Using the Content Library
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    Using the Content Library

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      Light

    Article summary

    Products


    SMS & Email

    Supported plans

    All Plans

    eCommerce Platform

    Shopify, Shopify Plus

    Content Library Overview

    The Yotpo Email Content Library empowers you to effortlessly customize, save, and reuse specific email blocks, enhancing your campaign creation process. Within the Content Library, you'll find a diverse range of customizable templates, including headers, footers, banners, product blocks, loyalty blocks, and more. This variety allows you to select and tailor elements that align with your brand identity. After customizing a content block, you can save it as a template for future campaigns, streamlining your workflow and ensuring consistency across your email communications. By leveraging the Content Library, you can design compelling, on-brand emails that resonate with your audience and drive engagement.

    Getting Started

    Before you start designing your content, you’ll first need to create an email marketing campaign. Learn how to create a campaign.

    Email campaigns

    1. On the Yotpo Email home page, click Create campaign in the header.

    2. Select Email and click Create campaign.

    3. In the Email preview header, click Edit.

    Multi-message campaigns

    1. On the Yotpo SMS & Email home page, click Create campaign in the header.

    2. Select Multi-message and click Create campaign.

    3. After you add an email to the campaign’s steps, in the Email preview header, click Edit.

    Email templates

    1. In your Yotpo SMS & Email main menu, go to Campaigns > Email Templates > Featured templates tab.

    2. Select the template you want to customize, hover over it, and click Template actions > Add to My templates.

    3. In the My templates tab, hover over the template, and click Template actions > Edit.

    Flows

    1. In your Yotpo Email main menu, go to Flows > My Flows and click Create flow.

    2. After you add an email to the flow’s structure, in the Email design section, click Edit design.

    Browsing the Content Gallery

    Click on the Content tab and expand the Content Library. The Content Library is divided into two tabs - Saved content and Content gallery. The Content gallery is where you will find all of our customizable templates. You can choose from various headers, footers, banners, products, and loyalty blocks. To find the right one for you, scroll through the gallery or make your search easier by filtering the templates or using the search bar.

    Customizing and Saving Content

    Once you've chosen the content block you wish to add, simply drop it into your email. Now you can customize it by using the editor. Make it your own! Choose colors that fit your brand, replace images, and use your brand’s messaging. Don't forget you can personalize your campaign with the help of personalization tags.

    Once you are done customizing your content block, you can save it as a template for your next campaigns! Hover over the block and click on the Save to library button.

    You must name your content block, but you can also give it a description, choose a category, and add tags so you can find it quickly next time. When you're ready, click Save.

    Re-using Saved Content

    After you've saved a couple of content blocks, you can easily access them from the Saved content tab. You can browse it just like you would browse through the Content gallery, using the filters and the search bar.

    Using Universal Blocks (Beta)

    With universal blocks, you can enhance consistency in your marketing communications, accelerate email creation, and scale brand messaging across single and multi-email campaigns, flows, and templates without the manual effort. Using these blocks, you see the following benefits:

    • Time savings: reduce the amount of repetitive work by reusing specific blocks or sections  you have already customized (ex. header and footer)

    • Consistency: maintain unified branding and messaging across all emails

    • Control: edit the blocks centrally to make broad updates or customize individually when you need to tweak your messaging (ex. Seasonal and holiday messaging and logos)

    • Confidence: eliminate mistakes from manual updates across templates

    Reusing content across multiple emails is easier than ever with universal blocks. You can find the universal blocks in two ways:

    • Searching Universal in the Content Library search box

    • Checking the Universal label on the universal blocks  

    Note

    Currently in Beta, reach out to your CSM for access.

    Creating a Universal Block

    You can save a section, layout, and/or container as Universal by clicking on the Settings (3 dots) menu and selecting the Save to library option. Then enable the toggle Create a universal layout/container/section.

    Your universal blocks are saved into the Content Library > Saved Modules with the label Universal layout/container/section to clearly differentiate from the regular content blocks.

    Adding Universal Blocks to Your Emails

    Drop a saved universal module from the Content library > Saved content into your template. Upon dropping this universal block, we show a sticky bar on top of our left side bar showing the universal block settings. You can choose Unlink and edit locally, which will apply your edits only to the current template you are working in. Other email templates using the block will remain as is as well as the universal block in the Content library > Saved content tab.

    When we detect edits to this universal block, we present 2 additional actions in the sticky bar on top of the settings panel:

    • Push changes to the main section/layout/container: this will push all of your edits to the universal block to all templates using the same universal block and save your edits in the universal block in the Content library >Saved content tab.

    • Discard changes: this will delete your edits in the current template and keep the universal block in the Content library > Saved content tab as well as any instances being used in other templates unchanged.

    Important

    If you try to use any of the controls to exit the editor or navigate outside of the Universal block (such as clicking the Back button or Save & close, send a a test email, or any other action) before choosing one of the options above, you will be prompted to make a choice with the following error message Choose how to save your universal block.

    Applying Styles Settings into Universal Blocks

    The Styles tab is active after you drag a universal block, and no changes are made to it. The Styles settings are applied to the universal block you are working with, but are not pushed to the universal block in the Content library (Saved content tab). Once you make a change to a universal block, the Styles tab will then become inactive.

    Deleting Universal Blocks

    To remove a universal block, use the steps:

    1. Access your Content library > Saved content

    2. Locate the block you want to delete.

    3. Click the three dots in the lower right corner of the block.

    4. Click Delete.

    5. In the popup, click Delete.

    All instances that were using the Universal block are detached (i.e. they become regular content blocks).

    Turning off the Universal Block Toggle

    If you turn off the universal block toggle in any of your Universal blocks, saved in the Content library (Saved content tab), these blocks will then become regular blocks in the Content library > Saved module.

    Enabling the Universal Block Toggle

    If you turn the Universal block toggle back on, it will create a new universal block, separate from the previous one and no longer connected to its instances.

    Unsupported Content Blocks

    The following content blocks currently do not support Universal blocks functionality:

    • Product recommendations block

    • Product block

    • Dynamic product block

    • Canva

    • Loyalty

    • Reviews

    The toggle Create a universal module is disabled on these blocks.


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