Use email editor

Overview

The email editor is a tool designed to help users craft, customize, and optimize emails used within the Automations functionality. When an automation workflow is created, the tool will automatically generate emails based on the automation settings. Click the email block, and the editor will emerge.

Available settings

In the editor, you can perform the following actions:

• Set up email configuration.
• Edit the subject and preview text.
• Edit the email body.
• Preview and test the updates.
• Apply the updates to the chosen language or all languages.

Set up email configuration

The configuration settings are by default displayed on the left side of the editor. The following settings can be defined:

• Theme selection: Select one of the themes available for your account to define the email color palette.
• Sender Name: The name displayed as the sender of the email.
• Sender Address: The email address used to send emails.
• Reply-To Address: The email address where replies to the email will be sent.
• Bounce Address: The email address used for handling undeliverable emails.
• Send Time: Schedule the email delivery time in the recipient’s time zone.

Edit the subject and preview text

The automatically generated subject and preview text can be edited for a specific email. Click anywhere in the text field and apply the changes.

Edit the email body

The body of the email is constructed of several typical elements that can be edited, deleted or added. To add an element, click the + button and select the element.

The following elements are available:

Text

• Purpose: Add written content to your email.
• Customization:
  • Change font styles, sizes, and alignment.
  • Add placeholders (e.g., Customer Name, Renewal Date) for dynamic content.

Button

• Purpose: Include interactive call-to-action buttons.
• Settings:
  • Text: Customize the label (e.g., "Update Payment").
  • Link: Assign a URL or action triggered when clicked.
  • Alignment: Position the button (Left, Center, or Right).
  • Background color: Choose a color for the button.
  • Text color: Adjust the button text color.

Divider

• Purpose: Create visual separation between sections of your email.
• Settings:
  • Type: Choose between solid or dashed lines.
  • Color: Customize the divider color to match your email theme.

Product Recommendations

• Purpose: Display personalized recommendations based on customer data.
• Settings:
  • Content: Automatically populated with tailored product suggestions.
  • Style: Adjust background and text colors.

note

In order to comply with the marketing email requirements, the number of recommendations per email is limited by three unique products.

Preview and test

To see how the email will look, you can:

• Review the email in the preview panel: Click the gear icon in the top left corner and the settings will be hidden - you will see the email text only.

• Send a test email to ensure proper formatting and functionality:

  1. Click the Send test email button in the top right corner of the editor.
  2. Specify the email to which the test shall be sent.
  3. Click Send.

  

  note

  Note: The test email reflects the current settings and changes you've made but haven’t yet applied. These changes will not be saved until you click Apply.

Apply the updates

After editing your email, click the Apply button to save your changes. You will see a confirmation dialog prompting you to either:

• update only the English version: This option will save your changes exclusively to the English version of the email.
• apply all and regenerate: This option will propagate your updates across all available translations of the email. If you choose to apply changes to all translations, the system will regenerate translated content to align with the updated English version. Review translated emails for accuracy and localization consistency after this process.

Important

The changes made in the editor will not affect emails in other cadences.

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