Design an email template with monday campaigns

 

Who can use this feature
gray-cloud.svgAvailable on monday campaigns
gray-lightning.svgAvailable on Pro plan and Enterprise plan
Note: monday campaigns is currently in Beta testing and is only available to a limited number of users.

 

Overview

With the monday marketing drag-and-drop editor, you can easily design a campaign template from scratch. The editor gives you the power to build a custom layout, choose from predefined layout template elements, and customize 12 content blocks with your team's assets. The editor has every customization option you need, from utilizing HEX color coding, mail merge, font customization, and standard content blocks to accessibility options like Alt text. 

Read on to learn more about navigating the editor and how to use the various tools and elements available to aid you in your design.

 

Open the editor

When creating a campaign, the first step will be to design your email. To open the drag-and-drop editor, click the Design template button:

Campaigns 4 (1).png

Initially, you will see a preview of your email on the right and options for adjusting the email on the left. The next three sections in this article will explain how to use the editor to add content blocks.

Email footer

In the preview, you will see the predefined footer of your email. This is locked, meaning that it can't be changed. The information in the footer includes:

  • your company's address 
  • an unsubscribe link

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Note: These options are mandatory and must be included to comply with anti-spam laws. To adjust your company's address, reach out to your account's admin. They can change the company's address in the monday marketing global settings.

 

Rows tab

If you want to adjust the layout of your email template, visit the Rows tab. From here, you can add a row to change the layout of your email:

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To explore a category of rows, open the drop-down menu on the left:

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Default rows

The Default rows can be used as mini templates. If you find the idea of building from scratch intimidating, Default rows are the best place to start! 

With a Default row, the text size, image size, and other elements are designed to complement each other. All you have to do is customize the content:

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Empty rows

When you first click on this tab, you will see Empty rows. These rows allow you to adjust the base layout of your email. From there, you can add content blocks on the Content tab:

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Predefined rows

There is only one Predefined row. Though the footer will be automatically added to any template built in monday marketing, this section is where you can find the mandatory footer:

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Content tab

The Content tab is the default tab in the editor. Here, you can add content blocks to build your design:

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To add a content block, drag the block from the left to the preview on the right. Once you add the block, you can click into the block and edit it according to your preferences:

Title block.gif

To return to the list of content blocks at any time, click the Content tab.

Mail merge

With any text element, you can add mail merge tags. To add a tag when writing text, click on the Merge tags button to review your options and add a tag:

Paragraph block.gif

Customization options

There are many customization options for your content blocks. Some content blocks have customization options specific to the type of content block. Here are a few highlights:

  • Adjust the style of your List:

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  • Adjust the style, size, color, and width of any Divider:

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  • Using the Image block, upload any image from your computer and define the width automatically or make custom adjustments. Include Alt text for your image and assign an Action to the image, whether linking out to a URL, populating an email draft, sending a text, or initiating a call:

DD 14.png

Photo in the mock up by Jessica Arends on Unsplash

  • With the Social block, you can add links to your socials and remove any irrelevant icons. The options are Facebook, X (formerly Twitter), Instagram, and LinkedIn:

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  • Add a Spacer and adjust the height:

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  • Add an HTML block to write or paste HTML in your template:

Untitled design (3).gif

  • Add your logo with the Icon block. Include Alt text for your image and assign an Action to the image, whether linking out to a URL, populating an email draft, sending a text, or initiating a call:

Icon block.gif

  • Add a Video block and paste a link from YouTube or Vimeo. You can then adjust the display title of the video and the play icon type, color, and size: 

Video block.gif

  • You can also add a Menu and customize the menu options.

Move a block

To move a content block, hover over the block and click on the handle in the top right corner. You can then more your block anywhere within the template:

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Delete or duplicate a block

To delete or duplicate any content block, hover over the block and select the trash can icon to delete or the document icon to duplicate:

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Settings tab

Six components can be found on the Settings tab. Here you can:

  • adjust the content area width
  • change the content area alignment
  • change the font
  • adjust the color of the background, content area background, and links

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The default Content area width is 500 pixels. In the Settings, you can adjust it to your preference:

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You can change the Content area alignment to either LEFT or CENTER:

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You can adjust the Background color of your email or make it transparent:

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You can change the background color of your images and content components with the Content area background color. You can also make it transparent.

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You can adjust the Default font to one of our predefined default fonts. 

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Take a look at the available fonts:
  • Arial
  • Bitter
  • Courier New
  • Droid Serif
  • Georgia
  • Helvetica Neue
  • Lato
  • Lucida Sans
  • Merriweather
  • Montserrat
  • Open Sans
  • Poppins
  • Roboto
  • Source Sans Pro
  • Tahoma
  • Times New Roman
  • Trebuchet
  • Ubuntu
  • Verdana
  • Meiyro ( メイリオ )
  • Hiragino Kaku Gothic Pro, weight W3 ( ヒラギノ角ゴ Pro W3 )

The last item in this section allows you to change the Link color:

DD 9.png

 

If you have any questions, please reach out to our team right here. We’re available 24/7 and happy to help.

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