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Editor for writing custom emails

  • 2 April 2024
  • 2 replies
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Kevin
Userlevel 1

Hi all. The knowledge base articles around implementing custom emails are pretty clear, but are thin on detail about how to create the template for these custom mails. I know that I need an html editor, but which one is best and how does that process work? Can I create the email and then save the html code to import into the custom email section of GuideCX? Can someone help me with this?

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Best answer by emaynez 2 April 2024, 19:34

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emaynez
Userlevel 7
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Updating the article now, but here’s a video in the meantime!

TL;DR

  1. Download the email template first so you can play off that
  2. Use a free HTML online editor like this one
  3. Make your customizations
  4. Save the new email template (make sure it’s a .html file)
    1. I use Text Editor (free on mac)
  5. Upload the new email template!
  6. Sit back and enjoy the new email template! (Don’t forget to conduct a few tests to ensure it’s working as expected!)
Delivering Happiness
Kevin
Userlevel 1

Great. Thanks so much for this guide. I’ll give it a try.

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