The Lead Gen & CRM Email Designer lets you create professional emails using drag-and-drop functionality, allowing you to push the limits of your creativity.
In this article, you'll learn about the Email Designer feature panel that is located at the left side of every email in the Lead Gen & CRM platform.
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Regarding Email Creation
To create an email in Lead Gen & CRM, you must first start with a template. While using either a created template or an existing template is up to you, emails can only be created by using a template.
Refer to the following articles for more information on the email creation process:
Send Settings
The 
Send Settings menu allows you to edit the email's general settings. The settings are as follows:
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| Available Settings | Description | |||
| Subject |
The email's subject title. |
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| From Name |
The name of the person sending the email. |
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| From Email |
The email address of the person sending the email. |
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| Reply-To-Email |
The email address that any replies will be sent to. Uses the From Email address by default. |
In addition, the Send Settings menu offers more technical options. These are presented in the form of checkboxes. When checked, these options do the following:
- The
Can Send Multiple Times to One Person option allows the email to be sent repeatedly to the same person or list. When left unchecked, duplicate emails are suppressed. - The
Make Available as a Smart Mail in Contact Manager option turns this email into a Smart Mail. - The
Send from Lead Owner When Sending from Automation Engine option will send the email from the user-designated owner of the lead. - The
Include View in Browser Link option allows the recipient to view the email in their browser.
Content and Layout
The 
Content and Layout button allows you to access the drag-and-drop function of the email designer. Themed layouts, simple content blocks, and individual content elements are all able to be placed into an email.
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Layouts in the 
Themed tab are prebuilt sections that are used to hold various content blocks.
Content blocks in the 
Simple tab are premade text or image sections that can be dragged and dropped into layout sections in the email designer.
Items in the 
Elements tab are, as the name implies, the basic elements that make up a content block. These elements are buttons, text blocks, and images.
Once placed in the email, the content blocks can be customized as needed by using the available features found in the Content Editor.
Attachments
The 
Attachments button allows you to add email file attachments to the email. Attached files are limited to those files uploaded to the Lead Gen & CRM platform. There is a limit of four attachments per email.
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Attachments can be a great supplement to an email. However, they should only be a supplement. Large attachments can intimidate potential leads, so send one or two small attachments. That said, you should never send an email with just an attachment and no content in the body. Those emails will most likely enter the recipient's spam folder.
Lead Gen & CRM allows you to upload several different file types as attachments. Lead Gen & CRM supports the following file types:
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File Types Supported by Lead Gen & CRM |
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• .CSV |
• .GIF |
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• .XLS |
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• .DOC |
• .ICS |
• .PNG |
• .XLSX |
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• .DOCX |
• .JPG |
• .TXT |
• .ZIP |
The safest file types to send are .GIF, .JPG, .PDF, and .PNG. While the Lead Gen & CRM platform supports their attachment, ZIP files should never be included as attachments in an email.
There are times when an attachment may be unwarranted. If you would rather not attach files to an email, you can instead use Media Center links in the email's body.
Theme Styles
The 
Theme Styles button allows you to modify the various color and text style settings for the email.
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You can edit the following style settings:
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The email designer takes any of the styles in the HTML for Email Standard Styles, pulls them into the database, and removes them from the HTML. Do not be alarmed when these styles are removed from the HTML in the View Code mode.
The email designer will look at the first <style> element in the <head> of the HTML and find the CSS for the relevant classes. If the styles are transparent, that means the color is not in the database. It is either in the email’s standard styles or in the head of the email. If that happens, the color will be set in the database. Though it no longer shows in the head, it will appear.
Use these styles to ensure that your desired global styles are brought in by the email designer. If you make a template outside the Lead Gen & CRM application and import it, you will need to put styles in the head.
RSS Subscription
The 
RSS Subscription button allows you to set up periodic emails. These emails will be sent out with a certain frequency, based on new publications on your site. Like the Content and Layout features, you can drag-and-drop the RSS layout widget into emails.
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When sending RSS emails, you will need to determine the following:
- The RSS feed URL
- A frequency level for how often to send emails
- The list to send to
- The number of posts to display
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Shopping Cart Abandonment
The 
Shopping Cart Abandonment button allows you to send out emails containing information on shopping cart transactions that were never completed. This feature is available only after you have integrated the shopping cart on the site to be used for abandonment emails.
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Like the Content and Layout features, the abandonment can be dragged-and-dropped into emails.
Plain Text Settings
The 
Plain Text Settings button allows you to modify the displayed content of an email when it is sent as plain text.
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The available modifiable options are for the email's name and description.
Preview
The 
Preview button allows you to preview your email across different platforms.
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You can preview how the email looks on a desktop monitor, on a tablet, and on a smartphone.
Dynamic Content Rules
The 
Dynamic Content Rules button allows you to set a persona and dynamic rules to an email.
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Personas and dynamic content allow you to personalize emails, which results in drastically higher transaction rates.