Who This Is For / When to Use
Use this guide if you are creating or editing email templates or campaigns and need full control over layouts, elements, formatting, and visibility.
Accessing the Email Builder
Navigate to Email Marketing.
Select Templates.
Click + New.
Understanding the Email Builder Interface
The Email Builder uses a drag-and-drop canvas with an inline, WYSIWYG editor.
Top toolbar actions include:
Add Elements
Manage Elements
Appearance settings
Save and Preview
Adding Layouts
Layouts control how content is structured inside an email.
Available layout options include:
1 column
2 columns
3 columns
4 columns
Split ratios (1/3–2/3, 1/4–3/4)
Drag a layout into the canvas before adding elements.
Layout Styling Options
When a layout is selected, the left panel allows you to:
Enable padding
Adjust padding values
Set background color
Switch between full width and content width
Adjust border radius
Default padding values:
Top: 10px
Bottom: 10px
Left: 20px
Right: 20px
Adding Elements
Click Add Elements to drag items into a layout.
Examples of available elements include:
Text
Image
Button
Logo
Divider
Social
Video
FAQ
Forms
Products
Code
Editing Text with the Inline Editor
Click directly on text to open the Inline Editor.
You can:
Select heading or paragraph type
Choose font family
Adjust font size
Change text color
Apply bold, italic, underline, strikethrough
Set alignment and line height
Add links
Adding and Editing Links
Highlight text.
Click the link icon.
Enter URL and display text.
Choose whether to open in a new window.
Working with Images
Images can be uploaded or dynamically populated using custom values.
Image settings include:
Image URL
Alt text
Click-through link
Width and height
Alignment
Padding
Buttons and Styling
Buttons support:
Text labels
Background color
Border radius
Padding
Alignment
Border radius allows rounded button corners.
Adding Logos
The Logo element is used for branding headers.
Options include:
Upload logo
Link destination
Alt text
Width and height
Social Media Elements
The Social element displays linked icons for platforms like:
Facebook
Instagram
X
Pinterest
LinkedIn
WhatsApp
Website
You can customize icons and URLs individually.
Video Element
The Video element supports hosted video links and GIF thumbnails.
Options include:
Video URL
Custom thumbnail or GIF (up to 10MB)
Play button size and opacity
Forms and Inline Surveys
Forms can be embedded directly inside emails.
Supported form types:
Scoring (1–10)
Like / Dislike
Star rating
Custom forms
Editing Form Settings
Form customization options include:
Background color
Icon type
Padding
Title
Success page URL
Conditional Visibility
Elements can be shown or hidden based on conditions.
Select an element.
Open the Visibility tab.
Enable Conditional Sending.
Set rules using supported contact fields.
Unsupported field types include multi-select fields.
Managing Elements
The Manage Elements panel shows a structured view of:
Sections
Columns
Elements
Use this to quickly select, reorder, or delete items.
Saving and Reusing Templates
Templates can be saved and reused across campaigns.
Click Save Template.
Name your template.
Access saved templates from the Templates list.
Previewing and Sending Emails
Use Preview to check desktop and mobile views.
When ready:
Save the campaign
Click Send or Schedule
FAQ
What is the Email Builder Inline Editor?
The Inline Editor is a WYSIWYG editor that lets you edit text, images, and elements directly on the email canvas with real-time previews.
Can I reuse layouts and elements?
Yes. You can save entire templates and reuse layouts, logos, and sections across campaigns.
Are GIFs supported in emails?
Yes. GIFs up to 10MB are supported for images and video thumbnails.
Can I control mobile visibility?
Yes. Each element includes visibility options for all devices, desktop only, or mobile only.
Can I personalize content conditionally?
Yes. Conditional Sending allows elements to appear only when contact field conditions are met.



























