How to Use Sectional Editing Tools to Craft and Send a Custom Email
Our Custom Email Builder allows you to create emails with your own content to send to your contacts either immediately or at a later scheduled date.
Creating a Custom Email
To start crafting a custom email, follow these steps:
- Navigate to Email > Send Email: Access this option from the navigation pane on the left side of your dashboard.
- Add a New Section: Click the "+ Add Section" button to add a new section to your email.
- Select a Section Type: Choose the kind of section you wish to add. Here's a quick guide to each type:
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Text: Add a simple paragraph of text. The text editor offers email formatting options such as bullet or numbered lists, alignment choices, font sizes, colors, and more.
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Headline: The background and text colors can be managed in the "Edit Email Design" section in your admin.
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Button: The button's background and text colors are also controlled by the "Edit Email Design" section.
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Greeting: This section is automatically added to the top of your email to address your contacts by their first name.
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Image: Incorporate a section with an image. Here's how you can add images:
- My Device: Upload an image from your device.
- Unsplash: Search and use free high-resolution images from Unsplash.
- Link (URL): Upload an image via a direct URL.
Supported image file types and resolution:
- File Types: All standard image file types are supported.
- Image Resolution: The email width is 540 pixels. Images wider than 540 pixels will be resized to fit, while narrower images will be centered without scaling up.
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Widget:
- Featured Content: Embed a video or article from the Content Library, with a link to the full piece on your website.
- Multi-Content: Display multiple pieces of content from the Content Library in a side-by-side layout.
- Curator Content: Feature content from Curator.
- Video: Add a video widget to your email. Learn more here!
- Divider: Insert this section to separate your email into distinct parts.
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Preview and Test: Once your email is ready, you can preview it by clicking "Preview Email," or you can send yourself a test email. Note that a subject line must be added before sending a test email.
Sending a Custom Email
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Click "Schedule Email": Located at the top right-hand corner of the custom email builder.
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Choose Audience: Select the contacts to whom you want to send your email.
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Choose Send Date: After selecting your audience, decide when to send your email. You have two options:
- Send ASAP: Your email will be sent immediately upon compliance approval.
- Schedule a Future Date: Your email will be sent at a future date of your choosing as long as it's been approved by compliance (if not approved in time, your email will not be sent).
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Confirm Your Details: Verify or edit the following before sending:
- Your Email Will Be Sent To: The audience you selected.
- Your Email Will Be Sent On This Date: The date you chose.
- Your Email Will Be Signed As: Choose either your Display Name or Company Name.
- Save as Template: If you plan to use this email again, check the box to save it as a template and enter a name for it.
Sent & Scheduled Emails
Once sent, your email will appear under Email > Sent & Scheduled in the navigation pane on the left side of your dashboard.
💡 Want to learn more about the Sent & Scheduled Emails page? Check out this related article: Email | Sent & Scheduled