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.
⚠️ When copying text from external sources like MS Word or Google Docs, formatting and styles may not convert well in the editor. We recommend building emails directly in the editor, or using the "Paste as Plain Text" option when pasting.
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