Adding buttons to your email templates is a powerful way to guide your audience towards taking action. Whether you’re directing them to a product page, a sign-up form, or another important resource, a well-placed button with a clear call to action can significantly increase engagement.
In this guide, we'll walk you through the process of adding a button with a link in your email template. Whether you're starting from scratch or updating an existing template, this step-by-step guide will ensure your buttons not only look great but also function effectively.
1. Access the Email Builder
Start by logging into Your CRM. From the dashboard, navigate to the “Marketing” tab and select “Email Templates.” Choose the template you want to work on, or create a new one, and then enter the Email Builder.
2. Add a Button Block to Your Email Template
To add a button, follow these steps:
Drag and Drop: In the Email Builder, locate the "Button" block from the sidebar.
Place the Block: Drag and drop the button block into the desired location in your email layout.
3. Customize the Button’s Appearance
After placing the button block, you can customize its appearance to align with your branding:
Text: Click on the button to edit the text. Use clear, action-oriented language like “Shop Now,” “Learn More,” or “Sign Up.”
Color: Adjust the button’s background color to match your brand’s color scheme. You can also change the text color to ensure it stands out.
Size and Shape: Modify the button's width, padding, and border radius to control its size and shape. You can create a more rounded or squared-off look based on your design preference.
4. Add a Link to the Button
Now that your button looks good, it’s time to make it functional by adding a link:
Insert URL: Click on the button block, and a settings menu will appear. Enter the URL where you want to direct your audience when they click the button.
5. Align and Position the Button
Proper alignment ensures your button catches the eye and is easy to click:
Alignment Options: Use the alignment settings to position the button to the left, right, or center of the email.
Spacing: Adjust the padding and margins around the button to create the desired spacing between the button and surrounding content.
6. Add Tracking to the Button
Tracking clicks on your buttons can provide valuable insights into your audience’s behavior:
Enable Click Tracking: Ensure that click tracking is enabled in your email settings. This will allow you to monitor how many recipients are engaging with your button.
Analytics : You can also track button clicks as part of your overall campaign performance metrics.
7.Save and Continue
Once you’re satisfied with how your button looks and functions:
Save Your Work: Make sure to save your changes in the Email Builder.
Continue Editing: If needed, continue editing other elements of your email template, or proceed to set up the rest of your content.
8. Preview Your Email Template
Before finalizing your email template:
Preview Mode: Use the preview feature to see how the button looks on different devices (desktop, mobile, etc.). This step is crucial for ensuring that the button is easy to click, especially on smaller screens.
Test Email: Send a test email to yourself or a colleague to ensure the button displays correctly and that the link works as intended.
9. Final Review and Save
Before saving your email template:
Final Check: Double-check the button’s placement, functionality, and overall design.
Save Template: Once everything is set, save your email template for future use.
FAQs
Can I customize the appearance of the button in my email template?
Can I customize the appearance of the button in my email template?
Yes, you can fully customize the button's appearance. You can change the text, background color, text color, size, shape, and alignment to match your brand’s style.
How do I ensure the button looks good on mobile devices?
How do I ensure the button looks good on mobile devices?
The Email Builder's preview feature allows you to see how your button will appear on different devices, including mobile. You can adjust the button's size, padding, and alignment to ensure it is easy to click on smaller screens.
Can I track how many people click the button in my email?
Can I track how many people click the button in my email?
Yes, by enabling click tracking in your email settings, you can monitor the number of recipients who click on your button. This data can help you measure the effectiveness of your email campaigns.
Is it possible to add more than one button in the same email template?
Is it possible to add more than one button in the same email template?
Absolutely. You can add multiple buttons to your email template by dragging and dropping additional button blocks into your design. Each button can be customized individually.
Can I use a button to link to different types of URLs, like an email address or phone number?
Can I use a button to link to different types of URLs, like an email address or phone number?
Yes, you can link a button to various types of URLs, including web pages, email addresses (mailto links), and phone numbers (tel links). Just enter the appropriate URL in the link field.
What if the button doesn’t appear correctly in the test email?
What if the button doesn’t appear correctly in the test email?
If the button doesn’t display as expected, check the button’s settings, including its size, alignment, and link. Also, ensure that the email client being used for testing supports the button’s styling.
How do I change the text on the button?
How do I change the text on the button?
To change the button text, click on the button block within the Email Builder and simply type in your desired text. Use clear and concise language to guide your audience on what action to take.
What is the best call-to-action text to use on my button?
What is the best call-to-action text to use on my button?
The best call-to-action (CTA) text is clear, concise, and action-oriented. Phrases like “Shop Now,” “Get Started,” “Learn More,” or “Sign Up” are effective as they directly instruct the reader on what to do next.