Email Editor

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.

Select a Template

Decide which template you want and click Select.

You can choose between pre-built templates or empty templates under Basic Templates. You can also save customized templates and view them under Saved Templates.

You can choose from the following types of templates:

  • Email with custom HTML - Add your custom HTML to create custom email messages. You can also add personalization by using the @ and {{}} icons. For more information on personalization, see Personalize Message.
  • Email with rich media - Create a rich message with text and images by using the inbuilt email editor. You can also add personalization by using the @ and {{}} icons. For more information on personalization, see Personalize Message.
  • Email with drag and drop - Drag and drop elements such as text, images, and buttons to create a beautiful email message. Convert to HTML to add further customization.
  • Templates by use cases - These again drag and drop types of templates. Select from a list of ready templates to suit your purpose, such as a blog with photos, order confirmation, offers and deals, feedback forms, and so on.

Custom HTML Template

The Custom HTML template helps you to create custom HTML templates of your choice.

  1. Click Email with custom HTML.
  1. Add your HTML into the box. You can also add personalization by using the @ and {{}} icons. For more information on personalization, see Personalize Message.
  1. Name and save your template. This step is optional. You can choose to save a template for future use.
  1. Click Save.

Your customized template will now be saved to Saved Templates.

Rich media Template

Create rich messages using rich text and images.

  1. Select Email with rich media.
  2. Add your text.
  3. Click the icon to insert images.
  4. Click the icon to insert links.
  5. Click the @ and {{}} icon to add personalization. For more information on personalization, see Personalize Message.

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.
  1. Click the image.
  1. Click the Change Image button. The File manager displays.
  2. Select an image from the gallery or upload a custom image.
  1. Click Insert. Your new image will appear in the selected box.

Add a New Text Block

  1. Under the Content tab, find Text.
  1. 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.

Delete an Element

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

  2. 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.
  4. Drag and drop the row to the editor.

Save Rows

To save a row:

  1. Double click the row.
  2. Click the folderfolder 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.

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.

Save A Template

This step is optional. You can choose to save a template for future use. Create mobile-first campaigns while still catering to the user desktop.

  1. Click Save template.
  1. Name your template.
  2. Click Save.

Your template will now be saved in Saved templates.

Device Preview

Dark Mode

You can preview how your email displays in dark mode on a desktop or a mobile phone.

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Note

Dark Mode is only available in the Email with drag and drop editor.

Follow the steps to preview your template in Dark Mode:

  1. Select the Email with drag and drop editor.
  1. Draft your message.
  1. 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.

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Dark Mode Preview

Dark Mode support varies across email clients and devices. Test the mails on an email client with dark mode enabled for best results. The Dark Mode preview generates a generic dark mode color scheme when enabled.

Refer to the links below for dark mode email design tips:
5 Tips for Dark Mode Email Design
The Ultimate Guide to Dark Mode for Email Marketers

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.
  1. 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.
  1. The Code Analysis tab displays the error type and details. You can sort these errors by severity or property.

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Templates for Inbox Preview

Code Analysis with Inbox Preview is available for the Custom HTML template and Rich Media Template.

  1. 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.

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