Overview

The Email Editor tool is a feature available when building an email message in CleverTap. It lets you add content to pre-built templates or customize and build your templates. After creating an email template, you can use it in the current campaign or save it for future campaigns.

From the What section in the Email builder, click Go to Editor.

The Email Editor tool displays.

Template Types

You can choose from the following template options:

• Basic Templates: Pre-built and customizable HTML and Drag & Drop templates for common campaigns, organized by industry and use case. For more information, refer to Basic Templates.
• AMP Templates: Interactive email templates that enable recipients to take action directly within the email without leaving their inbox. For more information, refer to AMP Templates.

You can also save customized templates and view them under Saved Templates.

Basic Templates

Basic Templates provide a library of pre-built email templates that help you quickly create campaigns for common use cases without starting from scratch.

Basic Templates include the following template types:

• Email with rich media: Use this template to create customized HTML-optimized templates for visually rich emails, featuring layouts that accommodate images, text, and call-to-action elements. You can customize the layout and content to suit your campaign requirements. You can also add personalization by using the @ and {{}} icons. For more information about personalization, refer to Personalize Message.
• Email with drag-and-drop: Use this template to create no-code emails. You can create a template from scratch and visually customize it by adding, removing, or rearranging elements such as text, images, buttons, and dividers.
• Out-of-the-Box Templates: This is a mixed set of Rich Media and Drag & Drop templates for use cases, such as product announcements, feature highlights, or promotional campaigns, and also allows you to build templates from scratch.

You can filter Basic Templates to view templates by Industry (for example, Food Delivery), Goal (for example, Referral), or Type (for example, HTML). This makes it easier to browse the template library and quickly find the most relevant template for your campaign.

Rich Media Template

Create rich messages using rich text and images. There are two ways in which you can create a message.

Using Built-in Editor

To create a message using a built-in editor:

1. Select Email with rich media.
2. Create a template using the Built-in Editor:
   i. Add the text.
   ii. Click the icon to insert images.
   iii. Click the icon to insert links.

Using Source Mode

To create a message using a source mode:

1. Select Email with rich media.
2. Click Source mode and add your HTML content.

3. Click the @ and {{}} icon to add personalization. For more information on personalization, refer to Personalize Message.
4. (Optional) Enter the template Name and save your customized template for future use under Saved Templates.

Drag and Drop Template

Learn how to use an Email with drag and drop template. There are many edits you can make to this template. In this step, we will look at three of them: how to change an image, add a new block, and delete an element.

Change an Image

1. Click inside the box of the image you want to change.

2. Click the image.

3. Click the Change Image button. The File manager displays.
4. Select an image from the gallery or upload a custom image.

5. Click Insert. Your new image will appear in the selected box.

Add a New Text Block

1. Under the Content tab, find Text.

2. Drag the Text icon to the desired location.

Now you have a new text block.

Similarly, you can also drag other elements, such as Images, Buttons, or Videos, into your template. You can also add personalization by using the @ and {{}} icons. For more information about personalization, refer to Personalize Message.

Delete an Element

1. Click the box of the element you want to delete.

2. Click the trashcan icon.

3. Click Delete.

The element you deleted will no longer appear.

Rows

You can drag and drop, delete, rename, or re-organize your saved rows, right inside the editor.

1. Select the Email with a drag and drop template.
2. Click the ROWS tab.
3. Select the Empty, Default, or Saved Rows from the list. You can also update the Display Condition for the rows.
4. Drag and drop the row to the editor.

Save Rows

To save a row:

1. Double-click the row.
2. Click the icon to save the row for future use.

Delete Rows

1. You can delete saved rows from the editor.
2. Click the ROWS tab in the editor.
3. Select the saved row and click the ellipsis.
4. Click Delete.

Display Condition

Display conditions determine when and under what circumstances certain content is rendered to the recipients.

1. Click the row to which you want to add the display condition.
2. Click Add Condition under the DYNAMIC CONTENT section. The Add display conditions pop-up window appears. The following columns appear.

3. Click Add to add the display condition and its details. Click Cancel to discard the changes.

Mobile View

You can switch between the mobile and desktop views of your message to view and edit content. You can check how the content will display on a mobile phone without going to Previews or sending a test message. Any changes made to the mobile view will be reflected on the desktop view as well. It is a What You See is What You Get (WYSIWYG) editor.

Out-of-the-Box Templates

These are a set of pre-built HTML and Drag & Drop templates, organized by industry and use case. These templates are a great starting point if you want a pre-designed solution for common campaign types and use cases.

Example

Let us consider an example in which a subscription platform wants to create a promotional email campaign to send reminders to renew or upsell subscription-based services.

Common Use Cases:

Confirms a successful subscription or entices users to upgrade by highlighting plan benefits and encouraging exploration of exclusive features.

Template Customization Options:

• Replace the Logo
• Update Banner/Product Images
• Update Call-To-Actions (CTAs)
• Update Links in the Header/Footer
• Change the Theme or Background Color
• Update Social Media Links and Download Links

For more information about customizing these templates, refer to Customize Out-of-the-Box Templates.

Saved Templates

The Saved Templates tab in the email editor enables you to quickly reuse or access the existing templates and maintain consistency in branding across campaigns. Within this tab, you can preview the template before using it. The Saved templates are managed from the Content Manager > Templates > Email page. Updates made in Content Manager are reflected in this tab.

AMP Templates

These dynamic emails, coupled with CleverTap personalization, deliver compelling messages that create a fun and exciting experience. For example, AMP emails can include forms, carousels, accordions, sidebars, timestamps, and responsive layouts. To learn more about AMP templates, refer to AMP for Email.

There is also a set of pre-built AMP templates, organized by industry and use case. These templates are fully customizable and support the same personalization and customization options as HTML templates.

Example

Let us consider an example in which an ECommerce business wants to gamify the interaction so users can unlock a discount, reward, or surprise offer directly within the email. This interactive format helps boost engagement and click-through rates while creating a sense of excitement and urgency.

Common Use Cases:

• Drive conversions during sales events or festivals with spin-to-win deals.
• Run promotional campaigns that reward users with random offers.
• Re-engage dormant users with a playful incentive.
• Launch loyalty or referral-based programs with interactive rewards.

Template Customization Options:

You can customize the following elements for the Spin and Win template:

• Replace Logo
• Replace Background
• Update Banner/Product Images
• Update Call-To-Actions (CTAs)
• Update Links in Header/Footer
• Update Social Media and Download Links

For more information about customizing these templates, refer to Customize Out-of-the-Box Templates.

Template Operations

You can perform basic template operations directly from the Saved Templates tab in the email editor during campaign creation. These include:

• Select View: Switch between list and card view for templates.

  

• Filter Templates: Filter templates based on the following criteria: Time Period, Created By, Labels, Editor Type, and Amp Type.

  

• Sort Templates: Sort by template name, created date, and last modified date.

  

• Delete Templates: Deleted templates are permanently removed and cannot be recovered. Select multiple files and click the delete icon. Alternatively, enable Selection Mode to delete templates in bulk.

  

• Search Templates: Search a template by its name.

You can perform the following template operations by navigating to the Content Manager > Templates > Email page: Edit, Clone, Rename, and Add labels. For more information, refer to Content Manager Templates.

Device Preview

Dark Mode

You can preview how your email displays in dark mode on both desktops and mobile phones.

Follow the steps to preview your template in Dark Mode:

1. Select the Email with drag and drop editor.

2. Draft your message.

3. Click the Preview and Test button. The Preview and test window displays. You can preview how the email will look in dark mode by turning the Dark Mode toggle ON.

Inbox Previews with Code Analysis

Inbox Previews with Code Analysis offers you an analysis of your HTML code. It also provides you previews across devices and inboxes before you send out a campaign. The Email Add-On offers you 100 inbox previews a month.

Before we begin, check that you have enabled Inbox Previews. For enabling the Inbox Previews, see Enable Email Previews. Follow the steps to create an email campaign.

1. Select the template.
2. Create your message.
3. Click the Preview and Test button. The Previews and test window displays.
4. Click the Inbox Previews tab.
5. Click the Generate Report button. The display may take some time if you have selected multiple inboxes. We will render the results and send you a notification email to know when the preview is ready.

6. Click Inbox Previews tab to view the preview report. The tests will display email previews across all the selected inboxes. It displays the errors, if any, for each inbox. For selecting inboxes, see Enabling Previews.

7. The Code Analysis tab displays the error type and details. You can sort these errors by severity or property.

8. Click the Fix issues in the editor link to fix the issues. You are redirected to the email editor.
   Rerun the preview tests to check that the previews are in order.

Spam Report

A spam report allows you to test your email for deliverability by creating a spam report. The Email Add-On offers you 100 spam reports a month.

Follow the steps to create an email campaign.

1. Select the template.
2. Create your message.
3. Click the Preview and Test button. The Previews and test window displays.
4. Click the Spam Report tab.
5. Click the Generate Report button.