Designing emails

Text, Visual or HTML

• Text: a plain message. Simple and reliable.
• Visual: design the message like in a word processor. No HTML needed.
• HTML: the same message as code, with a live preview, for people who want full control.

The visual editor

The toolbar has:

• Bold, italic and underline; a heading and normal text.
• Bulleted and numbered lists; left or centred text.
• Text colour and highlight.
• Link, remove link, and a button (a link that looks like a button).
• A dividing line, and your logo.
• A background colour for the whole message.
• Insert a value puts an answer or other value where your cursor is.

Switching an empty message to Visual starts from an example in your brand colour. Text you already wrote is kept. A message that’s already HTML opens as a design.

Switching back to Text asks first, because the design (colours, logo, buttons) is removed and only the words are kept. If a message shows its HTML tags, the editor offers to show it as a designed email, or to fix a design that was saved inside itself.

Your logo and branding

Every email has your branded header (your logo, or your name in your colour) and footer from Workspace → Branding. The Logo button adds it inside the message too, for example above a heading. It always shows your current logo, even if you change it later.

Safe by design

Answers are always added as plain text, never as code. Anything unsafe in a message (scripts, forms, embedded pages, links that run code) is removed, and every designed email also includes a plain-text copy for mail apps that don’t show designs.