SendGrid Email Marketing Service Tutorial: Design Creation Using Drag and Drop Wizard


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tutorialWe’re happy to continue our VidGrid tutorial series in support of the recent release of our Marketing Email Service. This series will walk you through each step of creating your email marketing campaign to make sure that you have the best experience possible.

In this video, Customer Success Rep, Matt shares how to design your newsletter using the drag and drop wizard.

Video Transcription

Today we are going to be taking a look at the design step of newsletter creation. Once you get past “setup” and “select recipients” you are on Step 3 for design which is where you actually put together the newsletter that you are going to send out.

You will see that you are provided five different options here on the left for how you can go ahead and get started.

  • HTML code: HTML codes is for experienced users or for users who are comfortable using HTML code. We are just going to take a look at the templates that are provided today and how to use those.
  • Basic templates
  • Design templates: these have color schemes already added in there.
  • My Saved Templates: these would be templates that you have already created and you want to save to use in the future. So let’s say that you send out a weekly marketing newsletter, you can save that as a template and each week you can modify it with the content that needs to go out for that week.
  • Drag and Drop Wizard: this is what we are going to focus on here today.

Drag and Drop Wizard

When you pull up the drag and drop wizard you are taken to a screen that has the basic area for where the newsletter is going to go. So, the things that are already added in here once you start are the web link so that your recipients can view that in their browser and the unsubscribe tag which is here at the bottom, so if your recipients wish they can unsubscribe. Additionally, there is a header image at the top here.

Modules that you can use are located on the left hand side. They are a:

  • heading module
  • divider module
  • image and text
  • text and image
  • image
  • image/text
  • text/image
  • text only
  • social media buttons

So, to get these modules over into your newsletter, you literally just drag and drop them from over here.

Text Module

So, I am going to put in a text one here at the top, put in an image and text underneath that, another text one underneath that, and then at the bottom let’s just put in social media buttons. So once you have the modules entered in there you can kind of use that as your roadmap for how you want your newsletter to look. And to actually start editing these, you can click on the pencil icon that shows up on the top right, so for a text one you would just click on there, write in, “this is where our text goes” so you can put in whatever text you want in there. Now, you’ll notice that you have a lot of options that you would have in your basic word processing programs, so we can change format on this, you can change the font, you can change the size, you can change the color, background color, you can bold it, italicize, so on and so forth. So those are the options that you have there.

You can also create links with the text that you have in here, so you’d highlight some of the text and click this link button and then just type in the URL where you want it to link to. There are also some advanced options in here if you want to get into those, these are not required. And same with the target, you can specify how that behaves once somebody clicks on it. Once you have your URL in there just go ahead and click “okay.” Other options that you have are under styles: you can change background color, border color, border size for that module, and there are options for buttons that you can change in here. Once you’re done with everything in there you can go ahead and click on “save” so you have some text entered in there. Yellow text on a white background is probably not going to fly very well so we will come back to that later.

Adding Images

For an image, you click on the module that has an image in it. So we are just going to add one in the header image here. You need to upload an image to be able to use it here or you can link to it using the image URL field so we are just going to go ahead and upload one that we have on here and we can create a link to the image so that if somebody clicks on it, it will send them to this link. And save.

Once you have uploaded an image into an image module like that it is available in your image library so you can use that image at any time that you want. You can just drag it from there and drop it into an image field in one of the modules that you have available, so that’s how images are uploaded and used.

Adding Social Media Buttons

Last thing on here is social media buttons. We are just going to look at these real quickly. So there are five different social media options:

  • Facebook
  • Twitter
  • YouTube
  • LinkedIn
  • RSS feeds

You will just create which one you want to use and then link it to your profile or your page. If you want to add a new one you select which one you want to add, put it in a link, and then just say add. If you want to remove one you just select or highlight that one and say remove. Go ahead and save.

Lastly, if you want to delete a module in your newsletter you just hover your mouse over that module and click the little trash can and it will ask you if you want to delete it and you’ll say delete.

Style Options

There are a few options with the style: you can change page background, body background, border size, and you also have the availability to see what this looks like in plain text version. Mine is pretty plain there so there’s not really anything that is going to be in there.

Lastly, you’d just want to enter a subject and once you’re done go ahead and click Step 4, review and schedule and you are set to schedule that to send out.

Thank you for taking the time to watch this video today!

Stay tuned for more installments from our VidGrid tutorial series here on the blog or check out the whole library here.


As SendGrid's Senior Manager of Content, Jillian is responsible for ensuring that SendGrid provides valuable thought leadership content through the blog, whitepapers, webcasts, case studies, and more. An editor and writer by trade, Jillian considers The Chicago Manual of Style one of her favorite reads.

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