Drag & Drop (D&D) Editor: D&D Editor is an advanced editor that provides drag and drop options for including elements such as images, text boxes, buttons and hyperlinks quickly and easily. You can drag an element and place it in any desired position in the template. It has an inbuilt email template library that helps you to import templates without the need of any HTML coding. Apart from the drag-and-drop feature, you can also use HTML code to modify a template. Hence, D&D compatible template can also be edited using WYSIWYG editor.

The template that is created from the scratch is D&D compatible and will open the template in D&D Editor by default. To modify a D&D compatible template, on the templates page, select the template you want to edit from the available list of templates.


Figure 11: Template List

[OR]


To create a new template from the scratch or upload a D&D compatible template, on the templates page, select one from the drop-down list.

Figure 12: Create Template Button

  • Upload HTML file to upload an HTML template from your system  
  • Upload ZIP file to upload a compressed (.zip) HTML template from your system 
  • Create from Scratch to create an entire template using HTML  

When you open an existing template, it will first show the preview of the template in different devices. You can see the appearance of the template in desktop, tablet and mobile devices by clicking the respective tabs.

Figure 13: D&D Compatible Template Preview Screen

Click the Select button to edit the template. The template will open in the D&D Editor as shown below. If you have chosen creating template from the scratch, you will not see the Preview screen first. You will directly see the D&D Editor.

Figure 14: Drag and Drop Template Editor
The elements of the D&D Editor are highlighted in the screenshot above.

Tags and Social Network Links: Consists of dynamic placeholders to use in the emails (example: customer name, store name, user id). To include a dynamic content, place the cursor on the template where you want to include dynamic content and double click the tag that you want to place. Make use of the tags to include dynamic content in the email.

You can also include the icons of social networking sites to drive your audience to visit your social networking pages using the Social tab. For example, to include your organization’s Twitter link, click the Twitter icon and specify the URL of the Twitter page in popup widget and click Add URL (as shown below). To save the Twitter URL in your account, check Save This URL and then click Add URL.


 Figure 15: Social Networking Links


Drag Elements: You can directly drag the elements to the position where you want to place in the template. Once you place an element, double click the  

 to name the element. The following table provides the descriptions of the drag elements available in the D&D Editor. 

Symbol  Description


To insert a full width box, double click the 
 icon to enter the text.



To insert a box, double click the 
 icon to enter the text.



To insert a column, double click the 
 icon to enter the text.



To insert a title, double click the 
 icon to enter.



To insert a text, double click the 
 icon to enter and type the required content.



To insert a image, double click the 
 icon to enter the image.



To insert a full width box. Double click the
 icon to enter the text.



To insert a button, double click the 
 icon to enter.



To insert a code, double click the 
 icon to enter the code.
Template Body:Create/Modify an email template using the drag elements and tags. You can also use HTML code for creating the template whenever required. If you are designing a new template, specify the email subject and name of the template.

Tags allow you to add personalized content for a specific customer or a group of customers. For example, to include first name of your recipients, add First Name in the email, The tag will be replaced with the respective recipients first name when the Email is delivered.

To use a tag, double-click in the text-area and click the tag that you want to include.

The tags available for creating email templates are:

  • Customer tags: This category contains tags related to customer information such as first name, last name, full name, loyalty points, and tier.   
  • Store tags: This category consists of tags related to a store, such as store name, email ID, and external ID.  
  • Custom tags: This category consists of tags related to individual recipient.  
  • Group tags: This category consists of tags related to a recipient's group.  
    • Advertisement 
    • User Id 
    • View In Browser 
  • Unsubscribe tag: This tag includes unsubscribe link which the user can use to unsubscribe from your email communications. This is a mandatory tag you should use in all the emails you create. An error occurs when you try to save a template without including unsubscribe tag in it. 
  • Subscribe tag: Includes a link that helps the recipients to subscribe to your email communication. 

For more information about tags, see the Email and SMS Tags topic.

Once the template is created, click Options. You will see the following options

Figure 16: ‘Options’ Drop Down Page
  • Preview and Test:To preview the template in desktop, mobile and tablet devices before saving

Edit as HTML:To edit the template using HTML. If you choose to edit as HTML, D&D option will no longer be available as shown below

Figure 17: Edit as HTML

  • Save to Original Template: To save the changes to the existing template (only for modifying templates). Click Proceed to continue. 


Figure 18: Save to Original Template

  • Save as New Template: To save as a new template. Specify a name for the template and click Save 

Figure 19: Save as New Template

Click Next.

Figure 20: Reviewing Email as Plain Text 

Review the plain text version of the email message to ensure no information is lost when the plain text version of Email is viewed in different email clients or devices. To edit plain text content, click the Edit Plain Text Content button.

 

Click Preview and Test to preview and test the email

 

In the Delivery Settings, review the checklist and then schedule the email. Select whether you want to schedule the email message immediately, on a fixed date, or on a recurring date. If you are scheduling the message on a recurring basis, you can also determine the number of customers who can receive the message.

 

Figure 21: Scheduling Campaign Message

Click Schedule Campaign Message to complete the creation and scheduling of the Email message.

Note:Templates that are Drag & Drop compatible will be opened in D&D editor by default. However, while editing you can switch to WYSIWYG editor if required. But the templates created using WYSIWYG editor cannot be opened in D&D editor.