Step 2: Message Composition

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This tutorial covers the Classic, What You See Is What You Get (WYSIWYG) editor for email composition. In this step of email composition, you can change the content of the email by replacing the template text and images. You can also personalise the email by adding tags that tell Everlytic to insert your contact's personal details, like their name or address.


The HTML panel is the default screen for composing emails. You can see all the design elements of your message, type or copy & paste text into this panel, as well as upload and insert images. You can use the editor to insert or remove links to external webpages, or to locations within the email itself. External links can be used to create a 'Read More' link at the bottom of an article summary, which directs your contact to an external page. Anchor links are useful when creating an index at the beginning of a newsletter with many sections.

Message Personalisation

Personalisation options are available in the WYSIWYG toolbar, with a modal bringing up all the options you need. A standard personalisation is by contact name, such as "Dear John". Automated links such as unsubscribe, web version and social sharing links can also be inserted via the personalisation tab. Follow these steps to include personalisation in your message:

  1. Click in the email where you want to insert the personalisation field.
  2. Click the Personalisation button to open the modal.
  3. Expand the personalisation options by clicking a field name.
  4. Click Insert to add the personalisation tag to your message.



Once you've inserted the personalisation fields, you will see a field tag in your message. This tag tells the system which data it must pull from your database to populate the field.


To add an attachment to your email:

  1. Click Add Attachment on the top bar.
  2. Click Browse Computer to find and upload the file from your computer.
  3. Click Done once the file is uploaded.


Custom Footer

If you disable the standard email footer, you will have to insert the unsubscribe link manually. You can do this using personalisation tags. Insert the personalisation tag using the WYSIWYG bar.

To set your own footer, type in the required text, highlight it and use the Link button in the WYSIWYG bar. Set the Protocol to other and insert the personalisation tag from the table below.

FieldDetailsPersonalisationCode and Text
UnsubscribeSubscribers clicking on this link will automatically be updated to 'Unsubscribed' in the system.Link > Subscribe{{components.unsubscribe}} Follow this link to unsubscribe
Forward MessageSubscribers clicking on this link will be taken to a page where they can insert a friend's email address and forward the message to them. This type of forwarding will be tracked in Email reporting.Link > Forward Message{{component.forward}} Follow this link to forward this message
Complaint linkSubscribers clicking on this link will be taken to a page where they can log a complaint. The contact is then automatically switched to 'Off' in the system.Link > Complaint link{{components.complaint}} Notify us
Update ProfileSubscribers clicking on this link will be taken to a page where they can update and save their details. Details are automatically captured in the system.Link > Update Profile{{components.update_profile}} Update your profile by clicking on the link

Previewing Your Email

The email composer has built-in previewing and testing tools which are available from this step onward in the composer.

To preview your email, click the Preview button. This will open a modal and display the email with your footer included. This is a very basic preview HTML preview, and gives you an idea of what your email may look like to your readers.


For more preview options, click one of the tabs in the modal. You can choose from the following options:

  • Text: This will show a plain-text preview of your email. All styling elements are stripped out, and links are converted to plain text.
  • Compatibility: This tool analyses your email to evaluate how it will display in common email clients. A client with a red cross next to its name contains incompatibilities. If you click the email client name, you will see a list of any unsupported styles.
  • Inbox Preview: This is an advanced testing tool where we physically send your email to testing addresses set up on many common email clients. These emails are automatically evaluated for incompatibility with each client. While more thorough than the basic compatibility test, the inbox preview also takes longer to run.

If you want to send a test email, you can do so by clicking Test > Send a preview mail. Enter the email address you want the test email to go to, and click Send.


Email Testing

We also offer built-in spam score testing. To test your email's spam score, click Test > Spam score.

The system will automatically evaluate the different elements in your email that contribute to a high spam score.

For more information on spam, read our comprehensive Spam Guide.

You can also run an advanced spam test. This is more thorough than the basic evaluation, and also takes up to five minutes to complete.

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