Getting started — Creating your campaign in EasyEditor

Summary

You've chosen a suitable template, and you've set up your campaign: you're now ready to create and edit your campaign content.

This is done using EasyEditor's drag-and-drop interface. Let's look at the basics.

createhtml1_el.png

It's intuitive and powerful, so have a play

You won't need too much guidance to get up and running with EasyEditor, as we hope you'll find it pretty intuitive to use.

To get a feel for it, try having a go at:

  • Clicking a block and editing the text inside it
    edit_text_block_in_ee3.gif
  • Dragging in new blocks from the left-hand side panel
    drag_and_drop_block_in_ee.gif
  • Moving blocks around the campaign by clicking and dragging them by their header bar
    move_block_in_ee.gifAs well as moving a block, you can also duplicate and delete it using the header bar controls.

    createhtml2.png

Uploading and inserting an image

To upload and insert an image, follow these steps:

  1. Click on Images in the side panel
    images_side_panel_el.png
  2. Click on Manage at the top of the 'Images' section to open the image manager
    manage_images_side_panel.png
  3. Click on Add in the top right of the image manager to open a window and choose an image from your computer.
    add_image_manager_el.png
  4. The chosen image will upload and appear in the image manager. Close the image manager.

  5. You'll see your added image is available in the side panel. Drag and drop it into your campaign.
    drag_and_drop_image_from_ee_side_panel.png
    Learn more about working with images in EasyEditor and managing images »

Adding a link to a web page

To insert a link to a web page, follow these steps:

  1. Mouse over a block and highlight the text that you want to turn into a link, or type new link text into the block and highlight that. Alternatively, you can just click in the block and add the link text later, in step 3.
    text_highlighted_for_link.png
  2. Click on Link in the toolbar to open the 'Add a link' window
    select_link_in_ee_toolbar_el.png
  3. There are five things you can do. The first two are compulsory - enter the link text (if you didn't do so in step 1), and enter the link's URL. Optionally you add any link groups you wish to, give the link a name for link tracking purposes, or set the link so it doesn't get tracked at all.
    add_a_link_window_el.png
  4. Click Insert when happy with the settings and your link will be added to your campaign
    Learn more about adding links »

Requirements

We do have a few requirements for campaigns, such as you must include an unsubscribe link. You won't be able to save the campaign if you have deleted this.

Previewing and testing your campaign

Once your campaign has content in it, you can start to use the review and test features in EasyEditor.

Click on Preview at the top of EasyEditor (above the toolbar) to see what the campaign will look like without all the markings.

createhtml3_el.png

The preview tool provides various options with which to review your content, including tablet and phone views, as well desktop (the availability of these views depends upon the browser you're using, however).

preview_in_ee.gif

Perform a test send by clicking on Test send, which is also positioned along the top of EasyEditor, next to 'Preview'.

createhtml4_el.png

The 'Test send' window will open and you'll be prompted to choose an email address (or to add one) to send the test to.

Learn more about testing your campaign »

What's next?

After reviewing, testing and refining your campaign, you're ready to move on to creating a plain text version by clicking on Save & continue.

Up next: Learn about creating the plain text version of your campaign »

Doing more with EasyEditor

There's a lot more you can do with EasyEditor. Check out our articles for help with:

Have more questions? Submit a request

Comments