With the visual editor, you can easily customize the email templates used in your marketing and notifications. The visual editor's drag-and-drop feature allows you to add and design new content for your email templates. You can use the visual editor to modify any customizable email template in WellnessLiving.
Key tips
Templates modified using the visual editor may not display as intended in all email clients. For example, an email may display differently in Outlook than in Gmail. We recommend using Send test email to test your templates across different email clients before sending to a large group of recipients.
Adblockers can interfere with the visual editor, preventing templates from opening or being editable. If you're having trouble, disable your adblocker, refresh the page, and try again. Clearing your browser cache can also help resolve issues caused by outdated or conflicting data.
Modify an email template using the visual editor
To modify an email template using the visual editor:
Open the Edit Template page for the email:
For marketing templates, open the App Drawer
then click View All > Marketing Suite > Templates and select the template from the list.
For notification templates, open the App Drawer
then click View All > Setup > Notifications > Client Notifications or Staff Notifications and click Edit next to the email in the list.
If the visual editor isn't already selected, click Switch to visual editor.
From the menu, select an option to customize the email template:
To view content tools, click Content.
To view layout tools, click Blocks.
To view styling options for the body of the email, click Body.
To view a library of free stock images and images you've previously uploaded, click Images.
To upload new images to your library, click Upload.
Make your changes to the email template:
Modify your template using the content tools.
To display and edit the settings for a tool, click the tool in the email body. The settings for the selected tool will be displayed in the side panel.
To undo your last action, click the Undo button.
To delete a tool, select the tool in the email template and click the Delete button.
To duplicate a tool, select the tool in the email template and click the Duplicate button.
To preview your email, click Preview in the bottom-left. Use the buttons at the top of your screen to preview your email on different devices.
When you're done, click Save & Close.
To switch to the simple editor, click Switch to simple editor. Any elements that aren't compatible with the simple editor will be removed and can't be recovered.
Content tools in the visual editor
Tool | Description |
|---|---|
Columns | Add a new layout section to your email template. In the side panel, select the number of columns. You can click Add Content or drag and drop another content tool into the layout. |
Button | Add a button to your email template. In the side panel, edit the button text, link, and appearance. |
Divider | Add a horizontal line to separate content sections. In the side panel, customize the style and appearance. |
Heading | Add a heading to your email template. Enter your text and customize the style in the side panel. |
Paragraph | Add body text to your email template. Enter your text and customize the style using the toolbar or side panel. To add email variables, click Merge Tags, then select a variable. You can also search for a variable by name. |
Image | Add an image to your email template. Upload a file, enter an image URL, or select from the stock library. Uploaded images are saved to your image library and visible to all staff. |
Video | Add a YouTube or Vimeo video. In the side panel, enter the video URL. A thumbnail is automatically generated. When clicked, the video opens on its hosting site. |
Social | Add social media icons and links. In the side panel, select platforms, add links, and customize the appearance. |
Menu | Add a navigation menu. In the side panel, add menu items and customize the style. |
HTML | Add custom HTML. In the side panel, enter your code. Use this to create reusable content or import HTML from other email providers. |
Table | Add a table to your email template. In the side panel, customize the layout, style, and appearance. Select individual cells to edit their content. |
Timer | Add a countdown timer. In the side panel, set an end date and customize the appearance. |