Creating Your Email Campaign - Phase 2: Drag & Drop Editor

Structured AI → Creating Your Email Campaign Phase 2: Drag & Drop Editor

Creating your Email Campaign - Phase 2: Drag & Drop Editor

Estimated Time

~10 minutes

Current Phase

Phase 2 of 3

What You'll Accomplish

• Learn how to set up email content and properties using Structured AI
• Customize email messages to fit your needs

• Adjust key email settings for better formatting and targeting
• Use Structured AI to streamline email creation

Before you begin — open your account
This is a hands-on, learning-by-doing session. Open app.structured.ai in your browser and log in to your Tenant Account so you can follow along and apply each step in real time.

Direct Links to the Next Phases in this Training Series

This module is part of a 3-part series. Each session builds on the last, and reviewing them in order ensures you don't miss any critical steps and get a complete understanding of the workflow.

Phase 1 Setup & Framework	Start Training ➡
Phase 2 Drag & Drop Editor	Current Phase ✔
Phase 3 Conversion & Testing	Start Training ➡

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Follow Our Step-By-Step Training

1. Introduction

In this phase of the training, you will gain the skills needed to personalize various components of your emails, allowing you to tailor each message to better suit your audience's preferences and needs. 

Additionally, you will learn how to efficiently organize and control the content within your emails, ensuring that your messages are clear, engaging, and impactful. 
 

 

2. Select Manual Editing Mode

Before we get started with creating, click on the Manual editing option to change the email editor from AI to Manual Mode.  This allows you to customize the editing process according to your specific preferences and requirements.
 

 

3. Email Editor Tour

A quick tour is necessary before we dive in to creating! 

In the left panel of the interface, you will find a comprehensive collection of Drag & Drop elements. These elements are designed to be easily selected and pulled into your email layout, allowing you to customize your email content with great flexibility. 

By simply dragging these components from the panel and dropping them into your email template, you can tailor the design and structure to suit your specific needs and preferences. 
 

 

4. Open Body Properties Panel

In the right panel, you will see the editing Properties of the element you add to your email. It is important to note that this will be different based on the element you are editing.
 

 

5. Open Content Editing Tools

Let's begin editing this email. 

Using the Drag & Drop editor, add a headline to your test email.  Begin by locating the Text element within the Drag & Drop elements. 

To implement, click on the Text element, hold and drag it to the desired position within your email layout. Once you drop the Text element into place, you can click inside it to type and customize your headline, adjusting the font size, style, and color to suit your design preferences.  We will go over how to do that in the upcoming steps.
 

 

6. Adding a New Headline

You've now added a headline to your email! For this training, add the text: "Keep your websites up to date!". Continue reading how you can use the toolbar to edit your headline.
 

 

7. Access Content Editing Toolbar

When using the toolbar, you have the ability to center and justify your text element. For this training, please Center your text.
 

 

8. Open Text Formatting Options

You also have the option to apply styling and bold the text. For this training, please go ahead and bold your headline text.
 

 

9. Set Branding Colors

You can also edit the coloring to match your branding requirements.  Please go ahead and add some coloring to your headline.
 

 

10. Update Image

When updating an image, double click the image, and upload a new image. For this training, please select a different image for your email campaign. 
 

 

11. Add New Image

You can upload your own or choose an image from the image database. 
 

 

12. Add Selected Image

Once you've chosen the image you want to use for this Email Campaign, just click Add Selected to insert your image into your email template.
 

 

13. Open Image Properties Panel

Within the Image Properties panel, use the cropping tool to adjust the size of your image. You can further refine your banner by adjusting spacing, settings and more.
 

 

14. Editing Body of Email

For editing the body of the email, you have a few options and can update existing sections or elements or you can also drag in a new Section from the Drag & Drop elements.
 

 

 

15. Split Layout

If you drag in a new section, you have the option to use the Section Properties to create a split layout.
 

 

16. Expand Content Sections

This allows you to drop any new elements onto the canvas in one of the split sections you added. For the purpose of this training, pull an element over into your split canvas so you can get a feel for how this works. 
 

 

17. Select Greeting Text

Now, let's move on and personalize this email for each lead.
 

 

18. Access Text Editing Tools

Structured AI allows you to add contact tags to personalize your email even further.
 

 

19. Select First Name Field

Let's click the First Name contact tag to select the placeholder for the recipient's first name. Now this email will greet each of your leads by their first name!
 

 

20. Select Language / Translation

Once you have completed editing your email, use the Translate button on the toolbar. You have the ability to translate up to 130 languages.

Great job! You have successfully completed Phase 2 and configured the email content and properties using Structured AI. Review your email to ensure all customizations are applied correctly and proceed to send or save your draft as needed.

In Phase 3, you will become proficient in managing publishing settings, allowing you to control when and how your emails are sent, monitor delivery status, and optimize the timing and frequency of your communications for maximum effectiveness.

You've Completed Phase 2 - Move to Phase 3 →