Using the Email Editor

Introduction

This tutorial provides a comprehensive overview of the email editor within the Oh My Hi platform. You’ll learn how to create, edit, and customize your email campaigns using the visual builder and various features.

NOTE: The email editor does not have an autosave function. Make sure to save periodically or draft your email in a separate doc and copy/paste it into the email editor.

Step-by-Step Guide

Using the Visual Builder

• The visual builder offers a user-friendly interface for creating and customizing your email templates.
• It includes pre-designed layouts, drag-and-drop functionality, and various content blocks.

Key Features and Functionality

• Templates:
  • Import the default template to get started.
  • Customize the template to match your branding and content needs.
  • Save custom templates for future use.
• Content Blocks:
  • Add text, images, buttons, dividers, and other elements to your email.
  • Customize the appearance and formatting of each element.
• Merge Codes:
  • Use merge codes (e.g., {{contact.first_name|there|ucfirst}}) to insert dynamic content like contact information.
  • The structure for merge codes is Merge codes are structured as {{DataGroup.Property|FallbackValue|Transformer}}
    • DataGroup: There are different types of data groups. For example: contact, contact.custom, etc.
    • Property: Each data groups offer many data values, and you can call that the property. For example: first_name, last_name, email.
    • Fallback Value (Optional): This is an optional parameter. If the defined property is empty, the fallback value will be returned.
    • Transformer (optional): Utility functions are offered to transform the dynamic merge code value. For example: {{contact.first_name|Hi|ucfirst}} will make the first letter of the first name uppercase.
  • An example greeting for your email could be:
    • Hi {{contact.first_name|there|ucfirst}},
    • If the contact’s first name exists, then “Hi Firstname,” will be displayed.
    • If the contact’s first name does not exist then “Hi there,” will be displayed.
• Conditional Logic:
  • Show or hide content based on specific conditions (e.g., tags, contact properties).
• Styling:
  • Customize the overall appearance of your email, including fonts, colors, and layouts.
• Preview:
  • Preview your email before sending to see how it will appear to recipients.

Additional Tips

• Save as Template: Save frequently used email templates for future campaigns.
• Use Stock Media: Access pre-designed images and graphics from the stock media library.
• Test Your Emails: Send test emails to yourself to ensure proper formatting and rendering.