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Email Builder

Modified on 20 June

The Email Builder tool allows you to design professional and beautiful emails with diverse content using a simple and easy-to-use interface. When creating a new email from scratch or from our basic template, building custom email templates, or working off one of our pre-built templates, you can use the email builder to edit/add various content, including text, images and custom action buttons. 


This guide will detail the various settings of the email builder.


Theme Color

On the righthand side of the Email builder you can select your Theme Color. By default, your email template pulls in the primary theme color from your website (Color 1 under Website >> Event Theme>> Color Scheme) so that there is consistency between your website and email communications. You can update this by clicking into the color and choosing a new option:

Note: At the bottom of the color selector, you can view and change the RGB, HSL, and HEX code to get your desired color:


Email Header/Footer Settings


You can customize your email header and footer by clicking the settings gear in the upper right corner of each section. 


Email Header Settings

You can hide the default header at the top of the email by checking the Hide Organization Info checkbox. When checked, the top the email will start with the first content section you have created. 


There are two Header Layout Options to choose from: 

  1. Horizontal: This is the default option that includes your logo, event name, a Sign Up button, and a Donate button (if donations are enabled) in your email header. 
  2. Vertical: This option will center the event name and logo, and it will hide the Sign Up and Donate buttons:


In addition, you can make the following edits to the Email Header:

  • Organization Name: By default, this is the name of the event. You can change this by inputting a custom preferred name in the text box.
  • Organization Logo: By default, your Website Logo, which you can edit under Website >> Event Theme >> Logo, displays in the header. You can select Custom Logo to upload a different email header logo or select None to remove the logo from the email header. In addition, you can click the Logo Size Options dropdown, and select to display the logo as Small, Medium or Large. By default, the logo is Medium sized:
  • Banner Image: By default, the None option is selected and there is no banner image in your email header. You can select to use the Website Banner image, which you can edit under Website >> Event Theme >> Homepage Banner Image, or upload a Custom Banner. This image will display at the bottom of the header: 


Once you are finished updating your Email Header Sections, click Update.


Email Footer Settings


You can hide the email footer at the bottom of the email by checking the Disable Footer checkbox. 


In addition, you can make the following edits to the Footer:

  • Organization Name: By default, this is the name of the event. You can change this by inputting a custom preferred name in the text box.
  • Organization Logo: By default, your Website Logo, which you can edit under Website >> Event Theme >> Logo, displays in the footer. You can select Custom Logo to upload a different email footer logo or select None to remove the logo from the email footer. In addition, you can click the Logo Size Options dropdown, and select to display the logo as Small, Medium or Large. By default, the logo is Medium sized:

Email Content


Between the header and footer is where you can start adding sections to display your content. First, click the +Add Section to Email in between the header and footer or on the right hand side of the email builder. 


When you click +Add Section to Email, you are given the option to add a One Column, Two Column or Three Column section:


One Column: 


Two Column:

 

Three Column


Next, click the button within a section to Add Content:


Then, choose your content type from the content block options provided. Note: All content types can be added to a one, two or three column section.


You can also click on the type of content you want for the section from the Content Blocks sidebar on the right hand side of your screen:


You can add multiple content blocks per section. For example, add text, then add a button. Click on the + symbol within the section to bring up the “Add Content” pop-up or click on the content blocks on the right hand side of the screen: 


You’ll notice that the section you are adding content to is framed for easy identification:


Content Blocks


Text

This content block will autofill with a heading and paragraph text section.


Click into this text box to begin typing and replacing this text. You can use the tool bar to change the text font type, text color or highlight, adjust the spacing/structure, and/or add custom placeholders to the email: 


Feature 1

This content block contains a heading and a call-to-action button with a dark background. Note: The color of this background and button will be different shades of the Theme Color. 


To edit this content, hover over the section and click the gear icon in the top-right corner of the section: 


You can edit the heading and button text as well as the Call to Action Button URL, which, by default, will be the event website:


Feature 2

This content block contains a heading and a call-to-action button with a white background. Note: The color of this button will be the Theme Color.


To edit this content, hover over the section and click the gear icon in the top-right corner of the section: 


You can edit the heading and button text as well as the Call to Action Button URL, which, by default, will be the event website:


Image, Text, Button

This content block will have an image, a text section, and a button stacked on top of each other.


Each of these are separate content sections within this content block. So, you can edit, move or delete each section within this content block by hovering over the section and using the tool panel in the top-right corner. 


Note: See the Text (above), Image (below), and/or Button(s) (above) sections for more information on each of these these content sections. 


Button(s)

You can add custom Call-to-Action buttons throughout your email. By default, this button will be the color of your Theme Color (which will be the same as the Sign Up and Donate buttons in your Email Header), it will direct to your home page of your event website, and the text on the button will be: "Button":


You can add multiple buttons by clicking the button on the right-hand side of the existing buttons. These buttons will appear side by side, and you can have a maximum of 5 buttons in each section. 


To adjust the button alignment, hover over the section, and click the gear icon:


By default, the buttons will be centered. Use the Button Alignment dropdown to select if you would like the button(s) to align to the left or right or leave it in the center:


To edit the settings or or delete a button, simply click into that button:

Note: When their are multiple buttons, you will see a red Delete button at the button of the button settings to remove that button: 


Under the URL Type dropdown, you can select to hyperlink the button to various pages on your website (including the Home Page, Ticket Event Info, Donate, Registration, and Manage Tickets pages) or a Custom URL. When you select from one of the website pages, the Button Text will automatically fill with the name of the selected page, which you can edit by typing in the text box:


When you select Custom URL, a text box will display with your event website URL, by default. You can replace that URL with any other URL of your choosing and set your custom Button Text



Image

When you select this content block, you will be prompted to upload an image and set the image settings:

  • Image Alignment: By default, the image will be centered, but you can click the Image Alignment dropdown to select if you would like to align the image to the left or right or leave it in the center.
  • URL Type (Optional): You can choose to hyperlink the image to various pages on your website (including the Home Page, Ticket Event Info, Donate, Registration, and Manage Tickets pages) or a Custom URL. When you select Custom URL, a text box will display with your event website URL, by default. You can replace that URL with any other URL of your choosing.

Use the cropping tool when adding an image to crop the image: 

Note: The image on the right-hand side of the cropping tool will show an example of how the image will display in the email. Use the orange buttons to rotate the image (to the right) or reset it to its original upload.


You can go back and edit these settings at any time by hovering over the section and clicking the gear icon:


Divider 

You can add a line in between sections to separate content using the Divider content block: 


This divider will be the same as your Theme Color.


Image Group

You can add a row of 2-5 images using the Image Group content block. When adding an image group, you can select to add an optional Heading and the number of images you want in the row using the dropdown (or leave the default of 2 images):


Once you have set the Image Group Settings, click into the image placeholders to add an image and input an optional Image URL Link to hyperlink the image: 


Note: Similar to when adding an Image content block, use the image cropping too to adjust the image before adding it: 


To adjust these image settings, click back into the existing image blocks. 


Hover over the section, and click the gear icon at any time to edit the Image Group Settings



Replacement Tags


Use data replacement tags to personalize your emails and show your understanding and appreciation of your attendee's relationship with your event and organization. You can choose from the dropdown menu or just start typing a % and the full list will automatically appear – as you continue to type, the list of tags will narrow down to the one you are looking for:


For more information on email replacement tags, you can view our help guide here


Edit or Delete Content/Sections


Edit Content Blocks


Each content section will have a tool panel in the top-right corner of the section when you hover over it: 

Rearrange Content

Use the arrows or the drag and drop icon in the tool panel to rearrange content within each section: 


Edit Content

Use the gear icon to edit the content settings, Headings, Call to Action buttons in the section (when you have a section heading), and Images or change the content alignment: 


To edit the additional content in certain sections, such as text, buttons or image groups sections, click directly into the content.


Delete Content

Click the trashcan icon in the tool panel to delete the content:


Move or Delete Sections


Use the arrows and/or the drag and drop icon in the top-left of the section to rearrange the sections: 


Use the trashcan icon in the top-right of the section to delete the entire section: 



Preview Email


Once you are ready to send the email, you are be able to review the content and view how it will display on both a desktop and mobile device: 


For more information on sending and email, view our Send Email help guide here.

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