This article covers:

• Adding content
• Clearing Cell Content
• Clearing Row Content
• Drag and drop rows
• Editing text
• Editing an image
• Sizing your image
• Editing a button
• Editing a HTML cell
• Changing the Settings
• Column design on mobile devices

Related articles

• Creating an Email Campaign
• Tracking Email Campaign Responses

Adding content

Content is added into cells. To add new content, create a new row and choose your cell design within the row. Then add new content to each column.

1. To add content, click on the + sign that appears when hovering between two rows.
   
   
2. Select the row layout. Each row is divided into cells, click on the row layout you want to use. 
   
   
3. Click on the cell, in which you want to add content.
   
   
4. Choose content type in the sidebar. You can add text, image, button, line break, video or custom HTML.
   

1. Click the cell of the content you want to clear.
2. In the sidebar, click Clear cell.
   

Clearing Row Content

You can remove content from all of the cells in a row by clearing the whole row.

1. To clear a row, click on the row you want to clear.
2. In the sidebar, click on the Row tab
3. Click Clear row.
   

Delete a row

1. To delete a row, click on the row you want to delete.
2. In the sidebar, click on the Row tab
3. Click on the Delete row button.

Drag and drop rows

You can change the order of rows by dragging and dropping.

1. Hover over a row, where the mouse pointer turns into a hand , click and drag the row up or down.
   
   

Undo/redo change

If you need to undo or redo a change, click on the undo/redo buttons at the top of the editor. Counterclockwise is undo, clockwise is redo.

Editing Text

1. Click on a block of text in the template. The editor shows in the right-hand panel.
   
   
2. Edit or enter the text you want on your template for this text block. The text editor includes options for text formatting, numbering, bullets, links and tags.
3. To add a hyperlink, highlight the text that should be clickable in the email and click  the link icon. In the Link window, enter or paste the URL. You can select the Target and Advanced tabs to set additional options for the link if desired.
4. Tags are generic placeholders that are replaced with personalized content from your Upsales database when the emails are sent. For example {{Contact.FirstName}} would be replaced with John when the contact John Doe receives an email using this template. To use a tag, select Insert tag and select the tag you want to insert.
5. To change the alignment for the currently selected text block, select the Left, Center, or Right icon below the text field.
6. To add padding to the currently selected text block, select the + or - icons for Horizontal or Vertical Padding.

Editing an Image

1. Click on a block containing an image in the template. The editor shows in the right-hand panel.
   
   
2. Click the Select image option to upload an image. Images you have previously uploaded are shown, and you can select one of these or select Click to select an image in the Select image window to locate a new one.
3. Select the + or - icons to change the image Width in pixels.
4. To have the image open a hyperlink, enter or paste the URL for the Link. 
5. Turn the Image caption toggle on to include a caption for the image. You can enter and format the text similar to working with a text block.
6. To add padding to the currently selected image block, select the + or - icons for Horizontal or Vertical Padding.

Sizing Your Image

Editing a Button

1. Click on a block containing a button in the template. The editor shows in the right-hand panel.
   
   
2. Enter the Text to show on the button.
3. Enter or paste the URL for the Link that the button should open.
4. The button uses the colors set in your Company Profile, but you can enter a hex color for the Text color and/or the Background color to override the defaults.
5. Turn the Full width toggle on to stretch the button the full width of the cell in the template.
6. Turn the Text under button toggle on to include text in the same block as the button. You can enter and format the text similar to working with a text block.
7. To add padding to the currently selected button block, select the + or - icons for Horizontal or Vertical Padding.

Editing HTML cell 

For our more code-savvy users we've added an HTML cell type that lets you build (almost) anything you'd like inside your emails. Here's how it works:

Read this article: HTML cell type for emails

Changing the Settings

1. Select the gear icon  to open the Settings panel.
   
   
2. To override your company profile, enter the hex code to use for the Background color for this template.
3. To include a Page header, turn the Page header toggle on. You can enter a hex code to change the header Background color. Indicate whether the header should stretch the Full width of the template. 
4. Select your light or dark logo and the alignment, or select Use own image to upload a different image.
5. Enter or paste the URL for the Logo link to indicate which page should open when readers click on the logo. 
6. To add padding to the heading, select the + or - icons for Bottom Padding.
7. To include a page Footer, turn the Footer toggle on. The footer includes your company contact information and an Unsubscribe link. If you remove the Footer, remember to put a visible Unsubscribe link elsewhere in the template to allow your recipients to remove themselves from your email lists.

Column design on mobile devices

Upsales emails use a responsive design, which means the email will adapt to whether the reader is viewing it on a larger desktop screen, a tablet or a phone screen. This means that the content is arranged in cells and rows so it will always look good. On large screens, more cells can fit in the display, but in mobile screens, each cell takes up 100% of the width of the email.

 

Here is an example of a row with three cells using images viewed on a large screen size vs. viewed on a mobile screen size.

 

Three cells viewed on desktop

Three cells viewed on mobile