Emails capabilities
An index from what you want to do to the page that documents it. If a capability is not listed here, it is not documented.
Creating
Section titled “Creating”| Capability | Covered in |
|---|---|
| Create an email | Create an email |
| Six starting layouts | Create an email |
| Categorise an email | Create an email |
| Search and filter the email list | Create an email |
| Duplicate an email | Reuse with snippets and templates |
| Delete an email | Permissions |
| Rename an email | Editor toolbar |
Building
Section titled “Building”| Capability | Covered in |
|---|---|
| Every block type and what it is for | Block catalogue |
| Add a block to the canvas | Build with blocks |
| Edit a block’s properties | Build with blocks |
| Reorder, duplicate, and delete blocks | Build with blocks |
| Put blocks side by side | Blocks and layout |
| Two-column containers | Block catalogue |
| Undo and redo | Editor toolbar |
| Whole-email colours, fonts, and width | Editor toolbar |
| Use the service’s brand colours and fonts | Editor toolbar |
| Raw HTML | Block catalogue |
Personalising
Section titled “Personalising”| Capability | Covered in |
|---|---|
| Define input variables | Personalise with variables |
| Insert a variable into text | Personalise with variables |
| Default values for variables | Personalise with variables |
Checking
Section titled “Checking”| Capability | Covered in |
|---|---|
| Accessibility score and issue list | Check before you send |
| Spam score and triggers | Check before you send |
| Desktop, tablet, and mobile views | Check before you send |
| Preview without the editor | Check before you send |
| Send a test to a real inbox | Send a test |
| Tracking pixel and link tracking on a test | Send a test |
Reusing
Section titled “Reusing”| Capability | Covered in |
|---|---|
| Save a block as a snippet | Reuse with snippets and templates |
| Insert a snippet | Reuse with snippets and templates |
| Save an email to the template library | Reuse with snippets and templates |
| Start from a library template | Reuse with snippets and templates |
| System templates | Reuse and versioning |
Versioning
Section titled “Versioning”| Capability | Covered in |
|---|---|
| Create a version with a comment | Version an email |
| Preview a version | Version an email |
| Revert to a version | Version an email |
| Edit history | Version an email |
| Comments on a block or email | Build with blocks |
Access
Section titled “Access”| Capability | Covered in |
|---|---|
| Who can build and delete emails | Permissions |
Things the module does not do
Section titled “Things the module does not do”Listed here so you do not go looking for them.
| Not available | Detail |
|---|---|
| Sending a campaign | This module builds templates. Use in Campaign hands one to Marketing, which does the sending |
| Editing a system template | Duplicate it and edit the copy |
| Keeping snippets or templates in sync | Every insert is a copy. Changing the original leaves existing emails alone |
| A free-position canvas | Blocks stack, and layout width is the only way to get columns |
| Previewing a specific email client | Nothing simulates Outlook. Send a test and open it there |
| Viewer-only access | Any service member can edit and delete. See Permissions |
