How to Use the Email Builder for Email Templates

Overview

Email templates in PXME are preset layouts you design once and reuse as the foundation for future campaigns. Templates keep your branding consistent by including logos, fonts, colors, and placeholders for content, while giving you the flexibility to personalize each campaign when it’s time to send.

Key things to know:

• A template is not the final email—it’s the structure.

• The email campaign is the actual message that gets delivered.

• Templates should stay general with placeholder text, while campaigns add the unique, event- or promotion-specific content.

This guide will show you how to create, edit, and test templates inside PXME’s Email Builder.

Navigating to Templates

1. Go to Marketing on the left navigation bar.

2. Click Emails at the top.

3. Select Templates.

4. Click + New to create a new template.

You’ll then choose one of three editor options.

Editor Options

1. Code Editor

• Build and customize emails with raw HTML.

• Ideal for advanced users who want full design control.

2. Plain Text Editor

• Simple, text-only emails.

• Best for personal-feeling messages.

• Supports:

  • Basic formatting (font size, bold, italics, headers)

  • Links and images

  • Alignment, spacing, bullet/numbered lists

  • Custom values & trigger links

  • Previews across desktop, tablet, and mobile

  • Subject line and sender details

  • Test sends before saving

3. Design Editor (Most Common)

• Drag-and-drop builder for branded layouts.

• Recommended for visually appealing, marketing-style emails.

Part 1: Starting a Blank Template in the Design Editor

1. Navigate to Marketing > Emails > Templates.

2. Click + New > Blank Template.

3. Choose Design Editor.

4. Drag and drop layouts, then add elements like text, images, buttons, and dividers.

5. Use Content AI to generate draft copy if desired.

6. Click the three-dots menu to adjust settings, preview, or send a test email.

7. Save your template.

Part 2: Understanding the Builder

Elements

Available from the left panel:

• Basic: Text, Image, Button, Logo, Divider, Social Icons, Footer

• Advanced: Code, Video, Shopping Cart, RSS, FAQ, Products, Image Slider, Countdown Timer, Preview URL

Pro Tip: With the Products element, you can insert a product and customize its redirect link.

Layouts

• Add rows with one or multiple columns.

• Drag layouts first, then place elements inside.

• Adjust margins and spacing in layout settings.

Appearance

• Customize background colors, body colors, and images.

• Adjust button styles and dividers.

• Add custom CSS.

• Control heading tags (H1–H4).

• Optimize formatting for mobile.

Inline Editor (for Text Elements)

• Heading levels (H1–H5, Paragraph).

• Font options (~18 available, with Google Fonts coming soon).

• Font sizes (8px–96px).

• Text styling: bold, italic, underline, strikethrough, highlights.

• Alignment, bullet points, line spacing, and padding.

• Insert hyperlinks, trigger links, or custom values.

• Use Content AI for quick draft text.

Default Padding Settings:

• Top: 12

• Bottom: 12

• Left: 24

• Right: 24

Part 3: Building Your Template

• Templates start with a “Start from scratch” text block. Replace or delete it.

• Add layouts first (rows/columns), then drag elements inside them.

• Each element has unique settings you can adjust.

• Save, preview, and test your template at any stage.

Error Handling

Custom Value Error Warnings

• If there’s a formatting issue in custom values, a warning banner appears.

• Click the banner to jump directly to the error and correct it.

Pro Tips

• Consistency: Keep logos, fonts, and colors uniform across all templates.

• Testing: Always send a test email to yourself before using a template in a campaign.

• Content AI: Use PXME’s AI content assistant to draft copy quickly.

FAQs

Q: How do I choose the right editor?

• Code Editor → Advanced users who want HTML control.

• Plain Text Editor → Simple, personal-feeling emails.

• Design Editor → Best for most users; drag-and-drop branded designs.

Q: Can I use custom values in templates?
Yes, but only as placeholders. Add campaign-specific personalization when creating the campaign.

Q: How do I preview my template?
Click the three-dots menu in the top-right and select Preview.

Q: Can I edit pre-made templates?
Yes. Open them in the Design Editor, adjust, and then save as a new template or overwrite the original.

Q: How do I make emails feel more personal?
Use the Plain Text Editor, keep formatting minimal, and avoid excessive images or blocks.