How to use the email editor

In this article, you'll learn how to use the email editor to write newsletters, campaign emails, and automation rule emails.

Creating a newsletter:

Navigate to Emails, select Newsletters (1), and then click Create (2).

In the popup window, fill in the following fields:

  • Subject
  • Sender name
  • Sender email address
  • Select an editor mode

A. How to use the visual editor:

Please note that the visual editor is only available for newsletters and campaigns.

  • Select the Visual Editor and choose a template.

  • Click Save.

In the visual editor, you can:

  • Access editor settings
  • Drag and drop content elements
  • Add layout elements
  • Switch between desktop and mobile views

After editing your email:

  • Click Save Changes.
  • Then click Exit.

You will be taken to a configuration page where you can:

  1. Edit the subject of your newsletter
  2. Add a preview line (optional)
  3. Edit your sender name
  4. Edit your sender email address
  5. Add attachments to the newsletter
  6. Send the newsletter to contacts who registered over a certain period

  1. Send the newsletter to contacts who have been assigned a specific tag
  2. Exclude contacts who have been assigned a specific tag.
  3. Select the available personalization variables you want to add to your newsletter

Once your newsletter is ready, you can:

  1. Save and test - to save your newsletter and receive a test email
  2. Save and send - to save and immediately send your newsletter
  3. Save and schedule - to save and schedule your newsletter to be sent on a specific date
Note: 
  • To receive test emails, you must first verify your sender email address as described here.

  1. Save draft - to save your newsletter.
  2. Create an A/B test - to create an A/B test for your newsletter

  3. Exit - to exit your newsletter

B. How to use the classic email editor:

To use the classic Editor:

  1. Choose Classic Editor during newsletter creation.

  2. Click Save.


Within the classic Editor, you'll find traditional editing tools to write your email content.

After composing your message, you'll be able to:

  1. Edit the subject of your newsletter
  2. Add a preview line (optional)
  3. Edit your sender name
  4. Edit your sender email address
  5. Add attachments to the newsletter
  6. Send the newsletter to contacts who registered over a certain period

  1. Send the newsletter to contacts who have been assigned a specific tag
  2. Exclude contacts who have been assigned a specific tag.
  3. Select the available personalization variables you want to add to your newsletter

Once your newsletter is ready, you can:

  1. Save and test - to save your newsletter and receive a test email
  2. Save and send - to save and immediately send your newsletter
  3. Save and schedule - to save and schedule your newsletter to be sent on a specific date
Note: 
  • To receive test emails, you must first verify your sender email address as described here.

  1. Save draft - to save your newsletter.
  2. Create an A/B test - to create an A/B test for your newsletter

  3. Exit - to exit your newsletter

Note: The Visual Editor is also available for email campaigns. However, for automation rule emails, only the classic editor is available.

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