Account environment

This article describes the account’s main page and how to work in the account.

Yaroslav Zhbadinskyi avatar
Written by Yaroslav Zhbadinskyi
Updated this week

The Account environment is the main page of your Stripo account. Here you can manage your email messages and templates, configure the workspace to suit your needs, access your account statistics and training materials, as well as contact our support team.

Account environment:

The Account environment area is divided into three main sections:

Sidebar menu — at the left side of the screen:

  • Allows navigating between tabs and panels of your account;

  • You can minimize the sidebar menu by clicking on the "Arrow" icon at the top part of the menu;

Content area — in the center of the screen:

  • Displays the content of a selected tab;

Tabs can have folders that contain subfolders.

To go up in the page hierarchy and open a containing folder of a page, use the breadcrumb navigation at the top part of the Content area. Folders located higher in the hierarchy are marked in green, click on the green link to open a containing folder:

Top panel — at the top of the screen:

  • Contains additional tools for tabs. When switching between tabs, it shows the tools required for the current tab;

  • The Top panel also contains the Help Center menu and the Notifications Center;

A more detailed description of each tab and menu of the Workspace area is provided below.


Projects panel:

  • This panel has a drop-down list of projects available in your account;

  • Here you can switch between your projects. The tab "Personal" contains projects created in your own account.;

  • The tab "Shared" displays projects that other users invited you to. By clicking on the "Plus" icon you can quickly create a new project.


Home:

  • This tab has a dashboard with metrics of your account. It shows you how many exports, timer views, and other services have been used for the current month:

  • If you use the Stripo plugin, you will also find plugin statistics here.


Email Messages:

  • This tab contains a list of created emails and email folders:

  • To open an email in the editor, click on it. To see the contents of a folder, click on the folder.

Note: There is practically no difference between Stripo email messages and Stripo templates, except that a template can be used as a draft when creating new emails.

A template is a draft of future emails where you set design styles, a layout, and the order of elements in it. Typically, templates are created to optimize email production time. The main advantage of templates is that they can be made reusable.

How to create a new email?

  • To create a new email message, use the button "New Message" on the top panel;

  • When you click on the "New Message" button, a new window will open where you can choose a template for the future email;

  • To select one of your own templates, switch to the tab "My Templates" on the Top panel;

  • To find a template by name or ID in the My Templates tab, use the "search by name" bar on the Top panel;

  • The tab "Basic" in this window contains Basic templates — simple and universal templates created by our designers. To learn more about the Basic templates, refer to the section Basic of this article;

  • The tab "Pre-Built" in this window contains Pre-built templates — a large collection of various templates created by our designers.

  • To learn more about the Pre-built templates, refer to the section Pre-built of this article.

  • The Top panel shows additional tools for Pre-built templates that allow you to search for a particular template using the search filters;

How to create a folder?

  • To create a new folder, click on the "Folder" icon on the Top panel;

  • Give the new folder a name and click on the "Checkmark" icon.


Manage email messages and folders:

The View Modes and Sorting:

You can change the way your content is arranged in the Content area.

There are three types of View modes responsible for arrangement of emails and folders:

  • Grid mode – displays content in the form of tiles with names. An email’s tile also has a screenshot of the email’s preview;

  • Small Grid mode – the same as the Grid mode but the tiles are smaller;

  • List mode — content is arranged in the form of a list;

  • To switch between the View modes, use the menu at the top right corner of the Content area.


Sorting is used for changing the order of appearance of emails and folders.

You can sort emails and folders based on:

  • The date they are created

  • The date they were last modified

  • The name (alphabetical order).

Also, you can select the ascending or descending order in addition to the options above.

To do that, use the menu at the top right corner of the Content area:

Actions with emails and folders:

To find an email by name or by its ID, use the search bar located on the Top panel:

You can perform various actions with emails and folders, namely:

  • Preview — open the Sharing link to preview an email;

  • Duplicate — quickly create a copy of the email in the same folder;

  • Open it in a new tab;

  • Rename — to change the name, type a new name and click on the checkmark;

  • Copy to / Move to — refer to the section Copy and Move Emails in this article;

  • Delete it.

These actions can be performed by opening the Context menu of an email. To do that, hover the mouse over the email’s title and click on the three dots at the bottom right corner of the email:

Besides, you also can view technical data of an email, such as:

  • Who created an email and when;

  • Who was the last to modify an email and when;

  • Location of an email;

  • Type of an email: HTML or AMP HTML;

  • ID of an email.

To see this data, click on the "Get Info" icon at the bottom left corner of the email:

A pop-up menu will display the technical data.
To copy the ID of an email, click on the "Copy" icon to the right of the ID:

If you selected the List mode for displaying emails, the Context menu for actions and the Technical data menu will be on the right side of the email:

Actions with multiple elements:

Some actions can be done with several emails at the same time, namely:

  • Duplicate — quickly create copies of several emails in the same folder;

  • Copy to / Move to — refer to the section Copy and Move Emails in this article;

  • Export emails;

  • Delete emails.

The multiple selection of emails can be done in two ways:

1) The first way is to hover the mouse over an email and check the box at the top left corner of the email. Repeat the same with each of those emails that require an action to be done with:

2) The second way is to click and hold the left mouse button while you drag the cursor to select several emails:

When you’ve selected several emails, you will see buttons with available actions on the Top panel:

Copy or Move emails/folders:

  • You can copy and move emails using the tools Copy To and Move to. A special menu allows you to select which project and folder to copy/move a selected element to;

  • This menu has the form of a logical tree projectsfolderssubfolders;

  • Select a desired location and click Copy or Move to copy the selected item there;

  • The menu also has a "Folder" icon (at the bottom right corner) to quickly create a subfolder in a selected folder.

Drag and drop emails/folders to other folders:

There is a quick way to move an email or a folder to a subfolder on the current page. To do that, grab and drag the letter/letters into one of the folders on the screen:


Templates:

The Templates tab contains your own templates that can be used for creating new email messages.

How to create a template from scratch:

To create a new template from scratch, click on the button New Template at the Top panel:

Important note: Once you click on the "My Templates" tab you will be able to see the "Basic" and "Pre-built" tabs.

How to create a template out of Basic/Pre-built templates:

To create a copy of a Basic or Pre-built template for yourself and save it in the Templates tab, do the following:

  1. Go to the Basic tab or Pre-built tab

  2. Select a template and open it in the editor

  3. Give the opened template a name and exit the editor (Note: if you turned off Autosaving, then don’t forget to click the Save button before exiting the editor)

How to create a folder in the Templates tab:

Creating folders in the Templates tab is done in the same way as in the Email messages tab. For details, go to the section Email messagesHow to create a folder of this article.

Manage templates and folders:

Managing templates and folders in the Templates tab is done in the same way as in the Email messages tab. For details, go to the section Email messagesManage emails messages of this article.

Actions with multiple templates and folders:

Actions with multiple templates or folders are done in the same way as in the Email messages tab. For details, go to the section Email messagesActions with multiple elements of this article.

Copy or Move templates/folders:

Templates and folders can be copied or moved in the same way as in the Email messages tab. For details, go to the section Email messagesCopy or Move emails of this article.



Basic:

The Basic tab contains a collection of basic templates that you can open in the editor and save a copy for yourself in the Templates tab.

Basic templates are simple and universal templates created by our designers:

In the "Basic Templates" tab, you will find:

  • An empty template — to create a new template from scratch;

  • A "My HTML" template that allows you to paste your custom HTML code. If you would like to activate the drag-and-drop functionality in a third-party template, follow this link to read instructions on how to adapt a custom HTML code to the Stripo editor;

  • A Training template and Master template — examples of design, can be used for training purposes;

  • 5 categories of email templates: Promo, Info, Business, Trigger, and Transactional.


Pre-built:

The Pre-built tab has a large collection of templates that you can open in the editor and save a copy for yourself in the Templates tab.

Pre-built templates are templates divided into various topics and categories, created by our designers.

To find a template for a specific topic or task, use search filters on the top panel:

  • The filters contain lists of various topics or features, you can select several options at once to limit your search results;

  • To remove a topic/feature from your search request, at the top of the Content area, hover the mouse over the title of the topic/feature and click on the "Cross" icon.


Brand Guidelines:

The Stripo "Brand Guidelines" kit that we generate for you contains all the information about the design of emails for a specified company. You can generate as many kits as you need.

You choose which email template of yours we should use as a base and then we generate the Brand Guidelines kit for you in under 1 minute. To proceed with it please switch to the Brand Guidelines tab:

For more information please follow this link.


Data:

Within the scope of this particular tab, you should be aware that there exist 2 separate subtabs:

  • Data Sources:

What is the Data Source?

Data Source is a place where you can pull information into emails by connecting these emails to the server.

Connecting emails to servers is time-consuming, but we created Stripo Data Sources for your convenience.

For more information please follow this link.

With the Data Sources service, Stripo took over all the processes of setting up the «connection» for each new campaign. In this way, we significantly save you time and create opportunities for fast data transfer to your newsletters.

  • Data Services:

What is the Data Service?
Data Service is storage, where you will be able to receive responses and feedback from your customers that you will get from the "Form" block.

By using AMP forms, you can collect email addresses, and phone numbers, use checkboxes, and even measure your NPS (net promoter score) in emails - it’s all done directly in your emails. And data (user responses) is stored in the Data Service.

For more information please follow this link.


Settings:

The Settings tab in Stripo is a centralized management area where users can configure various aspects of their accounts and projects. The tab is divided into several sections, each serving a specific purpose:

Profile:

  • The profile menu, in general, provides users with the ability to manage and customize their account settings. It covers personal details, and security aspects (password management), and enables two-factor authentication, the option to close the account if needed. This menu is designed to give users control over their account preferences and security.

For more information about the Profile menu please follow this link.

Workspace:

  • In the "Groups" tab: Aids in categorizing and managing projects, improving management efficiency by applying group parameters to individual projects.

Check this article for more details about Grops and how to configure them.

  • In the "Projects" tab: Allows users to organize work for different customers by creating projects, each with specific settings, email template options, and collaboration features.

Click here for more details about Projects and how to configure them.

  • In the "Image Storage" tab: you can configure image storage settings, including options for using the default Stripo storage with no capacity or time limits or connecting custom image storage.

For more details, click here.

Members:

  • Members can add and manage colleagues who can access the account, view, and edit. This feature is available with specific subscription plans or as an extra option for other packages.

For more information about how to invite members please follow this link.

Billing:

  • ​Users can manage billing-related activities, including sending bills to the finance department, setting company name, and seeing registration date, updating payment methods, upgrading or changing subscription plans, canceling subscriptions, accessing payment history.

For more information on how billing works, please follow this link.

Plugins:

  • Stripo Plugin is an embedded version of Stripo.email editor. It has been created to let you add it to an application you have created and provide your customers with a simple for use drag-and-drop email editor.

You can review more detailed information on Stripo's website.

There is API documentation that can help you with the settings.


Account:

The Account which navigate at the bottom-left, is a pop-up menu that provides quick access to important settings of the account, as well as some additional features:

The Account tab contains the following buttons and links:

  • "Show Profile" — Open the Profile settings in the Settings tab;

  • "Switch to the new Editor" — allows you to choose whether to open emails and templates in the old or new Stripo editor by default (beta access);

  • The "Theme" lets you switch between the Light and Dark modes in the account;

  • "Billing" — opens the section Billing of the Settings tab;

  • "Plugins" — opens the section Plugins of the Settings tab;

  • "Release Notes" — a link to the page where you can follow our updates and improvements;

  • "Terms of Use" & "Privacy Policy" – links to Stripo's Terms of Use and Privacy pages;

  • "Sign Out" — use this button to log out of Stripo.


Help Center / Notifications Center:

  • If you require assistance or have questions about Stripo tools, use the tab Help Center, located in the right part of the Top panel;

  • This tab contains links to our Help Center — a collection of tutorials and how-to guides;

  • If you want to improve your skills in using Stripo, here you can also find links to our educational courses;

  • If you need help from our support team, please, contact us via Live chat, by email, or by leaving a message through the feedback form;

  • The Notifications Center shows notifications about important changes in your account as well as the current status and updates of the Stripo service (coming soon).


Thank you for taking your time to read our articles. We hope you will find this information helpful.

If you have any additional questions, please email us at support@stripo.email.

We would be glad to talk with you.


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