How to use the email editor

On this page, you will learn how to use the email editor to write newsletters, campaign emails, and automation rule emails.

Creating a newsletter:

To create a newsletter, click on "Emails" from the menu bar located at the top, then click "Newsletters" (number 1 in the image), and finally on "Create" (number 2 in the image).

In the popup that appears, enter the following details:

The Subject of the newsletter
The Sender name
The Sender email address
Choose the type of editor you want

A. How to use the visual editor:

Note: The visual editor is only available for newsletters and campaigns.

First, select the Visual editor option when creating a new newsletter, then choose one of the newsletter templates, and click on "Save".

In the visual editor, you will be able to:

Access the settings of the editor.
Add content elements to the body of the email.
Add layout elements to the body of the email.
Choose between the desktop editor and mobile editor.

After editing your email, click "Save Changes", and then "Exit".

After clicking "Exit", you will be taken to a page where you can:

1. Insert the subject of your email

2. Insert your sender name

3. Insert your sender email address, the one you wish to send the email from.

4. Add attachments to the newsletter.

5. Send the newsletter to contacts who registered over a certain period.

6. Send the newsletter to contacts who have been assigned a specific tag.

7. Do not send the newsletter to contacts who have been assigned a specific tag.

8. Select the available substitute variables you want to add to your newsletter.

Once your newsletter is ready, you can:

Save: Save your newsletter.
Save and test: Save the newsletter and receive a test email.
Save and send: Save and send the newsletter immediately.
Save and schedule: Save and schedule the newsletter for a specific date.
Exit: Exit the newsletter.

Note: Confirm your email address to receive the test email. For more information on how to confirm your email, click here.

B. How to use the classic email editor:

When creating a new newsletter, select the "Classic editor", then click on "Save".

In the classic editor, you'll have tools at your disposal to help you create your email:

In addition to filling in the body of your email, you can:

1. Insert the subject of your email here