Email Designer Video Tutorials

Who is this for? Staff and communications users who build and send email newsletters with the Email Designer. This is a curated set of short, focused training videos that walk you through the Email Designer from the basics through advanced tools. 

Note: The Email Designer is included with the Marketing Automation module. In the v2 navigation, the Email Designer is reached from Marketing & Communication, Communication section, click Email Designer.

Module 1: Working with Email Designer

Get oriented with the Email Designer: view existing templates, create your first template, and set up the template body. (Est. Time: 15 mins)

• → View Email Designer Templates
• → Create an Email Designer Template
• → Template Settings - Body

Module 2: Email Designer Standard Tools

Learn the standard building blocks for laying out and styling your email. (Est. Time: 25 mins)

• → Columns Tool
• → Text Tool
• → Add Merge Fields to Text
• → Image Tool
• → Social Icon Tool
• → Video Tool
• → HTML Tool
• → Divider Tool
• → Button Tool

Module 3: Email Designer Custom Tools

Pull dynamic association content directly into your newsletter with the custom tools. (Est. Time: 20 mins)

• → Add a List of New Members
• → Add a List of Upcoming Events
• → Add a List of Web Content
• → Add a List of Info Hub Forum Topics

Module 4: Sending Your Email Designer Newsletter

Preview, test, and send your finished newsletter — now or on a schedule. (Est. Time: 15 mins)

• → View a Preview
• → Email a Preview
• → Send Immediately
• → Schedule to be Sent Later

Module 5: Advanced / Related Topics

Continue building your communications skills with related training. (Est. Time: 20 mins)

• → Communications Training Videos

Certification Goal: Email Designer Proficiency

By completing these modules, you will be able to build, personalize, and send a polished Email Designer newsletter end to end — from creating a template to scheduling the send.