 over how to use the email content designer and where to find the classic so basically once you log into your Dynamics Pro under the action center right here if you go down you'll see email templates once you get into email templates you'll have all of your all of your current email templates you can sort by folders if they're in folders over here if you need to put something in a folder you just go down to that particular email template click on the folder and then you can either put it in a folder or create a new folder all right so if you're wanting to build one from scratch you just go to this add email template area right here you click on it and then it says start by selecting a sample below so here's all of your samples that are in here and also some other ones so there's a mixture of you know the classic and then here's the newer content designer that we have in here for you so this one you could tell was the classic and then this is the new one so it's under video one and then video email template number one is the classic there's maybe labeled a little bit different but you can tell the difference on them so this is the advanced editor if you're wanting to build one from scratch let's just say that you see an email template that some company sends you and you want to build one from scratch you can do it right from there or you don't do the basic editor I like to call it the classic let me go ahead and show you the basic editor that's gonna look the most familiar it's the easiest one so if you click on basic editor the name right here is the name of the template so whenever you are in your template area this is the template name so this is only what you see and then there'll be an email subject line right here okay so let's go ahead and go back to add email template and I'm gonna go back over to the basic editor I just wanted to show you where that was so the name of the template I'll just call this test template and then the subject line is whenever this is what the prospect will see so it could be first time home buyer class this weekend so when they get this email in their inbox this will show up in their in their inbox all right so then what you want to do is you want to be able to insert the header that's in your that's in your email template area so again I'm going to actually just apply this just to save it but I'm gonna go back to show you what I'm talking about so the first thing let me show you how to actually insert the header in there and then I'll kind of go over that so you go to this merge fields right here and you click on it and then you go down to special fields and then you go down to header template and you insert the header template code okay so it always start with percentage percentage and I don't end in percentage percentage and it's the header that it's gonna automatically insert and then if you want to automatically insert their first name you just click on this merge field go to contact fields and insert their first name okay now the reason why you do this is because if you're gonna send a mass email out to let's just say a hundred of your past clients if you put this and then you send it out all in a one one click of an email like you send it out in a mass email then what happens is whatever whatever their first name is it's gonna automatically insert this in so you're gonna send it out the John Mary Joe so then it'll automatically insert insert John in there and then the email that goes to Mary will automatically insert Mary it's gonna automatically put the header in there with these merge codes okay so then the body of the email goes here and then you're gonna end with your footer which is your email signature so again you just go to merge fields go down to special fields and go to footer okay so we're gonna click on apply now apply just keeps you in here so you keep on editing alright so now I want to show you this header and this footer what I'm talking about so if I click save to get out okay then it takes when I click apply it keeps me in there so I keep on editing but it saves it if I click save it's gonna take me back out of there that saying hey I'm done with it okay so you see my most recent ones right here and then there's the test template or I could find it by alphabetical order so if I go down to test template here it is right here so so that's how you find it next remember how I said it had the percentage percentage header percentage percentage if you click on the header it's gonna automatically insert this image right here it says whenever we see percentage percentage header percentage percentage in your email templates will replace it with the content below now it doesn't matter if it's lower case or anything it's fine if it has a capital H it's it'll still it'll still insert it in there footer if I go to footer it says whenever we see percentage percentage footer in your email templates will replace it with the content below so that will go ahead and replace it with this information so again let's go back and instead of scrolling down I'm gonna go to this recent area right here and click on test template so basically what it said is whenever it sees that header merge field it's gonna insert the header and then whenever it sees the footer it's gonna do the footer so let's go ahead and take a look at what this email looks like if we were gonna send it out to someone so if I click on home and let me just go to Charles Adams and then I go to click this drop down up at the top so now I'm in the contact card of the person so I'm gonna click on actions I'm gonna click send email and then right here this is where you find all the email templates in that area that we were just in so if you click on this drop down and then what I'm gonna do is I'm gonna send this test template that I just made now watch what happens when it says percentage percentage header percentage and then the first name and then the footer area it won't have that percentage anymore so we'll click on test template and then it automatically inserted this remember whenever it says percentage percentage header percentage it's gonna automatically put this header in there remember the first name merge field it automatically put Charles in there and then in the footer merge field it automatically inserted my footer in there alright so let's go ahead and go back home excuse me let's go to email templates and now let's go ahead and create let's go ahead and use one of our our let's go ahead and use one of our sample ones okay so you can tell these ones are really wide you tell these are the classic okay now you'll see that these one has a little bit of padding right here so it's a little bit skinnier so you can tell that these are the newer ones and plus they're really really fancy so what I would do is you could use any of these but I would stick with the simple one at the very beginning they have a really cool open house in there where you could just change out photos and stuff like that so let's find there is a simple logo and text this is what I would recommend starting out with until you get used to the the new content designer so if I click a simple logo and text right here it's gonna open up this and it's gonna say name this new email template so I will call it test template number two alright and then you could actually put it into a folder so I'm just gonna put create and start editing I'm not gonna put it into a folder right now so I'm gonna click create and start editing so now it's gonna open up this brand new content designer so this is a little bit more fancier and you have way way more control of what you want to do but it's not as easy as that other one that other one's very very easy okay so right here you could insert a logo your company logo your header whatever you want to do so if I click on this you'll notice over here on the right-hand side it brought up some options so again watch over here and then this area is gonna come up so whatever area you click on it's gonna bring up a menu over here so I click on it and it brings up a menu and so now it's telling me I could adjust the width and you kind of just go in here and play around with it full width on mobile which means that on a mobile it'll just go full width so we'll go to the hundred percent width okay so you however however you're liking on here you can align it left or right or centered up I kind of like it to to the left a little bit but you do however you want then you could change the image because you of course don't want this logo image up here so if I click on change image then I could either upload import or search free photos so if I want to upload something from my computer if I click on upload and let's just say let me go to my Google Drive and let me go into logos and let's just say I want to put in system dynamics up at the top or maybe I'm designed Brian Bailey's here's his LinkedIn header that he has so if I click on it then you'll notice it says upload in progress and then all I gotta do is click on insert and now I'll put the header up there and you can put anything that you want there for the top okay all right so next next there's a divider right here so if I don't want this divider I just click on it and then I click this trash can but I liked a little divider right there if then I click on this area now this is a text module right here so this is where you put the body of the email so let's just say that you want to insert the merge tags on here so it's called merge tags on this one but you click on it and then you can insert the contacts first name last name just like we did on the last one so I'm gonna go ahead and insert the first name right here and then I'm gonna backspace and put a comma right there so it'll say if I send it to Nathan it'll say Nathan and then the body of the email and then down here you could have your social media so if let's just say that I go to Facebook and so I go to my Facebook business page right here and so what I could do is I go up here to the top and then I can copy my Facebook URL right here and then I can copy so I could right click copy the link so this is the link to go to my business Facebook page all right so if I want to go to Facebook I just all I do is if I want to work on a particular area you can tell that it's boxed out right here so this is the social media I click on it and then what I do is I go over here to the right because remember these options came up now almost as soon as I click on this area this options will come up and it says right here where when someone clicks on this Facebook icon where do you want it to redirect them to and I want to paste in my business page okay so up here is where you could save changes so if I click save changes then it's gonna save my header area this okay and then let's just say that I want to add my email signature and at the bottom if I all I'd have to do is I could go up here to rows because you'll notice that this is a row goes left to right this is a row goes left to right it's just really tall but it's a row and then this is a row and so if I want to add another row I just click on rows up here and then you could add one row with one column you can do one row with two columns and then this is just saying the first column is what is that like a sixth maybe that's yeah so like there's a third two thirds half half two thirds one third so you can select what you want to have so if you want to just put your footer down there I could just click and drag this down and then you got to wait till this little drag it here comes up and then once it shows up there you just release and then there it is right there all right oops my uh alright there we go so now it says no content here drag new from content panel so if I go up here to the content panel and click content I want to add text because I want to be able to put that percentage percentage footer percentage percentage in all I got to do is click and drag it to the area that I want it so I'm gonna drag it here into that blue line if you if you don't see that blue line you got to kind of move it around a little bit and then it'll show up there and then you release says I'm a new textbook ready for your content so if you click on it now you can delete that out of there so just hit the delete and then you put your merge tag in there and then you just say actually you know what it is is percentage percentage footer percentage percentage and now put your footer in there you click save change there you go and that's that's a little bit easier of a well that's a little bit more advanced than the basic if this seems a little too hard for you just stick with the basic so I'm gonna click on save okay so if like I said if that seems a little too complicated for you again stick with the basic editor all right if the next one kind of the intermediate would be just pick one of these and then you go in there and click on whatever area and then switch it out and then there's one you could do from scratch so if I go to advanced editor this one's a lot more so I'll go test template advanced again if you if you if this got a little complicated on that last one you go ahead and probably stop watching for right now and then if after you get the basic down and go to intermediate and then you go to this advanced editor now with this one it's just completely blank but it's super easy to add so what I'm gonna do is I'm gonna put an image right here so it says no content drag new from content panel so this is the content panel and all I'm gonna do is click and drag it until I find this drag it here I'm gonna click on now I'm gonna release and now it just says drop your file here you know your image so if I click on browse it's gonna look familiar you could either upload and put the put the header in there so I'm gonna click on insert so there's my header okay but now there's no rows behind it or down below here so now I let's just say that I want to let's go ahead and put one row in underneath of it so I'm gonna just do one row with one column remember this is two columns but so I'm gonna do one column and then I'm gonna click until it drag it there release and now I'm gonna put another text I'm gonna just put a text module right here so I'm gonna slide it over until it says drag here release and let's just say that check out this video of this beautiful right now if I want to I could highlight it and then right here I could center it up I could make I can make the sentence a lot I could do it like a 24 pixels make a little bit bigger I could change the font many things I could do on here all right so I'm gonna go ahead and click save changes just so I don't lose changes all right so next I want to let's just say I want to add a video I did a video tour of a home okay so I'm gonna go to YouTube Matt because I uploaded my video to my YouTube channel and we're gonna go to easy one two three and do a really good job with their video tours we're out here off of Howam and South Lakeland we have a full right so let's just say that you did a video of a home can see as he goes through the home he's kind of showing off the home and if I go to share and I click on share I could copy this YouTube URL right here all right so let's go ahead and I'm going to add another row which I don't know I didn't okay so I'm gonna go back to row and I'm gonna add a row one column oops notice how I clicked and I just released it but it didn't happen nothing happened it's cuz I gotta wait for that drag it here that line with the blue so I'm gonna drag it here it says no content here drag new from the content panel so if I go up to the content panel and I click on it I want to add a video so here's a video right here all right now I'm gonna release and now I could add a video URL so if I click on it says add a YouTube or Vimeo URL to automatically generate a preview of the image the image will link to the provided URL okay so all I have to do is put the video URL right here so if I go back to YouTube and I click on it and then I copy this URL right here and hit copy remember right here is underneath the video there's a share and that's where I get this link okay I could also go up to up here at the address bar and grab it there too either way all right so now I'm gonna I could either add the video URL here or because I clicked on this area it brought up this little area right here want to click add a video URL it opens this up over here and then all I gotta do is paste it in there and then you go through here you could actually add size and stuff like that if you want to okay so I'm gonna no padding so it almost creates like a border if you kind of tell but I'm just gonna do no order the plate icon icon icon type if you click on you do rounded outline you can do rectangle solid you do anything really so plate icon color I could do dark size I can make it bigger and then I'm gonna hit save changes and then if I go to rows I could add let's go ahead and do let's do these thirds real quick I'm just gonna just to do something different I'm gonna drip drag it here so I created a new row with three columns one two three so this is one column one column one column so row left to right column up and down so row one column row one column row one column row three columns okay so now I'm gonna click on content and now I could put a text module right here I could put a image module right here I could put a button right here so let's just go ahead and put just for demonstration purposes so I put a text module drag it here release I put the address here if I wanted to I put the address here maybe right here I want to put a picture of the front of the house so I might want to go to content and then I want to drag an image just drop your files here so I click browse and I click on import if I wanted to and it gives you a lot of different you go to Facebook Gmail Dropbox whatever you want to do you could also just click on upload and find something in your computer so let's just go to I'm sure I have a house picture here somewhere you go to Adobe here we go and let's just say that this is my house and upload the image and then on this one I am going to click on insert all right and then now that I have the image in there if I click on this it's gonna bring up different different options I could do so I can line left line right there's really no room for it just because it's so big of a picture and it put it in that block content I could change the image again I could even add effects on it if I want to write on the photo I could hit apply effects and more so if I want to I could draw on it I could add text so if I wanted add text and I want to put black text add text and then down here double click here so you just double click and add the address one two three anywhere street and for some reason it changed the color so I'm gonna highlight it click color and there's the black if I want to do that you could play around with it if you want and then click apply and then save and there's all kinds of things that you could do on there so we used to do this on Canva but now we have have this right inside the editor and then let's just say right here I want to add more content so I I click on this content up here and then let's just say I want to add a button so I'm gonna click and drag the button so then there's a little button so now to get this more options to come up I got to click on the button excuse me and now it says right here actions I could link this button to this URL so maybe I want to take it to maybe I want to do let's see here maybe I want to link it to the address or something or a landing page let's try whoops oh by the way there's a little down the bottom left-hand corner there's an undo right here so if you you're like I don't want to do that you click on undo and then it'll actually take things off and then if you're like oh no I wanted to have that button on there you could just hit this arrow to the redo error and it'll put it back so just keep on so that's in the bottom left-hand corner and then you actually have the revisions right here so you could actually quickly jump to you know something that you did on on the revision so alright so maybe you want to send that button to your mortgage person maybe there's an apply now button or something this could be something like we get this thing off of here now okay so to get that off there you just have to click it again alright so now I want to go back to my button and then right here you can change the color of the button so if you click on it the little box you could switch it to red drag us around make it a different colors the text color is the color of the button so it's or the text where it says button so if I want to make that purple then I make it purple I'll stick with white you can align it to the left to the right in the middle you can click inside the button and then just add apply for a mortgage by clicking here and then you can send it to maybe your mortgage brokers apply apply page and then for the last thing if I want to add a row I could again click on row and then come down to the bottom until it says drag here release and then now I want to follow or I want to end it with if I go to my text right here delete that off and hit percentage percentage footer percentage percentage now insert my footer hit save changes let's just say I don't like this white I want I want kind of like a darker color over here on the borders just that way it looks really good on mobile if I want to do that I'll go over here to the top right settings and then see where it says background color so if I click background color all I have to do is I click on this right here and I can put like a light gray on it the content area background which is this right here the columns so if I instead of transparent which is why it's showing the gray in the background if I want to just do white and it'll kind of give it a nice little give it a nice little separation so this is really good for mobile and that's it you could actually design any any email template that you want so if you see one from a company that you really really really like you could basically recreate that same exact that same exact photo one thing I did want to show you to is like right here in the image area I forgot to show this is if you go to change image you could actually search for free photos and we use search for free photos we use unsplash pexels and pixabay so these are we just put luxury home so any keyword that you want to press in there hit enter let's just do house and you could also do something like mortgage or loans so you could actually import this in there also so this is using it from like pexels or unsplash and their royalty free photos that you're allowed to use and then just click on insert like I did before and then there's that image to so that's it you say save changes after you save changes you put done editing content and then you could attach your files right there and then just click on save and then now if I go down to test template advanced editor there it is test template advanced editor and you could tell which ones are the classic because it doesn't have this little icon beside of it if you hover your mouse over this it says edit and content designer so you could very quickly just click on it and then go right to the editing from the content designer thanks for watching this video