When creating a Marketing Email to send to your clients, you'll be given the choice to use the Standard Editor or the Advanced Editor.
The Standard Editor has less customization options and is typically used for quick messages, while the Advanced Editor can be used to create fully customized, branded emails.
Opening the Editor from a Newsletter
Follow these steps to access the Standard Email Editor from the Newsletter creation page:
From the main navigation menu select Sales & Mktg Ctr
Select Newsletters
Choose Create Email or select the title of an existing Newsletter
Select "Configure this action" under the Email Content section or, if you are editing an existing email you'll select the pencil icon in the top right corner of the Email Content section
Opening the Editor from a Journey
Follow these steps to access the Standard Editor from a Journey automation:
From the main navigation menu select Sales & Mktg Ctr
Select Journeys
Select the Journey that contains the Automation you want to attach an email to
Click on the title of the specific automation
Select "Configure this action" under the Email Content section or, if you are editing an existing email you'll select the pencil icon in the top right corner of the Email Content section
Standard Editor Overview
Once you've opened the email editor, scroll down to Layout. Under Layout Style, select if you will be using the Standard Editor or the Advanced Editor. The Standard Layout is automatically selected for new emails.
Body Section
The body section is where you will write the content of your email message. Here you will find basic functions for customizing your email.
Text Options
The email will automatically be selected to Normal Text. Click the down arrow for options to add a heading, bulleted list, or numbered list.
You can also enhance your message with bold, italics, underline, or strikethrough text. Click your desired option and start typing! When you want to remove the option, click again to go back to normal text.
You can align your text to the left, center, or right of the page using the alignment options. The fourth option is the justify text option. When you justify text, space is added between words so that both edges of each line are aligned with both margins. The last line in the paragraph is aligned left.
Adding a Link
You can add a link by clicking the link button and adding the url. This will populate the link directly into your email. You can also select a portion of text and then click the link button to embed the link within the line of text.
Standard Personalization Options
Use the personalization button to add custom information to your email. To use the personalization option, click your desired option, then paste the parameter into your email using command + v or right click + paste.
Parameters will look something like this:
[client_first_name]
It's important that you do not edit the parameter, otherwise it won't work, and it will show up as written in the email instead of populating the correct information!
Location Specific Personalization Options
Some parameters are based on the Location Variable and the Footer settings listed above the Body section of your email.
Location Variables
Location or Default
Location Variables is a setting that determines what location information will be displayed in your email. You can choose from Default Location, Specific Location, or Client Home Location. Whichever option you choose will correspond with the contact information for any personalization parameters that you add to your message, such as location reply to email or location from email.
Footer
The footer is the information that typically goes at the very end of your Journey or Newsletter email. This is optional information that you can include by using the Personalization Tool to add the footer to your email. You have the option to choose between your Default Location or a Specific Location. The footer will contain the location's contact information including name, address, phone number, and email.
Saving & Testing Your Email
Once you're finished writing your email, scroll down and click Save & Send Test Email or Save & Exit.
If you are sending a test email, note that some personalization options may not populate correctly. If a parameter can't be populated it will appear blank in your test email. This is because some parameters are specific to client profile details. When you are sending a test, there is no client profile for the system to pull information from.
The test email will be sent to the email address used for your Walla Account login.