Build email and page content in the design studio
Arrange supported content blocks, choose a theme and save a structured design without writing HTML or changing a live publication.
Use these steps in your selected Pixie CRM company workspace. The module, dependent tools and actions available to you follow its configuration and your permissions.
Editable email, landing page, blog or knowledge article → Open design studio
PermissionRelevant resource Manage capability and editing access
Before you begin
Save the resource first. If it is already published, pause publication before opening the studio. Have the real image and destination URLs ready to replace starter placeholders.
Follow these steps
- Open the resource and choose Open design studio. Select a starter design if useful: Customer newsletter, Tailored offer, Product announcement or Helpful guide.
- Choose a Theme: ocean, slate, forest or plum. Add content from the block library.
- Select a block and edit its properties in the inspector. Set readable text, real links and meaningful image descriptions.
- Move blocks with drag-and-drop or the Move block up/down controls. Duplicate or remove blocks when needed. Use Undo and Redo to correct recent edits.
- Review Desktop preview and Mobile preview, then choose Save design draft. Reopen the saved resource and complete fresh review before publication.
Fields and options
- Blocks
- Heading, Paragraph, Call to action, Image, Two columns, Callout, Divider and Spacer; a design supports 1–40 blocks.
- Images
- Require an HTTPS or site-relative address and accessible description. Width is 80–1,200 pixels; caption is optional.
- Text and layout
- Heading levels are 2 or 3. Alignment is left, centre or right. Spacer height is 8–80 pixels. Two columns require content on both sides.
Rules and limits
- Starter designs replace the unsaved canvas; Undo can restore the previous local design.
- Undo history is local to the studio session and keeps up to 30 checkpoints; it is not a saved revision restore feature.
- Replace example.invalid URLs before publication. The studio accepts structured blocks, not arbitrary HTML, CSS or scripts.
Check the result
- Check both preview sizes and confirm each link or image address has been replaced.
- Reopen the draft and confirm block order, theme, content and accessible descriptions survived saving.
If something does not look right
- If content uses a saved design, edit it here rather than in the read-only basic body field.
- If Save reports a changed revision, reopen the current resource before applying the intended changes.
Common questions
Can I save the design without publishing it?
Yes. Save design draft keeps it in draft and sends nothing.
Does a preview guarantee every email client will render identically?
No. Review the final email in the clients your organisation supports before live delivery.
