You are here: Email Designer > Email Designer Elements

Email Designer Elements

OVERVIEW

In release 2015 R2, the feature called Email Template Editor was renamed Email Designer.

Contact your Customer Success Manager to upgrade to the latest release of CPQ Cloud.

Elements hold the content of the email. Besides the Text Element that exists in the subject by default, Elements cannot be placed in the subject and must be placed in the body.

There are three Element types:

Text

Text Elements can hold both static text and dynamic attribute values. A Text Element exists in the subject by default, and additional Text Elements can be added to the body.

ClosedText Element Dialog Box

After a Text Element has been dropped in the template, the Text Element dialog box appears.

Text can be added and formatted within the Text Element dialog box.

Element Icon Description
Font Formatting Icons Select text and click bold icon (B), italic icon (I), or underline icon (U).
Strike-through Select text and click strike-through icon to place a line through the selected text.
Sub and Superscript Select the text to be modified and click the superscript or subscript button to apply formatting.
Font Family

Select a font family from the drop-down. The menu contains all supported fonts.

The user's computer and/or email client will need the same fonts for the email to render properly.

Font Size Select a font size using the drop-down. All font sizes are defined in points (pt).
Font Color Select text and use the drop-down to select a font color.
Highlight Choose a color to highlight selected text.
Attributes Use filter and/or drop-down to add user or main-document attributes to the email body.
Alignment Select text and choose Align Left, Align Center, Align Right or Justify to apply to the text.
Bullets or Numbered List Select text and click the bulleted list or ordered list icon to apply formatting.
Horizontal Line Place your cursor in the editor and click horizontal line icon to add it to the template.
Indent and Outdent Select the text to indent or out-dent, or place your cursor on the line that needs to be indented/out-dented.
Undo and Redo Click the undo button to undo the last action. Click the redo button to redo an action you've undone.
Eraser Select text and click the eraser icon to remove text formatting.

Clicking OK will save the contents of the Text Element dialog box. Reopen the dialog box by double-clicking on the Text Element within the Template Flow.

Attribute values can also be added to Text Elements. For more information on adding attribute values, see the topic Email Designer and Attribute Values.

ClosedText Element Properties

When a Text Element is selected in the Template Flow, the following properties can be modified in the Properties pane:

Property

Description

Font

The font of all text within the Text Element.

If multiple fonts are used within the Text Element, an “*” will appear in the Font drop-down. Selecting a font will overwrite all font modifications that were made within the Text Element dialog box.

Size

The size of all text within the Text Element.

If multiple sizes are used within the Text Element, an “*” will appear in the Size drop-down. Selecting a size will overwrite all size modifications that were made within the Text Element dialog box.

Options

Options include Font Color, Bold, Italics, and Clear Formatting. Changing any one of these options will affect all text within the Text Element.

Line Spacing

The line spacing between all lines in the Text Element.

If multiple line spacing settings are used within the Text Element, an “*” will appear in the Line spacing drop-down. Selecting a Line spacing setting will overwrite all line spacing modifications that were made within the Text Element dialog box.

Padding

The space between the Text Element and other Elements (when defined for Top and Bottom) and between the Text Element and the margins of the email (when defined for Left or Right).

If the Text is inside a Table cell, margins will determine the distance between the Element and the borders of the cell.

Images

Image Elements can reference images stored in the File Manager, images stored in Commerce File Attachment attributes, or external images. Images can be added to the Body.

ClosedFile Manager Images

ClosedFile Attachment Attribute Images

ClosedExternal Images

ClosedMultiple Images

ClosedImage Element Properties

Tables

ClosedTable Overview

Table Elements can be used to organize content and present it in a logical way to the reader of the email. Tables can be placed in the Body.

When a Table Element is added to the template, by default the Table will have one row and one column. Additional rows and columns can be added by clicking the Add Row or Add Column icon (), located within the bottommost row and rightmost column, respectively, or by modifying the Rows and Columns fields in the Properties pane. Both rows and columns can be rearranged within a Table via drag and drop.

By default, each cell in a Table will contain a Text Element. That Text Element can be modified or removed from the cell, and Text and Image Elements can be added to the cell using drag-and-drop. Once content has been added to a Text or Image Element within the Table, the content will be visible in the Table. You can drag-and-drop content from one Text or Image Element in the Table to another cell or to another Table in the Template Flow.

Tables cannot be nested; that is, one Table cannot be inside another.

A common use of Tables is to recreate the Line Item Grid or a portion of the Line Item Grid by creating a Loop on a row to loop over a set of attribute values. For more information on Loops, see the topic Email Designer and Loops and Filters.

ClosedTable Properties

When a Table is selected in the Template Flow, the following properties can be modified in the Properties pane:

Property Description

Rows

The number of rows in the Table. The default is 1.

Columns

The number of columns in the Table. The default is 1.

Background Color

The background color of all cells within the Table.

Applies to every cell in the Table.

Borders

The color and width (in pixels) of borders within the Table.

Padding

The space between the borders of the cells within the Table and the Elements within the cells.

Click the Condition button ( ) in the Dynamic Content Bar to add a Condition to the Table. For more information, see the Email Designer and Conditions topic.

    Any changes made at the Table level will also apply to sub-Elements, like Cell, Column, Row, Background Color, and Border selection.

ClosedColumn Properties


When a Column is selected in the Template Flow, the following properties can be modified in the Properties pane:

Property Description

Width

The width of the Table column, in inches, millimeters, centimeters, and pixels.

All columns in a Table must use the same units for width. Changes to the width unit for a single column will apply to all columns in the same Table.

Background Color

The background color of all cells within the column.

Applies to every cell in the column.

Borders

The color and width (in pixels) of the column’s borders.

Adjacent borders on the same level will overwrite each other. For example, if you edit the border of column A, it will change the left border of column B, because they are the same.

Padding

The space between the borders of the cells within the column and the Elements within the cells.

Click the Condition button ( ) in the Dynamic Content Bar to add a Condition to the Column. For more information, see the Email Designer and Conditions topic.

    Any changes will also apply to sub-Elements (for example, Cell Background, Color/Border selection, intersecting Row Background Color, Border selections for Cells in that Column).

ClosedRow Properties


When a row is selected in the Template Flow, the following properties can be modified in the Properties pane:

Property Description

Background Color

The background color of all cells within the row.

Applies to every cell in the row.

Borders

The color and width (in pixels) of the row’s borders.

Adjacent borders on the same level will overwrite each other. For example, if you edit the bottom border of row 1, it will change the top border of row 2, because they are the same.

Padding

The space between the borders of the cells within the row and the Elements within the cells.

Click the Condition button ( ) in the Dynamic Content Bar to add a Condition to the Row. For more information, see the Email Designer and Conditions topic.

If desired, click to add Table Row Looping. For more information, see the topic Email Designer and Loops and Filters.

Any changes will also apply to sub-Elements (for example, Cell Background, Color/Border selection, intersecting Column Background Color, Border selections for Cells in that Row).

ClosedCell Properties

When a cell is selected in the Template Flow, the following properties can be modified in the Properties pane:

Property Description

Background Color

The background color of the cell.

Borders

The color and width (in pixels) of the cell’s borders.

Adjacent borders on the same level will overwrite each other.

Padding

The space between the borders of the cell and the Elements within the cell.

The Background Color, Borders, and Padding properties that were defined most recently will take precedence over other Background Color, Borders, and Padding settings to the Table, a row, a column, or a cell that overlap with the Table, row, column, or cell that is being modified.

Working with Cells

ClosedMerging Cells

When a cell is selected in the Template Flow, the Merge Cell button ( ) will appear in the Dynamic Content Bar. Clicking the Merge Cell button will bring up the Merge Cell overlay.

Click the cell(s) to merge with the selected cell. Cells that will be merged will be light-blue and have a merge cell icon on them.

Click Merge to merge the cells.

When merging cells, only the upper-leftmost cell’s content will be retained in the merged cell. All Elements in the other cells that are merged will be deleted.

A row that contains a merged cell cannot have a Loop or a Condition applied to it.

A column that contains a merged cell cannot have a Condition applied to it.

Merged cells must form a rectangle. For example, two cells in row one cannot merge with one cell in row two.

ClosedSplitting Merged Cells

When a cell that has been merged is selected in the Template Flow, the Split Cell button () will appear in the Dynamic Content Bar. Clicking the Split Cell button will split the selected cells that were previously merged.

NOTES

RELATED TOPICS

Related Topics Link IconSee Also