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Advanced Email Editor

Exploring the Power of the Advanced Email Builder

Josh Willey avatar
Written by Josh Willey
Updated over 2 weeks ago

INTRODUCTION

Feature Summary: The Advanced Email Editor offers an intuitive interface with multiple content types and customization options. Users can easily drag and drop elements and choose from a variety of formatting tools to further customize emails being sent.


Use Cases: For example, if an organizations needs more advanced tools to create a monthly newsletter for all players, the Advanced Editor offers more settings and content types compared to the Basic Editor. For quicker email composition, the Basic Editor can be used instead.


Enabling the Advanced Editor

When under MEMBERS > BULK EMAIL on the sidebar, a Try Advanced Editor button will be visible on the top-right corner of the email creation page. When clicked, the page will reload, and the organization will be migrated to the Advanced Editor after clicking Edit Design. To go back to the previous editor, system users can use the Back to Basic Editor button.


OVERVIEW

CourtReserve's Email Builder empowers users to create custom, branded email campaigns with a simple drag-and-drop interface. The builder is divided into three main tabs—Content, Rows, and Settings—which work together to help system users design professional emails quickly and easily.

How to use the Email Builder:

1. Start with a Row
Think of each section of your email as an individual row. Use the Rows tab to choose a layout (e.g., one full-width block, two columns, image/text combinations). Drag your selected row into the email builder window.

2. Customize the Content
After placing your row, go to the Content tab and drag content blocks—like text, images, buttons, videos, or social links—into the row.

3. Adjust Global Settings
Use the Settings tab to control the overall look and feel of the email. Here, you can:

  • Adjust content area width and alignment

  • Set background and font colors

  • Choose a default font

  • Customize links and link colors

4. Preview Email on Desktop and Mobile
Using the icons in the upper left, toggle between desktop and mobile previews to ensure your email looks great across all devices.


Understanding Rows

With the Rows feature, you can easily organize your email layout by adding multiple content types to a single line. Whether you want to place text next to an image, add buttons side by side, or create a multi-column layout, Rows provide the flexibility to structure your email exactly how you envision it. Drag and drop a row onto the email content window and add Content to the row.


Content Types

Select a Content Type and drag it onto the email content row(s). Content types represent the various types of information that can be added to an email. Below are the different content types available in this email builder:

Title, Paragraph, and List

The first three content types available are Title, Paragraph and List.

  • Title will automatically use a larger font size and bold text, making it perfect for headlines or important sections of your email.

  • Paragraph is ideal for adding larger bodies of text, allowing for clear and concise communication in each section.

  • List will default to bullet points, making it easy to organize and present key items or steps within your email.

Image, Button, & Table

The next content types available are Image, Button and Table.

  • Image allows you to easily add visuals to your email. Simply drag the image content type to the screen and upload the desired image, making your email more engaging and visually appealing.

  • Table helps organize data or information in a structured format, making it easier to display comparisons, schedules, or other content that benefits from a grid layout.

  • Button provides a call-to-action , such as "Learn More" or "Register Now." You can customize the button’s text, color, and link to guide recipients to specific pages or actions.

Divider, Social, & Video

The next content types available are Divider, Social, and Video:

  • Divider is a simple horizontal line used to visually separate sections within your email, improving readability and creating clear breaks between different types of content.

  • Social allow you to quickly add clickable icons that link to your social media profiles like Facebook, Instagram, and Twitter.

  • Video enables you to embed a video directly into your email. Simply add the video link, and it will display a thumbnail that recipients can click to watch, adding an interactive and engaging element to your message.

Icons & Menu

The next content types available are Icons and Menu:

  • Icons allow you to add small, visually engaging symbols to your email.

  • Menu provides a navigation bar within your email, making it easy for recipients to click and access different sections of your website or key links, such as "Home," "Shop," or "Contact Us." It’s perfect for giving readers a quick and organized way to explore more content directly from the email.


Editing Content

After adding a rows and content to the email, users will be able to customize it through the Content Properties section. This section allows for detailed edits such as Font, Font Size, Text Color, Link Color, Spacing, and more. Each content type will have its own unique set of properties. For example, content types like Button and Image will feature an Action section where users can add a URL to direct email recipients to a specific destination.

Click into each block to edit and customize it using the built-in editor. You can drag the row to change the order in the email or click on the row to edit, delete, or duplicate the information. The editing tools make it easy to update text by adding links, adjusting font colors, and more.

For Text content types, users will have access to a text editor with formatting options like Bold, Italicize, Underline, Strike-through, Hyperlink and additional tools. Users can also insert Merge Tags to quickly personalize emails.


Merge Tags

With the Merge Tags feature, you can easily personalize your emails by automatically inserting key recipient information, making your messages feel more tailored and engaging. Available Merge Tags include:

  • First Name

  • Last Name

  • Full Name

  • Email Address

  • Organization Name

Simply select the Merge Tag you want to use, and it will dynamically pull in the correct data for each recipient. Whether you're addressing users by their first name or referencing their organization, Merge Tags help you add a personal touch with minimal effort.


Global Settings

In the Settings section, users can customize key design elements for their email. Adjust the content area width to control the layout, choose a background color to match your brand, and set the default font and link color for a consistent look across newly added content. These global settings make it easy to style your email with just a few clicks, ensuring a polished and cohesive design.


Preview Email on Desktop and Mobile

Using the icons in the upper left, toggle between desktop and mobile previews to ensure your email looks great across all devices.


ADMIN PERSPECTIVE

Below are screenshots showing various editing tools and an example row layout.


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