Designs Guide
What are designs used for?
Designs are the email that gets used for sending out campaigns and wine club emails. To access them navigate to the marketing module located under operations. From there select the email tab and then the design tab.
Creating a new design
Once you are on the design page select the Add new Design button. You will be asked to enter the name of the design. As well as the Optout link text. Those are the required fields for any campaign.
Next, you will start to build your design. The first step is to write out your email on the design page. If you would like this to be customized to the recipient, you can use placeholders. Information pulled from the placeholder will not display in test emails.
Note: Make sure if you use a start/end placeholder you have both placeholders in your email.
Once you have your text added you can start to add images and create a table. In the example below I create a 1x1 table with a board size of 2 and a 500x 500 width and height. For adding images you have the option of copy and paste with keyboard shortcuts or by using the image upload feature.
Once you have salified your design navigates to the bottom of the page. Here you can enter the subject for your design and the sender's email. You should now save your design. If you want to see what it will look like on different email platforms, you should test your design.
Text Box buttons
This is the cut button. If you highlight text or select an image and select this button it will copy and delete the highlighted text. To paste this text use keyboard shortcuts.
This is the copy button. If you highlight text or select an image and select this button it will copy the information. To paste this text use keyboard shortcuts.
These are the paste button. Depending on your browser settings these options may not work. To paste this text use keyboard shortcuts.
These are the Undo and Redo buttons. Once you type out some text if you want to delete it you can select the undo button. If you decided, you actually like the text you can use the redo button.
This is the Find and Replace tool. This tool should be used for large changes. For instance, if you wrote 12/1 as the date for your event multiple times but it Is actually 1/12 you can use this tool to find all instances of the incorrect text and replace them with the correct text.
This is the restart button. It will select everything in the text box and delete it.
These are the Link and Unlink buttons. The link button can be used to attach e URL, email, or Phone number to a piece of text. So when you click on the text it will take you to that link. The unlink button can be used to reverse this.
This allows you to Anchor your text.
This is the image upload button. From here you can upload new images to the server and choose the old ones you have previously uploaded.
This is the table button. This allows you to insert a table into your design.
This is the horizontal line button. It allows you to insert a horizontal line.
This is the special character button. It allows you to insert special characters.
This is the Show blocks button. It allows you to see the HTML boxes around your text.
This is the full-screen button.
This allows you to view the document properties
This is the source button. It allows you to edit the HTML text of the email.
This is the placeholder button. It allows you to include a placeholder that will pull in customer information.
Editing an existing design
To edit an existing active design, navigate to the design page. Click on the name of the design you which to edit. Don’t forget to save your work or it will revert back to the existing design.
Wine Club Designs
In the marketing module, there is a section called the club. This is where you manage your email design for step 4 of the wine club. The design process is the same for creating a normal design but you access them through the club tab.
Make sure once you select the new design that the "make available to club option is selected".
