Creating A Campaign - Campaign Builder

Knowledgebase Article

Creating A Campaign - Campaign Builder

On the Visual/Content step of the Campaign Wizard you will have three options available for using templates: default system templates, your own, and importing your own content on the spot.

The Default tab allows you to view all of those offered by default in the system. These include both the old system templates and the new templates, fully compatible with the new campaign builder.

The new editor templates are available as a guide. You can build your campaign based on the features on each template, or if you prefer, start with a basic layout.

Working WIth The New Editor

The new campaign builder allows you to add and remove sections from your template with ease, set a color scheme, edit plain-text and advanced HTML modes, and test your campaign all from the save view.

Sections - Content sections include a variety of components: standalone images, image + text, standalone text or more interactive elements like QR codes, Google Maps and social media elements.

- To add a section to your template, click on the thumbnail of the appropriate section. This will automatically add it to the bottom of the template.

- To reposition or remove a section from your template, hover over the section to prompt the positioning menu. To move a section up or down within the template, simply click the arrows until you reach the desired spot. To remove the section, click on the trash bin icon.

- To edit a section, hover over the area to make the edit button appear. Clicking on it will display the edit menu on the left-hand side. Remember to save your changes!

Choose Color Scheme - Here you will be able to change the color scheme of your template - this includes your campaign background, title color, link color, text color, and content background color. Click on change colors under Choose Color Scheme to display the menu. Select the color bar in each option to display the color palette. You will be able to see the color change in real time on your template and on the color palette as well the previous color used, making it easier to compare changes.

Edit plain-text version - The plain-text version of your email is displayed when subscribers are unable to display the HTML version of your campaign. You can manually add text or click on Generate from HTML to have the system do it for you. Remember to press Save to keep your changes.

Enter advanced editing mode - Advanced editing mode will allow view and edit the HTML source and in WYSIWYG mode. Using the HTML mode is advised only for advanced users. Using the WYSIWYG mode will switch you back to the CKEDITOR view. This will prevent you from using the content sections Once you switch to either editing modes, you will not be able to return to the editor view. If you are an advanced user and would like to work on HTML mode only, enable the checkbox to always default to HTML source mode in your campaign.

Test your campaign - You can test your spam score with SpamAssassin and send a test email to preview your campaign.

If you wish to have both HTML and plain-text versions emailed separately, enable the checkbox, otherwise they will be sent as a merged email.

Auto-save is now enabled on all mailings edited in with the new editor. Read more on auto-save and browsing previous versions.

Now it's time to Preview and Schedule your campaign!