Advanced Email Editor

Table of contents

Advanced Email Editor allows you to create visually compelling and impactful emails to include in your email notification. This intuitive feature simplifies the creation of professional and engaging emails, ensuring your recipients receive a clear and visually appealing emails.

To customize your email message template,

Click Use Advanced Editor in the email message box.
In the pop-up, you can either choose to Create from Scratch or customise your email message template using Choose a Layout option.

Creating email message template from scratch

If you choose to create your email message template from scratch using Create from Scratch option, you'll be directed to our Advanced Email Editor. Here you can drag and drop the Elements and Fields from the left panel to customize your email template.

Elements in Email Editor

The following elements can be included to tailor you email template:

Text
Image
Horizontal Line
Button
Table
Summary Table
2-Column Layout
3-Column Layout
1-Column Layout
Empty Block

Text

Text element allows you to directly type any content you desire to add in your email notification. To move/rearrange the element, edit the text, duplicate the element and its properties, or to delete it, click the text on your template and you will find the icons for each.

Editing the text

To edit the text, click the added text element on your template and click the edit ( ) icon.
In the Edit Content pop-up, you can apply basic text formatting to the text.
If you prefer a light colored font for this text, you can type it in using the option to switch to dark mode at the bottom-right corner of the pop-up for better visibility while you type in.
In dark mode, the mail client will automatically adjust the font and background colors.
To include any fields within this text, enter @ and you will see the list of fields on your form from which you can select the required fields. The form responses for these fields will get added in the place of these field labels in your email notification.

Text Element Properties

To access the properties of the Text element, click the added text element on your template. The Text Element Properties pane will open on the left.
Under BACKGROUND, you can choose a background color for your text element container and adjust the spacing of the text from the edges of the text border.
If you wish to have a border for the text, you can choose the border style, the color, thickness and the radius of the border under BORDER.

Note: The maximum number of characters that you can include in a Text element is 30,000.

Image

Image element allows you to add any images that you wish to include in your email notification. To move/rearrange the element, duplicate the image style and its properties, or to delete it, click the image element on your template and you will find the icons for each.

Image Element Properties

To access the properties of the Image element, click the added image element on your template. The Image Element Properties pane will open on the left.
Under UPLOAD IMAGE, you can choose image from your desktop and upload it.
You can choose to use a stretched image by selecting the Stretch Image option
You can align the image to the left, center, or to the right of the template using Image Alignment option.
Under BACKGROUND, you can choose a background color for your image element container and adjust the spacing of the image from the edges of the image border.
If you wish to have a border for the image, you can choose the border style, the color, thickness and the radius of the border under BORDER .

Note:

When designing your email message template, you can add a maximum of 10 Image elements.
The maximum size of a image in Image element should not exceed 2MB.
The combined file size of all images used in template should not exceed 4MB.

Horizontal Line

Horizontal Line element allows you to create a horizontal section on your template to improve readability of your content. To move/rearrange the element, duplicate the element and its properties, or to delete it, click the horizontal line element on your template and you will find the icons for each.

Horizontal Line Properties

To access the properties of the Horizontal Line element, click the added horizontal line on your template. The Horizontal Line Properties pane will open on the left.
Under LINE DESIGN, you can select the Style, Color and Thickness of the line.
Under BACKGROUND, you can choose a background color for your horizontal line element container and adjust the spacing of the line from the edges of the line border.
If you wish to have a border for the line, you can choose the border style, the color, thickness and the radius of the border under BORDER .

Button

Button element in email notification helps to redirect recipients to designated webpages based on the URL provided. To move/rearrange the element, duplicate the button style and its properties, or to delete it, click the button element on your template and you will find the icons for each.

Note: If the correct URL is not configured, certain email clients may not display the button element as expected.

Button Properties

To access the properties of the Button element, click the added button element on your template. The Button Properties pane will open on the left.
You can provide the button label and the link to redirect the recipient when they click the button under GENERAL properties.
Under BUTTON STYLE, you can change the font, font style, font size, font color, button alignment, radius and width to your specification.
Under BACKGROUND, you can choose a background color for your button element container and adjust the spacing of the button from the edges of the button border.
If you wish to have a border for the button, you can choose the border style, the color, thickness and the radius of the border under BORDER.

Table

When you add a Table element, you add a table with 3 rows and 3 columns on your template.

To add and delete rows and columns to the table, click the table on the template and click the ellipsis icon.

You can change the width of a column by hovering over the column divider line and dragging the arrow.
To include any fields within the Table, enter @ and you will see the list of fields on your form from which you can select the required fields. The form responses for these fields will get added in the place of these field labels in you email notification.

To move/rearrange the element, duplicate the element and its properties, or to delete it, click the table element on your template and you will find the icons for each.

Table Properties

To access the properties of the Table element, click the added table element on your template. The Table Properties pane will open on the left.
Under THEME , you can select the table style and color of the cells.
Under HEADER SETTINGS , you can select the font family, font size, font color, and the font style (Bold, Italics, Underline) for the Table Header. You can also align the Table Header text to the left, center, right, or justify.
Under CELL SETTINGS , you can select the font family, font size, font color, and the font style (Bold, Italics, Underline) for the table cell text. You can also align the cell text to the left, center, right, or justify.
Under TABLE SETTINGS > Cell Padding, you can adjust the space between the content of the cell and the cell's border for all the table cells and style the border of the table (Solid Line, Dotted Line, Dashed Line) and its color.

Note:

Each cell within a table can contain up to 12,000 characters.
You can add a maximum of 100 rows and 15 columns in a table.
If additional columns are added to the table and large text content like URLs are inserted within them, the container width may exceed the configured value in Settings.

Summary Table

A Summary Table is used to create a table with the summary of fields and their responses.

Select the fields to be added to the columns of the summary table and the fields and their responses will be added to the respective columns. A summary table will have 2 columns by default, one for field and another for response.

To insert fields within the table click the ellipsis icon as shown and click Insert Fields . You can also choose any assigned values of choice fields into the rows of the table with this option.

To include any fields within the Summary Table, enter @ and you will see the list of fields on your form from which you can select the required fields. The form responses for these fields will get added in the place of these field labels in you email notification.

Summary Table Properties

To access the properties of the Summary Table element, click the added table on your template. The Summary Table Properties pane will open on the left.
You can choose a column background color, font family, font size, font color, and the font style (Bold, Italics, Underline), and text alignment for the FIELD COLUMN and RESPONSE COLUMN separately.
Under TABLE SETTINGS > Cell Padding, you can adjust the space between the content of the cell and the cell's border for all the table cells and style the border of the table (Solid Line, Dotted Line, Dashed Line) and its color.
You can choose to exclude the rows of the table that do not have any form field responses added in email notification by selecting the respective checkbox under OTHER OPTIONS .
You can choose to include a column for serial number by selecting the Show Serial Number checkbox. A new column to include the serial number will be added which will have auto incremented values.

If additional columns are added to the summary table and large text content like URLs are inserted within them, the container width may exceed the configured value in Settings.

2-Column Layout

2-Column Layout in email template allows you to structure your content by dividing the available space into two vertical regions. You can simply drag and drop the elements or fields inside each column and insert element/field properties to design your template.

To move/rearrange the element, access the settings of the element, or to delete it, click the 2-Column Layout element on your template and you will find the icons for each.

2-Column Layout Properties

To access the properties of the 2-Column Layout element, click the element and click the Settings icon, the 2-Column Layout Properties pane will open on the left.
Under COLUMN 1 PROPERTIES, you can set the background color of the column, border style, border color, thickness, border radius and adjust the spacing of the column from the edges of the column border.
By default the column properties assigned to column 1 will be applied to column 2. If you wish to apply different customization to each column then unselect the Apply for all Column checkbox and apply properties specific to column 2.
Under BACKGROUND, you can choose a background color for your element container and adjust the spacing of the column from the edges of the container border.
If you wish to have a border for the column, you can choose the border style, the color, thickness and the radius of the border under BORDER.

3-Column Layout

3-Column Layout in email template allows you to structure your content by dividing the available space into three vertical regions. You can simply drag and drop the elements or fields inside each column and insert element/field properties to design your template.

To move/rearrange the element, access the settings of the element, or to delete it, click the 3-Column Layout element on your template and you will find the icons for each.

3-Column Layout Properties

To access the properties of the 3-Column Layout element, click the element and click the Settings icon, the 3-Column Layout Properties pane will open on the left.
Under COLUMN 1 PROPERTIES, you can set the background color of the column, border style, border color, thickness, border radius and adjust the spacing of the column from the edges of the column border.
By default the column properties assigned to column 1 will be applied to both column 2 and column 3. If you wish to apply different customization to each column then unselect the Apply for all Column checkbox and apply properties specific to column 2 and column 3.
Under BACKGROUND, you can choose a background color for your element container and adjust the spacing of the column from the edges of the container border.
If you wish to have a border for the column, you can choose the border style, the color, thickness and the radius of the border under BORDER.

1-Column Layout

1-Column Layout provides a straightforward approach to organize content within your email notification. It allows you can group elements and fields together under a common space.

To move/rearrange the element, access the settings of the element, or to delete it, click the 2-Column Layout element on your template and you will find the icons for each.

1- Column Layout Properties

To access the properties of the 1-Column Layout element, click the element and click the Settings icon, the 1-Column Layout Properties pane will open on the left.
Under COLUMN PROPERTIES, you can set the background color of the column, border style, border color, thickness, border radius and adjust the spacing of the column from the edges of the column border.
Under BACKGROUND, you can choose a background color for your element container and adjust the spacing of the column from the edges of the container border.
If you wish to have a border for the column, you can choose the border style, the color, thickness and the radius of the border under BORDER.

Empty Block

Empty Block improves the readability of your email notification by inserting space between elements. You can adjust the size of the empty block by clicking dragging the arrow.

Fields in Email Editor

Under this section on your left pane, you will see the list of fields that are added on your form. You can also search for the required fields and drag and drop them onto your email template. The form responses for these fields will get added in the place of these field labels when the email notification is sent to respondent.

To move/rearrange the element, duplicate the field and its properties, or to delete it, click the field on your template and you will find the icons for each.

General Field Properties

To access the properties of the field, click the required field on you template. The Field Properties pane will open on the left.
Under FIELD, you can select the font family, font size, font color, and the font style (Bold, Italics, Underline) for the Field responses. You can also align the field responses to the left, center, right, or justify.
Under BACKGROUND, you can choose a background color for your field and adjust the spacing of the field from the edges of the field border.
If you want to have a border for this field, you can choose the border style, the color, thickness and the radius of the border under BORDER.

Special Field Properties

Fields like Image Upload, Subform, Matrix Choice, Image Choices have certain additional properties.

Image Upload

Under IMAGE CONTAINER, you can choose the arrangement style of the uploaded images, border style, border color of image container and choose if you wish to display the image labels.

Note : A template can consist of a maximum of 50 Image Upload fields.

Subform

Under THEME, you can select the subform style and color of the cells.
You can choose the font family, font size, font color, font style (Bold, Italics, Underline) for the header and cells separately under HEADER SETTINGS and CELL SETTINGS respectively.
Under TABLE SETTINGS, in Cell Padding, you can adjust the space between the content of the cell and the cell's border for all the table cells. You can also choose the table border style and color.

Note: If additional columns are added to the subform and large text content like URLs are inserted within them, the container width may exceed the configured value in Settings.

Matrix Choice

Under THEME, you can select the matrix style and color of the cells.
Under ANSWER STYLE and QUESTION STYLE, you can select the font family, font size, font color, and the font style (Bold, Italics, Underline) for the matrix questions and content respectively. You can also align the text to the left, center, right, or justify.
Under TABLE SETTINGS, in Cell Padding, you can adjust the space between the content of the cell and the cell's border for all the table cells. You can also choose the table border style and color.

If additional columns are added to the matrix choice and large text content like URLs are inserted, the container width may exceed the configured value in Settings.

Image Choice

Under IMAGE CHOICE, you can choose if you want only the image labels to be displayed or only images to be displayed in the email template.
Under FIELD, you can choose the font family, font size, font color, font style (Bold, Italics, Underline) and text alignment for the field.
Under BACKGROUND, you can choose a background color for your field and adjust the spacing of the field from the edges of the field border.
If you want to have a border for this field, you can choose the border style, the color, thickness and the radius of the border under BORDER.

Settings

You can adjust the container placement, background and outer container background by accessing the Settings

in the left panel.

Under LAYOUT & FONT, you can change the font style, size of the elements, adjust the content area position(left, center or right alignment) and width (fit to screen or custom width).
To adjust the container width to fit to different screen size select the Responsive Design checkbox. Assume the container size to be 600 pixel wide and the user's screen size is only 500 pixels wide, if responsive design is not enabled, the entire container won't fit in the screen size. In this case, a horizontal scroll bar will appear for the user to navigate and see the content beyond the initial 500 pixels. If you have enabled Responsive design, the container would also shrink to 500 pixels to ensure all content is displayed correctly without requiring a scroll bar.
In mobile clients that support media CSS, the multi-column layout will be stacked vertically, with each column aligned one below the other.
If you want to have a border for the content area, you can choose the border style, color, thickness and the radius of the border under BORDER.
Under BACKGROUND, you can upload an image or choose gradient background colour for your outer container. You can also adjust the angle and margin of your content area.
Under CONTENT AREA BACKGROUND, you can upload image or choose gradient color to be your content area background. You can also align this image to the left, center, or right in the background and fit the image as needed (Tile or Stretch). You can also adjust the spacing of the components from the edges of the component area and alter the spacing between components using a slider.

Note: If you select Layout width as either Fit to screen or Custom with Responsive Design enabled, then in mail clients supporting media css, the multi-column layout you design will automatically stack into a single column on smaller screens for better readability. This responsive style is also applicable for image Upload / Image Choice elements.

Previewing and Editing Email Templates

Once you have finished creating the templates, you can use the Preview icon in the top right corner to see how your email notification will appear on desktop and mobile. Once you are satisfied with the preview, you can save your template by clicking Done.
Now you can see your customized template in the email subject. To edit the template further click edit icon on the top right corner of the template. It will direct you to Advanced Email Editor page.
You can edit the email notification template name by clicking the edit icon in the top as shown.

Creating email message with Pre-built templates

Selecting Choose a template to create your email message will take you to the Pre-built templates library with popular categories and 40+ templates options.
Hover over the template you wish you use and click Use this. You can also preview the email template by clicking on Preview.
Once you have selected your template, you will land on the Advanced Email Editor where you can customize the template further by adding or removing the elements and editing their properties.

Creating email message template by choosing a layout

Selecting Choose a Layout to create your email message template will take you to the Pre-build Layouts library.
Hover over the layout you wish to use and click Use This.

Once you have choosen your layout, you will be directed to the Advanced Email Editor where you can customize the Layout to your liking.

Note : A template can consist of

Total Elements - 10,000
Maximum inline image limit (live) - 70
Maximum character limit of mail message (live) - 10 million character

Info:

The advanced email editor is available only on paid plans.
If you're currently on a paid plan using the advanced email editor and downgrade to the free plan, then the emails created with the advanced editor will no longer be sent.
Emails with inline images, email content(text, formatting) and attachments have a total size limit of 15MB. If the combined file size of all these exceeds this limit, you won't be able to attach any files and if still not under size limit some images might be automatically removed to ensure the email can be sent successfully.
Different email clients may have varying levels of support for design features like gradients. To ensure your email displays consistently we provide fallback option, where alternative design will be used to maintain readability. Preview your email template using various email client to see how it might render for your users before sending.
If the font used in email content template is not available in mail receivers machine, then their default font will be loaded.

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