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Choosing an Email Editor

The first time the Template tab of an email template is opened, Outreach asks which editor to build the body with:

  • Design editor: a block based editor for building emails visually without writing code
  • Code editor: a full HTML editor with syntax highlighting and a live preview

Both produce email content and both support variables, preview, sender settings and attachments. The difference is in how the body is built.

Comparing the Editors

FeatureDesign editorCode editor
Building approachAdd and arrange content blocks visuallyWrite and edit raw HTML
HTML knowledge requiredNoYes
Layout controlBlock level (padding, alignment, colours)Full control over HTML and CSS
Adding imagesImage block with upload or URLToolbar button inserts an <img> tag
Adding variablesClick into a text field and insert from the variable menuToolbar button inserts a variable tag into the HTML
Adding an unsubscribe linkDedicated unsubscribe blockToolbar button inserts an <a> tag with the unsubscribe variable
Best forQuick, structured layouts without codeCustom HTML, existing templates, advanced styling

When to Choose the Design Editor

  • The email needs to be built quickly from pre-built content blocks
  • A visual, point and click interface suits the person building it better than writing HTML
  • Granular control over the markup is not needed

See the Design Editor Guide for a full walkthrough.

When to Choose the Code Editor

  • There are existing HTML email templates to work from
  • The email needs precise control over structure, CSS and responsive behaviour
  • Custom styling or advanced layout patterns are involved

See the Code Editor Guide for a full walkthrough.

Switching Editors

Switch Editor sits in the three dot menu of the template overlay. Selecting it opens a confirmation that sets out what survives the change:

  • Kept: attachments, subject line and sender information
  • Cleared: the email body content

The confirmation also offers to export the current template first, so there is a copy to import back if the switch turns out to be a mistake. Confirm and the editor changes with an empty body. Cancel and nothing changes.

warning

Switching editors clears the email body. Export the template first if the content is worth keeping. See Importing and Exporting Templates.

When building a template inside a campaign, the same menu also offers Use a Saved Template, which replaces what is being built with a template from the library. See Adding a Template.