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Using the New Email Editor

This guide provides a walkthrough of the new SendSquared Email Editor, helping you create professional and branded email templates quickly and efficiently.

Accessing Email Templates​

To get started with the new Email Editor:

  1. Navigate to Templates in the main menu
  2. Select Email Templates

This is where all your email templates are stored. You can organize them into folders for easy access and management.

Template Options​

When creating a new email template, you have several options:

  • Start with a blank template
  • Choose a pre-designed template from the gallery
  • Duplicate an existing template you've already created

Understanding Template Icons​

  • Red email icon: Templates created in the old email editor
    • If duplicated, will create a copy in the old editor
  • Green email icon: Templates created in the new email editor
    • Indicates you're using the new editor's features

Starting with a Blank Template​

Blank Template

When you create a blank template, it loads with basic block structures. You can then:

  • Change these blocks
  • Remove unwanted elements
  • Edit content to match your needs

Customizing Email Appearance​

Global Appearance Settings​

  1. Select Appearance to modify the overall template design
  2. Adjust settings for:
    • Background color (behind all blocks)
    • Email padding and structure
    • Default font family
    • Background images

To add a background image:

  1. Toggle on the background image option
  2. Select or import your desired image
  3. The image will be saved in your library for future use

Setting Brand Standards​

The appearance section includes categories for different elements:

  • Headings
  • Buttons
  • Text
  • Links

Setting these global appearance options creates a consistent brand experience across all emails. While you can override these settings for individual blocks, establishing default styles saves time when adding new content.

Editing Content Blocks​

Template Editing Text

Modifying Existing Blocks​

To edit content in existing blocks:

  1. Click directly on the content you want to change
  2. Edit text, images, or links as needed
  3. For buttons, you can modify the appearance and add your link under "Content-Blocks"

Adding New Content​

To add new content to your template:

  1. Go to the Blocks section
  2. Select the type of content you want to add
  3. Drag it into the template where you want it to appear
  4. Click on the new block to edit its content and appearance

Managing Blocks​

When working with blocks, you have several management options:

Deleting Blocks​

  • Hover over an entire row and select the trash icon to delete the whole row
  • Hover over a specific content element to delete just that piece

Other Block Actions​

  • Duplicate: Create a copy of the block
  • Move: Reposition the block within the template
  • Convert to Module: Save a block for reuse across multiple templates

Creating and Using Modules​

Modules allow you to save and reuse sections of your templates, such as headers or footers.

To create a module:

  1. Hover over a block you want to save
  2. Click the download button
  3. In the module section, give your module a memorable name
  4. Click Save at the bottom

To use a saved module:

  1. Navigate to the modules section
  2. Select your saved module
  3. Drag and drop it into your email template

Additional Editor Features​

Undo/Redo​

  • Use the undo and redo buttons to step backward or forward through your changes
  • Note that each individual change will be undone/redone

HTML Editing​

HTML Editor

  • Select the HTML option to directly edit your template's code

Email Settings​

To configure your email settings:

  1. Click the Settings button
  2. Add your template name
  3. Set your subject line
  4. Create your preview text

Testing Your Email​

Before finalizing your template:

  1. Click the paper airplane icon
  2. Add your email address and select Add to test list
  3. Click Quick send or Send to all

You can also use the preview button to see how your email will appear on both desktop and mobile devices.

Saving Your Work​

Always click the Save button to preserve your template changes.

Next Steps​

Once you've created your email template, you can use it to send a campaign. For guidance on this process, please reference "Sending a Campaign: A Comprehensive Training Video."

For any questions or assistance with the Email Editor, please contact support@sendsquared.com.