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Manage your files

Design Studio New Updated

In Design Studio, manage your emails, templates, and components in one place from your dashboard.

 This article applies to Design Studio

We are currently piloting Design Studio, our new email design system, and making some information available to customers. If you don’t have access to Design Studio, please continue to use our other email editors.

Overview

To access your dashboard, click Design Studio in your sidebar, and select Messages in the dropdown. From there, you can search and filter for existing files, as well as create, edit, or delete your emails, templates, and components.

To manage assets, like logos and images, go to Content > Assets. Learn more about managing your assets and what file types and sizes we support.

Create files

You can create emails, templates, and custom components in Design Studio.

There are some key differences between these file types:

File typeUse caseCan connect to automation?
EmailThe messages you send to customers. Can be created from scratch, from a template, or from an imported email file.yes
TemplateAn outline or layout for a message. Can create an email from a template.no
ComponentReusable, customizable blocks of content to build your messages and templates with.no

To create a file in Design Studio:

  1. Click Create, then choose Email, Template, or Component from the dropdown.
  2. Give the file a clear name so your teammates can find it later.

For emails and templates, choose to create from scratch or from an existing template.

Import files

In addition to creating emails from scratch or templates, you can also import existing emails in two ways:

  • Upload a file from your computer
  • Import from email by forwarding it to a unique email address in Design Studio

When forwarding, you can either:

  • Send to your workspaces’s main import address
  • Send directly to a specific folder or file

Click Import in Design Studio to get started.

Upload a file

To upload a file, click Upload and choose a file from your computer. You can upload your existing emails with the following extensions:

File typeExtensionsMIME type
HTML.htm .htmltext/html
Email Message.emltext/eml

Forward an email to Design Studio

  1. Click Import, then choose Copy Import Email Address. This copies your workspace’s unique import address to your clipboard.
  2. Forward any email from your inbox to that address.

Your file will appear in a folder called Imported from Inbound Email and have a name that uses the subject line and timestamp of the email.

Forward an email to a specific file

To import directly into a file or folder:

  1. Find the file or folder in your dashboard.
  2. Click  and select Copy Import Email Address.
  3. Forward your email to that unique address.
  4. Open your file or folder and you’ll find the imported content.

 Emails made outside Customer.io may not work with the visual editor

The visual editor works best with our standard components and most HTML elements. To make all of your HTML editable in the visual editor, switch to the code editor and add <x-edit-text>.

Duplicate files

You can duplicate individual files or entire folders.

From your dashboard:

  1. Click  next to the name of the file or folder.
  2. Click Duplicate from the dropdown.

The file or folder will appear in your dashboard as “[Copy] name.”

Find files

You can find your files in Design Studio in a few different ways:

  • Search by name or content: To quickly locate a file, use the Search bar. This looks for keywords across your filenames and file content. At the top of the results, you’ll see how many files match your search. The matching text is highlighted with an excerpt of the line around it.

  • Reopen recent files: Under Recent Files at the top of the dashboard, you’ll see up to five files presented as thumbnails in order of how recently you opened them.

  • Filter by file type: At the top of your dashboard, you can choose the type of files you’d like to view. By default, Dashboard is selected and includes all file types. Click Messages, Templates, or Components to narrow your view further.

  • Sort your files and folders: Towards the bottom of your dashboards is a list of your folders and files. By default, files are in alphabetical order by Name, with folders listed first. You can also sort them by whether or not they are Used In an automation, or when they were Last Edited. Click a column header to sort in descending or ascending order.

Organize files

Keep your files organized by creating folders.

  1. Click Create.
  2. Click New Folder.
  3. Name your folder.
  4. Click and drag your files into the folder.

You can create a subfolder the same way you create a folder. Then drag it into the folder you’d like it filed under.

You can also click on the  icon next to an existing folder, and click New Folder in the dropdown. It will automatically be nested in the larger folder you selected.

Delete files

You can delete files from your dashboard by clicking  next to the filename, and selecting Delete from the dropdown. You can delete individual files, or entire folders.

 Deleting a folder deletes all subfolders and files.

When you’re ready, click OK in the pop-up modal, and your files will be permanently removed.

 You can’t delete a file that’s connected to an automation in Journeys

You must first disconnect it from the automation, then you can delete it.

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