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Better Email Documentation

website·Indexed 32 days ago

https://learn.better.email

Guides for building, reviewing, and exporting on-brand emails using the Email Editor and Template Editor, including getting started and workspace administration.

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What's inside Better Email

  1. Use Betty AI for email and template development

    Betty AI is an assistant integrated into Better Email for two primary roles:

    • Marketers: Use the Email Builder to update content, structure, and modules. They can use 'Skills' (pre-defined prompt pills) and organization-level 'Tone of Voice' settings to shape copy.
    • Template Authors: Use Betty for developing modules, settings, metadata, and code. Authors can define 'AI metadata' at the template and module level to ensure the AI adheres to the design system.

  2. Understand Better Email core concepts

    Better Email uses a specific hierarchy for creating and delivering emails:

    • Template: Defines the system, including the layout, reusable modules, and editable fields.
    • Email: A specific campaign built using a template.
    • Module: The canonical term for reusable content blocks (also referred to as blocks or components).
    • Integration: The connection that delivers the final output to an Email Service Provider (ESP).

  3. Develop email templates and modules

    Template development is handled in the Template Editor, which manages code, inputs, assets, metadata, and revisions. Key configuration options include:

    • Settings: Define what marketers can edit and how values flow into the email.
    • Global Settings & Global Script: Use the global.* namespace for cross-cutting values and the Global Script for derived values.
    • Repeatable Settings: Allow a single module to contain a list of items (e.g., products or FAQs) without duplicating code.
    • Feeds: Connect modules to external structured content sources.
    • Shared Inputs: Define an input configuration once and reuse it across multiple modules.

  4. Export a feed module to Klaviyo

    Better Email supports a specialized workflow for placing the output of a feed module directly into a Klaviyo email.

  5. Implement email-safe UI components in Better Email

    Better Email provides guidance for creating common but difficult email elements:

    • Bullet Lists: Use a single text field rendered as table-based bullets instead of standard <ul> or <ol> tags.
    • Round Buttons: Implement CTA buttons that maintain rounded corners across various clients, including Outlook.
    • Responsive Images: Use stored metadata to automatically resize images for different screen sizes.

  6. Prevent Salesforce Marketing Cloud from stripping CSS

    When exporting to Salesforce Marketing Cloud (SFMC), use specific CSS preservation patterns to prevent SFMC from stripping unused CSS, which otherwise breaks responsive styles.

  7. Authenticate with the Better Email API

    The Better Email public API uses API keys with bearer authentication to connect external systems. Developers can use the API to manage recipient fields and other platform data.

  8. Render images in Better Email templates using Liquid filters

    Better Email provides specific Liquid helpers to handle Image input types for email compatibility:

    • imgTag: Renders a full email-safe <img> tag from an Image input.
    • resizeImage: Returns a resized image URL, useful for custom HTML or background images.

  9. Export emails to Email Service Providers (ESPs)

    Better Email provides built-in integrations to export merge tags, segmentation, and platform-specific code to various ESPs. Supported integrations include:

    • Salesforce Marketing Cloud
    • ActiveCampaign
    • Mailchimp
    • HubSpot
    • Klaviyo
    • Agillic
    • Braze
    • Customer.io
    • Sailthru (Marigold Engage)
    • SAS CI 360
    • Custom HTML export (for use outside of built-in integrations)

  10. Available input types for Better Email templates

    Better Email provides several input types for template development to capture data for emails. These include:

    • Text String: Single-line text input.
    • Multi-line text: Rich text editor supporting bold, italic, links, and merge tags.
    • Number: Numeric value input.
    • Boolean: On/off switch.
    • Select: Dropdown menu of predefined options.
    • Color: Hex color picker from a predefined palette.
    • Link: Standalone URL input.
    • Image: Image upload and management within the Email Editor.