Delivering on one of the most requested RD features, we are excited to launch a new email communication tool. This new tool allows you to build and save customized templates with flexible drag-and-drop content blocks to quickly create engaging, fully-branded emails. In this guide, you’ll learn the basics to design your next event communication.
How to Get There #
Navigate to Tools >> Communications from your admin menu:
Step 1: Make a Template Selection #
The first page that you land on is the template selector. You can use a default template OR create your own. The template you select will be the foundation of your design.
Step 2: Adding Content #
After you choose a template, you’ll move on to the design step. Use content blocks to add and format text, upload images, and more.
The new drag-and-drop editor allows you to duplicate, delete, and rearrange content blocks. Drag and drop a variety of content blocks into your layout and rearrange them to customize the look and feel of your communication.
2.1 Adding text #
To add text to your communication, drag-and-drop a text block into the message.
Then you can type it directly into the content block editing pane. Avoid copy/pasting content from rich-text word-processing programs, like Word or Publisher. They add styling code to the text that can prevent your ability to style content in the builder. You have a collapsible editor above the content box as well as in the editor on the left.
2.2 Adding additional Content #
Now that you’ve added the test of your email, you can add images, a menu option, buttons, and even custom code.
You have the ability to duplicate and delete sections. You can create columns, and edit the mobile view of your email.
Step 3: Save Your Template & Send Your Email #
Pro Tips: #
1: Save your work #
Don’t forget to save your work! Click “save template” to keep a copy of your email. You can quickly repurpose it in the future.
2: Communication History #
Are you looking for your send history? Click to open any template, OR click the “Add Details” tab at the top of the page, and then scroll to the bottom of the page to see all communications sent in the current year.
3: Delete old templates #
Want to remove old templates? Open your template selector, and click the red X next to the template you would like to delete.
4: Send communications to previous years #
If your event has been happening for multiple years, you can send communications to those who attended past events. Simply select your template, build your email, and you will see a dropdown in the top right corner which allows you to select any of the previous years.