This article covers how to add and customize content in a selected drag-and-drop template in Messages XR Enterprise, including updating text and images, adding rows, and previewing before sending.
💡Quick answers
- Editing a template and unsure if it belongs to someone else? Confirm you have cloned the template before making changes to avoid overwriting someone else's design.
- Adding a video or social media icons to a template? Drag the Video or Social content block from the Content elements panel into a row in your template.
- How do I preview the newsletter before sending? Use the Preview option in the editor to see how the message will appear to recipients.
- Where can I adjust row-level design settings like background color? Click on any row to open Row Properties in the side panel, where settings apply to all content blocks within that row.
- Can I add an unsubscribe link to a template? Yes, attach a form link or link to the delivery preferences article to give recipients a way to manage their notification settings.
Step 1: Open a selected template
Are you editing someone else's template?
Before you begin customizing this selected template, have you Cloned the template or are you mistakingly editing someone else's work? Learn more about protecting and limiting templates in the article, "Managing template permissions in Messages XR Enterprise."
In the editing toolbar in the Email channel, click the Additional Email Templates button. Alternatively, you can click to open the Templates tab.
In the window that appears, select the name of the template from the template picker.
The drag-and-drop editor will open up.
Step 2: Add your content into the template
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Content: Add and modify your content that will show up in the newsletter.
- Update text and images.
- Drag new Content elements.
- Learn more in the section, "Add Content elements" and a reference guide for how each Content element works in the Content Elements library.
- Consider adding:
- Video links
- Social media icons
- An Unsubscribe link attached to a form or linking to a Help Article, "Families: Manage your delivery status levels."
- Rows: Add new rows and adjust Row Properties as needed.
- Configure other settings to customize this newsletter for your specific, targeted audience.
- See "Manage your drag-and-drop template settings" to learn more about your options.
Step 3: Preview your newsletter
You can preview your newsletter as you recipients will see it.
Ready to preview?
- Click the Preview button to go into Preview mode.
Once in Preview mode you can:
- See how this template will appear on different device sizes.
- Scroll down and adjust the frame to see all parts of your template.
- Go back into Edit mode should you wish to make more edits.
- When your message is ready to send, click the Save & Back to Message button.
Option: Save a message as a template
While working on creating a message, you may decide this one is worth saving! You can save a message as a template so that it will be available for you and others to use again in the future.
- After you have selected your template and return to the Create message > Email channel, you will see some options next to your newsletter thumbnail.
- Select Save as template where you will be asked to give a new, unique name for this new template.
Next: Insert a video link into a drag-and-drop template message
Take your engagement to the next level. Learn from the article, "Insert a video link into a drag-and-drop template message" the subtle and effective way to embed video links into your message to capture your audience's attention.