> For the complete documentation index, see [llms.txt](https://help.pickyassist.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.pickyassist.com/setting-up-guide/email-builder.md). # Email Builder ### Introduction The Email Builder helps you create professional, personalized email templates. Tailor content for each recipient without technical expertise. For example, create personalized product recommendations, abandoned-cart reminders, and promotional offers. Attribute mapping automatically adds customer-specific details, such as names and recent purchases. Use [chatbots](/setting-up-guide/setting-up-flow-builder.md), [funnels](/setting-up-guide/setting-up-modular-crm/funnels.md), [workflows](/setting-up-guide/setting-up-modular-crm/workflows.md), [connectors](/setting-up-guide/setting-up-connector.md), and [mini apps](/setting-up-guide/setting-up-connector/building-mini-app.md) to send these emails at the right time. **Key Features:** * Drag-and-drop interface for easy customization. * Attribute mapping for personalized messages. * Customizable content blocks for dynamic and organized layouts. * Loop block for repeating sections from iterable data. {% hint style="info" %} Connect an email channel before sending email. Supported channels include [**SMTP**](/setting-up-guide/connecting-channels/connecting-smtp.md), [**SendGrid**](/setting-up-guide/connecting-channels/connecting-sendgrid.md), and [**Amazon SES**](/setting-up-guide/connecting-channels/connecting-amazon-ses.md). {% endhint %} ### Getting started #### Create an email template To create an email template: 1. Navigate to **More Menu → Email Builder**.

**Saved templates** The left side of the Email Builder lists your saved templates.

Click **Sort** to sort saved templates. Use the search field to find a specific template.

To preview a template, click its eye icon. To delete it, click **Delete**.

To duplicate a template, open its preview and click **Duplicate this template**.

Use a **Pre-Built Template** to select and customize an existing template.

2. To start from scratch, click **Create from Scratch**. Then drag content blocks onto the blank canvas.

3. Select the desktop or mobile preview icon to review your design.

4. Click **Save**. You can update and reuse the template for future campaigns.

### Email Builder interface The Email Builder provides a streamlined workspace for creating email templates.

#### Block tab

This tab contains the building blocks for your email design. **Content Blocks** include text, image, button, social, spacer, hero, wrapper, and divider blocks.

**Action Blocks** manage email functionality with loop and unsubscribe blocks.

**Layout** lets you structure your email with rows and columns.

#### Email Builder canvas The canvas is where you design the email. Drag blocks from the left panel to create and organize content. This live workspace shows how your email appears to recipients.

#### Customization The Email Builder provides configuration options for every element. These settings help you create responsive emails that match your brand. Select a content block, action block, or layout section to configure it in the settings panel. Here’s a general overview of the configuration options available for customization:

**Color:** Customize text, background, and button colors across blocks to match your brand.

**Typography:** Customize the following typography settings: * Font family * Size * Weight (regular, bold, italics) * Letter spacing * Line height * Text decoration (underline, strikethrough, etc.) * Alignment (left, center, right)

**Extra Class** The "Extra Class" option allows you to add custom CSS classes. This feature enables you to create your own classes to customize the email template, making it more engaging and visually appealing.

**Dimensions**

Dimensions determine the size of elements such as images and buttons. Set the **width** and height in pixels (`px`) or percentages (`%`). Margin adds space outside an element and separates it from others. You can also set the **border**, border style, and border radius. **Alignment** positions elements to the left, center, or right. In social blocks, you can adjust icon width and padding. These settings improve the layout and reading experience. ### Blocks The Block Tab serves as the core of your email design, offering essential elements for creating engaging and well-structured emails. It includes Content Blocks for adding text, images, and buttons, Action Blocks for managing key functionalities like loops and unsubscribes, and Layout Blocks for organizing your content with rows and columns. #### Content blocks 1. **Text Block** The Text Block is used for adding textual content to your email. This block allows you to include headings, paragraphs, and lists. You can customize the appearance of the text by adjusting the font, size, color, and alignment. It also supports text formatting options like bold, italics, underline, and strike through. This block is essential for delivering your message clearly and effectively. Additional text configuration includes: * **Text Attributes:** Switch to HTML mode to edit the text with raw HTML. * **Attribute Mapping:** Insert dynamic attributes, such as a recipient’s name, location, or organization. Use the format `{{attribute_name}}`. **Personalization** Add `{{attribute_name}}` to personalize email content. For example: `Dear {{name}}, your billing amount due is {{amount_due}}. Here is your payment link: {{payment_link}}.` After saving the template, map each placeholder to the relevant attribute. The system replaces each placeholder with its mapped value.

2. **Image Block** The Image Block inserts images into your email template. Upload an image from your device or choose one from [Picky Assist’s Media Gallery](https://help.pickyassist.com/setting-up-guide/media-gallery). Set image dimensions, add alt text, and link the image to a URL. (See the below picture)

3. **Button** Button Blocks encourage actions, such as making a purchase or signing up for a newsletter. Customize the button text, color, size, and shape. Set a dynamic `href` link to send recipients to a specific URL.

4. **Social Block** Use the Social Block to add social media icons that link to your profiles. Customize their appearance to match your email design. Set an `href` link for each icon. The additional social block configuration options are: **Mode**: * **Vertical and Horizontal Mode:** Choose whether icons stack vertically or appear horizontally.

**Social Items:** * **Icon Content:** Each social item has a default icon. Edit its content or upload a custom icon. * **Href:** Add the URL for each social media platform. * **Add or duplicate items:** Click **+** next to an item. * **Content:** Enter the social item name, such as Facebook or YouTube. (See the below picture)

5. **Divider** The Divider Block adds lines that visually separate email sections. Adjust its thickness, color, and style to improve structure and readability. (See the below picture)

6. **Spacer** The Spacer Block adds empty space between content blocks. Adjust its height to improve the layout and readability of your email.

7. **Hero Block** The Hero Block creates prominent sections with large images, backgrounds, and overlay content. Use it for product launches, promotions, or important messages.

**Mode**: * Fluid Height: The block height adjusts based on the content. * Fixed Height: Set a specific height for the block. **Background Src**: Set the background image for the hero block.

In the Hero Block, you can add other content blocks such as: * Text: Add headers, paragraphs, or any text. * Image: Insert images to enhance the hero section. * Button: Include clickable buttons for calls to action. * Social: Add social media icons. * Spacer: Insert space between elements. * Divider: Add dividers to separate content within the hero block. 8. **Wrapper Block Configuration** The Wrapper Block groups content, action, and layout blocks, except Hero Blocks. It keeps related items together and gives you more control over your email layout. Additional attributes include: **Background Repeat:** Control whether the background image repeats. Options include `no-repeat`, `repeat`, `repeat-x`, and `repeat-y`. **Background Size**: Define the size of the background image (e.g., auto, cover, contain).

#### Action blocks Action Blocks add interactive and compliance-related behavior to your emails. 1. **Unsubscribe Configuration** The Unsubscribe Block is designed to give recipients the option to opt out of future emails. This feature is important for maintaining regulatory standards and helps build trust with your audience. When included in your email template, it allows users to easily unsubscribe if they choose to do so, promoting a positive user experience. You can modify elements like text color, size, and layout to match your brand’s style by customizing the configuration of the block. If your template includes an Unsubscribe Block, select the appropriate opt-out list in the **Unsubscribe** field of the Send Email step.

2. **Loop Block** The Loop Block repeats a section from a data source. Add content blocks, such as text and images, to display product details, user performance, or line items.

Here’s how you can configure it, along with an example: **Loop Settings:** * Loop Limit: Define the maximum number of iterations or repetitions for the loop. For example, you might set this to 5 if you want to display up to 5 product recommendations. * Loop Variable: Specify the variable that will control the loop (e.g., a list of items or user-specific data). For instance, you could use a variable called productRecommendations. * Width of Loop: Set the width of the loop content area to fit your email layout.

**Sample Loop Array:** * **Select Application:** Choose **Connector** or **Flows**. * **Select Flow:** Choose the specific flow or connector you want to use for the loop. For example, select a flow named "Product Recommendations Flow." * **Select Loop Array:** Choose the array or dataset from the selected connector or flow. For example, select `recommendedProducts`, which contains product details. Customization options for this block allow you to modify aspects such as layout, background color, and spacing, creating an organized and visually attractive display. By tailoring the design of each repeated section, you can enhance clarity and engagement, making it easier for recipients to understand the information presented. \ **Dynamic Attribute Mapping** To add dynamic content, map attributes after selecting the application, flow, and loop array. Click inside the Loop Block to display the **``** attribute-mapping icon. Click the icon to display the data source’s available fields. Map attributes to text, image, and button fields to repeat content from the selected data.

You can add multiple Loop Blocks to one template. Each block can use a different data source. For example, one block can show product recommendations while another displays special offers. Use a Loop Block for invoice or order line items. For each item, map fields such as product name, quantity, and price. #### Layout The Layout section organizes content into columns. **Layout Options:** * **2-Column Layout**: Divide your email into two vertical sections. * **3-Column Layout**: Divide your email into three vertical sections. * **4-Column Layout**: Divide your email into four vertical sections. To customize columns, click the arrow next to the selected layout option.

Additional layout configuration options include: * **Group:** Set this option to `true` or `false` to control how columns appear on mobile devices. When set to `true`, columns retain the selected layout.

When set to `false`, columns stack vertically on smaller screens.

* **Background Repeat:** Control whether the background image repeats. Options include `no-repeat`, `repeat`, `repeat-x`, and `repeat-y`.

Each column can be customized individually to ensure consistency with your overall design. You can set background colors or images, control padding to create space around your content, and adjust borders to enhance the visual separation between sections. Within each column, add content blocks such as text, buttons, images, social icons, dividers, and spacers. #### Layer The **Layer** tab lists every block and layout in your email template. Use it to review, organize, and adjust the layout. * **List view:** The tab displays content blocks, layout sections, and sub-blocks in a list. Select an item to jump to it on the canvas.

* **Rearranging Blocks:** Adjust the placement of blocks in the email design by dragging them within the Layer Tab. This helps in organizing the content and ensuring a well-structured email layout. Right-clicking on a block in the layer provides the following actions: * **Move Up:** Moves the block one position higher in the layout. * **Move Down:** Moves the block one position lower in the layout. * **Copy:** Creates a duplicate of the selected block. * **Delete:** Removes the selected block from the email layout. (See the below picture)

### Use saved email templates Use saved templates in connectors, workflows, funnels, chatbots, and Mini Apps. In a **Send Email** step, select the template and map dynamic values such as recipient names or product data. You can also use a saved template as a Mini App response. #### Send templates through an automation flow Send a template through a chatbot, funnel, workflow, or connector: 1. Open the relevant connector, workflow, funnel, or chatbot. 2. Add or select the **Send Email** action.

Configure the email details: * **Choose an email service:** Select the connected email channel. You can also select **Map Channel Dynamically** and map the required attributes.

* **Set email details:** Enter the **From Address**, **Sender Name**, and **Reply-To Address**. Add CC and BCC when needed. * **Add a subject and preheader:** Enter the subject line and preheader text. * **Set the body type:** Select **HTML Template**. You can also map the channel dynamically.

* **Select or create a template:** * **Choose a template:** Select a template from the **Select Template** list. * **Create a template:** Select **Create Template** to open Email Builder.

* **Map attributes:** Map the attributes required by dynamic content, such as recipient names or product details. 3. If the template includes an unsubscribe block, select it from **Select Opt-Out**. 4. Save the connector, workflow, funnel, or chatbot. ### Attach email templates to Mini App responses Add saved email templates to Mini App responses for dynamic, personalized content. 1. Open the Mini App builder. 2. Configure the form fields as needed. 3. Open the **Response** tab and select **HTML** in **Response Settings**. 4. Select a saved template from the list. Select **Create Template** to open Email Builder.

5. Map the attributes for looping or repeating elements, when applicable. 6. If the template includes an unsubscribe block, select it from **Select Opt-Out**.

Save the response. Users interacting with the Mini App will see the selected template as part of their interaction.
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