Email studio overview

Blueshift’s email templates help you engage users with personalized messages throughout the customer lifecycle. With Blueshift’s intuitive creative studio, you can:

• Build templates quickly using the drag-and-drop editor or HTML. Choose from a library of ready-to-use templates.
• Upload a pre-built HTML template and assets as a .zip file.
• Personalize templates with branding, images, layouts, and color schemes.
• Use Liquid templating to create dynamic, personalized content. Learn more about Personalization using Liquid.
• Add recommendation algorithms to suggest personalized products. Use predictive scores and affinities to tailor recommendations.
• Integrate external data sources into templates. Learn more about External Fetch.
• Use shared assets to manage reusable components like headers and footers across multiple templates. Learn more about Shared Assets.
• Clone email templates to create different versions effortlessly.

If you manage multiple accounts, you can copy templates across accounts. Learn more about Copying templates or assets to another account.

Templates vs. Recipes

As the name suggests, a template is the email content that will be sent to your customers. It includes your design combined with static and dynamic content.

A recipe, on the other hand, is a master design from which you can choose to create your email template.

Blueshift provides access to a library of over 1,500 professionally designed email recipes to help you get started. You can also create and manage custom recipes tailored to your organization's needs.

View email templates

You can view all your email templates by going to Templates > Email from the left side panel.

Create a new email template

To create a new email template, go to Templates > Email > Templates (tab) and click +TEMPLATE.

• Select Visual Editor to use the drag-and-drop design studio to create your email template.
• Select HTML Editor to create an HTML email template.
• Select File Upload to upload an HTML file and associated creatives as a .zip file to create an HTML template.

Create a new recipe

Whether using our Visual Editor or writing HTML using our HTML Editor, you can select a recipe and modify it to suit your requirements. You can also create a template from scratch using a blank recipe.

To create a new email template, go to Templates > Email > Recipes (tab) and click +RECIPE.

• Select Visual Editor to use the drag-and-drop design studio to create a new visual editor template recipe.
• Select HTML Editor to create an HTML template recipe.

Convert an existing email template to a recipe

To convert an existing HTML or Visual Editor email template into a recipe, follow the below steps:

• Go to Templates > Email > Templates (tab).
• Click Create Recipe on the three dots menu of a template in the templates grid.

• Rename the recipe if need be and click Create.

Creative Studio for email

The Email Studio is where you can find all the information for your email template.

You can view the following information from all the tabs:

• Email template name
• Template version and author of that version
• Email preview for the selected user (from all the tabs except the Content tab)

You can complete the following actions from all the tabs:

• Select a preview user.
• Use template options to clone, copy, export, delete, and archive templates.

Email Studio tabs

The various studio tabs provide options to configure the template.

Properties

When you launch the template editor to create or edit an existing template, the template opens to the Properties tab. You can view and specify the following basic template properties:

• The template name
• Its organization using tags and tag folders
• The list of shared assets it uses
• Campaign behavior properties
• Preview panel

Content

The Content tab is where you will design the email template. Here, you will design the template layout and add personalizations and recommendations as required.

Depending on the template type, you can drag and drop components to create your email template (Visual Editor) or specify the HTML source code to create the email template (HTML Editor).

Data

You can add data sources from the Data tab you want to use in your content, such as recommendations, external fetch, events, and transactions.

Test send

Send a test mail to one or more email addresses.

Engagement

View a heat map showing where users are clicking on the email. For more information, see Click heat map.