Email campaign content

Overview

In the email editor, you can easily add and arrange content by dragging and dropping images and text into your template. If you have an e-commerce data source connected, you’ll also see additional content blocks for products, recently browsed items, and order details.

Accessing campaign content

Navigate to Marketing > Campaigns, select the relevant campaign, click Edit, and then select Content.

Content options

TIP: Gmail does not support custom fonts, which can lead to the loss of button colors and images. To ensure your email design remains intact across different email clients, use more common fonts.


Preview

Quickly see how your email will appear on both desktop and mobile devices. This ensures your message looks great no matter how your recipient views it. You can also preview how your email will appear for specific contacts, including merge tags.

Example of previewing an email for a specific contact.

Send test

Send a test email to see how it looks in your email client or to specific recipients. You can also select a contact to preview how merge tags will appear.

Example of sending a test with a specific contacts merge tags.

IMPORTANT: Test emails may sometimes end up in your spam folder, especially if you're sending to and from the same email address. To avoid this, try using different email addresses or domains for testing.


Merge tags

Personalize your email by adding variables and activity attributes. Use merge tags to include personal, organization, and activity details, or apply conditional formatting to customize content for specific recipients.

Learn more about using merge tags with liquid syntax.

Example of using merge tags.

NOTE: When using an activity attribute as a merge tag, it will show the latest activity for that contact.

  • If you're editing an email in a journey or playbook, it will display the activity that triggered their entry.
  • For playbooks, you can adjust this in the playbook details under More > Activity personalization.
  • Remember, the activity must have occurred within the last 30 days to be available. For longer access, we recommend saving it in a custom field and using that as your merge tag.

Saved rows

Save rows of content as reusable components to quickly use them in new or existing email drafts. This helps you avoid recreating the same content from scratch.

Example of how to access Saved rows.

Learn more about saving rows.


Add attachments to your email

You can add file attachments in two ways:

  1. Within a text block: When inserting a link, select File manager under Link type.
  2. As a button: In the button’s Content properties, choose Action and click Link file to access the file manager.

Learn more about adding attachments to email messages.


Saving templates

If you love your email design and want to use the same layout for future emails, you can save it as a template when you exit the email creation wizard.

Learn more about saving templates.

Saving an email asset as a new template (Click on the GIF to maximize it).


HTML

The custom HTML upload feature lets you easily upload email content in HTML format, whether you have multiple emails ready or are transferring content from another platform to Ortto.

Learn more about custom HTML email upload.

NOTE: When using the HTML content block to add HTML with CSS, only inline CSS is supported. You cannot create internal (global) CSS rules in this block.