The CleverReach Drag-and-Drop Editor: Checklist for Converting Your Newsletters and Automation Workflows
Switching your templates and automation workflows from the Classic Editor to our drag-and-drop editor is easy.
Since 2020, CleverReach has offered a new, intuitive drag-and-drop newsletter editor. Thanks to its easy-to-use interface, this editor has become the standard for creating emails in CleverReach. The Classic Editor will be replaced for good on August 1, 2026. For further information and the schedule, please visit our Helpcenter.
If you’re still using the Classic Editor, now is the time to prepare your email marketing for the drag-and-drop editor.
What should you keep in mind? We have created a checklist of the most important steps to ensure a smooth start with the newsletter editor:
Contents
Checklist: 3 Steps to Switching to the Drag-and-Drop Editor
1. Get to Know the Editor
The process of entering campaign data and individual elements in the newsletter is slightly different — and much easier — than the process in the Classic Editor.
This video provides a brief overview of how to create and design a newsletter using the drag-and-drop editor:
Try out the editor for yourself! It’s easy to use, and it guides you through the creation process step by step:
- Define Campaign Settings
Select your recipient list and a segment and enter the subject line, preheader and sender.
In the advanced campaign settings, you can assign a campaign name, select a specific unsubscribe form and set up tracking. - Select Email Template
Select a suitable newsletter template from our free template catalog. You can of course edit all templates individually in the next step. - Create and Design Newsletters Using the Modular System
Add images, text, columns, or buttons from the sidebar on the right using drag-and-drop. You can edit each element on its own. - Campaign Checklist
Finally, check all entries and approve your newsletter for sending it out.
Still have questions? You can find lots of tips and instructions on the newsletter editor in our Help Center.
2. Test Your Current Template in the Editor
Make sure your current template can be edited like normal in the drag-and-drop editor. We recommend copying an email you have already sent out and opening it in the drag-and-drop editor. You can create the copy in the new newsletter creation process under “Template.”
All the features in your email template can be tested here to ensure that editing is possible to the usual extent. You can also test an email in real sending: this will ensure your newsletters continue to display correctly. To be on the safe side, you can also use a design and spam test for this.
3. Convert Your Automation Emails
Do you use email automation? In that case, the newsletters in your workflows must be converted for the editor. In your email list, simply select the automation emails you want to use with in our newsletter editor by checking the box next to them.
To minimize the effects of possible template technology problems, we recommend proceeding step by step. To be safe, make a copy of the automation before you convert it because you can’t convert it back.
First, verify that the conversion of a short automation workflow is working properly and that there are no errors in the email template being used:
- Can you edit all elements as usual?
- Are all elements of the template displayed correctly in your test email?
- Is the template displayed correctly in the design and spam test?
It’s best to go through all the automations until all the workflows have been converted for the drag-and-drop editor. If you notice any technical difficulties during the conversion, please report them to our service team, stating your client ID and, ideally, the template concerned (name in the account or mailing ID).
And that’s it!
As you can see, switching to our drag-and-drop editor is very easy. It’s best to get started with the changeover now and plan the conversion of your emails in advance.
