Overview - Configuring Campaign Design Email Templates

Requires a registered Marketing Manager Automation module

See also: icon_VideoBlog_13x12px Marketing Made Easy with Marketing Manager and Campaign Design Email Editor Open in New Window icon

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:

CampaignDesignButton

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:

ChannelTrack-EditCampaign01

You will see a Details window:

CampaignPlus-Details

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:

CampaignPlus-Details_listed

The Edit Design window displays. For example:

EditDesign-01

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:

Bremy-EmailScreen02A

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:

Bremy-EmailScreen02

ChannelTrackStyleTab

Selected and unselected blocks:

The template is laid out in selectable blocks:

Selected-Unselected

The Content and Style tabs apply to the currently selected block:

ChannelTrack-SelectedBlock-tabs

Editor tools

Click a screen element to enable multiple toolsets for that element:

2sets

Example: Logo editor:

LogoBlockContextEditor

Toolbox for LogoBlock

See also: Editing Image Blocks in Campaign Design templates

Example: Image plus Text box editor:

EditDesign-02

Toolbox for ImagePlusText

See also: Editing Text Blocks in Campaign Design templates | Editing Buttons in Campaign Design templates

Undo / Redo functions:

These enable you to experiment flexibly:

ChannelTrack-Undo-Redo

Saving and Testing the template:

Click the Save button (top right) at any time.

ChannelTrack-SaveButton

You then have the opportunity to enter an Email Subject:

ChannelTrack-EmailSubject

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:

AtTags

EmailSubject-Tag

(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:

FinaliseEmailTemplate

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:

Check-Save-Close

  1. Check the template (you will see that it has an "Approved" icon).
  2. Click the Save Changes button.
  3. Click Close.

You will return to the Campaign creation screen in EXACT, where the Email template is listed under Campaign Media:

Return

See also: icon_VideoBlog_13x12px Marketing Made Easy with Marketing Manager and Campaign Design Email Editor Open in New Window icon

See also...

Configuring Campaign Design Email Templates

Editing Image Blocks in Campaign Design Email Templates

Editing Text Blocks in Campaign Design Email Templates

Editing Buttons in Campaign Design Email Templates

Editing a 3-Column Block in Campaign Design Email Templates

Next >>

Editing Image Blocks in Campaign Design Email Templates