How to Build Emails in the Email Designer

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Summary

In this article you will find step-by-step walkthroughs for creating emails within Outlook, Gmail, and the Bananatag Dashboard.

Building Emails in Outlook Building Emails in Gmail Building Emails in the Dashboard

Creating your first email template or draft with Bananatag is easy! The following steps will help you create a beautiful email within Outlook in just a few moments:

STEP 1: Select Emails in the top Outlook navigation menu within the Bananatag box

STEP 2: Pick the + New Email Draft

STEP 3: You can choose to create your draft from the following options:

  • Your Templates - templates that you’ve already created and saved*
  • Template Library - a selection of pre-built Bananatag templates ready for customization
  • From Scratch - start a new draft from the ground up
    • Email Designer (HTML) - Block-based Email Designer
    • Rich Text - Text-based emails **

STEP 4: Enter your Email Subject

STEP 5: A new window with Designer and Preview & Send will appear

STEP 6: In the Designer window, you can drag the Blocks you want to add to your template/draft ***

STEP 7: Input your information (text, images, hyperlinks) and adjust the Style and Content

  • Style - This section allows you to adjust the colors, fonts, buttons and surveys (where applicable), as well as the padding.
  • Content - Each block has its own content features that you can adjust.

STEP 8: You can Send Test Email to test how your email will look when received

STEP 9: You can select Save to save this design as a draft or select Save as Template to save this design as a template for future use

STEP 10: Click Preview & Send

STEP 11: Once you’re satisfied with your template/draft you can preview how it would look like on a Desktop or Mobile.

STEP 12: Add your Distribution List to the To, CC or BCC fields

STEP 13: Make sure Track Email is switched on. Click Send and you’re done!

 

* If this is your first email template/draft, this section will not contain any pre-built templates. Once you save your first template then you are able to re-use it as you wish.
** Use the Rich Text editor to create plain text emails or paste in your own custom HTML
*** To insert a block, use the left sidebar and drag in a block to the canvas or click on it to automatically add it to your canvas.