Initially, the emailing function in Qualifio only allows the insertion of content without having the possibility to stylize it. That's why we decided to create 4 email templates that you can integrate and customize in your own campaigns.
How to do it?
Start by choosing among these 4 templates the one that interests you the most:
Once you've downloaded the email template of your choice, unzip the .zip file. Inside the unzipped folder you will find a .docx and a .html with the email HTML code.
- If you have a HTML editing software (Sublime Text, Dreamweaver, etc.), open the .html document with it;
- If you don't have this kind of software, open the .docx file on a word processor such as Word.
In both cases all you have to do is to select the whole text and copy it. Don't change the code at this point.
Integration of the email in the manager
Now go to Qualifio Manager, in the step where you want to integrate your email (Exit). When you are in front of the email editor, click the 'Source' button to switch to Source mode. There you will find the basic HTML tags of an email structure. Delete all of them (since these are already present in the previously copied code) and paste the text you just copied into the .docx or .html file.
Then, you can click on 'Save'. You should now have the rendering of the email template you have chosen.
Customizing the email
It is of course possible to modify the text of the mail, but also the visuals (header, footer, logo).
For the text:
This works in the same way as for the rest of the text editors. So it's possible to put titles, subtitles, specific colors, etc.
For the pictures:
Double-click on the picture you want to edit. This will open a pop-up, click on the 'Browse Server' button next to the image URL which will take you to the media library of your account. To add a new image, either drag & drop the image into the library, or click on 'Upload' to search among your documents.
Now that the picture is in your library, double-click on it to return into your campaign. Click on 'OK' in the pop-up, you should now see your new image instead of the old one in the email. You can do the same for all the images (header, footer, logo).
Finally, save the step to save your changes.