Introduction

LoftyWorks offers two (2) ways to create email templates, our classic, text-based email editor, and our rich-text drag-and-drop email editor. This article shows you in detail how to create a stunning email template using the drag-and-drop email editor.

Summary

• Step-by-Step Instructions
• Content Blocks
• Layout
• Preview

Step-by-Step Instructions

Find your email settings by navigating to Settings > Communication > Email or Marketing > Email. Next, select the Folder the email template belongs in or create a new folder.

Click + Add Template and select Drag-and-Drop Email Editor.

The drag-and-drop email editor offers several blocks to fully customise your email templates with text, images, buttons, and more! Each block is outlined below. A tutorial is available to watch in the editor.

Content Blocks

Text

Drag the Text block to the editing panel to add text to the email template.

There are a few tools to adjust the text. You can change the font and text format, highlight, add a clickable link to the text, and insert system variables. The right-side panel allows you to customise the text attributes. We support format brush to copy format and support eraser to erase all effects that are applied to the text.
The email editor also supports emoji.

Image

Drag the Image block to the editing panel to insert a single image into the email template.

Upload the image in the right side panel. If you want the image to be an agent's photo, toggle on the Mark this picture as agent photo setting in the right side panel. This will automatically make the image of the agent's headshot that they uploaded to their LoftyWorks profile.

Button

Drag the Button block to the editing panel to insert a clickable button that will redirect to the URL provided in the right side panel.

The button text can be customised in the right side panel and you have the option to open the URL in a new tab or redirect from the email itself. 

Social

Drag the Social block to the editing panel to insert links to your integrated social media accounts.

Update the layout and design style in the right side panel. The social media icons and redirect URLs can also be edited.

Divider

Drag the Divider block to add a dividing line between blocks.

Spacer

Drag the Spacer block to add a space between blocks.

Table

Drag the Table block to add a table to the email body.

Property

Drag the Property block to insert a property card into the email body.

You can edit the font, layout, and background colour of the Property Card. 

Attachment

When saving the template, you can add attachment files to a template. The attachment file will be automatically inserted into the email when using this template. 

Video

The Video block allows you to embed a YouTube video in the email. At this time, we only support YouTube URLs.

Layout

Your email template can have up to three (3) columns. Drag and drop the content blocks outlined above to customise the email layout.

Template

The Drag & Drop email editor supports the following template options: 

• Property Template
• Agent Template
• Graph Template

Preview

Click the Computer or Phone icons to view the email template as it will look on desktop or mobile. Navigate back to the editor to make any edits to the template.

Save the template to add the subject line for the email, a name to find the template quickly, and a folder to keep your email template organised!

Questions?

If you have any questions about this topic or anything else, please get in touch with our Support Team. You can email us at <Support@LoftyWorks.com> or call us on +44 330 321 3500.