Who can use this feature

Available on monday campaigns

Available on Pro plan and Enterprise plan

With the monday campaigns drag-and-drop editor, you can easily design a campaign template from scratch. 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. Here's how to get started.

Creating a template for a new campaign

Click on the + Create campaign button and then name your new campaign:

To open the drag-and-drop editor, click the Design template button:

You'll be taken to the Template gallery, where you'll be able to create a template from scratch, browse through templates created by monday, and browse templates created by your team:

Creating a template from scratch

To create a new template completely, click on Create from scratch, either from the button on the left hand corner or from the Create from scratch template that's at the top of the template gallery.

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

Footer customization

Admins can enable footer customization for the unsubscribe link in the Account Settings. Marketers can then edit the footer to match their brand or remove it altogether.

To enable this option, open Settings:

Open Unsubscribe Settings and toggle on the Allow unsubscribe footer management setting:

Content tab

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

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:

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

Reply button

You can ensure that your email recipients have an option to reply to your email by adding a Reply button.

Add a button and label it as you wish ("reply to us", "reply", etc.) and then open the button configuration on the left. You'll then see several actions you can choose from.

You can add a link to open up a landing page, open up a response email in your recipient's email app, make a call, or send an SMS message.

You can even add in placeholder text for the recipient to start with, like "I need help with..."

Merge tags

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:

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:

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

• 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:

Photo in the mock up by Hanna Balan 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:

• Add a Spacer and adjust the height:

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

• 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:

• 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: 

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:

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:

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:

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

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:

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:

Predefined rows

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

Settings tab

Several options can be found in 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

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

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

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

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

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:

Saving and previewing your template

Saving your template

Throughout the design process, you can click on the Save button on the bottom right of the screen in order to make sure not to lose your progress.

When you're done designing your template completely, click on the Save as template button on the bottom left of the screen:

Name your template and then click on Save as template:

You can always edit your template when you open up the email campaign again:

Previewing your template

You can also preview your design before sending it out so you can make adjustments as necessary. You can view the email on Desktop mode as well as Mobile.