How To Set Up HTML & Email Creatives

Our email/HTML creative guide explaining how to create and manage email marketing assets with options to build from zip files or manually, including features for link replacement, asset management, and bulk editing.

Overview

Everflow’s Email or HTML Creative tools simplify the process of managing email assets. With built-in features for embedding tracking links, adding approved images, and making bulk updates, you can ensure your email campaigns stay dynamic, consistent, and easy to optimize.

How to Add a Simple Creative to an Offer

Navigate to Offers -> Creatives

Then click Creative

Select Email or HTML

Email and HTML are grouped together since the only difference between them are From & Subject fields.

General (Email + HTML)

Fill in the required fields including Creative Name, Status, and Privacy Settings.

Select Email or HTML under Creative Type.

If you've selected Email, you will be prompted to enter the 'From' and 'Subject' fields.

Click Next

Build (HTML Only)

You can either Build From Zip File or Manually Build, by selecting the respective tab.

Build From Zip File

Upload Your Zip File
- Once uploaded, Everflow scans and separates the file into two sections: HTML and Assets.

Modify Links in the HTML Box
- The HTML box displays the extracted code.
- Links highlighted in yellow can be modified by clicking the pencil icon or the highlighted link.

Quickly Browse & Replace Links
- A popup modal allows you to navigate through all links.
- Use the dropdown menu to replace links with macros.

Replace Links with Uploaded Assets
- Click a highlighted link to swap it with an uploaded asset from the dropdown, using preexisting macros.

Bulk Edit (Optional)

If you need to update multiple links at once, select Bulk Edit.

Choose Links or Image Links to open a table of assets.

Select the links you want to replace and choose the appropriate macro from the dropdown.

This is useful for applying the same Tracking Link across multiple elements efficiently.

Manually Build (HTML Only)

Input your HTML code directly into the text box.

Then, upload your assets.

To delete an asset, simply hover over the selection and click the X at the top right corner.

Review (Email and HTML)

Regardless of your build method, the entirety of the code is displayed and editable here.

To finish, click Save.

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