Ontraport Email allows you to create emails either from scratch or by choosing from our library of professionally designed templates. You can send your emails as one-offs or as part of your automation to segmented groups.

Ontraport Email offers a variety of colors, fonts and styling, and all emails are responsive to appear correctly on any size device — mobile, tablet or desktop.

Check out the video about editing an Ontraport Email to learn more.

Adding and Using Blocks

Blocks are the boxes that make up the layout of your emails. These blocks include elements such as text, images, banners, dividers, merge fields and more. Once you’ve added a block onto the layout, you can edit it by clicking on the element and then using the settings palette on the left sidebar to customize your design.

Changes are made in the Ontraport Email editor in true visual mode, showing you the new content immediately.

To add and edit the blocks:

  • Click add block. The palette will list the category options; select the block design you’d like to use.
  • You will be returned to the email where you can click the edit icon to make changes to the text and styles.

To move your blocks from your pallet:

  • Mouseover the block you want to move.
  • Click  and drag the block to the position you want.

Editing Text and Styles

To edit the text, you will click directly into the block. There are eight different font styles to choose from: header 1, header 2, header 3, label, button, large body text, body text, and quote. In each font style there are unique settings which allow you to edit font family, font size, font face, line height, font weight or toggle it to italics. The changes you make to a font here cascade throughout the entire email. The font styles can be set differently for the desktop and mobile view.

To edit fonts:

  • Click the font style dropdown in the top toolbar.
  • Select one of the font style options in the drop down by clicking the pencil icon to the right of the selection.

To edit colors:

  • Click on the block you’d like to edit and select the background dropdown.
  • Type in the color hex value or choose a color from the color picker.
  • The color picker has two modes:
    1. The default 256 web-safe color tile mode
    2. The infinite slider color picker – Click on the artist’s palette icon at the bottom to access this.

Adding Merge Fields

A merge field allows for personalization in Ontraport Email. A merge field is a placeholder that will insert data pulled from the individual contact records which the email is being sent to. Nearly every field in the contact record is available as a merge field, including the contact’s name, address, last invoice amount, etc. To insert a merge field, simply click on the merge field icon and select the contact information you’d like to insert.

Always use the drop down merge field selector only to insert merge fields. Do not copy merge fields from another email template or documents like Word or Google Docs. Doing this could cause it to be sent as plain text in your email. If you do copy from another document or email, delete the merge fields and replace them using the drop down selector.

Insert and Edit Images

To change an image, click on it and select the change image button. Upload your own or select one from the image library.

To open the photo editor for the current image, hover over the image in the palette and click the pencil icon. Use the photo editor’s tools to fine tune your image, then click orange save button

You can determine the image’s original size by clicking the transform icon in the editor and noting the dimensions at the bottom of the edit panel.

Here are the features available to edit images. Hover over the icons to reveal the edit section names.

  1. Transform: This is where you can crop, flip and rotate images. Use the common crops to speed up your workflow.
  2. Filters: Choose from up to 50 different mood settings. Use the slider to adjust the amount of effect.
  3. Adjust: Use the sliders to adjust brightness and contrast or to fine tune highlights, shadows, sharpness, etc.
  4. Focus: Add effects that blur backgrounds and focus in on parts of an image. Use the slider to adjust the amount.
  5. Text: Add text to a photo and adjust its font, color, etc.
  6. Frames: Create a frame around your photos, with the ability to adjust width and opacity.
  7. Overlay: Add various layers on top of an image. Use the slider to adjust the level of effect.

Adding Video

The majority of modern email clients (Gmail, Outlook, Yahoo, etc.) don’t allow videos to play inside an email due to security risks. Our recommended best practice is to make it appear as if there is a playable video. The way this is done is by inserting a linked screenshot image of the video thumbnail into an email that, when clicked, directs people to a page where the video can be seen.

Follow these steps to make it appear as if a video is in the email:

  • Upload your video to Ontraport or a desired video host.
  • Post the video to an Ontraport Page and publish it.
    1. Document the URL of your page. You’ll need it in step 6.
  • Take a screenshot of the video as it appears on the landing page; make sure the play button is visible, then save it to your computer.
    1. We like using Jing, a free screenshot software program.
  • Go to AutomationsMessages. Open the email message you want to add the video into.
  • Insert an image block and upload the screenshot from your computer into the email.
  • Link the image to your landing page (from step 2) and click the blue save button

Edit Mobile Styles

The View Mobile Display feature allows you to view the Ontraport Email on a simulated mobile device. This is where you will adjust font style, font sizes and background positions.

This mobile display rendering is accurate for most mobile email clients, including iPhone, iPad and Androids. The mobile clients that do not support this feature are Yahoo Mail App on Android, Universal Outlook App on Windows phone, and AOL Alto App on both Android and iOS.

To edit the mobile display:

  • Click the mobile display icon. The canvas will scale to 360px wide, the average size of most mobile devices.
  • To edit the font face, select one of the options in the mobile font style dropdown, and adjust the font size, line height and weight (boldness) by using the sliders.
    1. You can also enter a desired pixel size manually for the font size and line height values. Click save.
    2. When you edit font sizes and style in the view mobile display mode, the changes are locked in for the mobile device. These changes will not change the desktop view, and future changes in the desktop view will not change the mobile view.
  • Background images are not mobile responsive and will not resize relative to the display they are viewed on, but you can adjust how the background is displayed by adjusting the mobile block spacing.
    1. Select the block to edit, then use the mobile block spacing drop down to increase or decrease the top and bottom space.
    2. The page width setting for mobile is fixed at Full and cannot be changed, regardless of the desktop view page width.

Before you finish editing your email, you’ll need to configure your email settings. Remember to check the mobile display to see if any changes made on the desktop view require edits on the mobile view before you save.