file.

Use the Styles tab to:

  • Update the font, button width, alignment, style (square, rounded edges or oval), color and padding.

  • Choose to apply this style to all buttons in the current template.

Social Media
This special element gives you options for adding in stylized links for your social media sites.

When added to your layout, the system will default to 4 icons (Facebook, Twitter, LinkedIn and Website). Select the grey gear icon to customize.

In the Content tab you will select the social media channels you would like to include and enter your specific URL for each.

In the Social Settings tab, you can choose several display and style options, including display type, font, style and color.


Divider
This element will add a divider line between information to help break up sections for your reader.

The grey gear icon will open the sidebar for Divider Settings.

Choose the style of the line itself -- its width, color, thickness and padding. If wanting to use this style throughout the current template, choose to apply to all dividers.

Spacer
This is an element to help create space between elements.

The grey gear icon will open the sidebar for Spacer Settings.

Choose the color and padding of the spacer. If wanting to use this style throughout the current template, choose to apply to all spacers.

FOOTER –

A footer will be added to all drag & drop email sends. Select the Footer Settings gear icon to see customization options.

The Settings sidebar will appear on the left side of your screen.

Select Footer Style to choose the layout of your information.

You are able to change the Unsubscribe and Report Spam language.

If these changes should be reflected in all drag & drop email templates going forward, select "Apply selected footer settings for all new emails."

If changes need to be made to the company name or address text that displays within your footer, you will complete these edits from account settings. Head to account settings > account > company.

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