How to save email template draft using the Drag and Drop Editor

This tutorial explains how to save an email template draft within the HQI.

Click the New HQi Email Campaign button under the Mail section of the HQi menu to begin creating a new email campaign.

Enter the Email Subject. This will appear as the title in your recipients’ inboxes. Select a template from the list, such as Blank Template or Annual Report design, to use as the base for your email. Choose the Email Alerts subscription groups and choose which subscriber groups should receive the email alert.

Scroll down to the Email Body section. In the Drag & Drop editor, drag Rows from the right panel onto the canvas.

Drag content blocks, such as Title, Paragraph, Image, Button, and others into your template to build your email layout. Insert your Title, Paragraphs, Images, and any other content you want to include in your email. You can also change the styling of each block using the right panel, just click the block to access the options.

Click Save to store your current email template progress without sending it.

A confirmation message will appear at the top, indicating that your campaign has been saved.

Click “View” to open the version history of your saved email.

Click Restore to revert to a previously saved version of your email template if needed.

Click Preview Email to review how your email will appear to recipients before sending.

Click Send Test Email to send a sample of your email to verify formatting and content accuracy.

Fill in all fields, then click “Send” to deliver your test email.

Click Save Draft to save your current progress on the email template. Click Send to deliver the completed email campaign to your recipients. Or click Schedule Send if you want to schedule the email to be sent at a later time.

You have successfully created and saved an email template using the HQI. Next, you can proceed to finalise and send your email campaign or customise additional settings as needed. If you need further assistance, please contact support@irmau.com. Our team is happy to help with any questions or issues you may have.