How to use the Sales Email Editor in AMS+ – Knowledge Base | AMS+

This article explains how to use the Sales Email Editor to build and format emails in AMS+.

The Sales Email Editor is used in: Sales Mass Email and Sales Workflows.

Requirements

Email Marketing must be activated in your agency's AMS+ account.
- Only the Account Owner can activate it. Learn more.
You must be logged into AMS+ as an Agency User.
You must be assigned to a Security Group with the Sales Enablement Visible, Manage Users, and Manage Email Marketing permissions.

Create an email template

Go to My Agency Settings > Marketing Templates.: You can save time scrolling if you enter the word “template” in the search bar.
On the Email Templates page, select the Add Email Template button.: You can also import templates.
Name the template something unique (ex. New Lead #1, New Lead #2) so it’s easy for you and your team to choose the right template for the right purpose. Enter the Email Subject Line, From Name, and From Email Address.: We recommend using #AGENTNAME# for the “From Name” and #AGENTEMAIL# for the “From Email Address” to populate the assigned agent’s information into these fields. That way, if you change your name, your email address, or if you add other agents, you don’t need to edit every email template.
(Optional) Check the “This message is available for all users” box if you want to make it available to other users.: Otherwise, only you will be able to use it.
Select the Save Template button to save your changes.

After saving your template, you can start building the email body. For more details, see the Build the email using the editor section.

Build the email using the editor

The email editor is used to build and format your email using three main components:

Rows
Content blocks
Settings

After creating or selecting your email template, use the editor to build and format the content.

Use rows to structure the email layout

Rows control how content is arranged in your email.

Proper row structure affects how the email renders across devices, including desktop, tablet, and mobile.

Screenshot showing rows in the email editor

Add, move, or delete a row

To add a row:

Select a row from the right-hand panel
Drag it to the desired location

Animated image showing how to add rows from the Rows panel into an email template by dragging and dropping

To move a row:

Hover over the row until the + icon appears
Select and drag the row

Animated image showing how to move rows around in an email template by draggin and dropping

To delete a row:

Select the row
Select the Trashcan icon

Screenshot showing how to delete a row from an email template

Use content blocks to build email content

Content blocks are used to add and organize content within your email. Use the following content blocks to build your email content:

Paragraph: Use this to add regular body text for longer descriptions or details. Include Merge Tags for personalization, like Dear #IndFirstName#.
Image: Use this to insert a picture or logo (.jpg, .jpeg, or .png only) from your file manager into your email.
Button: Use this to add a clickable call-to-action, such as “Download” or “Click for Link”. Can link to a .pdf, .jpg, or .png file stored in your file manager. Can also link to files stored in a secure external cloud file storage outside of AMS+.
Divider: Use this to break up and separate sections with a solid line.
Spacer: Use this to add space between elements for better layout.
Social: Use this to link to your social media profiles.
HTML: Use this to add custom code for advanced designs.
Video: Use this to link to a YouTube or Vimeo video with a clickable preview image.
Icons: Use this to visually highlight key points or features.

Screenshot showing content blocks in the email editor

Add, move, or delete a content block

To add a block:

Select a content block from the right-hand panel
Drag it to the desired location

Animated image showing how to add content blocks from the Content panel into an email template by dragging and dropping

To move a block:

Hover over the block until the + icon appears
Select and drag the block to a new location

Animated image showing how to move content blocks within an email template by dragging and dropping

To delete a block:

Select the block
Select the Trashcan icon

Screenshot showing how to delete a content block from an email template

Attach a file using the Button content block

You can also attach files from your file manager to an email using the Button content block. You can also link to files stored in secure external cloud file storage outside of AMS+.

Supported file types from your file manager include: .pdf, .png, .jpg.

To link to files from your file manager:

In the email editor, drag the Button content block into your email.

Animated image showing how to drag and drop the BUTTON content block from the Content panel into the email template

Update the button label to clearly describe its purpose.

Example naming conventions:
- "Download Open Enrollment Flyer"
- "Click Here to View Open Enrollment Dates"
- "Download Carrier Flyer"

Animated image showing how to edit the BUTTON label

Select the Button block to open its properties, then select the “Link file” link text.

Animated image showing how to edit the BUTTON's content properties

In the file manager, select the Upload File button.

Screenshot showing how to upload files in your file manager for use in email templates

Select and upload the file from your computer.

The uploaded file will appear in your file manager.
Screenshot showing an uploaded file in your file manager

Confirm the button URL includes the file name.

Screenshot highlighting the filename of an uploaded file in the BUTTON's URL field

Continue editing as needed, then save when finished.

File attachment guidelines:

Do not attach client-specific files to an email template.
These files will be included in all emails sent using that template.
Each button can only link to one file.
To attach multiple files, upload them to a folder in a secure cloud storage account and link to the folder instead.

Configure email template settings

Use Settings to customize the appearance of your template, including:

Content area width
Content area alignment
Background color
Content area background color
Background image
Default font
Link color

Screenshot showing the email editor settings

Adjust content width and alignment

Content area width:
- Default editing width is 600px
- Increase to 900px before finalizing for optimal display across devices
Content area alignment:
- Use "left" for standard email communication
- Use "center" for newsletter-style emails

Note: If you make changes, select the Save button to avoid losing updates.

Template management

Send a test sample

Before using an email template in Sales Workflows, Mass Email campaigns, or direct emails, we recommend testing it by sending a sample to yourself and others for review. To send samples, you must be assigned to at least one Sales Record in AMS+.

Note: Samples are available for Sales Records only.

To send a sample:

Go to My Agency Settings > Marketing Templates.

Screenshot showing how to navigate to Marketing Templates in My Agency Settings

In the Email Templates list, select the Send Sample button next to the template you want to test.

If this list is empty, you will need to create one. Read this section on how to create a new email template.
Screenshot highlighting the Send Sample button next to an email Marketing Template

After selecting the Send Sample button, the screen will dim and a Send Sample Email window will appear. In this window, enter your email address in the Send Email To field.

If you have others you want to send the sample to, add their email addresses as well. To include others, separate their email addresses with commas.
For example: steve.smith@bestagency.com, jane.doe@bestagency.com, arty.reynolds@bestagency.com

Screenshot showing how to enter email addresses to send the sample to

Select the Send Sample Email button.

Check your email inbox to see the sample email.

If your email account is connected to AMS+, you can view it in your Mailbox View. Learn more. If not, open your regular email app (for example: Gmail, Outlook, Yahoo, etc.) in a new tab or window.

Read the sample email to make sure it looks and reads good.

If you need to fix anything, select the Edit button next to the template, make and save your changes, and test again until it’s just right.

How to export a template

If you created an email template that you think others might want to use, you can share it with other users via template export. A .CSV file will be generated and then can be shared with other people using AMS+’s email solution.

Go to My Agency Settings > Sales Marketing Templates.
On the Email Templates page, select the Edit button next to the template you want to export.
Select the Export button.: The template will be saved to your computer. Check your default “Downloads” folder.

Import a template

Note: Only the AMS+ template .CSV file can be imported. This will not work for other email templates from other platforms, such as MailChimp.

Go to My Agency Settings > Marketing Templates.
On the Email Templates page, select the Import Template button.
Search your computer for the template file and select it for import.: The import file must be in a CSV format.

Sample templates

After downloading a sample template, you'll need to import it into AMS+. Learn how.

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