With the visual editor, you can easily customize the email templates used in your automated marketing and notifications. The visual editor’s drag-and-drop feature allows you to easily add and design new content for your email templates. You can use the visual editor to modify any customizable email template in WellnessLiving.
Saving your changes in the visual editor will overwrite the current template in the default editor. However, you can restore your email template to the last version saved in the default editor by clicking Restore Default Editor when editing the template.
Note: Templates modified using the visual editor may not display as intended in all email services. For example, an email may display differently in Outlook as opposed to Gmail. We recommend using the Send test email button to send test emails of your modified templates to different email services. This way, you can check the results before sending the email to a large group of recipients.
Modify an email template using the visual editor
On the Edit Template page for an email notification, under Email content, click Visual Editor.
On the right-side menu, select an option to customize the email template:
To view content tools, click Content.
To view layout tools, click Blocks.
To view styling options for the body of the email, click Body.
To view a library of free stock images and images you’ve previously uploaded, click Images.
To upload new images to your library, click Upload.
Make your changes to the email template:
Modify your template using the content tools. For more information, see Content tools in the visual editor.
To display and edit the settings for a tool, click the tool in the email body. The settings for the selected tool will be displayed in the side panel.
To undo your last action, click the Undo button.
To delete a tool, select the tool in the email template and click the Delete button.
To duplicate a tool, select the tool in the email template and click the Duplicate button.
To preview your email, click the Preview button.
To preview your email on a different device, click the Desktop, Tablet, or Mobile buttons, or click the Width field and select an option from the list or enter a custom width.
To exit the preview, click Exit Preview.
After making your changes, click Save.
If you saved changes to an email template using the visual editor, you can go back to using the basic editor by clicking Use basic editor.
Content tools in the visual editor
Tool | Description |
COLUMNS | Add a new layout section to an email template. In the side panel, select the number of columns for the layout. You can click Add Content or drag and drop another content tool into the layout. |
HEADING | Add a text box for headings to an email template. Type the heading in the text box and change the style and appearance of the heading using the options in the side panel. You can also use visual editor’s AI to suggest a heading by clicking See the Magic and entering a text prompt. |
TEXT | Add a text box to an email template. Type the text in the text box and change the style and appearance of the text using the options in the side panel.
You can add email variables to your template by clicking Merge Tags, then selecting the appropriate variable from the list. You can begin typing the name of a variable to search for it in the list.
You can also use visual editor’s AI to enhance your text by clicking Smart Text. |
IMAGE | Add an image to an email template. You can upload your own image file, enter an image URL, or select an image from the stock library. Images you upload will be added to your image library and visible to all staff members. You can also use the visual editor’s AI to generate images by clicking Generate Images and entering a text prompt. |
BUTTON | Add a button to an email template. In the side panel, edit the button text, link, and appearance. You can also use the visual editor’s AI to suggest button text by clicking Get Suggestions and entering a text prompt. |
DIVIDER | Add a horizontal line to your email template to provide spacing between content sections. In the side panel, change the style and appearance of the divider. |
HTML | Add custom HTML to an email template. In the side panel, enter your HTML code. You can use this option to create reusable content that can be copied and pasted to your other templates or to import HTML used in templates from other email providers. |
MENU | Add a navigational menu to an email template. In the side panel, add new menu items and change the menu’s style and appearance. |
SOCIAL | Add social media links to an email template. In the side panel, select icons from a variety of social media platforms, add links, and change the style and appearance of the icons. |
TIMER | Add a countdown timer to an email template. In the side panel, set an end date for the timer and change the timer’s style and appearance. |
VIDEO | Add a video hosted on YouTube or Vimeo to an email template. In the side panel, add the video’s URL. A thumbnail image of the video will be automatically generated in the template. When recipients click the thumbnail, they'll be taken to the website where the video is hosted to play the video. |