With Neo's Email Designer, you can craft beautiful, engaging emails for various scenarios using our tailor-made templates for welcome emails, product launch emails, newsletters, and more. Email Designer offers ready-to-use templates that can be customized to match your brand and style, down to the images, font styles, and color themes. You just need to plug in the text and images as needed!
This eliminates the need for coding or design knowledge and enables you to win the audience's attention effortlessly. Email Designer templates are also optimized for all screens, so they look perfect across devices - desktop or mobile. Keep reading to learn how this feature works.
- Accessing the Email Designer
- Accessing Templates
- How to use the Email Designer Editor
-
Inserting the template
Accessing the Email Designer
From within the Composer
Open the Composer window and click the Designer tab
Accessing Templates
How to access pre-defined templates
If you haven't saved a template previously, you will be directly taken to the Templates Gallery where you can view all the pre-defined templates.
If you have previously saved or edited a template, you will be taken to the saved templates first. From there, you can access the pre-defined templates by clicking on View Templates Gallery.
- To edit a template from the Templates Gallery, click Use this template on the bottom right of the specific template to open the editor.
- To preview a template before using it, click Preview at the bottom left of the specific template to see how it looks on desktop and mobile.
How to access Saved templates
If you have previously saved/edited at least one template, opening Email Designer will directly take you to the Saved templates section.
Here’s what you can do in the Saved templates section.
1. Insert in composer : Click Insert in Composer to insert the selected template into the Composer.
2. Edit template: To further edit a saved template, click Edit to open the template in the editor.
3. Preview: To preview a saved template before inserting it into the composer, click the three dots on the top right of the template and click Preview.
4. Rename: To rename a saved template, click the three dots on the top right of the template and click Rename.
5. Duplicate: To clone a saved template, click the three dots on the top right of the template and click Duplicate.
6. Delete: To permanently remove a saved template, click the three dots on the top right of the template and click Delete.
How to use the Email Designer editor
- How to edit a template
- How to edit a block
- How to add a block
- How to duplicate a block
- How to delete a block
- How to reshuffle/reorder/rearrange a block
- How to change the color theme and font
How to edit a template
1. To edit the design of one of our pre-defined templates, click Use this template.
2. To edit the design of one of your saved templates, click Edit.
How to edit a block
Once you select a template, the editor will open. On the left pane, you can see all the blocks that are part of the email body. You can start editing by either clicking on the relevant block on the left pane or clicking the edit icon on the specific block itself.
Below is a list of various email template blocks:
| alert-warning | Note- Each time you edit the template, the changes are auto-saved. |
Let's take an example of the Sell a Product Template
It includes blocks such as Header, Intro, Products, Social, and Footer. You can customize each of these to customize details according to your brand/business. You can decide which blocks to include by turning the toggle button on or off.
Header:
This is the topmost part of your email. Here, you can add logos and relevant links you want your recipients to click on.
1. Image: To add your company/brand logo
1. Open the Header block, click on the edit icon in the image section
2. Click Select another picture
3. Pick an image and adjust it according to your preference
4. Click on Save
2. Navigation links: To insert navigation links
You can add links here to redirect your recipients to your website's homepage, signup/login page, etc.
1. Click on Link from the left tab
2. Enter a link name in Link Text
3. Enter a link or URL in Link URL
| alert-success | Note - You can add up to 5 navigation links in the header. |
Please Note - Make sure your link URLs start with https; otherwise, you might see an 'invalid URL' error like below. Using https ensures everything works smoothly
3. To delete an image or a navigation link:
You can delete an image or a navigation link anytime after adding by clicking on the delete icon.
Deleting an image
Click on the navigation link you want to delete from the left pane and click on Delete link
Deleting a navigation link
4. To show/hide an image or a navigation link:
You can toggle the button highlighted in the image below to hide/show an image or a navigation link.
Intro:
Here, you can add the opening lines for your email to describe what it’s about.
1. Image: Upload any relevant image, such as a snapshot of the products you're launching.
2. Heading: Add a heading that captures your recipients' attention, such as your product's name or key features.
3. Paragraph: Briefly describe what your email is about. For example, you can introduce the product, provide its descriptions/benefits, etc.
4. Button: Add a clickable button with a link to redirect recipients to more details, such as the product's purchase page or your entire catalog.
You can use the toggle button to hide/show specific elements (such as an Image, Heading, Product, or Button).
Content:
This block allows you to add your email body. It is similar to the Intro block and has elements such as Image, Heading, Paragraph, and Button. You can use this block to add more details to your email.
Products:
Here, you can showcase your products with all the related details you want to call out in the email.
1. Heading: Adding a heading to introduce the products. You can even adjust the alignment and make it italic.
2. Display settings for each product: Enable/disable settings which will be applied to all the product listings; if you toggle off any element here, it will reflect on all the products in this block. For example, if you disable the product image button, images for all products will be hidden. If you enable it back, all the images will reappear.
3. Products: Highlight the product details. Click on the specific product for which you want to add the details and update the following fields:
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Image: Add a relevant image so that your recipients can see exactly what you're offering
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Name: Add the name of the product
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Description: Provide a brief description of the product
-
Price: Mention the price
- Button: Add a button that directs users to know more about the product or to the purchase page.
Adding a new product: Click on Add new and enter the product's details - Image, Name, Description, Price, and Button.
| alert-success | Note- You can add up to 10 products. To add more, you will have to delete an existing product. |
| alert-warning | Note- Adding a new product will position it at the end of the list by default |
Deleting an existing product: To delete a product listing, follow these steps:
- Click on the product you want to delete
- Scroll down to the bottom
- Click on Delete product
Services:
The Services block is similar to the Products block, where you can list your services, pricing, and purchase details. It is to be filled out and edited like the Products block.
Testimonials:
Showcase reviews and feedback to build trust and show your impact on customers and clients.
1. Heading: Start with a heading that draws attention.
2. Display settings for each testimonial: Enable/disable settings that will be applied to all the product listings; if you toggle off any element here, it will reflect on all the products in this block. For example, if you do not want to display your customer's contact information or image, you can disable the toggle button. To display these elements, toggle them on, and they will reappear.
3. Testimonials: Click on the testimonial you want to update and follow the below steps:
- Image: Include the image of the reviewer
- Quote: Enter the feedback shared by the specific reviewer
- Customer information: Add their name, role, company name etc.
To add a new testimonial: Go to the Testimonials block, scroll down, and click Add new and enter the necessary information - Image, Quote, and Customer information.
To delete a testimonial:
- Select the Testimonials block
- From the left panel, click the testimonial you want to delete
- Scroll down to the bottom and click on Delete
Social:
This block lets you add your social medial profile's links which makes it easy for recipient's to connect with you on their preferred social media channels.
1. Select the social media platform for which you want to add the link
2. Update the Link field with your profile link
To add a new social media link:
1. Click on the Social block
2. Click Add new
3. Under Social link type, select the platform type from the drop-down list
4. Enter the corresponding link/URL in the link field.
| alert-success | Note- You can add up to 8 social media profile links |
| alert-warning | Note- If you enter an incorrect URL or do not enter a URL, that particular social media icon will be hidden from your email body |
To delete a social media link:
1. On the left panel, click the social media link you want to delete
2. Click Delete social link
Footer:
In this block, you can share your address and contact information.
1. Image: Upload an image you want to sign off your email with, or your company's logo by clicking the edit icon
2. Contact Information: Update your email address and phone number.
3. Footer text: Enter relevant details, such as your company's name, address, and operating hours, as needed.
How to add a block
Each template type is designed with the specific scenario and requirements factored in. When you choose a template, it'll contain a set of relevant blocks. However, you can add more blocks by following these steps:
- Click Add a new block from the top of the Blocks tab
- Select the required block
- Choose a layout for the specific block
- Click Add to template
| alert-warning | By default, the new block will be added to the second position in the email body. You can rearrange the blocks by dragging and dropping them at the desired place. |
| alert-warning | You can add only one block at a time |
How to duplicate a block
To clone a block:
- Click the three dots on the block you want to duplicate
- Select Duplicate
| alert-warning | By default, the duplicate block will be added to the second position in the email body. You can rearrange the blocks by dragging and dropping them at the desired place. |
How to delete a block
To remove a block from your email body:
- Click the three dots on the block you want to delete
- Select Delete
How to reshuffle/reorder/rearrange a block
Here’s an example - if you want to add your social media profile links, add the Social block by following the steps listed above. It will appear below the Header block (i.e. the second position). To move it around, just drag and drop it to the desired position. Here's a GIF for your reference:
How to change the color theme and font
To further personalize the email template, select your preferred color theme and fonts to match your brand and style from the options in the Design tab next to the Blocks tab.
- Open the Design tab, located next to the Blocks tab
- From under Color themes, pick from our range to change the palette of your email template as per your requirement
- From under Fonts, pick a font style from the set of options
Inserting the template
- Once you have finished editing the template, preview it and then insert it by clicking the Insert template button at the top right.
- When you insert the template, the Composer switches to the Email Designer mode, and a banner appears.
| alert-warning | Note - If you entered any content, inline attachments, or signatures in the composer window before creating the template, inserting the template will clear all that data and replace it with the template. However, values entered in the To and the Subject fields in the draft before creating the template will be retained. |
Empty Links Error - What to do?
If any button, navigation link, or social media profile doesn’t have a link, a pop-up as shown below will appear. Make sure to add the links so your customers can easily click and access it.
Which features will be available while in Email Designer mode?
You can access the following features in the composer in Email Designer mode:
- Send
- Send Later
- Follow-up Reminders
- Attach files
- Delete draft
| alert-warning |
Note - In the Email Designer mode, you cannot edit or add to the body of the email. You can only edit the Email Designer template itself. |
To edit the template in the Email Designer mode, click the Edit icon
To remove the template from the Composer, click the Clear icon. Once you clear the template, the Composer will switch from Email Designer to Composer mode.
Using Email Designer in replies or forwards
You can use Email Designer templates even when replying to or forwarding an email. However, please note that in case of a reply or a forward, while inserting a template, any content in the Composer previously will be deleted and replaced with the Email Designer template content.
| alert-warning | Please note that the Email Designer feature is available only on the MAX plan |
If you have any queries, you can reach out to us at hello@neo.space