Create Email Template

Create a New Email Template

Navigate to the "Email" section and select the create template category to draft the new template:

The system shall display the screen to create a template with the “Template name”, “Subject” and "Project Name" fields. Template name and Subject are mandatory fields, and the system will show the error if the user left them empty and clicked on the “Next" button.

If the user wants to categorize the templates in different projects they can create the projects for the configuration section, After configuration system displays the list of projects they have created in the dropdown view.

Users need to click on the configuration section from the side menu or from the menu users can view configuration under settings

Users need to click on others option from the configuration section to create a new project or view existing projects.

Click on create new project button and give the project name and click on save.

The user needs to provide Template name, subject inputs and select the project if any and click on the Next button. Ensure that the template name should contain only lower case letters and underscores.

Attach Calendar Event: Additionally users have an option of attaching the calendar event checkbox for sending the Email as an invite.

When the users have selected this checkbox they need to provide the merge tags ("EventStartDate", "EventEndDate", "EventTitle", "EventBody", "EventLocation")* in the CSV file while creating the nudge.

The system will navigate the user to the template editor which is very feasible by its drag-and-drop method. It allows the users to create a customized template. The editor allows the user to add headings, free text, social media icons, and Interactive buttons to make the template attractive and aligned with the user’s brand.

Use of "Title" in Email Template

While creating or editing a template in the editor, the user can use the Title component present under the Content tab.

The Title component can be used in the email templates for executing email campaigns to advertise users services or to notify users customers about their new services. It will be the title that will appear in your emails 

Use of Title component in the email template:

Drag and Drop Title Content Field

The user need to click on the "Title Content" field and drag it to the "Content" tab within the editor. Release the "Title" component upon seeing the "Drag it here" prompt, as highlighted in the image provided.

Users have the flexibility to modify the default title "I'm a new title block" to meet their specific requirements. Within the "Title" content field editor, there are multiple options available, including bolding the text, underlining, applying strikethrough, altering the text color, changing the background color of the title, adding superscript or subscript to the text, and inserting nonbreaking spaces, among others.

Additionally, it's possible to remove the formatting from the title text or insert a hyperlink within it. The Title component offers a variety of options for incorporating special characters, including currency symbols, quotation marks, mathematical symbols, extended Latin characters, and various arrows. Moreover, you can also add merge tags in the "Title" component.

When editing text and clicking on merge tags, the system displays standard merge tags for use. Additionally, users can create custom merge tags based on their specific requirements.

Additionally, the title content field features two more options: removing and duplicating the title content field, both of which are highlighted in the image below.

Edit Title Content Properties

The "Title" content field properties enable you to define the orientation, visibility, placement, and position of the "Title" content. For updating title component properties, you can perform different actions on the title text such as changing the text heading from H1, H2, and H3 to enhance the template structure. Moreover, you can modify the text font family, weight, font size, color, and paddings.

Use of "Paragraph" in Email Template

While creating or editing a template in the editor, the user can use the Paragraph component present under the Content tab.

The Paragraph component can be used in the email templates for executing email content that will be a text option if you want to add any text in a paragraph.

Use of Paragraph component in the email template:

Drag and Drop Paragraph Content Field

The user need to click on the "Paragraph Content" field and drag it to the "Content" tab within the editor. Release the "paragraph" component upon seeing the "Drag it here" prompt.

Users have the flexibility to modify the default Paragraph "I'm a new paragraph block" to meet their specific requirements. Within the "paragraph" content field in the editor, multiple editing options are available, including bolding the text, underlining, applying strikethrough, altering the text color, changing the background color of the paragraph, adding superscript or subscript to the text, and inserting nonbreaking spaces, among others.

Additionally, it's possible to remove the formatting from the paragraph text or insert a hyperlink within it. The paragraph component offers a variety of options for incorporating special characters, including currency symbols, quotation marks, mathematical symbols, extended Latin characters, and various arrows. Moreover, you can also add merge tags in the "paragraph" component.

When editing text and clicking on merge tags, the system displays standard merge tags for use. Additionally, users can create custom merge tags based on their specific requirements.

Additionally, the paragraph content field features two more options: removing and duplicating the paragraph content field, both of which are highlighted in the image below.

Edit Paragraph Content Properties

The "paragraph" content field properties enable you to define the orientation, visibility, placement, and position of the "paragraph" content. For updating paragraph component properties, you can perform different actions on the paragraph text such as changing the text heading from H1, H2, and H3 to enhance the template structure. Moreover, you can modify the text font family, weight, font size, color, and paddings.

Use of "List" in Email Template

While creating or editing a template in the editor, the user can use the List component present under the Content tab.

The list component can be used in the email templates for executing email content that will be a text option if you want to add any text in a list format.

Use of list component in the email template:

Drag and Drop list Content Field

The user need to click on the "List Content" field and drag it to the "Content" tab within the editor. Release the "List" component upon seeing the "Drag it here" prompt.

Users have the flexibility to modify the default list "This is an unordered list" to meet their specific requirements. Within the "list" content field editor, there are multiple options available, including bolding the text, underlining, applying strikethrough, altering the text color, changing the background color of the list, adding superscript or subscript to the text, and inserting nonbreaking spaces, among others.

Additionally, it's possible to remove the formatting from the list text or insert a hyperlink within it. The list component offers a variety of options for incorporating special characters, including currency symbols, quotation marks, mathematical symbols, extended Latin characters, and various arrows. Moreover, you can also add merge tags in the "list" component.

When editing text and clicking on merge tags, the system displays standard merge tags for use. Additionally, users can create custom merge tags based on their specific requirements.

Additionally, the list content field features two more options: removing and duplicating the list content field, both of which are highlighted in the image below.

Edit list Content Properties

The "list" content field properties enable you to define the orientation, visibility, placement, and position of the "list" content. For updating list component properties, you can perform different actions on the list text such as changing the text heading from H1, H2, and H3 to enhance the template structure. Moreover, you can modify the text font family, weight, font size, color, and paddings.

Use of "Image" in Email Template

While creating or editing a template in the editor, the user can use the "Image" in the email template. The image component is present under the "Content" tab.

Important Note: The user can insert PNG, JPG, and JPEG types of images on the editor's image component.

Image file name should not contain Spaces

Use of image component in email templates:

Drag and Drop the Image Component

The user need to click on the "Image Content" field and drag it to the "Content" tab within the editor. Release the "Image" component upon seeing the "Drag it here" prompt.

The system will show the following state when you drop the image in the editor. You need to click on the "Browse" button to attach the image file to the image block.

The user can drag the file from the desktop directly to insert it in the image component or can click on the browse button. 

Upload Image Component

The system will open the file manager when you click on the "Browse" button. It is the repository where all your images/files are stored. Users can upload the image from your desktop/local system by clicking on the "Upload" button.

When you select and upload the file from the desktop and uploading bar will be shown to the user.

Once the Image is uploaded, users can insert the image.

Insert Image Component

Click on the "Insert" button, the uploaded file will get shown on the "Image" block in the email template editor as shown in the below image:

The system will automatically place the URL for the inserted image in the URL input field.

Image Component Properties 

There are several image properties that users can customize such as deleting an image, making duplicates of image components, setting the width of the image, define image alignment. Moreover, users can also add a dynamic image by adding its URL.

Image components can be used in many email campaigns to attract customers. Users can add stickers, modify the radius of the corner, apply effects to the image, and more using Nudge platform.

Limitations:

• The file extensions.js,.cjs,. mjs,.php,.phtml,.php3,.php4,.php5,.php7,phps,.php-s,.pht,.phar,.HTML,.zip,.rar and archive file formats cannot be uploaded to the file manager.
• A file can only be as large as 20MB.
• Moving files from one folder to another is not possible.
• The integrity of the picture may be compromised during upload or import if it is wider than 1920 pixels. The picture will be scaled to have a 1920px maximum width. Other times, gifs may lose frames and the colors may alter. Try to limit the width of any uploaded photos to no more than 1920 pixels.

Dynamic Images:

Users who have this setting enabled can add an image content block and send both a static placeholder image and a dynamic image URL. This enables instances where an image is produced dynamically at the moment it is provided, including personalized birthday cards, countdown clocks, dynamic advertisements, and many more use cases.

Enable Dynamic Image

Click on the "toggle" button to enable the dynamic image option.

Enter Dynamic URL

Users have to add the dynamic image URL in the input field. When the users have added the dynamic image URL, the system will show the targeted image thumbnail in the image block in the editor

Adding dynamic URL for image

Link image to open Webpage

users can link images for a web page which means that when users click on the image, it will direct users to the specific web page. In order to do that, follow the below steps:

Configure the image for the webpage

• Open web page
• Send email
• Make call
• Send SMS

Click on the selection box to select the webpage option. The "Open web page" option will be shown by default. Users can copy the URL of any website and paste it into the "URL" input field. 

Link Image for sending SMS

Users can configure an image for sending an SMS which means that when you click on the image, it will send an SMS that users define for the image in the link type. In order to do that, follow the below steps:

Select Send SMS option

Select the button to view the link type options from the content properties:

• Open web page
• Send email
• Make call
• Send SMS

Select "Send SMS" from the link type selection box. 

Enter the Phone number and message for sending the SMS

You have to specify the sending SMS detail:

• Enter the Number in the Tel input field.
• Enter the message for the message input field.

Link Image for Sending Email

You can configure an image for sending emails which means that when you click on the image, it will send an email. In order to do that, follow the following steps:

Step-01: Select Send Email option

Select the image to view the link type options from the content properties:

• Open web page
• Send email
• Make call
• Send SMS

Select the "Send email" from the link type selection box. 

Step-02: Enter Email Details 

You have to specify the sending email detail here:

• Enter the email address in the Mail to input field.
• Enter the email subject in the subject input field
• Enter the email body in the body input field. 

1.10 - Configure image to send Email

Configure Image for Making Call

You can configure an image for making a call which means that when you click on the image, it will direct you to the calling application for placing a call. In order to do that, follow the following steps:

Step-01: Select the Make call option

Select the image to view the link type options from the content properties:

• Open web page
• Send email
• Make call
• Send SMS

Select "Make a call" from the link type selection box. 

Step-02: Configure the image for making a Call

Select the "Make a call" option from the link type selection box. 

You have to specify the sending email detail here:

• Enter the phone number in the Tel input field

Use of "Button" in Email Template

While creating or editing a template in the editor, the user can use the Button component present under the Content tab.

The "Button" component can be used in different scenarios where users want the customer to perform some action by clicking on the button. For example, make online payments, send a message, make a call, send an email or open a web page.  

Use of button component in the email template:

Drag and Drop Button Component Field

The user need to click on the "Button Content" field and drag it to the "Content" tab within the editor. Release the "Button" component upon seeing the "Drag it here" prompt, as highlighted in the image provided.

The system will show the as following where the button is present in the editor.

Customize Button Content

Users can rename the button in order to customize it according to their own choice. Users can delete or duplicate the button placed in the editor and also perform multiple operations on the button's text. Including bolding the text, underlining, applying strikethrough, altering the text color, changing the background color of the button, adding superscript or subscript to the text, and inserting nonbreaking spaces, among others.

Additionally, it's possible to remove the formatting from the button text or insert a hyperlink within it. The button component offers a variety of options for incorporating special characters, including currency symbols, quotation marks, mathematical symbols, extended Latin characters, and various arrows. Moreover, you can also add merge tags in the "button" component.

When editing text and clicking on merge tags, the system displays standard merge tags for use. Additionally, users can create custom merge tags based on their specific requirements.

Button Content Properties 

There are several button properties that fulfill the user needs in order to make customized email templates.

• Link file:  The users can link a file that is stored in your file manager by clicking on the "Link file" link.
• Define the Trigger:  The users can define an action that will trigger when the customer clicks on the button present in the template.  Users can open a web page when the user clicks on the button, users can send an email by adding the recipient email, subject, and body, users can make a call by adding a number, Users can send an SMS by adding a number and message in shown input fields that appear when you select the link file type.
• Basic Actions:  The users can change the visibility, placement, and orientation of the button. For example, changing the button's border-radius, background color, font weight, custom width, letter spacing, and paddings. 

Configure button for Web Page 

Users can configure a button for a web page which means that when end users click on the button, it will direct them to the specific web page. In order to do that, follow the below steps:

Configure it for the webpage

Users can rename the button by clicking on the button and select the button to view the link type options from the content properties:

• Open web page
• Send email
• Make call
• Send SMS

The "Open web page" option will be shown by default. Users can copy the URL of any website and paste it into the "URL" input field.

1 Static URL

The static URL is the URL that users can copy and paste into the URL input field. The system will always direct the end users to the web page which has given in the URL input field as shown in the above image.

2 Dynamic URL 

Users have the option to input a dynamic URL into the URL input field. A dynamic URL is where the users specify a URL within the contact data file, aiming to ensure that this URL is accessed whenever a users clicks on a button in the template.

For this purpose, enter the merge tag in the URL input field that users have specified in the contact data file. The system will redirect the users to the URL that users have specified in the contact data file through the URL merge tag. 

The following picture shows the contact data file used for sending nudge (Dynamic URL Column tick marked as red):

The following picture contains the merge tag for the dynamic URL.   

Configure button for sending SMS

Users can configure a button for sending an SMS which means that when the end users click on the button, it will send an SMS that users define for the button in the link type. 

Users can rename the button by clicking on it. And select the button block to view the link type options from the content properties:

• Open web page
• Send email
• Make call
• Send SMS

Select "Send SMS" from the link type selection box. 

You have to specify the sending SMS detail here:

• Enter the Number in the Tel input field.
• Enter the message for the message input field.

When the end user clicks on the "button", the SMS that user specify here in the button link type will be sent to the phone number. 

Configure button for Sending Emails

Users can configure a button for sending emails which means that when the end users click on the button, it will send an email.  

Users can rename the button by clicking on it. And select the button to view the link type options from the content properties:

• Open web page
• Send email
• Make call
• Send SMS

Select the "Send email" from the link type selection box. 

Users have to specify the sending email detail here:

• Enter the email address in the Mail to input field.
• Enter the email subject in the subject input field
• Enter the email body in the body input field.

When the end user clicks on the "button", the email that user specify here in the button link type will be sent to the email address entered in the "Mail to" input field. 

Configure button for Making Call

Users can configure a button for making a call which means that when the end users click on the button, it will direct you to the calling application for placing a call. 

Users can rename the button by clicking on it. And select the button to view the link type options from the content properties:

• Open web page
• Send email
• Make call
• Send SMS

Select the "Make a call" option from the link type selection box. 

Users must specify the making call detail here:

• Enter the phone number in the Tel input field

When the end user clicks on the "button", the call application will open for making a call. 

Use of "Divider" in Email Template

While creating or editing a template in the editor, the user can use the Divider component present under the Content tab.

It can be used in any email template where users need to separate the sections from each other.

Use of Divider component in the email template:

Drag and Drop Divider Block

The user need to click on the "Divider Content" field and drag it to the "Content" tab within the editor. Release the "Divider" component upon seeing the "Drag it here" prompt, as highlighted in the image provided.

The system will show the divider as shown in the image below

Divider Content fields Properties 

The user can perform different actions on the divider. Its basic purpose is to separate the content items from each other that are present in the Template editor. You can delete, duplicate or change its position.

By selecting the divider, the side menu shows the actions to perform on it. For example, Users can make the divider line sold, dotted or dashed, change line size, color, width, alignment, and paddings.

Users can also customize the divider transparency by clicking on the toggle button shown in the side menu under the content section.

Use of "Spacer" in Email Template

While creating or editing a template in the editor, the user can use the Spacer component present under the Content tab.

It can be used in any email template where user need to separate the sections from each other.

Use of Spacer component in the email template:

Drag and Drop spacer Block

The user need to click on the "Spacer Content" field and drag it to the "Content" tab within the editor. Release the "Spacer" component upon seeing the "Drag it here" prompt, as highlighted in the image provided.

The system will show the spacer as shown in the following

Spacer Content fields Properties 

The user can perform different actions on the spacer. Its basic purpose is to separate the content items from each other that are present in the Template editor. Users can delete, duplicate or change its position.

Users can also customize the spacer transparency by clicking on the toggle button shown in the side menu under the content section.

Use of "Social" Block in Email Template

While creating or editing a template in the editor, the user can use the Social component present under the Content tab.

The "Social" component can be used for any type of email nudge template where users can add them at the bottom of the email template content. Its basic purpose is to encourage customers to follow Users social media accounts. 

Use of Social block in the email template:

Drag and Drop Social Content field

The user need to click on the "Social Content" field and drag it to the "Content" tab within the editor. Release the "Social" component upon seeing the "Drag it here" prompt, as highlighted in the image provided.

The system will show the following state when the "Social" block is placed in the email editor where the social media icons and their respective links are placed in the “URL” input fields.

Perform Actions on Social Content Field

Users can customize the social components by performing actions on them such as removing them or duplicating them. In its content properties, users can select the visualization of the social component that suits their email template content color scheme. Moreover, users can delete a social media icon if you do not have an account on it or users do not want to add it to your email template and the users can also add any other social media handles as well.

The user can also configure each social media icon by changing text, adding or modifying alternate text, and its URLs.

Use of "Icons" in Email Template

While creating or editing a template in the editor, the user can use the Icons component present under the Content tab.

The "Icons" component can be used for any type of email nudge template. It's users choice to define icon orientation, placement, and position. Its basic purpose is to encourage users to create customized email templates that fulfill their needs. 

Use of Icons block in the email template:

Drag and Drop Icons Content fields

The user need to click on the "Icon Content" field and drag it to the "Content" tab within the editor. Release the "Icon" component upon seeing the "Drag it here" prompt, as highlighted in the image provided.

The system will show the following state after dragging the "Icons" component in the email editor. 

Icon Content field

There are several properties shown under the content tab for the selected icon component. The user can remove it or also can duplicate it.

The user can apply filters and effects on the icon's image and add alternate text, image URL, and icon text. The most interesting thing is that you can customize as many icons as you want in your email template. 

• Link file: The user can link a file that is stored in users file manager by clicking on the "Link file" link
• Define the Trigger: The user can define an action that will trigger when the customer clicks on the icon present in the template. End users can open a web page when they clicks on the icon, Users can send an email by adding the recipient email, subject, and body, Users can make a call by adding a number, Users can send an SMS by adding number and message input fields that appear when you select the link file type.
• Basic Actions: The user can change the visibility, placement, and orientation of the Icon. For example, changing its border-radius, background color, font weight, custom width, letter spacing, and paddings.  

Use of "Menu" in Email Template

While creating or editing a template in the editor, the user can use the Menu component present under the Content tab.

The "Menu" component can be used in different scenarios where users want the customer to perform some action by clicking on the menu option. For example, make online payments, send a message, make a call, send an email or open a web page.  

Use of Menu block in the email template.

Drag and Drop Menu Content Field

The user need to click on the "Menu Content" field and drag it to the "Content" tab within the editor. Release the "Menu" component upon seeing the "Drag it here" prompt, as highlighted in the image provided.

After placing the "Menu" block in the editor, it will be shown as the following picture depicts:

Add Item to Menu

While creating or editing a template in the editor, the user can use the Menu component present under the Content tab.

Customize Menu Items  

• Link file to a menu item: The user can link to a file that is stored in your file manager by clicking on the "Link file" link.
• Define the Trigger of a menu item: The user can define an action that will trigger when the customer clicks on the menu item present in the template. Users can open a web page when the user clicks on the item, Users can send an email by adding the recipient email, subject, and body, Users can make a call by adding a number, Users can send an SMS by adding a number and message in shown input fields that appear when users select the link file type.
• Basic Actions: The user can change the visibility, placement, and orientation of menu items. For example, changing an item's background color, font weight, custom width, letter spacing, paddings, etc.

Use of "Text" block in Email Template

While creating or editing a template in the editor, the user can use the Title component present under the Content tab.

Use of Text component in the email template:

Drag and Drop Text Content Field

The user need to click on the "Text Content" field and drag it to the "Content" tab within the editor. Release the "Text" component upon seeing the "Drag it here" prompt, as highlighted in the image provided.

The system will show the "Text" block as shown below:

Edit Text Content Field

Users have the flexibility to modify the default text "I'm a new text block" to meet their specific requirements. Within the "Text" content field editor, there are multiple options available, including bolding the text, underlining, applying strikethrough, altering the text color, changing the background color of the text, adding superscript or subscript to the text, and inserting nonbreaking spaces, among others.

Additionally, it's possible to remove the formatting from the text or insert a hyperlink within it. The text component offers a variety of options for incorporating special characters, including currency symbols, quotation marks, mathematical symbols, extended Latin characters, and various arrows. Moreover, Users can also add merge tags in the "text" component.

When editing text and clicking on merge tags, the system displays standard merge tags for use. Additionally, users can create custom merge tags based on their specific requirements.

Use of "Hyperlink" Component

While creating or editing a template in the editor, the user can use the "Hyperlink" component on the Text, Paragraph, Title components which are present under the content tab. There must be a row over which the text can be placed in order to add a "text" component to the template that is open in the editor and the same goes for the Title and paragraph component also.

The Text component can be used in the email templates for executing email campaigns to advertise Users services or to notify users customers of users new initiatives, services, and confirmations. The hyperlinks are used for navigating between web pages or on the different locations on the same page. The user can use as many hyperlinks as he wants on the text component. 

Select text for inserting a hyperlink 

Users can write a text in the Text component and only select the text on which you wanted to apply the hyperlink as shown in the image below.

Then click on the "insert/edit link" icon. The system will show a small pop-up screen over which users can configure the hyperlink.

Users can perform different actions for configuring a hyperlink such as:

• Open a web page by clicking on the hyperlink
• Send an email by clicking on the hyperlink
• Show the image on the browser by clicking on the hyperlink
• Make a call by clicking on the hyperlink
• Send a message by clicking on the hyperlink

All the above-mentioned steps are the same for creating a hyperlink in the "Title" component. After creating, users can configure the hyperlink by choosing one of the following alternatives. 

Configure hyperlink for web page URL

For configuring hyperlinks for web page URLs, Follow the Below steps:

Step-01: Select the URL from the link type selection box

Step-02: Enter the web page URL in the URL input field 

Step-03: Enter the text that is hypertext in the text to display an input field

Step-04: Enter the title in the title input field (that will be shown when the customer hovers over the hyperlink)

Step-05: Select the target from the selection box (target to open the hyperlink in the new window or not)

Step-06: Click on the "OK" button

See the image below for reference,

1.1 -  Configure hypertext for URL

The customer who clicks on the hypertext will be directed to the web page of the URL that user specify while inserting the link. To see the hypertext in the editor, click here

1. Static URL

The static URL is the URL that users can copy and paste into the URL input field. The system will always direct the customer to the web page whose URL users entered in the URL input field in Step-02 above.

2. Dynamic URL 

Users can also enter the dynamic URL in the URL input field. Dynamic URL means users have entered the URL in the contact data file and want to configure that URL always when the customer clicks on the hypertext present in the template.

For this purpose, enter the merge tag in the URL input field that users have specified in the contact data file. The system will direct the customer to the URL that users specify in the contact data file through the URL merge tag. To see the example, click here.

1.2 -  Configure Hypertext for Dynamic URL 

The following picture shows the contact data file used for sending nudge (Dynamic URL Column tick marked as red):

Configure hyperlink for sending email

For configuring hyperlinks for sending emails, Follow the Below steps:

Step-01: Select E-Mail from the link type selection box

Step 02: Enter end users email in the email input field. It is the email of the recipient who receives the email

Step-03: Enter the subject in the subject input field. It is the subject of the email

Step-04: Enter the message in the message input field. It is the body of the email.

Step-05: Enter the text that is hypertext in the text to display the input field

Step-06: Enter the title in the title input field (that will be shown when the customer hovers over the hyperlink)

Step-07: Select the target from the selection box (target to open the hyperlink in the new window or not)

Step-08: Click on the "OK" button

See the image below for reference,

1.4 -  Configure hypertext for Sending Email

When the customer clicks on the hypertext. it will send an email to the email address that you specify while inserting the link. To see the hypertext in the editor, click here

Configure hyperlink for Image

For configuring hyperlinks for images, Follow the Below steps:

Step-01: Select File Manager from the link type selection box

Step-02: Click "Insert" to select the image from the file manager 

Note: The system will generate the URL for the image that users insert against the hyperlink.

Step-03: Enter the text that is hypertext in the text to display the input field

Step-04: Enter the title in the title input field (that will be shown when the customer hovers over the hyperlink)

Step-05: Select the target from the selection box (target to open the hyperlink in the new window or not)

Step-06: Click on the "OK" button

See the image below for reference,

1.5 -  Configure hypertext for Image

When the customer clicks on the hypertext. it will open an image in the browser that users specify while inserting the link.

To see the hypertext in the editor, click here

Configure hyperlink for making a call

For configuring a hyperlink for making a call, Follow the Below steps:

Step-01: Select Tel from the link type selection box

Step 02: Enter the phone number in the number input field.  

Step-03: Enter the text that is hypertext in the text to display the input field

Step-04: Enter the title in the title input field (that will be shown when the customer hovers over the hyperlink)

Step-05: Select the target from the selection box (target to open the hyperlink in the new window or not)

Step-06: Click on the "OK" button

See the image below for reference,

1.6 -  Configure hypertext for Making the call

When the customer clicks on the hypertext. It will open a calling application for making a call on the number that users specify while inserting the link.

To see the hypertext in the editor, click here

Configure hyperlink for sending SMS

For configuring hyperlinks for sending SMS, Follow the Below steps:

Step-01: Select SMS from the link type selection box

Step 02: Enter the phone number in the number input field.  

Step-03: Enter the message in the message input field (This message will be sent when the user clicks on the hyperlink)

Step-04: Enter the text that is hypertext in the text to display the input field

Step-05: Enter the title in the title input field (that will be shown when the customer hovers over the hyperlink)

Step-06: Select the target from the selection box (target to open the hyperlink in the new window or not)

Step-07: Click on the "OK" button

See the image below for reference,

1.7 -  Configure hypertext for Sending SMS

When the customer clicks on the hypertext. It will send an SMS to the number that users specify while inserting the link.

To see the hypertext in the editor, click here

How to "Attach file" in Template Editor

There is a file attachment option in the template editor that allows users to attach a number of files, including PDF and Word documents as well as static and dynamic images.

Several different file types may be uploaded using the file manager. To prevent choosing a non-image file, the file manager filters the results when it is opened from "image" content.

There are two main alternatives through which users can link the file to their email template editor. 

1. Attach file through "Hyper Text"
2. Attach file through "Button"

Attach file through Hypertext

Step-01: In order to link the file through hypertext, drag and drop the title or text component on the template editor and place users cursor in the block of text where users want to add the hyperlink in the text. Users can view the black bar that contains many options to apply to the text.

Step-02: For attaching the file, click on the Attachment icon that is marked as red in the following image.

The Insert link popup window will be opened when users click on the "Attachment" icon. Through this window, users can define the link type, and text that will be displayed for the attachment. 

Step-03: Select the "File manager" option from the Link type choice box that is shown in the Insert link popup window. 

When users click on the "File manager" option, the system opens the file manager that contains all the files that users have uploaded before into it as shown in the following image.

Step-04: If users did not find any file in the file manager, users can upload the file from your desktop by clicking on the "Upload" button that is marked as red in the above image.

Step-05: After uploading the file from the desktop, click on the "Insert" button attached to the file in the file manager. The system will redirect users to the template editor page. The system automatically generates the URL for your selected file from the file manager as shown in the below image:

Step-06: Enter the "Text to display" that will be the "Hypertext" for the attached file.

Step-07: Enter the "Title" for the attached file. It will be shown when end users hover over the "Hyper Text".

Step-08: Select the mode of opening the attached file in the "Target". Whether users want to open the file in the new window of the browser or on the same window. 

Step-09: Click on the "Ok" button after defining all the fields.

After clicking on the "Ok" button, the popup insert link window gets closed. and the template editor showed that contains the hypertext for the attached file.

The following image provides users with the exact output of (how it looks like) what users have attached to the file through the hypertext. 

Attach file through "Button"

Users can attach the file through the "Button" which means that when end users click on the "button", a file is opened. A file can be a PDF, doc, or image type.  

Step-01: Drag and drop the button from the content section to the template editor and the "link file" option get appears under the content properties which is marked as red in the following image:

1.7 - Through link file

Clicking on the "Link file" link will open the file manager from where users can insert a file in the template editor.

Through the insert link, users see the file manager option that will open users repository where users store different types of files as shown in the following image.

Users will explore, search, and choose the photos and documents they want to include in their email or website using the file manager. The useful file manager allows users to:

• Browse, look up, and sort the files already there.
• Add fresh files
• Make folders.
• Check out and add photos to your design
• How to navigate or look up files 

Step-02: Select a file from the existing files and click on the "insert" button to attach the file with button.

The system will direct the user to the template editor page where the automatically generated URL will be shown in the URL input field which is marked as red in the following image: 

The button is configured for the attached file. When a user clicks on the button, he will be redirected to the respective attached file that will be shown in the browser tab.

Moreover, if users want to open a website by clicking on the button. Users can add the URL of the website in the URL input field. The system will direct the user to the respective website when end user clicks on the button.

Limitations for attachments:

Step-03: Edit Text Content Field Properties

The "Text" content properties enable users to define the orientation, visibility, placement, and position of the text written in the "Text" component. For updating text content properties, users can perform different actions on the written text such as users can change the text heading from H1, H2, and H3 to enhance the template structure and make the text readable and organized. Moreover, users can modify the text font family, weight, font size, color, and paddings. 

There are different options that users can use for customizing the content area of the template opened in the editor. For example. users can change the width of the area through the percentage slider, content area alignment, background color of the content area, default font, and link color that are used in the templates. 

Use of Merge Tags in Email Template

In the Nudge Platform, the registered user can create and customize the templates whether they are for email or SMS nudges, and use them for sending nudges. While creating a template, you can define as many merge tags as you want by employing the symbol '%' across the merge tag name. The merge tag name will be the name that would be the column name of the contact data file that you would use for sending nudges. The system will automatically get the dynamic value for the added merge tag from the recipient file. For example, %Recipient_ID%

The system will dynamically fetch the exact data value against your merge tag from the data file that the user provides while creating a nudge. The system will send the nudge according to the merge tag dynamic value present in the CSV file for email nudge.

Important Note: If the registered user tries to use a merge tag for which there is no value in the contact data file, then the system will not allow him to do that. There must always be a value against the merge tag when you create nudge notification.

While for the SMS and WhatsApp nudges, the registered user can add, view, or delete the merge tag value and merge tag description in the recipient section while creating or sending real-time nudge notifications as shown in the following marked image:

Important Note: The system will dynamically charge the registered user for the real-time nudges based on the number of merge tag values used in it.

There are two types of merge tags, one is specified by the user, and the second is standard which is predefined in the system.

Quick Note: The registered user can utilize as many merge tags in the nudges as he wants, but all of these must be defined in the contact data files. So that the system can fetch their exact data values from there.

Standard Merge Tag

There is a list of standard merge tags that are defined in the system. Their main purpose is to facilitate registered users to employ them in the email nudge templates without defining their values in the contact data files. 

In order to utilize the Standard Merge tag in the email template editor, follow the following steps:

Step-01: Place the cursor in the "Title" block and click on the "Merge tag" option which is marked as red in the below image:

The system will open the popup window that contains the list of standard merge tags as shown in the below image. 

Step-02: You can select or search standard merge tags in order to use them in email templates.

Step-03: Click on any of the merge tags i.e., "Name" to add it to the Title block. The following image depicts how it is shown in the email template editor.

1.3 - Standard Merge tag "Name" added

By selecting the merge tag from the list, you can write a customized template for email nudges based on your own dynamic data that you want to show in your email campaigns.

Use of "Rows" in Email Template Editor

While creating or editing a template in the editor, the registered user can use the different types of rows for placing content in them. There must always be a row in the template editor for placing content. 

Important Note: Without a row, the system will not allow you to drag and drop any type of content in the template editor. 

All the rows that are placed in the template editor are adjacent to each other. You can change the placement or position of a row by clicking on it. 

Step-01: Drag and Drop a Row 

The registered user clicks on the "Row" tab and selects a row to drag and drop to the template editor.

When the row dropped on the editor, it shows as the following image depicts:

Step-02: Row Properties

There are several properties that you can utilize in order to customize the rows in the template editor. For example, duplicate a row, remove a row, save a row, etc. You can change the row background and content area background color through the color picker.  Moreover, it also allows you to put a customized image on the row background by inserting it from the file manager. 

Step-03: Row Condition

There is also an option to add conditions on the row. You can add a condition by clicking on the "Add condition" button.

All the fields are required for adding a condition. You can also edit, delete or view the conditions applied on the rows.

"Settings" in Email Template Editor

While creating or editing a template in the editor, the registered user can change the settings of the content area of the template editor. 

Step-01: Go to the Settings

The registered user clicks on the "Settings" tab present in the template editor. 

In Settings we can adjust Content area width, content background area color, link color, font style and more.

Why "Unsubscribe" is Always with a Template

An "Unsubscribe" link is available in the editor whenever a registered user creates a template, and this link needs to always be included in the templates. You may duplicate or remove that link, as well as perform various operations on it to alter it to suit your needs. 

The "Unsubscribe" link is always in the template because of its viability and importance. There is a high possibility that the customers to whom the registered user sends emails may want to unsubscribe from the nudge notifications. So, by clicking on this link, customers can cancel their subscriptions when they don't want to receive any more emails from you.

It is a link that can be used in each type of Nudge notification.

Customize the "Unsubscribe" link

Step-01: You can customize the "Unsubscribe" link, place the cursor in the "Unsubscribe" block to change the inserted link setting by clicking on the "Attachment" icon which is marked as red in the following image:

1.0 - Unsubscribe link "Attach" icon

The system opens the popup insert link window in order to show the current setting of the "Unsubscribe" merge tag. 

Step-02: You can change the setting of the "Unsubscribe" link. The system will automatically detect the standard merge tag in the URL input field. If you remove the "%" symbol across the merge tag in the URL input field. you may face an error because the system will not detect it as a standard merge tag anymore.

You can change the "Text to display", "Title" and "Target" that are shown in the above image.

Step-03: Click on the "Ok" button to close the insert link window.

Save the Template

The user clicks on the “Save & Continue” button and the system creates a new template which is shown in the template gallery. The new template is created in the “Your Design” tab under the template gallery section.

Click on the dropdown near Save & Continue Save template to continue editing, Save the Template and Make Active to use that Template or “quit without saving” the template.

Note* Template can be auto saved in case if a customer can put it on idle for half an hour