In the CRM Marketing menu, the Templates option can be used to create email templates. The Email Campaign Designer is a drag and drop designer to help you create email templates that can be used in campaigns or to email directly from a CRM record.
In the Designer there are various options available to help you design your email. Those options are as follows.
Navigation and View Icons across the top
| Name | Icon | Details |
|---|---|---|
| Desktop View | View email message as it would appear with desktop dimensions. | |
| Tablet View | View email message as it would appear with tablet device dimensions. | |
| Mobile View | View email message as it would appear with mobile device dimensions. | |
| View Components | Toggle to enable/disable viewing the cell grid lines in the design window. | |
| Preview | Toggle to enable/disable viewing the message independent of the design window. | |
| Fullscreen | Toggle to expand/collapse the design window to fullscreen size. | |
| View Code | Use to view or export the html code. | |
| Import Template | Use to paste and import html code (such as to use the design from a previously created template). | |
| Images | Toggle to enable/disable viewing the images in the email. | |
| Undo | Undo the prior change. | |
| Redo | Redo the prior change. | |
| Clear Canvas | Clear the entire email canvas/delete all elements. |
Content & Design Elements in right side pane
| Name | Icon | Details |
|---|---|---|
| Style Editor > Dimension |
|
To edit dimensions of a component, including margins and padding. |
| Style Editor > Typography | To edit text elements, such as font size, color, and alignment. | |
| Style Editor > Decorations | To add backgrounds or borders on elements. | |
| Component Settings | To input Alt text | |
| Layer Manager | To manage the Layers or structure of the template. | |
| Open/Add Blocks > Content |
|
Drag and drop blocks to add Content elements within the layout blocks. |
| Open/Add Blocks > Layout | Drag and drop blocks to set the Layout of the email template. |
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