How to Use the Email Builder and Its Inline Editor

Email marketing remains a key strategy to engage your audience and grow your business. This guide will walk you through the use of the Email Builder and its Inline Editor in Advisor's Growth, allowing you to create high-quality campaigns that resonate with your audience.

Understanding the Inline Editor:

Introduction to the Inline Editor

The Email Builder's Inline Editor simplifies email creation by offering an intuitive, user-friendly interface. It is designed to eliminate the complexity of formatting and email design, making it easier for users to build professional emails.

Real-Time WYSIWYG Editing

The editor operates on a What You See Is What You Get (WYSIWYG) principle, allowing you to see changes as you make them. Whether adjusting text, inserting an image, generating AI-based content, or altering the color scheme, you can instantly preview the final appearance of your email.

Customization Options:

Text Styling: Adjust fonts, sizes, and colors, or apply bold, italics, underline, and strikethrough effects.

Hyperlinks: Add links to your text with full control over the display text and URL.

Formatting Options: Include paragraph formatting, heading styles (H1, H2, H3), and alignments.

Padding and Spacing: Maintain uniformity across your email with default padding settings (top: 10px, bottom: 10px, left: 20px, right: 20px).

How to Use the Email Builder:

Navigating the Interface

Go to Marketing > Emails > Templates.

Create a new template or edit an existing one.

The interface is designed to streamline your workflow with essential functionalities:

Add Elements: Insert content such as text, images, social media links, and more.

Manage Elements: View and adjust existing elements within the email.

Appearance Settings: Control global styles, including background colors and custom CSS for advanced users.

Reuse Saved Elements

Access and reuse popular components easily using the built-in search bar. This feature helps save time by eliminating the need to recreate elements, ensuring design consistency across campaigns.

Adding Elements to Your Email:

Layout Options:

The Email Builder offers a variety of layouts to accommodate different content types:

Single Column: A straight vertical structure ideal for mobile-friendly designs.

Two Columns: Split your content into two vertical sections, perfect for side-by-side comparisons like images and text.

1/3: 2/3 or 2/3: 1/3: Uneven column splits, useful for content like an image with an accompanying description.

1/4: 3/4 or 3/4: 1/4: Even more contrast between sections for emphasis.

Four Columns: Ideal for grids of images or multiple pieces of content displayed side by side.

Drag-and-Drop Feature

Select your preferred layout and drag it into your email canvas. Once the layout is set, you can drop additional elements like text, images, buttons, or social links into the layout structure.

Elements You Can Add:

Text: Use for headings, paragraphs, or captions with full control over fonts, colors, and formatting.
Image: Upload or link images, including the ability to add GIFs or video thumbnails.
Button: Create interactive buttons linking to websites, downloads, or other actions.
Divider: Add visual separation between sections with customizable colors and styles.
Social Links: Include icons for social media platforms with hyperlinks to your profiles.
Footer: Include essential information such as contact details, company address, or unsubscribe options.
Code: For advanced users, insert custom HTML for more complex layouts and features.
Video: Engage users by embedding videos, with options to display GIF thumbnails for a dynamic visual experience.
Shopping Cart: For e-commerce, this element allows you to include product details and pricing with direct links to your store.
RSS Header/Items: Automatically populate content from RSS feeds, ideal for sharing blogs, articles, or news updates.
FAQ Element: Add accordion-style FAQs for easy navigation.
Product Element: Feature products in an engaging, visually appealing catalog format.

Managing Text and Formatting:

When editing any text in the Inline Editor, you’ll have access to:

Heading types
Font options and sizes
Color customization using hex codes
Formatting (bold, italic, underline, and more)
Hyperlink addition
Text alignment and bullet points for organized content

Working with Image and Text Layouts:

Navigate to Marketing > Emails > Templates/Campaigns.
Choose a pre-made template or start from scratch.
Select from a variety of layout options, which allow you to easily combine text, images, and buttons.
Customize background colors, padding, and layout structure to create visually appealing emails that engage your audience.