Email Designer

Goal. Design emails with the business brand from a preset, by blocks, with AI or by importing HTML; test them and use them in automated messages and campaigns.

Prerequisites. The Administrator role. It opens from "Settings" › "Email Designer". "Send test" needs Resend, Google or Microsoft connected under "Integrations"; "Generate with AI" needs a connected AI provider.

The gallery

The "Email Designer" screen lists "My designs", each with "Duplicate design" and "Delete design", which asks to confirm 'Delete the design "…"? This cannot be undone. Template emails already using it are not affected.'. "New design" opens the studio. With no designs yet, the gallery shows "Design your first email".

The studio

The studio fills the whole screen:

• On the left, "Back to CRM", the content language, "Español" or "English", the "Presets", "Empty", "Welcome", "Payment received", "Reminder", "Documents", "Promotion" and "Newsletter", "Generate with AI" and the "My designs" list.
• At the top, the icons of the "Edit", "Preview" and "HTML" modes, "Import HTML", the "Desktop" or "Mobile" view, the "Design name…" field, the "Send test" and "Use in template" icons and the "Save" button.
• In the centre, the email. Hovering between two blocks shows a "+" button that offers the blocks: Heading, Text, Button, Image, Avatar, Divider, Spacer, Columns, Container and Html. Text is typed right on the email.
• On the right, the "Styles" tab with the email's global colors and typography and the "Block" tab with the selected block's options: alignment, colors, font size, padding and, for a button or an image, its link or "Image URL". Each block offers "Move up", "Move down", "Duplicate" and "Delete".

Creating a design

1. Click "New design" and, under "Presets", pick one, for example "Welcome"; the email loads with the brand color and name and the preset's name goes into the name field. To start from scratch, choose "Empty".
2. Edit the texts on the email and add or remove blocks with the "+" button and the "Block" tab. Variables, for example {{nombre}}, are filled with the client's data when sending.
3. "Generate with AI" drafts an email from a description, "Draft ready — tweak it to your liking", and replaces the current design. "Import HTML" loads the HTML of an already designed email, pasted or with "Upload file…".
4. Type the "Design name…" and click "Save": "Design saved". "Send test" sends it to your own email: "Test email sent to …".
5. "Use in template" picks the automated message, under "Automated messages", or the campaign template, under "Campaign templates", and "Apply design" confirms with "Design applied to the template".

"Back to CRM" leaves the studio; with pending changes, "Unsaved changes" appears with "Keep editing" or "Leave without saving".

Troubleshooting

• "Give the design a name" The design needs a name to be saved.
• "Connect Resend, Google or Microsoft in Integrations to be able to send". There is no email provider for the test.
• "Connect an AI provider in Settings → Integrations to use this." "Generate with AI" needs an AI provider.
• "That template doesn't exist in that language yet: open it in Settings → Templates and save it first". Save the message template in that language before applying the design to it.
• "The image is larger than 2 MB." Reduce the image or use a URL.