An HTML email editor is built directly into Campaigns v2. It will let you create fully custom-coded email templates without leaving the campaign builder. If you've been using Campaigns V1 to create HTML emails Campaigns V2 is the new home for that work.

What's New

The HTML editor is now available as a dedicated page within the Campaigns v2 editor. This replaces the previous Campaigns V1 workflow and brings HTML email authoring into the same experience as the rest of your campaign creation. You'll find everything you need to draft, edit, and preview your HTML campaigns in one place.

Getting Started with the HTML Editor

1. Navigate to Campaigns from the main menu and open or create a campaign in Campaigns v2.
   
2. In the campaign editor, select HTML as your email type. This will open the HTML editor page.
   
3. You'll see a split view: a code panel on the left for writing or pasting your HTML, and a live preview on the right. The preview updates as you edit.
4. Write your HTML directly in the code panel, or paste in an existing template. Standard HTML and inline CSS are supported.
5. To add personalization variables, use the same merge tag syntax available in the drag-and-drop editor. For example: {{first_name fallback="there"}}. See How to Create and Use Custom Variables in Beamery Campaigns for full details on variables and fallbacks.

6. When you're happy with your template, click Save to store it against the campaign. Your HTML is saved as a draft until you're ready to launch.

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Previewing and Testing Your HTML Email

We recommend sending a test before launching any HTML campaign, especially if you're working with a new or migrated template.

1. Click Send test in the top right of the editor to send a preview to your own email address.
2. Check rendering across the email clients your candidates are most likely to use. The live preview in the editor is a guide, but actual rendering can vary by client.
3. If you're using variables, the test email will populate fallback values or pull from the first name in your filtered list, so you can see how it'll look for recipients without data populated.

Migrating Existing HTML Templates

To migrate your existing HTML email templates, you'll need to copy your templates into the new editor.

To do that:

1. Open your existing HTML template from wherever it's currently stored.
2. Copy the full HTML and paste it into the code panel in the new editor.
3. Send a test email to confirm it's rendering as expected before using it in a live campaign.

This is a one-time step per template. Once a template is saved in the new editor, it's ready to use in any future campaign.

Tips

• Keep your HTML clean. Inline CSS is your safest option for consistent rendering across email clients. Avoid external stylesheets.
• Test early. Don't wait until you're ready to launch to send a test. Catch rendering issues while you've still got time to fix them.
• Variables work the same way. All standard and custom merge tags from the drag-and-drop editor are available in HTML campaigns. Your existing variable setup doesn't need to change.

Need Help?

If you run into issues with the HTML editor, contact your CSM or reach out to Beamery Support.