First steps
User Data
- Responsive Email Editor Review
- Designing your email
- Creating Synchronized Modules
- Setting Up Responsive Email Design
- Setting Up Smart Containers
- Creating a Gmail Promotions Annotation
- Adding The Rollover Effect
- Adding Anchor Links
- Module Library
- Adding a Table to an Email
- Adding Custom Fonts
- Creating CTA Button
- Working with Images
- Creating Timer
- Using AI in the Email Editor
Omnichannel
- Setting Up Widgets for Your Site
- Widget Calling
- Setting Up Locations for the Widget Calling Rules
- Storing data from widgets to contact fields
- Using Annoyance Safeguard
- Actions After Form Submission
- Replacing Double Opt-In System Workflow
- Creating Pop-ups via Google Tag Manager or WordPress
- Sending Yespo Widget Events to Google Analytics
- Using A/B Tests for Widgets
- Collecting Contact Information Using Request Forms
Automation
- Building and Editing Workflows
- Configuring Workflow Start/Stop Conditions
- Start Block
- Popular Blocks
- Message Blocks
- Using One from Many Message Block
- Contact Blocks
- Conditions Blocks
- Other Blocks
- Message to Segment Blocks
- Time Blocks
- Advanced Workflow Block Parameters
- Setting Up Allowed Send Time
- Using Workflow Launch History
- Webhook Workflows
- Workflow Troubleshooting
- Double Opt-In
- Welcome Сampaign
- Welcome Series Segmented by Category
- Launching a Workflow After a Contact Import
- Regular Workflow for a Segment
- Birthday Campaign
- Linking Workflow to the Button
- Using Variables from Order in Workflow
- Collecting Order Feedback
- Customer Reactivation
- Sending Extra Campaigns
- Sending Reminders at the Time Specified by the User
- Sending Campaign to Those Who Did Not Open the Previous One
- Using A/B Tests In Workflows
Personalization
Analytics
- Email Campaign Report
- Web Push Campaign Report
- Viber Campaign Report
- Mobile Push Campaign Report
- App Inbox Campaign Report
- Telegram Campaign Report
- In-App Report
- Widget Report
- Triggered Campaign Report
- AMP Campaign Report
- SMS Campaign Report
- Multilingual Campaign Report
- Setting up UTM Tags
- Revenue from Campaigns
- Tracking Campaign Performance in Google Analytics 4
- Message Analytics
Multilanguage Campaigns
Events and Behaviour Tracking
Recommendations
API
Security and Compliance
Module Library
A module is a structural element of a template that can be used in many emails, for example, header, product card, banner, footer, etc.
The email editor contains a built-in library of modules, which is located in the Content tab on the left and is divided into two tabs:
- My modules — saved in your account modules,
- Advanced — ready-to-use standard modules.
Use modules so you don’t have to create or copy similar elements from previous emails each time, but simply drag them into the template.
Creating Your Module
1. Open your email or create a new one (the Messages → Messages section).
2. Select the element, and click on the three dots on the right if it is a structure or stripe and on the left if it is a container.
3. Click the Save as module icon, after which you need to enter the module settings in the left panel.
Module Settings
Do the following in the left panel:
1. Enter the module name for a quick search.
2. Add a description (optional) to clarify information about the specifics of its use.
3. Select a category so that the settings on the Appearance tab are applied according to the element type (optional).
4. Activate the Synchronized switch if you want the module to be automatically updated in other emails (more about synchronized modules).
5. Add tags for easy searching.
6. The ID is generated automatically for use in emails with dynamic variables, but you can change it to make the ID meaningful.
7. Save the module.
Module Displaying
Modules are displayed in the library as a list or as a tile. They are divided into categories selected when saving. When you hover your cursor over the module, a preview with more detailed information will appear on the right:
- module image,
- name,
- description,
- tags,
- type,
- identifier (if it was not changed when saving, it corresponds to the structural type of the module).
Editing Module Parameters
1. Go to the modules section.
2. Hover over the desired module.
3. Click the three dots and select Edit.
4. Make changes.
5. Update the module or save it as new.
Searching and Grouping Modules
1. Searching by name or tag. Enter the name, part of the name, or a tag in the #tag format in the search bar if you gave tags to the modules. Press Enter.
2. Grouping by categories. Click on the filter icon. In the Group by item, select Сategory and then select categories to filter in the list. By default, all are checked. You can remove unnecessary ones by unchecking them or clear everything by clicking the corresponding button. You can check the boxes manually or select all using the button.
3. Grouping by tags. Select Tag under Group by. Modules grouped by tags will appear in the list or tile.
Modules with the same tags are collected under one label. If there are several tags, but not all of them match, the module will be displayed separately under the tags, separated by commas. Modules without labels are located in the Other section.
Note
Remember to clear the filter and search bar; otherwise, you will see modules according to the last applied filter results.
Using Advanced Modules
Using modules from the library significantly reduces layout time. If you have not yet created your modules, are not experienced enough in working with the editor, or need to create an email urgently, use advanced modules. The Advanced tab has over 300 ready-made modules to add to your message.
By default, modules are placed in the order in which they are most often used in an email:
- Preheaders
- Headers
- Banners
- Info Modules
- Product Cards
- Footers
- AMP Sandbox
Each category features several modules and a button to download more. The identifier in the preview will show the module’s structural type when hovering over it: stripe, structure, or container.
You can find an advanced module using a filter or search, like a saved one. However, the saved modules do not have tags, so they are combined into the Other category.
Please note: the names of common modules are indicated in Latin.
To add a module to an email, drag it to the desired location in the editor. Now, you can edit the content and add it to your library.