1. Overview
  2. Email & SMTP
  3. How To Use the Email Builder

How To Use the Email Builder

The Email Builder is a core function and an important component of NicheFit. In it, you can create and save templates and schedule email campaigns. The Email Builder contains two sections: Email Campaign and Templates. 

The Email Templates are where you can customize the email's branding, layout, and design, and the Email Campaigns are for adding a message and delivery options for sending to customers and leads.

Read on to learn how to navigate to and use the email builder.

Creating Email Templates

  • Click +New to get started.
  • Choose the option of the template you wish to create. You can create a template using the Template Library, reuse a Campaign to send or schedule, or use a Blank Template. You can choose between “Design Editor” and “Code Editor” using the Blank Template.

NOTE: Design Editor has a drag and drop elements, while Code Editor refers to HTML

Part 1: Overview

  • On the left side, you can see three icons: The Add Element, the Manage Element, and the Appearance icons. 
  • The Add Element icon will allow you to add elements to your template. 
  • The Manage Elements icon provides an overview of all the elements within your email. Scrolling through the list of sections lets you see what elements it contains.
  • In the Appearance icon, you can tweak the aesthetics of your template. You can customize your button, add dividers, add custom CSS, and set the mobile formatting. 

 

Part 2: Adding Elements to your template

  • You will see on the left side a section for elements and layouts. You can start adding elements to the template, or if you need a different layout, start there. Just drag and drop the layout you need. 
  • Select, drag, and drop the elements you will use in the proper section. 

List of Elements: 

  • Text
  • Image
  • Button
  • Divider
  • Social
  • Footer
  • Code
  • Video
  • Shopping Cart
  • RSS Header
  • RSS Items

 

Part 3: Inline Editor

When you select an element for editing, an inline editor will appear on the top. This editor gives you extensive text formatting options. It is a powerful tool embedded within our Templates and Campaigns platform that allows you to create and customize emails with unprecedented efficiency and ease. It presents a user-friendly interface that eliminates the complexity of email design and formatting.

You can edit: 

  • Heading type
  • Font
  • Font size
  • Color
  • Text styles
  • Add hyperlink
  • Modify alignment
  • Control height
  • Bullet points
  • Clear formats
  • Add custom values or trigger links
  • Content feature to generate text automatically. This feature uses content titles and keywords to give you the proper text.

Note: To maintain uniformity in the structure of your emails, we have implemented a default padding update. You can manage the spacing around your content. Please be aware that the default settings for padding are as follows:

  • Top Padding: 12
  • Bottom Padding: 12
  • Left Padding: 24
  • Right Padding: 24

This feature gives you better control over your email's layout and appearance.

Part 4: Save

  • Once your template is ready, save it for future use. 
  • You can also test your template. 
  • See a preview of the template.
  • See version history
  • Restore to another version
  • You can rename this template at your convenience 

 

 

Creating Email Campaigns

Part 1: Creating your campaign

  • Go to Marketing - Emails - Email Campaigns
  • Click on Create Campaign
  • Hover over the template. You will see the checkmark icon (to select) and the preview icon. 
  • When you click on the checkmark icon, you will be redirected to the email builder again, where you can make the last edits or additional edits as needed. 
  • Save the changes made.
  • If you click on the 3 dots icon, you will see the options: Test Email, Preview Template, Save Version History, and File Attachments. 
  • Regarding the File Attachments feature, it has a 10MB file limit size. You can use the following extensions: xlsx, xls, ods, docx, docm, doc, csv, pdf, txt, gif, jpg, jpeg, png, tif, tiff, rtf, bmp, cgm, CSS, shtml, html, htm, zip, xml, ppt, pptx, tar, ez, ics, mobi, msg, pub, eps, odt, mp3, m4a, m4v, WMA, ogg, flac, wav, aif, aifc, AIFF, mp4, mov, avi, mkv, MPEG, mpg, and wmv.
  • Once everything is ready, you can click on Send and Schedule.
  • This will open up the Sending Options, where you can choose how/when to schedule the Email Campaign and determine who will receive it. You can completely customize this section, from scheduling batches of emails to go out at a certain time to choosing a smart list of contacts to send to and more.
  • Send
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