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Version: 8.0Marketing

Set up a content block

Content block elements arrange other elements of a template. You need at least one block in your template to be able to add non-block elements. Blocks cannot contain other blocks.

Fig. 1 Sample template layout
Fig. 1 Sample template layout

A block has a table-like layout. Blocks can hold two types of rows:

  • Sections are multi-column rows. A section can have up to 6 columns. Use sections to arrange most types of content. They are also preferable in general because of their flexibility.

  • Banners are single-column rows. Use banners to insert images that will fill all available space and fit inside the element regardless of the image size. You can align the background image of a banner vertically and horizontally.

    As an alternative to using banners, you can specify a background image of an entire block. However, this background image will not stretch or shrink to fit the borders of the block.

By default, a block has one section and no banners. A block must have at least one section or banner. It is not possible to delete the only section or banner of a block.

You can add multiple sections to a single block or add multiple blocks. There will be no visible differentce for the email recipients. We recommend adding any reusable content as separate blocks and saving them to the Block Library for later.

Create a content block

To add a block to a template, drag the Block (content_builder_block_view_model_icon.png) element from the element grid to the working area (Fig. 1).

Fig. 1 Using the Content Designer
Fig. 1 Using the Content Designer

There are several ways you can select a block in the working area:

  • Click on the right border of the block (Fig. 2).

  • Click any element inside the section or banner, then press Esc to go up the navigation tree until the Block element is selected.

  • Click any element inside the section or banner, then click "Block" in the breadcrumb navigation in the setup area. Click the leftmost element if "Block" is not yet visible (Fig. 3).

Fig. 2 Selecting the block by clicking on the right border
Fig. 2 Selecting the block by clicking on the right border
Fig. 3 Selecting the block by using the setup area
Fig. 3 Selecting the block by using the setup area

When a block element is selected, its context menu appears on the right (Fig. 4).

Fig. 4 Block context menu
Fig. 4 Block context menu
  • scr_block_context_menu_move_icon.png: change block position. Drag the block up or down to reorder the blocks in the template.

  • scr_block_context_menu_copy_icon.png: copy the block. A copy block will appear directly under the original block.

  • scr_block_context_menu_remove_icon.png: remove the block from the template. This will permanently remove any blocks that have not been saved in the block library. Deleting a block from the template will not delete it from the block library.

  • scr_block_context_menu_save_icon.png: save the block in the Block Library. Creatio will prompt you to enter the name under which the block will be saved.

Set up a content block

Use the setup area on the right to configure the Block element.

The setup area comprises of three tabs:

  • Structure. The default tab available in the Campaign Designer and Process Designer. It is the only tab available when you open the Content Designer from the Process Designer.

  • Dynamic Content. This tab is only available in the marketing Content Designer for Marketing Creatio. Use it to set up different variations of a block for different conditions, configured on the Rules tab.

  • Rules. This tab is only available in the marketing Content Designer for Marketing Creatio. Use it to set up rules that can be used for defining dynamic content.

The Structure tab (Fig. 5) includes the following properties:

Fig. 5 Block setup area
Fig. 5 Block setup area
note

Tabs other than the Structure tabs are only available in Creatio Marketing and Creatio CRM bundle.

Property

Functionality

Breadcrumb navigation (1)

Use breadcrumbs at the top of the setup area to navigate the parent (column, section, banner, block, and template) elements.

Section constructor

Add, remove, and move the sections and banners of the block. To access the setup area of a section or banner, click the corresponding item in the section list. Click Add section or Add banner to add sections and banners. Click content_section_item_view_model_remove_icon.png to remove a section or banner. Note that you cannot delete the last section (banner) from a content block.

Background

Set background image and/or color for the entire block. Note that sections and banners can have their own background settings that may cover the background of the block. Background style settings are disabled by default. Select the checkbox (2) to enable them. Clear this checkbox to disable all background settings of the current block. Click content_designer_background_color.png to open the color picker and select the background color. Click icn_content_designer_background_image.png and enter the URL of the image to display on the background. If the recipient’s email client fails to load the image, the recipient will see the background color instead.

Banners

A banner is a single-column block "row". The main purpose of the banner element is to display a background image and some content over it (Fig. 6). Unlike the Block element, you can align the banner background image.

Fig. 6 Adding a banner
Fig. 6 Adding a banner

A banner has a fixed height. If it is set to a value that is too large, the banner might not fit the display vertically (Fig. 7).

Fig. 7 600 px vs. 320 px banner
Fig. 7 600 px vs. 320 px banner

The Banner setup area comprises of the following setup groups: Size, px, Vertical align, Padding, px, and Background (Fig. 8).

Fig. 8 Banner setup area
Fig. 8 Banner setup area

Property

Functionality

Breadcrumb navigation (1)

Use breadcrumbs at the top of the setup area to navigate the parent (column, section, banner, block, and template) elements.

Size, px

Configure the height of the banner by specifying the Height field value. This value is used to set up the minimum height. If the height of the content of the banner exceeds this value, the banner will stretch vertically.

Vertical align

Align the contents of the banner vertically (top btn_alignment_vertical_top.png, middle btn_alignment_vertical_middle.png, or bottom btn_alignment_vertical_bottom.png).

Padding, px

Specify the distance (in pixels) between the content of the banner and each of its borders. Padding is specified separately for each side.

Background

Set background image and/or color for the entire banner. Note that elements dropped onto the banner can have their own background settings that may cover the background of the banner. Background style settings are disabled by default. Select the checkbox (2) to enable them. Clear this checkbox to disable all background settings of the current banner. Click content_designer_background_color00001.png to open the color picker and select the background color. Click content_designer_background_image.png to enter the URL of the image to display on the background. If the recipient’s email client fails to load the image, the recipient will see the background color instead. The image will stretch or shrink to fit the banner. We recommend using large or vector images as a background. Align the background image of the banner vertically (top btn_alignment_vertical_top00002.png, middle btn_alignment_vertical_middle00003.png, or bottom btn_alignment_vertical_bottom00004.png) or horizontally (left btn_alignment_horizontal_left.png, center btn_alignment_horizontal_center.png, or right btn_alignment_horizontal_right.png). Alignment may produce no visible effect depending on the ratio of the image and the current ratio of the banner.

Section

A section (Fig. 9) is a multi-column block row. This is the default subordinate element of the Block element. A section does not have its own background image.

Fig. 9 Adding a section
Fig. 9 Adding a section

The Section setup area consists of several groups of settings: Column constructor, Padding, px, Corner radius, px, Background and Borders.

Fig. 10 Section setup area
Fig. 10 Section setup area

Property

Functionality

Breadcrumb navigation (1)

Use breadcrumbs at the top of the setup area to navigate the parent (column, section, banner, block, and template) elements.

Column constructor

Add and delete columns, specify their widths, or equalize them and reverse the order of the columns on mobile devices. To access the setup area of a column, click the corresponding item in the column list. Click the % field and specify a new value to change the width of a column. The width of the next adjacent column will be adjusted. The minimal column width is 5%. Click Add column to add a column. Click content_section_item_view_model_remove_icon00005.png to remove the column. You cannot delete the only column. Select the Equalize checkbox to ensure that all of the columns have equivalent width. If you add or remove a column when this checkbox is selected, the widths of all columns will be adjusted to match each other. Select the Reverse the order of columns on mobile checkbox to reverse the order of ungrouped columns and column groups on mobile devices. As a result, the last column or column group will be at the top of the section, and the first column or column group at the bottom. This does not affect columns displayed side-by-side on mobile, i. e., columns inside column groups.

Padding, px

Specify the distance (in pixels) between the content of the section and each of its borders. Padding is specified separately for each side.

Corner radius, px

Specify the circular radius of the corners of the section. Leave this property empty for sharp corners. This defines the circular radius of all 4 corners of an element. Use the HTML element with inline or embedded CSS styles to specify elliptical corners and other exotic effects.

Background

Set background color for the entire section. Note that elements dropped onto the section can have their own background settings that may cover the background of the section. Background style settings are disabled by default. Select the checkbox (2) to enable them. Clear this checkbox to disable all background settings of the current section. Click content_designer_background_color00006.png to open the color picker and select the background color.

Borders

Configure the borders of the section. Border style settings are disabled by default. Select the checkbox (3) to enable them. Click border_color_picker.png to open the color picker and select the border color. Update the icon_border_width.png field to specify the border width. To hide the border, select the "Hidden" border style. Use the dropdown menu (4) to select the border style. When the border settings are enabled, the "Solid" style is selected by default. The following styles are available: * border_style_hidden.png: Hidden The border is defined but invisible. The border width effectively equals 0. * border_style_dotted.png: Dotted * border_style_dashed.png: Dashed * border_style_solid.png: Solid * border_style_double.png: Double * border_style_groove.png: Groove * border_style_ridge.png: Ridge * border_style_inset.png: Inset * border_style_outset.png: Outset Select or clear Top, Bottom, Left and Right checkboxes to enable or disable the border style settings for the corresponding border.

Columns

A column is a structural element used to arrange other elements in a section. To add a column, click the Add column button the Section element setup area.

Fig. 11 Working with columns
Fig. 11 Working with columns

The Column setup area comprises of the following setup groups: Vertical align, Padding, px, Corner radius, px, Background, and Borders.

Fig. 12 Column setup area
Fig. 12 Column setup area

Property

Functionality

Breadcrumb navigation (1)

Use breadcrumbs at the top of the setup area to navigate the parent (column, section, banner, block, and template) elements.

Align

Align the contents of the column vertically (top btn_alignment_vertical_top00007.png, middle btn_alignment_vertical_middle00008.png, or bottom btn_alignment_vertical_bottom00009.png). Vertical align for a column on mobile may not work in case when the vertical alignment of the highest column in the section is not set to middle.

Padding, px

Specify the distance in pixels between the content of the column and each of its borders. Padding is specified separately for each side.

Corner radius, px

Specify the circular radius of the corners of the column. Leave this property empty for sharp corners. This defines the circular radius of all 4 corners of an element. Use the HTML element with inline or embedded CSS styles to specify elliptical corners and other exotic effects.

Background

Set background color for the entire column. Note that elements dropped onto the column can have their own background settings that may cover the background of the column. Background style settings are disabled by default. Select the checkbox (2) to enable them. Clear this checkbox to disable all background settings of the current column. Click content_designer_background_color00010.png to open the color picker and select the background color.

Borders

Configure the borders of the column. Border style settings are disabled by default. Select the checkbox (3) to enable them. Click to open the color picker and select the border color. Update the icon_border_width00012.png field to specify the border width. To hide the border, select the "Hidden" border style. Use the drop-down menu (4) to select the border style. When the border settings are enabled, the "Solid" style is selected by default. Thse following styles are available: * border_style_hidden00013.png: Hidden The border is defined but invisible. The border width effectively equals 0. * border_style_dotted00014.png: Dotted * border_style_dashed00015.png: Dashed * border_style_solid00016.png: Solid * border_style_double00017.png: Double * border_style_groove00018.png: Groove * border_style_ridge00019.png: Ridge * border_style_inset00020.png: Inset * border_style_outset00021.png: Outset Select or clear Top, Bottom, Left, and Right checkboxes to enable or disable the border style settings for the corresponding border.

Column layout on desktop and mobile

On the desktop, the columns will be arranged exactly how they are displayed in the Content Designer (Fig. 13).

Fig. 13 Standard layout of a section with 6 columns
Fig. 13 Standard layout of a section with 6 columns

On mobile devices, columns are normally not displayed side by side. Instead, they are re-arranged vertically (Fig. 14).

Fig. 14 Mobile layout of a section with 6 columns
Fig. 14 Mobile layout of a section with 6 columns

You can force columns to display side by side on mobile by grouping them. A column group is a sequence of columns displayed side-by-side on mobile.

To group two adjacent columns:

  1. Select the Section element using the Section constructor of a Block element or the breadcrumbs navigation of a column or its child elements. btn_link_content_designer_inactive.png buttons will appear between columns (Fig. 15).

    Fig. 15 Link columns
    Fig. 15 Link columns
  2. Click the btn_link_content_designer_inactive00022.png (Fig. 15) button between the columns that you want to group.

    If one of the columns is already a part of a column group, the ungrouped column will become part of the column group. If both columns are parts of their respective column groups, both column groups will become one column group.

On mobile, grouped columns display side by side. Use the Preview tab at the top of the page to view how your email template displays on mobile.

You can also reverse the order of columns on mobile so that the last column is displayed at the top of the section and the first at the bottom. For example, if you have a two-column header with a logo on the right and a title on the left, a mobile device will normally display the title first and the logo second. However, if the order of columns is reversed, the logo will display on top.

To reverse the order of ungrouped columns and column groups on mobile devices, select the Reverse the order of columns on mobile checkbox (Fig. 16).

Fig. 16 Reverse on mobile
Fig. 16 Reverse on mobile
Fig. 17 Working with columns
Fig. 17 Working with columns

As a result, the last column or column group will be at the top of the section, and the first column or column group at the bottom.

Fig. 18 Normal column order vs. reverse column order
Fig. 18 Normal column order vs. reverse column order
note

This does not affect columns displayed side-by-side on mobile, i. e., columns inside column groups.

Anchors

The Content Designer lets you use anchors. This enables the audience to navigate through larger emails easier.

Add an anchor

  1. Select template text to use as an anchor.
  2. Click on the text toolbar → Web link. This opens a window.
  3. Enter the anchor name in the URL field on the Link info tab. For example, "webinars."
  4. Open the Advanced tab → specify the anchor ID in the id field. For example, "webinars."
  5. Click OK.
  6. Click on the text toolbar. This opens a window.
  7. Delete the "href" attribute of the anchor link together with the attribute value. For example, delete "href="http://webinars"" entirely.
  8. Click Save.
Fig. 19 Adding an anchor
Fig. 19 Adding an anchor

Link an anchor

  1. Create an anchor. Learn more: Add an anchor.
  2. Select template text to link to the anchor.
  3. Click on the text toolbar → Web link. This opens a window.
  4. Select "Link to anchor in the text" in the Link Type field.
  5. Click OK.
  6. Click on the text toolbar. This opens a window.
  7. Add the anchor ID to the "href" attribute after the #. For example, "href="#webinars"."
  8. Click Save.
Fig. 20 Linking to an anchor
Fig. 20 Linking to an anchor

As a result, users will be able to click the link to scroll the email to the anchor.


See also

Create an email template

Set up fonts in the Content Designer