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Website - Getting Started

Overview

The new Clubessential Email Editor allows for email design flexibility offered with the convenience of a drag and drop interface. Easily create stunning emails based off of pre-designed templates, or create your own in a few easy steps. The new Clubessential Email Editor separates the concepts of the email body (settings applied to the entire message), structures (rows of the content in the message), and content (text, images, buttons, etc). These elements can be added, removed, or rearranged by simply dragging and dropping options from the content panel to the body of the email.


Use Case(s)

Website Admins and Editors will use the New Editor when updating content and imagery in Emails.



Video

This video provides an overview of how to use the  New Editor.

Note: Sections of the video have been referenced below with corresponding times in the video for ease of access

Total Video (Length)8:06


Accessing the Editor0:48
Styling Imagery6:02
Editor Tools Overview1:16
Adding Hyperlinks6:40
Adding Content5:01
Adding Tables7:46
Styling Content5:31
Styling Tables8:00
Adding Imagery5:48



 

Content

 

Accessing the Tool 

To create an email using the new email editor, begin by clicking the “Click to Edit - New” button on the email compose screen:

Working With Templates

When you first access the new Clubessential Email Editor, you will be taken to the Template Manager. This allows you to quickly start an email from a template. 

The all-new template manager functions as a repository for all of your new editor email templates, and you can save and categorize all of your templates.

We’ve also provided a number of themed templates for newsletters, events, and more. You can change the logos and colors on these messages to match your brand to quickly and easily compose a great looking message.

Once you’ve chosen a template, you can easily edit content, images, and hyperlinks within the template. 

Composing an Email

To begin formatting your email, choose your desired content options by dragging them to the center of the content panel.

Body

The Body of the email is the foundation, by which general settings are applied and inherited by the structure and content blocks. For example, if you choose a certain font within the message settings on the Body tab, then all content will inherit the exact same font type. 

Please Note: While the new Clubessential Email Editor offers the flexibility of customizing your email design, it is important to keep consistency with your designs that reflect the branding for your private club. To access your branding guide for specifications on font and colors, hover over Admin > Click on Style Guide.

Structure

The Rows tab is where you can determine the types of rows you would like to add to the message. The rows will hold various content types within it. Using the row options, easily create one column, two columns, and various sized columns for the body of the email. 

Every row will have its own settings, which allows for flexibility in your design. For example, you can select a background color for the entire row, just the message area, or a specific column within it. 

Content

The content tab is where you will add various content elements to the structure. Drag and drop your content options, like text, images, a button, etc. to your structure and then you can begin editing.

Images

All images used with the new Clubessential Email Editor will be separate from the Image Explorer from the website. Once an image block is added, you can add images by clicking “Browse” or by simply dragging images from your computer to the image block.

Message Preview

Preview your messages before sending them out with the Message Preview feature. This will allow you to see how the email will display on mobile and on a desktop. Click Actions > Preview.

Saving the Message

Once your email is composed, you can click the save button at the top right and continue to send the email as you would with the old editor.

Please Note: It is very important that once you have created an email in the new email editor that you DO NOT edit the contents with the old email editor, as the content will behave unpredictably. Likewise, inserting HTML content from old email editor templates into the new editor is not recommended.

Saving Templates

To save your email as a template for future use, use the “Save as Template” option under the Actions menu at the top left.

While the template functionality has changed, you can still save your email as a draft as you would have with the old editor.

Downloadable Guide




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