Requires a registered Marketing Manager Automation module
See also: Marketing Made Easy with Marketing Manager and Campaign Design Email Editor
To configure Campaign Design Email Templates
The goal is to create an Email template for a specific Campaign, then add it to the Campaign Media for use during the campaign.
Select the Campaign Design button in the Configure Campaign window:
This opens the Campaign Items window, listing the items that relate to the Campaign.
Select the Edit button in the Email overview, or the Add Item button to add a new item:
You will see a Details window:
In the Details window, Name the campaign item and select the Type as Email.
Specify the Day of the campaign on which to send out this Email.
NOTE: There is no limit to the number of items that you can create, and you can send them out on any campaign day.
Click Save to save the Details.
Campaign Design saves a copy of this new template within the Campaign items.
Click the Edit button to edit the Email template:
The Edit Design window displays. For example:
The Design consists primarily of Image blocks, Text blocks and Backgrounds, and within each of these are editable objects such as text paragraphs, buttons and images.
Background selectors in the Main Style tab:
External background is behind the entire Email content.
Background colour is the colour of the email "page" on which the text and images are located.
Hex codes and Colour Picker:
Selected and unselected blocks:
The template is laid out in selectable blocks:
The Content and Style tabs apply to the currently selected block:
Editor tools
Click a screen element to enable multiple toolsets for that element:
Example: Logo editor:
See also: Editing Image Blocks in Campaign Design templates
Example: Image plus Text box editor:
See also: Editing Text Blocks in Campaign Design templates | Editing Buttons in Campaign Design templates
Undo / Redo functions:
These enable you to experiment flexibly:
Saving and Testing the template:
Click the Save button (top right) at any time.
You then have the opportunity to enter an Email Subject:
A powerful feature of the Email Subject is Tags (Merge Fields). Type the @ sign to pop up a list of Tags from which to select:
(Notice how this personalises the patient Email - patients will feel that they hey have been personally contacted by a practitioner.)
Finalising the template:
When the template is complete, scroll to the bottom of the page to view the button options:
It is advisable to Test Email - send it to your practice Email, and then thoroughly preview it.
Click Cancel at any time to return to the editing.
When you Approve you will see the template listed as an Item in the Campaign items:
You will return to the Campaign creation screen in EXACT, where the Email template is listed under Campaign Media:
See also: Marketing Made Easy with Marketing Manager and Campaign Design Email Editor