This article describes how to edit an email template's content in Bloomerang. Email templates created prior to November 11, 2019, use Bloomerang’s legacy editor. For help editing these email templates, refer to Edit an Email - HDV (Legacy Editor).  

After you've created an email template, use the Design tab on the Edit Email page to change the content.

To filter emails or change the template details, see Filter Emails and Letters or Edit Email and Letter Details

Tip: Don't see this in Bloomerang? Contact us to upgrade your free account to start creating emails.

Content

Add different types of content, such as text, links, videos, and buttons to customize your email template. 

To add content, drag content blocks and drop them at the desired location on your template. Every content block has its own editable properties, such as text color, padding, alignment, line height and the option to hide blocks on desktop or mobile versions. When a content block is selected, these properties appear automatically in the panel on the right:

To delete or duplicate a content block:

  1. Click on the block you want to remove.
  2. Click delete-block to delete the block or click clone-block to clone the block.

Insert and Edit Text Blocks

To add and edit a text content block:

  1. Drag and drop a text block onto your template.
  2. Click on the text block to bring up the editing toolbar.
  3. Change the contents in the block or apply formatting.

After changing your email's text, click Readability Test to make sure your email is easy to read and conveys the right message to the user.

Insert Images

Add your logo or promotional image to emails to add visual interest:

  1. Drag and drop an image block onto your template.
    or
    Click on an existing image block to edit.

 2. Follow these instructions to upload and edit the image.

Create Links

Create links to content on your website:

  1. Drag and drop a text block onto your template.
    or
    Click on an existing text block to edit.
  2. Highlight the text you want to link.
  3. Click Insert/Edit Link icon.
  4. In the Insert Link box, paste or type in the URL or website address.

    Tip: Always include the http:// or https:// prefix.

  5. The recipient sees what is types in the Title field if he hovers over the link.
  6. To open the link in a new window, leave New window selected from the Target menu. 
  7. Click Ok
  8. You may be prompted to add the http:// prefix, click Ok.

Edit the link by clicking on it and clicking Insert/Edit Link icon again. Remove it by clicking on the link text and clicking Remove Link icon .

Note: You can also link to documents that have been uploaded to your File Manager. Select File Manager from the Link Type drop-down to access your uploaded documents. Supported types include PDF, Word, Excel and Text documents.

Tip: Turn on Website Visits feature to take full advantage of adding links in your email. When a constituent clicks on a link to your website, his engagement score is affected.

Insert Buttons

Insert buttons for calls-to-action, such as driving constituents to online forms, sending email, making a phone call, sending a text message, or downloading attachments. 

  1. Drag and drop a button block onto your template.
    or
    Click an existing button block to edit.
  2. Change the text of the button and use the toolbar to apply an action and formatting.
  3. Set the action of the button by choosing the link type and filling out the appropriate information. 

    Tip: Set the link type to Open web page and click Link File to attach a PDF from the file manager.

  4. Edit the button options, to apply your own styles, in the content properties panel.

Insert Divider

Insert dividers to provide a visual break between sections of your template:

  1. Drag and drop a divider block onto your template.
  2. Click the newly added block.
  3. Edit the divider properties in the content properties panel as needed.

Insert Social Media Icons

Add icons that link to your organization's social media pages:

  1. Drag and drop a social block onto your template.
  2. Click the newly added block.
  3. Edit social properties and insert your organization's social media URLs in the content properties panel.

Insert Videos

Most email providers bounce emails with actual videos. Instead, insert a link to a YouTube video. The link appears as an image in the email. 

To add a video:

  1. Drag and drop a video block onto your template.
  2. Click Add a video url.

    Tip: Always include the http:// or https:// prefix.

  3. In the content properties panel, add the video url and edit the padding as needed.

Add Merge Fields

Use merge fields in your emails to merge in data for each recipient. For example, the [Name] tag inserts the constituent's name into the email.

Tip: Most report columns are available as merge fields. See Report Columns and Filters.

To insert a merge field:

  1. Drag and drop a text block onto your template.
    or
    Click an existing text block to edit.
  2. Click the block where you want to add the merge field. The editing toolbar appears.
  3. Click Insert Merge Field or Data Table.
  4. Search for the field you need, select it and click Insert.

Note: You can see how merge fields populate with data when previewing your email.

Add a Data Table

Data tables are available for transaction and interaction-based emails only. The table lists details for transactions or interactions. 

To add a data table:

  1. Drag and drop a text block onto your template.
    or
    Click an existing text block to edit.
  2. Click the block where you want to add the data table. The editing toolbar appears.
  3. Click Insert Merge Field or Data Table.
  4. Click Switch to Data Table.

    Note: Data tables are not available in constituent based emails.

  5. Click Add Column, select a field, then click Add Column.
  6. Use the arrows to the left of a field to rearrange the order.
  7. Click the alignment button on each column to change them.
  8. Click Delete to remove a field.
  9. Review the Table Preview to check column alignment.
  10. Click Insert.

To edit a data table:

  1. Select and delete the existing table in the email editor.
  2. On the editing toolbar, click Insert Merge Field or Data Table.
  3. Click Switch to Data Table.
  4. Make any necessary changes and click Insert.

Undo/Redo Changes and Review History

You can undo or redo actions to our email templates. Click (back arrow) and (forward arrow) to move back and forth between changes.

You can also restore your template to a previous state. Click (history icon) to see details for recent changes. Up to 15 of your most recent changes during your current session are displayed. Click on an entry to restore your template to a previous version.

Check Email Templates

Several tools are available to check your email template prior to sending. In addition to the Readability Test and sending a test, it is strongly recommended that you preview your layout. This allows you to see how your template looks on a desktop or mobile device.

On the Design tab, click Preview Layout. Select Desktop or Mobile to see how your template will look once sent.

Delete Email Templates

Email templates that have not been sent may be deleted. To delete a template:

  1. Open the email template.
  2. Click Delete.
  3. Click Yes.


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