How to use template designs?
The Email Campaigns feature includes various template design options, allowing users to create visually appealing and professional emails. These templates help maintain consistency, improve readability, and enhance donor engagement. Users can customize content, layout, and branding to ensure messages align with their campaign goals.
The drag-and-drop interface makes it easy to design templates. All users need to do is to drag content from the right pane to the email design section. Users can select if they want to display individual elements to be responsive and hide certain elements from showing on desktop browsers.
Different options and tools to design email templates include:
Content: Different options are available including, adding columns, buttons, dividers, headings, text, images, menus and HTML code. Users can also add ready-made social media buttons, which include all popular platforms.
Blocks: Allows users to drag-and-drop preconfigured box sizes and edit formatting and properties for each box
Body: The field provides general options, including text color, background color, content width, content alignment, font and font weight, link colors and whether or not they should be underlined.
The feature-rich Email Campaigns streamlines donor outreach by enabling users to create, manage, and track bulk emails efficiently. Structured campaign management, customizable templates, and easy-to-use template creation and editing ensures targeted and effective communication. Leveraging these tools allows users to maintain engagement, strengthen donor relationships, and optimize their outreach efforts.
How to create and edit email campaign templates?
Users can easily create new templates and edit existing ones by hovering the cursor over Email in the left pane and clicking Design Templates. The main window displays the list of existing templates, template name, when it was created and a link to edit. Click Edit to make changes and click Save. The process for creating a new template is similar. Click Create (top right), name the template, design and click save.
The Eye icon at the top (in creation or editing mode) allows users to preview the design in real time, while the Monitor icon allows switching the view between Desktop, Tablet and Mobile layouts. Users can also select a custom resolution if they want to or choose from the most common resolutions, including MacBook, iPad, Surface Book and iPhone/Android. This gives users flexibility while designing emails and ensures consistency across multiple devices.
The Load Design Template option at the bottom allows quickly selecting an existing template, but make sure to save the draft before loading another template.