Email Campaign Designer

Integrated Marketing capabilities within a CRM are essential for driving revenue growth and strengthening customer relationships. With our built-in marketing tools, your team can work from a single source of truth—eliminating the need to juggle separate systems or outdated lists.

Campaigns become more effective through precise targeting and personalization powered by customer data. Sales and marketing teams stay aligned with full visibility into engagement, while performance metrics tie directly to opportunities and revenue. This makes it easy to measure ROI and scale campaigns efficiently.

One way we help drive effective marketing is through our new Email Campaign Designer: a drag-and-drop template builder that allows anyone to create professional, on-brand campaigns without technical skills. The intuitive design ensures responsive, error-free layouts, enabling your teams to launch campaigns faster and with greater precision.

How does our Campaign Designer Work?

Useful Campaign Designer Tips

Additional Functionality

How does our Campaign Designer Work?

There are 2 ways for you to create email campaign templates:

• Custom: Use the Campaign Designer to build templates from scratch, or use one of our out-of-the box templates to customize for your business needs.
• AI: Don't have the time, or need some additional help building your email campaign templates? Use our AI functionality to build one for you. By entering in a prompt and selecting a tone, our AI will generate a campaign template for you. You can use this generated template as a start and customize for your business needs.

Useful Campaign Designer Tips

Below is an overview and tips to take into consideration when using the Email Campaign Designer.  See the icon legend here.

Layout Overview:

• Canvas (Center): Live preview of your design.

• Blocks Panel (Right): Pre-built blocks you can drag and drop (text, images, columns, etc.).

• Layers Panel (Right): Shows the structure of your template (like an outline of all elements).

• Style Manager (Right): Lets you edit CSS properties (colors, fonts, spacing, etc.).

• Top Toolbar: Save, undo/redo, preview, and export options.

Adding Content:

• Drag & Drop Blocks: From the left panel, drag elements (e.g., Text, Image, Column) onto the canvas.

• Edit Text: Double-click on a text block to type directly.

• Replace Images: Click on an image block → use the settings to upload or paste an image URL.

• Columns & Layout: Drag a column block to create multi-column layouts, then drop other elements inside.

Editing Elements:

1. Select an Element: Click any item on the canvas.

2. Use the Right Panel:

   • Style Manager: Adjust font, size, padding, margins, backgrounds, etc.

   • Traits Panel: Edit element-specific settings (like a link’s URL).

3. Move Elements: Drag elements around on the canvas or use the Layers panel for precise positioning.

4. Duplicate or Delete: Use the floating element toolbar (appears when you select an element).

Styling:

• Our Email Campaign Designer applies inline styles by default, but you can also manage global styles.

• Common styling options:

  • Typography: Font family, size, color, weight.

  • Spacing: Margin (outside) and padding (inside).

  • Backgrounds: Colors, gradients, or images.

  • Borders & Shadows: Add borders, corner radius, and box shadows.

Working with Code:

• View/Edit Code: Use the “Code Editor” option in the top menu to view raw HTML/CSS.

• Custom Code Blocks: You can drag in a “Raw HTML” block to insert your own code.

• Export Project: Save/export your template as HTML + CSS files.

Useful Features:

• Undo/Redo: Top toolbar keeps track of changes.

• Preview Mode: Hide the editor UI and see the final design.

• Device Modes: Switch between desktop, tablet, and mobile preview to ensure responsive design.

• Saving: Depending on your setup, you may have auto-save, manual save, or export options.

Best Practices:

• Start with a column structure before adding text/images for better responsiveness.

• Use the Layers panel if elements are hard to click on the canvas.

• Keep styles consistent (e.g., define heading sizes and button styles early).

• Preview often in different device modes.

Additional Functionality

Creating an effective email campaign template is only the first step—acting on the results is what drives revenue and strengthens customer relationships. In addition to the Email Campaign Templates, we have two default Workflows which include a Workflow Trigger called "Campaign Launched" and an Action called "Process Campaign Non-Responders". 

• Default Workflow: Track campaign non-responders.  Tasks can be created for the assigned rep to follow-up with accounts/contacts who have not opened the campaign email after 5 days.
• Default Workflow: Follow-up with high interest accounts based on clicks and email openings. Have tasks created and assigned to the associated rep immediately after the link is clicked, with a due date of 5 days later.
• Default Email Campaign Templates: Choose from several default templates to use as a starting point for building effective campaign templates.