How to Use the Email Builder

How to Use the Email Builder

Email marketing remains one of the most powerful tools for engaging audiences and driving business growth. This guide will walk you through the Email Builder, a user-friendly platform within Advisor's Growth that allows you to design and manage email campaigns with ease. You’ll learn how to create and save templates, schedule campaigns, and customize your emails to resonate with your audience. The Email Builder is divided into two key sections: Email Campaigns and Templates.

• Email Campaigns: Tailor your messages for specific audiences and fine-tune delivery options to maximize engagement.

• Templates: Design custom email templates that reflect your branding, and either start from scratch or modify pre-built designs.

Navigating the Email Builder

The Email Builder, located within Advisor's Growth, consists of two main areas:

1. Email Campaigns: Create personalized email messages, adjust delivery options, and manage how your emails reach leads and customers.

2. Templates: Customize the look and feel of your emails, including branding, layout, and design, with easy-to-use tools.

Creating Email Templates

1. Click +New to begin.

2. Select your template creation method. You can:

   • Use the Template Library for pre-designed options.

   • Reuse a previously saved campaign.

   • Start fresh with a Blank Template, choosing between the Design Editor (drag-and-drop) or Code Editor (HTML-based).

Design Options:

• Template Selection: Pick from the Template Library, reuse a campaign, or build a new one from scratch.

• Visual Editing: Adjust text, images, buttons, and other elements using drag-and-drop tools. You can resize images, tweak padding, and choose colors easily.

Part 1: Element Management

On the left side of the editor, you’ll find three key icons:

1. Add Elements: Drag and drop elements like text, images, buttons, and logos into your template.

2. Manage Elements: View all the sections in your email and navigate through them quickly.

3. Appearance: Customize the visual aspects of your email, such as button styles, dividers, and mobile-friendly settings. You can also add custom CSS for advanced tweaks.

Part 2: Adding Elements to Your Template

From the left sidebar, choose the elements you need—whether it’s text, images, buttons, or layouts—and drag them into your template. If necessary, you can first drag a new layout to organize your content.

Available Elements:

• Text

• Image

• Button

• Logo

• Divider

• Social

• Footer

• Code

• Video

• Shopping Cart

• RSS Header/Items

• FAQ

• Image Slider

• Products

Layouts can be customized by dragging and dropping the sections to fit your desired structure.

Part 3: In-Line Editor

The in-line editor appears whenever you select an element, allowing you to fine-tune your content with rich text formatting options. It’s an intuitive tool that simplifies email creation by providing:

• Font customization (type, size, color)

• Text styling (bold, italics, alignment)

• Hyperlinking options

• Bullet points and list formatting

• Padding adjustments for optimal spacing

Additionally, the builder includes content generation features that suggest text based on titles and keywords, saving time when crafting emails.

Part 4: Saving and Previewing Templates

Once you’ve finished designing your template, you can save it for future use, run tests, and view a preview. The platform also includes version history, allowing you to restore previous designs or continue editing older versions.

You can also attach files to your email (up to 10MB) with supported file types such as PDFs, images, and various document formats.

Creating Email Campaigns

Part 1: Starting Your Campaign

1. Navigate to Marketing > Emails > Email Campaigns.

2. Click Create Campaign.

3. Hover over your chosen template to reveal two icons: a checkmark (to select) and a preview option. Select the template you want to use.

You’ll be taken back to the Email Builder for any final edits. Make sure to save your changes.

Editing and Refinement:

• By clicking the three-dot menu on a template, you can access options such as Test Email, Preview, Save Version History, and File Attachments.

• Attachments have a 10MB file size limit, with a wide range of supported formats.

Sending and Scheduling Your Campaign

When your email is ready, click Send or Schedule. The scheduling options allow you to fully customize when and how your email goes out, from batch sends to smart contact lists.

This flexible scheduling ensures you can optimize your outreach, improving the chances of reaching your audience at the right time.