Using the Template Visual Editor

April 04, 2019

Drag and drop blocks to assemble your email template in the visual editor. Build, localize, edit, and preview template content all in one place without touching code.

In the Visual Editor

Let's take a look at the elements in the visual editor that will help you assemble an email template.

Add Subject and Preheader

click to add Subject and Preheader in the visual editor

Enter the subject line and preheader by clicking here. The preheader, also sometimes called preview text, is the text that follows the subject line in an email inbox. Read more about preheaders here.

The Blocks Tab

view of the visual editor block tab

On the blocks tab you can view the pre-approved blocks available for building your template.

drag and drop a block into the preview section

Drag blocks into the preview section and select a block to customize it's content. Editing content in the blocks will automatically update the email preview on the right.

The Sample Data Tab

visual editor sample data tab

Add sample data in JSONJsonJSON is a format for representing data with key and value pairs, used to store and exchange data. format on the Sample Data tab to power the dynamic content in your template. Sample data helps you test your template with personalized content filled in, so you can see what the final the look of your email will be. Read more about how Sample Data works in our article about Sample Data here.

The Localizations Tab

visual editor localizations tab

The Localizations tab is where you create and manage different localized versions of your template. To learn more about localizationLocalizationThe process of creating locale-specific content for a template., read our localizing a template article.

The Metadata Tab

visual editor metadata tab

The Metadata tab is where you enter your ‘From’ and ‘Reply’ details for your email, such as ‘Sender’ and ‘Reply To’ names and email addresses. You can also see the template's ID on this tab. Our setting up metadata article has more information available.

Saving, Testing, and Submitting a Draft

visual editor complete draft

To create a new draft or to view a list of existing drafts, click the draft name, in this case "First draft". You can also save your draft at the top. Click the Preview button to test your email on a variety of devices and email clients with device testing, send a test email, or to submit your draft for approval.

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