Financial Services Creatio, customer journey edition
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This documentation is valid for Creatio version 7.16.0. We recommend using the newest version of Creatio documentation.

Drag-and-drop template editor

The Content Designer (Fig. 1) is a visual drag&drop editor that enables creating email templates that look great on desktop and mobile devices.

Fig. 1 The Content Designer

chapter_content_designer.png 

Action panel (1)

[Save] – save template.

[Cancel] – close the Content Designer. Closes the browser tab where the template is opened.

Template localization tabs (2)

This area contains a tap per each language of the template. By default, all templates are created in the default language (English). Read more >>>

Email subject and preview area (3)

Use this area to specify the subject of the email. This field will be used to populate the [Subject] field of the email sent according to the template.

Place the cursor in the [Email subject] field to access the btn_email_template_macro.png menu and add macros to the email subject (Fig. 2).

Fig. 2 Adding a macro to a template subject

gif_content_designer_subject_macro.gif 

Note

More information on working with email template macros is available in the “Personalize email templates with macros” article.

Click system_designer.png to open template settings in the setup area to the right. Read more >>>

Click btn_content_designer_preview.png to preview an email generated according to the template. Here you can see how your emails will display on desktop or mobile email clients.

Template element area (4)

The template element area (Fig. 3) includes a list of elements for constructing the email template layout.

Fig. 3 The template element area

section_email_CD_element_area.png 

Block library (5)

The block library displays a list of pre-configured content blocks that you can use in your template. Each content block is a combination of several template elements, such as images, text elements, buttons and separators.

Fig. 4 The block library area

 section_email_block_library_area.png

The content blocks are stored in the [Content blocks library] lookup. Learn more about how to work with content blocks in the Reusable content blocks article.

Working area (6)

The working area is where you create your marketing email content. To design a template, drag&drop template elements and content blocks directly to this area. Read more >>>

Setup area (7)

The setup area displays template settings (Fig. 5) or settings of the currently selected element in the working area: content blocks and their elements, such as images and buttons.

Fig. 5 The template setting area

section_mail_template_settings.png 

Here you can specify properties of the template and its elements, e.g., build the structure of block sections, specify the dimensions of section columns and the background color, add images and banners to your block, etc. To open the settings of a particular element, click it in the template working area.

Template settings

Each template has a few general settings. Click system_designer00001.png in the email subject preview area to configure template settings.

Email name

The template name, displayed in the [Email templates] lookup.

Width

Maximum width of the template in pixels.

Mobile breakpoint

The width, at which the template switches to mobile layout.

Background

Template-wide background color.

See also

Content Designer element reference

Configuring an email template

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