Using the Prefinery Email Editor
Tip: We highly recommend that you should update and personalize your email messages to match your unique brand and voice.
To start editing an existing/pre-made email message, head over to 3. Emails > Messages and click on the dropdown menu of the email message you want to Edit.
If you'd rather create a new email message, click on the Add a Message button in the top-right corner to start one from scratch, or Clone an existing email message.
Prefinery provides two options for editing your email messages -- an easy visual editor and a HTML editor for you developers that want complete control over the HTML of your email messages.
WYSIWYG Editor
Prefinery provides an easy to use WYSIWYG editor to help you create an amazing email messages.
This editor will auto-save your changes, every 20 seconds. Or, if you need to leave the page, just click the Save button.
Advanced HTML Editor
Alternatively, you can choose to use our HTML editor for full control over your style of your email message. For example, if your custom email design consists of complex nested tables, then the HTML editor would be a good choice.
Switching Editors
You can change the editor used by each email message at any time by following these instructions:
From your project dashboard, go to Emails > Messages, find the email message you want to edit then click on its Options menu (vertical triple dots icon) and select Edit.
Click on the Settings tab.
Scroll down the page to find the Editor dropdown and select the editor of your choice. Save your changes when done if it hasn't auto-saved yet.
