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Campaign Item Templates
The Campaign Template is a feature that can be utilized for email campaigns that use the same settings on a consistent basis. For example, if the same settings are being used (Group the campaign is sent to; From Name, Email From Address and Reply to Address, and billing code), a Campaign Template can be set up to alleviate some of the steps involved in setting up the campaign.
Campaign Item Templates include Groups; Suppression Groups; Message; Envelope information; Blast Fields, and Opt-Out Preference.
Campaign Item Templates include Groups; Suppression Groups; Message; Envelope information; Blast Fields, and Opt-Out Preference.
Add or Edit Campaign Templates
Select Campaign Item Templates from the Blasts/Reporting Navigation
Select Campaign Item Templates from the Blasts/Reporting Navigation
Edit an existing Campaign Item Template by clicking on the pencil icon for a specific template.
Delete an existing Campaign Item Template by clicking on the red X.
Archive an existing Campaign Item Template by clicking the Archived checkbox.
Sort by Active, All or Archived Templates in the dropdown.
Click the Add button to create a new Campaign Item Template.
Delete an existing Campaign Item Template by clicking on the red X.
Archive an existing Campaign Item Template by clicking the Archived checkbox.
Sort by Active, All or Archived Templates in the dropdown.
Click the Add button to create a new Campaign Item Template.
Add New Campaign Item Template
Click the Add button to create a new Campaign Item Template.
Click the Add button to create a new Campaign Item Template.
The Campaign Item Template setup screen will appear. [NOTE: Not all items are required to be completed. ]
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Create a name for the template. After the template is created, this name will appear in the dropdown when you use a Campaign Item Template in the blast setup process. REQUIRED.
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Select Groups and/or Suppression Groups to be used in the Campaign Item Template. Filters can also be used on Groups and Suppression Groups.
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Select an existing message to be used in the template if you desire a specific message to be used when the template is selected.
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Add:
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If the Fields information is blank, your account does not include Blast Fields.
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If you are a customer that utilizes Blast Fields, you can create the Blast Field labels. Each value created will be added to the dropdown list for future use.
Omniture fields (if applicable) can be set as well. |
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Also option is the Opt-out Preference. Select Add to Master Suppression (when the unsubscribe link is clicked by the user), or choose to opt out of specific groups if desired when a user clicks the unsubscribe link.
Click the Save button to complete the Campaign Item Template setup.
Setting Up a Campaign Template at the Blast Level
1. Click on the Email Marketing and select Manage Campaign Items.2. Click on Create Regular Blast (or Create AB Blast).
1. Click on the Email Marketing and select Manage Campaign Items.2. Click on Create Regular Blast (or Create AB Blast).
3. A popup will appear asking whether you want to Pre-populate the wizard with a template.
4. Click “No” to bypass this step, or click “Yes” if you choose to use a template.
5. If you select “Yes”, another popup will appear. Either select an existing Template from the dropdown or create a new Template by clicking the green + button to the right of the drop down.
5. If you select “Yes”, another popup will appear. Either select an existing Template from the dropdown or create a new Template by clicking the green + button to the right of the drop down.
6. If creating a new template, another popup box will appear.
7. Add the name of the template, select the Group(s) the campaigns will be sent to, add a Suppression group if needed, enter any information in the blast fields and set up the envelope information. [Note: to select Group(s) or Suppression Group(s), click on the blue icon next to “Group” or "Suppression Group"].
8. Fill out any or all of the fields available. Click to save the template.
Setting Up a Campaign Using the Campaign Template
1. You will receive the same pop-up that you did initially, but now the Template name will be available in the dropdown for you to select.
2. After selecting the existing Template from the list, click the "Submit" button (or click the green + button to create another template).
Setting Up a Campaign Using the Campaign Template
1. You will receive the same pop-up that you did initially, but now the Template name will be available in the dropdown for you to select.
2. After selecting the existing Template from the list, click the "Submit" button (or click the green + button to create another template).
3. The template name will appear on the Define Campaign tab under Campaign Item Template. Continue creating your campaign as you normally would.
4. If you are a customer that utilizes Blast Fields, you can create the Blast Field labels by clicking on the blue icon and adding the name of the field. One or more values for each label can be created at this step by typing in the Value and clicking the green + mark. Each value created will be added to the dropdown list for future use.
5. You’ll notice that when using a template, the items that were selected for the template have been prepopulated throughout the wizard. The Group and/or Suppression Group(s) have already been selected.
6. Make any changes or additions needed for the campaign (including adding any additional groups).
7. Select the Message in the Define Message tab. The envelope information was pre-populated in this tab when the template was selected.
7. Select the Message in the Define Message tab. The envelope information was pre-populated in this tab when the template was selected.
8. Continue setting up the campaign and schedule to send it out.
Add/Edit a Campaign Item Template
1. Click on BLASTS/REPORTING in the toolbar. Select CAMPAIGN ITEM TEMPLATES.
Add/Edit a Campaign Item Template
1. Click on BLASTS/REPORTING in the toolbar. Select CAMPAIGN ITEM TEMPLATES.
2. You may Edit (pencil icon), Delete (red X), Archive (Admin Permissions only), or Add a new template.
3. Click the pencil edit icon to update or change any information within the specific Template. Click "Save" when you are done making changes.
4. Select "Add" from the Campaign Item Template List main screen to add a new template to the Email Wizard.
5. Complete the campaign template information (Name, Group, Suppression Group, Envelope information, etc).
6. Select a Group(s) and/or Suppression Group(s) to include with the template by clicking on the blue icon.
6. Select a Group(s) and/or Suppression Group(s) to include with the template by clicking on the blue icon.
7. Click the green plus mark to select the Group or the Suppression Group(s).
8. Click "Save" when you have completed the template.
Updated 6/23/2015