Email Designing
Creating Rule-Driven Emails Based on Business Logic : Element level
Applying Element-Level Business Logic Users can apply business logic directly to individual elements or group multiple elements together and apply the logic collectively. Grouping Elements: 1. Select the elements you want to group: 2. Hold the Shift ...
Creating Rule-Driven Emails Based on Business Logic : Block Level
Applying Block Level Element Logic: Naming the section: In the email structure, each section is regarded as a block. Therefore, prior to applying any rules to a particular section, it is essential to assign a name to that section. Hover over the ...
Adding a Creative Block to Email Templates
Creative Blocks allow designers to fully explore their creativity within Perfect Doc Studio. These blocks let you combine various design components to build visually appealing email layouts. You can enhance your communications with elements such as ...
What is a Business Logic?
Business Logic refers to the set of rules and conditions that determine how information is displayed, structured, or processed within a email. Instead of generating static, one-size-fits-all communications, business logic allows documents to adapt ...
How to Translate your Email Template into Multiple Languages
PerfectDocStudio makes it easy to translate and generate your Email Templates in multiple languages with just a click. Follow these simple steps: 1. Once your Email template design is finalized, navigate to the left-hand side menu and Click on the ...
Adding Call to Action Buttons in the Email Template
To insert a button into an email template, navigate to the left-hand menu and select "Let's Design". Then, choose the "Button/Links" option and drag and drop it onto the design area wherever it is needed. STYLING THE BUTTON Next, double-click on the ...
Reusable Sections in an Email Template
Users can easily create reusable sections within an email template by designing specific components, such as headers, and saving them in the system. These sections can then be quickly accessed and utilized in future templates. Reusable sections can ...
How to Attach Files and Edit the Subject Line in Emails
Users can set the subject of the email while creating the email template. However, if they wish to edit the subject line later, this can be done through the "Attachments & Subject" menu. 1. Navigate to the "Attachments & Subject" menu. 2. At the top, ...
Email Settings
Send Email From: This field specifies the email ID that recipients will see as the sender when they receive emails from the system. Manage Tags: Similar to the document system, the "Manage Tags" feature allows you to associate specific keywords with ...
Creating Rule-Driven Emails Based on Business Logic
Rule-driven emails are automatically generated or populated by applying predefined business rules and logic. These rules are tailored to meet the unique requirements and workflows of a business, ensuring that the generated emails conform to the ...
How to Send a Test Message?
To ensure that the email is sent correctly to the client, we can also send a test email to ourselves to verify that everything is perfect. Follow these steps: 1. In the top right corner of the page, click on the “Preview and Send” button. 2. This ...
Publishing and Approval Process in Email Templates
The system has three User roles, each with specific privileges. Administrators can solely view and manage the system configurations. Designers have the authority to create email templates and submit them for testing and approval. Publishers, on the ...
Deleting a Section in Email Templates
To delete a section from the template, hover over the desired section. A dialog box will appear on the right side, presenting two options: Settings and Delete. Click on the Delete button to remove the section. A warning message will appear, notifying ...
Rearranging Sections in Email Templates
To rearrange sections in the email, simply place your cursor on the section you want to move, then drag and drop it into the desired position. VIDEO DEMO:
Automated Copy Writing in Email Templates
Creating content is now simplified with the ability to generate various types of content effortlessly using AI. Automated copywriting is a standout feature that enables the system to automatically generate content within seconds. Simply input the ...
View List of all variables in Email Templates
To view the existing or added variables, select the "Preview and Download" option from the menu on the left. This will display the variables incorporated into the Email Template, along with an option to input data for each variable included in the ...
Organizing Email Templates into folders
Folders serve as a space where each team / user can store their Email designs in distinct folders and arrange them systematically. For creating a folder, follow these steps: 1. Navigate to the Folders option located in the left-hand side menu and ...
Adding Images to the Email Template
Upload your image to the system before adding it to your email template. 1. In the Let's Design area, drag and drop a Graphic Image block into your design. 2. Go to the Uploads section from the left-hand side menu. 3. Click on the Upload Images ...