The Blocks, Body, Images, and Audit tabs appear in the right-side panel of the SHR CRM Template Designer. Use them to add pre-designed content sections, control default styles, source images, and check your template for accessibility issues before publishing.
Before you start
Review the following before working with these tabs.
Access to the Designer requires the appropriate user permissions.
Some features may only be available depending on your CRM module configuration.
Body settings apply only to the template currently open. Each template has its own independent Body settings.
Access the Designer tabs
Follow the steps below to navigate to the Blocks, Body, Images, or Audit tab.
In an email template
From the left navigation menu, click Campaign Management Tools.
Click Channels, then click Emails.
Open an existing template or create a new one and click Designer.
In the right-side panel, click the tab you want to use: Blocks, Body, Images, or Audit.
In a landing page template
From the left navigation menu, click Campaign Management Tools.
Click Components, then click Landing Pages.
Open an existing template or create a new one and click Designer.
In the right-side panel, click the tab you want to use: Blocks, Body, Images, or Audit.
Blocks
The Blocks tab contains pre-designed full-row content sections organised by category and searchable by tag. You can quickly find and drag pre-built layouts directly into your template. Blocks are saved as complete rows spanning the full width of the template and can include any combination of content elements such as text, images, and buttons, already arranged and ready to use.
Add a block to an email template
Follow the steps below to add a block to an email template.
From the left navigation menu, click Campaign Management Tools.
Click Channels, then click Emails.
Open the template you want to edit and click Designer.
Click the Blocks tab in the right-side panel.
Use the search bar to find a block by keyword, or browse by category. Click All > next to a category to see all blocks in that group.
Drag the block from the panel into the desired position within the template canvas.
Add a block to a landing page template
Follow the steps below to add a block to a landing page template.
From the left navigation menu, click Campaign Management Tools.
Click Components, then click Landing Pages.
Open the template you want to edit and click Designer.
Click the Blocks tab in the right-side panel.
Use the search bar to find a block by keyword, or browse by category. Click All > next to a category to see all blocks in that group.
Drag the block from the panel into the desired position within the template canvas.
Save a row as a block
Any row in a template can be saved as a custom block for reuse across other templates.
Follow the steps below to save a row as a block.
In the template canvas, select the row you want to save.
Click the save icon that appears in the row toolbar.
In the panel that opens, enter a Category Name and any Tags for the block.
Click Save.
📌 Note: Tags can be comma separated to apply multiple tags to a single block. For example: Footer,Summer,Logo Garden,Marketing.
📌 Note: Blocks saved from a template are automatically set to Active and assigned to the Display Mode of the template they were saved from (Email or Web/Landing Page).
Manage blocks
Blocks can also be created and managed outside the Designer.
Follow the steps below to manage blocks.
From the left navigation menu, click Campaign Management Tools.
Click Components, then click Blocks.
The Blocks list shows all active and inactive blocks for both Email and Web/Landing Page use.
Click New to create a block, or use the Edit and Delete options on any existing block row.
When creating a new block, configure the following fields.
Category (required): The category name used to group the block in the Designer.
Tags: Used for search and filtering in the Designer. Multiple tags can be separated by a comma, space, or the Enter key.
Display Mode (required): Whether the block is for Email or Web/Landing Page use.
Active: Whether the block is available for use in the Designer.
📌 Note: After clicking Create, the Designer opens so you can design the block using the same tools available for templates.
Body
The Body tab controls the default base styles for the template. Settings defined here serve as the fallback for any content block that does not have its own styles configured. Individual blocks can override body defaults at the block level.
Configure body settings in an email template
Follow the steps below to configure the body settings for an email template.
From the left navigation menu, click Campaign Management Tools.
Click Channels, then click Emails.
Open the template you want to edit and click Designer.
Click the Body tab in the right-side panel.
Configure the following settings under General: Text Color, Background Color, Content Width, Content Alignment, Font Family, and Font Weight.
Under Email Settings, enter your Preheader Text. This is the preview text displayed in the recipient's email client before the message is opened. This text does not appear in the email body itself.
Changes apply to the template preview immediately.
Configure body settings in a landing page template
Follow the steps below to configure the body settings for a landing page template.
From the left navigation menu, click Campaign Management Tools.
Click Components, then click Landing Pages.
Open the template you want to edit and click Designer.
Click the Body tab in the right-side panel.
Configure the settings under General as described above.
Changes apply to the template preview immediately.
📌 Note: Body settings establish a consistent visual baseline. Individual content blocks can still be adjusted independently using their own block-level settings.
The table below describes each General body setting.
Setting | Description |
Text Color | The default text color applied across the template. |
Background Color | The color displayed behind the template content, extending to the email edges. |
Content Width | The width of the content area in pixels. The standard width for email templates is 600px. |
Content Alignment | The alignment of the content area within the email. |
Font Family | The default font used across the template. |
Font Weight | The default font weight (for example, Regular). |
Images
The Images tab provides access to a searchable library of millions of stock images that can be browsed and dragged directly into the template. Images are sourced from Unsplash, Pexels, and Pixabay, and are licensed for commercial and non-commercial purposes without needing permission or attribution.
📌 Note: The Images tab is specifically for sourcing stock images. To upload your own images, use the Upload Image option within an Image content block.
Browse and insert a stock image in an email template
Follow the steps below to browse the stock image library and insert an image into an email template.
From the left navigation menu, click Campaign Management Tools.
Click Channels, then click Emails.
Open the template you want to edit and click Designer.
Click the Images tab in the right-side panel.
Use the Search millions of images field to find images by keyword, or scroll to browse.
Drag the selected image into the desired position on the template canvas.
Browse and insert a stock image in a landing page template
Follow the steps below to browse the stock image library and insert an image into a landing page template.
From the left navigation menu, click Campaign Management Tools.
Click Components, then click Landing Pages.
Open the template you want to edit and click Designer.
Click the Images tab in the right-side panel.
Use the Search millions of images field to find images by keyword, or scroll to browse.
Drag the selected image into the desired position on the template canvas.
Generate an AI image
The Images tab also provides access to AI-generated images.
Follow the steps below to generate an image using AI.
Click the Images tab in the right-side panel.
Click See the Magic.
Type a description of the image you want to generate.
Review the result and use it in your template or generate another.
⚠️ Warning: Review AI-generated images carefully for brand alignment before using them in any published template.
Audit
The Audit tab checks your template for accessibility and content issues that should be resolved before publishing. When issues are present, a count badge appears on the Audit tab icon so you can see at a glance that action is needed. Issues are grouped by type, and each group includes an explanation of the problem and an arrow button that navigates directly to the affected element in the template canvas.
Common issues the Audit tool checks for include the following.
Missing alternate text on images.
Missing link URLs on buttons or menu items.
Missing image source URLs.
Resolve audit issues in an email template
Follow the steps below to audit an email template and resolve flagged issues.
From the left navigation menu, click Campaign Management Tools.
Click Channels, then click Emails.
Open the template you want to audit and click Designer.
Click the Audit tab in the right-side panel.
Review the flagged items. Each issue group shows a count and a description, for example 'Menu links are empty – 1.'
Click the arrow button next to a flagged item to jump directly to the affected element in the canvas.
Fix the issue, then return to the Audit tab to confirm the count has cleared.
Repeat for all remaining flagged items.
Resolve audit issues in a landing page template
Follow the steps below to audit a landing page template and resolve flagged issues.
From the left navigation menu, click Campaign Management Tools.
Click Components, then click Landing Pages.
Open the template you want to audit and click Designer.
Click the Audit tab in the right-side panel.
Review and resolve flagged items as described above.
⚠️ Warning: Resolving all Audit issues does not automatically publish the template, and does not guarantee correct rendering in all email clients. After completing the audit, use the Designer's preview tools to test appearance across devices and email clients before publishing.
Additional information
The following covers additional information about the Designer tabs.
Blocks and the Content tab
The Content tab contains individual content elements, including text, images, and buttons, that you configure and position yourself. Blocks are pre-designed full-row sections combining multiple elements already laid out, which you drag into the template as a complete unit.
Custom blocks
Blocks can be created in two ways: by saving any existing row in a template using the save icon in the row toolbar, or by navigating to Campaign Management Tools > Components > Blocks and clicking New.
Body settings per template
Body settings apply only to the template currently open in the Designer. Each template has its own independent Body settings.
Images tab and Image content block
The Images tab in the right-side panel is for browsing and inserting stock images from Unsplash, Pexels, and Pixabay, or generating AI images. The Image content block, found in the Content tab, is where you upload your own images, access the Image Library with your property's folders, and use the built-in image editor.
Audit tool and email client rendering
The Audit tool checks for known accessibility issues only. It does not test rendering across all email clients. After resolving audit issues, test the template using the Designer's preview tools and consider a third-party rendering test before sending.