How to use the Enhanced Email Editor in AMS+

This article explains how to use the Enhanced Email Editor to build and format emails in AMS+. The Enhanced Email Editor is used in Servicing Email Marketing. Some email features in AMS+ use a different or limited editor experience.

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 Manage Email Marketing permission.

Start building an email

You can build an email in two ways:

• From an Email Marketing campaign
• By creating an email template

Build from a campaign

If you choose to create an email from scratch in Step 6 of the Create an email campaign section in the How to create an email campaign with Servicing Email Marketing in AMS+ article, you will be prompted to build the email content.

Create or edit an email template

Go to the Email Marketing > Servicing > Template Library tab.

Select the Create New Template button or select an existing template from the library list.

In Template Details:

• Enter a unique name in the Name field.
• Select the recipient type (Individual, Policy, or Agent) in the Send To field.

In the Email Content section, begin building the email.

For more details, see the Build the email using the editor section.

Use templates in emails

You can use templates when:

• Building a Servicing Email Marketing campaign.

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.

Row types

There are four types of rows:

• Empty: A blank row you can build from scratch.
• Default: A pre-designed row with content already in place that you can edit.
• Signature Templates: A pre-built row provided by AMS+ with approved content and layouts. You can customize signature templates and save them as a saved row to reuse in future emails.
• My Saved Rows: A row you’ve saved that you can reuse in any template to quickly add sections like disclaimers, contact details, or plan highlights.

Add, copy, move, save, or delete a row

To add an empty row:

• Select "Empty" from the Rows dropdown in the right-hand panel
• Select a row
• Drag it to the desired location

To add a default row:

• Select "Default" from the Rows dropdown in the right-hand panel
• Select a row
• Drag it to the desired location

To add a signature template:

• Select "Signature Template" from the Rows dropdown in the right-hand panel
• Select a row
• Drag it to the desired location

To add a saved row:

• Select "My Saved Rows" from the Rows dropdown in the right-hand panel
• Select a row
• Drag it to the desired location

To copy a row:

• Select the row
• Select the Duplicate icon

To move a row:

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

To save a row:

• Select the row
• Select the Save icon

To delete a row:

• Select the row
• Select the Trashcan icon

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:

• Title: Use this to add a headline or section heading that stands out from the rest of your text.
• Paragraph: Use this to add regular body text for longer descriptions or details. Include Merge Tags for personalization, like Dear #IndFirstName#.
• List: Use this to show items in a bulleted or numbered format.
• 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+.
• Table: Use this to organize content into rows and columns, like for comparing information or showing structured data.
• 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.
• Menu: Use this to add a row of navigation links at the top of your email.

Add, move, or delete a content block

To add a block:

• Select a block from Content section in the right-hand panel
• Drag it to the desired location

To move a block:

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

To delete a block:

• Select the block
• Select the Trashcan icon

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.

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"

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

In the file manager, select the Folder icon in the myfiles tile.

Select the Upload File button.

Upload the file from your computer and select the Insert button.

Confirm the button URL includes the file name.

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

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.