This article will guide you through creating and setting up email campaign templates. By using the tools in the email campaign editor and using them to create a template, you can create an efficient, attractive layout that can easily be used or re-used later.
Accessing Email Campaign Templates
1. Login to your Member365 Administrator Dashboard.
2. On the top bar, click ‘Email Campaigns‘ > ‘Campaigns Templates‘
3. Click ‘Create New Template‘
4. Enter a name for this email template, and then click ‘Create‘.
Using the Campaign Editor
You will find yourself in the email campaign editor, an interface that allows you to drag and drop modules in order to easily change the look and layout of your email. You will begin with one row already added, but it will not be visible until you hover your mouse over it:
Note that if you hover your mouse over the centre of this area, you will see ‘Content’ instead of ‘Structure’ appear; this is to be expected, and will be explained later. For now, all you need to know is that this area is a single row; to add content, you must first add a new row structure and then drag content modules into it — in this case, the system gives you one row for free, but you must add more to build your email. Click the ‘Rows‘ tab to examine your options.
Here you can choose from several ways to structure the visual elements in your email: each of the grey boxes will accomodate one element from the ‘Content‘ tab, so the visuals represent ways to split up the space given to each. Rows must be added either directly above or directly below existing rows, so to add one, click the corresponding graphic and drag it to the top or the bottom of the existing row. In the following example, the new row would be inserted on top of the existing row:
After adding a new row (or after clicking the ‘Rows‘ tab and then simply clicking an existing row), several buttons will appear on that element, and the right-side panel will display a number of ways to configure it further.
The three icons on the row will let you either reorder the row by clicking and dragging it up or down, delete it, or make a copy of it. The panel on the right contains a number of specific graphical options that will apply only to that row.
Configuring Margins and Background Colour
Now that you understand how rows work, we will look at the general settings for the campaign before adding content; doing this now will give you a better idea of how your content will be laid out on the page.
These options allow you to set the background colours and default font of the entire campaign, and the slider allows you to change how much space the content takes up within each row: try it and make sure you know how it works before adding content, as moving the slider after content has been added may have undesirable effects.
You are now ready to add content to your campaign. Click the ‘Content‘ tab and examine your options: the six sections indicated by arrows in the following image are the six different kinds of content you can add by dragging and dropping the modules on the right.
Text: Allows you to enter text into the module, which includes the ability to format the text and create hyperlinks.
Image: Allows you to upload an image file that will be placed in this position.
Button: Allows you to create a clickable button that will direct the user to a specific hyperlink.
Divider: Creates a line in order to visually divide the page.
Social: Creates a module set up to easily share social media links.
HTML: Use this module to add an HTML element to your page.
Creating a new module or clicking on an existing one will present new options on the right-hand pane.
Previewing, Testing and Saving Your Template
The top bar gives you several options for deciding what to do when you’re done designing your template.
Preview: Allows you to preview your template in a browser or mobile view.
Send Test: Allows you to test the email by providing a small number of addresses that will receive a test copy.
Back: Return to your previous location in Member365.
Save: Save the work you have completed as a draft and continue working on it.
Save & Continue: Save your work and make this template available for use.
Congratulations, you are now ready to create email campaign templates!