• Email Template Settings
    Overview In this article, you'll learn how to work with email template settings after you've activated Email Marketing or Automated Workflow.  IN THIS ARTICLE Working with Emai...
  • Tips for using the Email Editor
    Overview Here are a few tips for using the Email Editor in AgencyBloc for both Email Marketing and Automated Workflow. IN THIS ARTICLE Maximizing the editor screen Adding a UR...
  • Using Saved Content
    Overview To help your agency manage email communications, use Saved Content to keep and reuse messages you send often. Saved Content lets you create reusable email messages in E...
  • Using Variable Data
    Overview Variable data utilizes field values on records from your AgencyBloc account. Use variable data to personalize your email content. Options are based on the workflow trig...
  • Inserting Layouts
    A layout is a pre-defined email structure to use when creating the email draft. There are 5 layouts to choose from.  Using Layouts On the toolbar within the email edit screen is...
  • Adding an Image to an Email
    An image can be added within the email draft edit. On the toolbar is an Image icon (see image below). Clicking on the icon will open a window to upload the image. You have the o...
  • Previewing & Testing your Emails
    Overview Before you send out that email, it's best practice to take a few moments to preview and test the email.This lets you double check your content and email layout. There a...