📝 Creating Professional Emails & Content with the Editor
This editor allows you to create clean, professional emails and reusable content that are sent directly to your clients or used throughout your workflow.
Think of it like a more powerful version of Gmail or Google Docs—designed specifically for structured client communication.
Note: This editor is used for emails and reusable content (like package and service descriptions). Full proposals are created separately in the proposal builder.
✨ What You Can Do with the Editor
You can use the editor to:
Create Email Templates
Welcome emails
Follow-ups
Booking confirmations
General client communication
Communicate with Clients
Share event details
Send updates
Provide next steps
Create Reusable Content for Services & Packages
Write descriptions for packages and add-ons
Highlight your offerings clearly
Present pricing and inclusions in a clean format
🧰 Understanding the Toolbar
At the top of the editor, you’ll see grouped controls. These are your main tools.
Text
Used to style your text:
Bold, italic, underline
Font size and font style
Text color and highlighting
Paragraph
Used to organize your content:
Align text (left, center, right)
Create bullet points or numbered lists
Adjust spacing and indentation
Insert
Used to add content:
Links (very common)
Images
Tables (most important for layouts)
More Options
Includes:
Undo / redo
Fullscreen editing
HTML view (advanced users only—can be ignored)
✍️ Writing and Formatting Emails
Basic Workflow
Click into the editor
Type your message
Highlight text to format it
You can then:
Make text bold for emphasis
Change color for important details
Adjust font size for headings
Best Practices
Keep paragraphs short
Use bold for key information (dates, pricing, calls to action)
Avoid too many colors or fonts
📬 Want to make sure your emails reach your clients?
Review our guide on for best practices on deliverability
🔗 Adding Links (Very Common)
You’ll often include links like:
“Schedule a tour”
“View your details”
“Complete your booking”
How to Add a Link
Highlight the text
Click Insert Link
Paste the URL
Save
🖼 Adding Images
Images help make your emails more engaging.
How to Add an Image
Click Insert Image
Upload or select an image
Resize it as needed
Align it (center works best in most cases)
Best Uses
Venue photos
Event inspiration
Branding visuals
📊 Creating Clean Layouts (The Most Important Skill)
The most powerful feature of this editor is using tables to create structured layouts.
Even though they are called “tables,” you should think of them as a layout tool—this is often referred to as a grid-style layout.
🧩 How to Create a Grid Layout
Step 1: Insert a Table
Click Insert Table
Choose a simple layout (start with 2 columns)
Insert it
Step 2: Add Content to Each Section
Each box (cell) acts like its own content area.
For example:
Left side → text
Right side → image
This allows you to create side-by-side sections, which look much more professional than stacked text.
🪄 Practical Table Examples You Can Use
These are real-world ways to use tables in emails and reusable content.
Example 1: Clean Email Section Layout
Use a 2-column layout to make your email easier to read:
About Your Event | What Happens Next |
We’re excited to help you plan your event. Below are the next steps to move forward. | • Review your details |
👉 This helps break up long emails into clear, readable sections.
Example 2: Service or Venue Highlight
Your Experience | (Image goes here) |
We provide a full-service experience including planning support, setup, and coordination—so you can focus on enjoying your event. |
|
👉 This is one of the most effective layouts for showcasing what you offer.
🛠 Editing and Adjusting Tables
Once a table is inserted, click inside it to make changes.
You Can:
Add or remove rows and columns
Adjust column widths
Merge cells for section headers
Apply table styles
Helpful Tip
To create a section header:
Add a row
Merge all cells
Use it as a title for that section
🎨 Styling Your Layout
You can apply predefined table styles to improve appearance.
Keep It Clean
Use minimal borders or light styling
Keep spacing consistent
Focus on readability
💡 Grid Layout Tips (Advanced but Very Useful)
Use 2-column layouts for most sections
Keep sections visually balanced
Combine text + images for better engagement
Avoid overly complex layouts
👉 The goal is to make your content feel designed, not cluttered
⚠️ Common Mistakes to Avoid
❌ Pasting from Word or Google Docs
This can bring in messy formatting
✔ Solution: Paste, then use Clear Formatting
❌ Too Many Styles
Too many fonts, colors, or sizes make emails look unprofessional
✔ Keep it simple and consistent
❌ Overcomplicated Layouts
Too many tables or nested sections can break formatting
✔ Stick to simple structures
🔄 Fixing Mistakes
Use Undo if something goes wrong
You can always delete and rebuild a section
Tables can be adjusted at any time
📱 Mobile vs Desktop
On mobile:
Fewer visible buttons
Limited layout control
✔ For best results, build content on desktop
✅ Final Takeaways
With this editor, you can:
✔ Write and format professional emails
✔ Add links and images easily
✔ Create structured layouts using tables
✔ Build clean, modern client communication
🚀 Pro Tip
The biggest upgrade you can make:
👉 Stop thinking of tables as just “data”
👉 Start using them as a layout tool
That’s what turns a basic email into a high-quality client experience.