Knowledge Base

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Using the drag-and-drop editor
Templates

Campaigns: drag-and-drop editor

BF
Breandan Flood, November 3, 2022
Note: Campaigns by Pipedrive is available as a paid add-on.

Pipedrive's drag-and-drop editor is an easy-to-use tool to help you create attention-grabbing designs and engaging content for your contacts. This can be used to create email campaigns, newsletters, or templates for future use.


Using the drag-and-drop editor

To begin, go to Campaigns > Email campaigns and select "+ Campaign".

+ Campaign

To start using the drag-and-drop editor, click on the "Design your email" option under Content. You will then be able to choose whether you would like to design your email campaign from blank, or you can choose one of our existing email campaign layouts to edit.

D&D Editor

You will then be brought to the Content editor page where you have three tabs to design your campaign – Content, Rows and Settings.

Rows

Rows allow you to create the layout of your email. By default, you will have one row added at the top of your email, which you can drag content blocks to, or delete by clicking on the row and selecting the trash can icon.

Trash can

By clicking on a row, you will open the Row properties in the sidebar on the right-hand side of the page where you can choose your row settings, such as adding a border, background color/image and padding.

row gif

Once you have dragged your rows into your campaign and decided on your layout, you can start dragging content blocks into your rows.

Row drag

You can use already pre-designed rows if you select "Default" from the rows dropdown.

Default rows

Content

Content blocks allow you to add types of content to your layout. The content block options available are:

  • Title
  • Text
  • Image
  • Button
  • Divider
  • Social
  • HTML
  • Video
  • Icons
  • Menu

When you have added different content blocks to the rows in your campaign, you can click on the block to edit the different content properties for that block type. Clicking on a text block will show a toolbar allowing you to edit your text.

content properties

For example, you can add person and organization merge tags to your text blocks:

Note: You can add merge tags when first creating your campaign, or when editing the campaign later on.

As you are designing your campaign, you can check what the finished product will look like by clicking the "Preview" option.

preview

Settings

In the settings tab, you can set more general email design settings like how wide the design area is going to be, choosing your background color, your default font, etc.

Settings

Templates

When you have created a design that fits your branding guidelines or that you know you will use again, you can save it and re-use it afterward for other campaigns making any edits you wish by saving it as a template.

To build a template, click on Campaigns > Templates and select "+ Template" to begin using the drag-and-drop editor.

+ Template

You can build templates as preparation before creating campaigns, allowing you to create a library of campaign templates for future use.


Unsubscribe footer

Note: The unsubscribe footer is mandatory and cannot be removed.

In the drag-and-drop editor, you will see an unsubscribe footer attached at the bottom of your campaign design. This is mandatory and is not possible to remove as it is necessary for GDPR compliance and also ensures a strong email delivery reputation.

Unsubscribe footer

The unsubscribe footer contains merge tags, which will add your company information inside it automatically when you are sending out your email campaign.

We provide you with a default unsubscribe text but, if you want to change it, you are able to edit it. Click on the footer to open the editor. You will see the Text and the Link text fields and the Preview text section.

Click the green button to save the changes and now your template is ready to go.

Note: The link to unsubscribe is generated automatically and cannot be edited.
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