How To Use the Email Builder

The Email Builder is an important section of Infinite Sales. 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 branding, layout, and design of the email, 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 you can use a Blank Template. If using the Blank Template, you can choose between “Design Editor” and “Code Editor”.

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 the needed 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 to have a different layout, start there. Just drag and drop the layout you need. 
• Select, drag, and drop the elements you will be using in the proper section. 

List of Elements: 

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

Part 3: In-Line 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 two icons: 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 and when you want to schedule the Email Campaign to be sent, 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