How To Use the Email Builder – 101

Overview

The PXME Email Builder is designed to make email marketing simple, customizable, and effective. With it, you can:

• Create professional templates to maintain consistent branding

• Build email campaigns to send targeted messages

• Customize content with drag-and-drop elements or HTML

• Optimize for mobile and desktop layouts

• Track performance through integrated analytics

This guide will walk you through the Email Builder step by step, from creating templates to launching full campaigns.

Navigating the Email Builder

Find it under Marketing > Emails. The builder has two main areas:

• Email Campaigns – where you configure and send emails.

• Templates – where you design reusable structures and branding.

Key Differences:

• Templates → reusable layouts and branding (no attachments).

• Campaigns → actual emails sent to contacts (attachments supported).

Creating Email Templates

How to Start

• Click + New in Templates.

• Choose:

  • Template Library (pre-designed options)

  • Campaign Reuse (repurpose a past campaign)

  • Blank Template (start from scratch with drag-and-drop, HTML, or plain text editor)

Design Options

• Drag-and-drop layout building

• Insert images, buttons, dividers, social icons, and custom blocks

• Control typography, colors, and spacing

• Use Saved Items for reusable content blocks

Element Management

On the left panel, you’ll see 5 core tools:

1. Add Elements – Text, images, buttons, dividers, logos, etc.

2. Manage Elements – Overview of all sections and columns.

3. Appearance – Global styling, CSS, and mobile formatting.

4. A/B Testing – Up to 6 subject lines or content variations.

5. Saved Items – Drag in pre-saved blocks for speed.

Adding and Editing Elements

• Drag layouts (1-column, 2-column, image + text, etc.)

• Use the inline editor to format text, insert links, or add custom values (e.g., {{contact.name}}).

• Control padding (default: Top 12 / Bottom 12 / Left 24 / Right 24, but fully customizable).

• Add trigger links or hyperlinks for engagement.

Mobile Optimization

• Enable/disable column stacking on mobile.

• Adjust image alignment and full-width scaling.

• Customize layouts separately for desktop vs. mobile.

• Always preview in both desktop and mobile views.

Visibility Controls

• Hide or show sections/elements by device type.

• Manage visibility via device icons or the Visibility tab.

Saving and Preview

• Save multiple versions of templates.

• Preview across desktop, mobile, and inbox views.

• Access version history and restore older designs.

• Attachments (campaigns only) – up to 10MB, supported formats include PDF, DOCX, XLS, MP4, JPG, PNG, ZIP.

Creating Email Campaigns

1. Go to Marketing > Emails > Campaigns.

2. Click Create Campaign.

3. Select a template (or start fresh).

4. Customize content and finalize design.

5. Configure sending options:

   • Send immediately

   • Schedule for later

   • Batch send to large audiences

   • Send to smart lists or filtered contact groups

Editing Options Before Send

• Test Email

• Preview Template

• Save Version History

• Add File Attachments

Automations Integration

• Insert campaign emails directly into workflows.

• Templates used in workflows auto-update when edited → ensuring brand consistency.

FAQs

How can I test what works best?
Use A/B testing to compare up to 6 subject lines or content blocks.

What mobile optimization features exist?
One-column stacking control, full-width image alignment, and separate desktop vs. mobile layouts.

Can I reuse campaigns?
Yes. Clone them for future sends with new content.

Can I add attachments?
Yes, in campaigns only (max 10MB per email).