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Create, modify, or duplicate a custom template or automated campaign
Create, modify, or duplicate a custom template or automated campaign
Updated over a month ago

You can create custom email templates and automated marketing campaigns for engaging existing and prospective clients to increase both retention and conversion rates.

After you create a template, you can use it to send messages manually or automatically via email, SMS, or push notification to an individual client, or a group of clients. Templates and campaigns can be modified before being sent to clients.

Key tips before we begin

  • There is a character limit of 102,400 for all email templates. Avoid complex HTML, JavaScript, or loading scripts as not all mail receivers support them.

  • You can send a test email by clicking the Send test email button and entering an email address to receive it. The test email will show placeholder information for certain variables, like [PasswordMessage] showing as 0123456789.

  • If you want to add a video to an email template, you can add a video hosted on an external website using the visual editor.

  • Clients must have the News and Updates option set to ON to receive custom email template messages. This includes messages sent using the QUICK Contact option. For more information, see Changing a client’s notification settings.

Create or modify a custom template

To create or modify a custom email template, follow these steps:

  1. Click the App Drawer button then click View All > Marketing > Custom Templates.

  2. Under CUSTOM TEMPLATES:

    • To create a new custom template, click Add template.

    • To modify an existing template, click the Edit button under Email, SMS, or Push, depending on the notification format that you want to send to clients.

  3. Under TEMPLATE INFORMATION, configure the following:

    • Under Template name, enter a name for the template. This field is required.

    • Under Description, enter a description for the template. This isn’t a required field. If you don’t enter a description, the default description of the marketing campaign will be used.

  4. Under SEND RULES, configure the following:

    • To target specific client types or groups, set the Send only to specific client types or the Send only to specific client groups option to ON, and then check the boxes next to each client type/group you want to receive the notification.

  5. Confirm the format you’re editing. You can change formats at any time by clicking Email, SMS or Push.

  6. Edit the content of the template.

    1. Email:

      1. under Compose email click View sender’s information and configure the sender’s email information. For more information, see Automated email template settings.

      2. Under Email content, make your changes to the template’s content using the default editor or click Visual Editor for more advanced options. For more information, see Modifying an email template using the default editor and Modifying an email template using the visual editor.

      3. Click View email variables to display a list of email variables that can be used in your template. To add a variable to your template, click the Copy to clipboard button next to a variable, then paste it in the Email content field.

      4. To activate the campaign, set the Activate email option to ON.

    2. SMS:

      1. Under SMS content, make your changes to the template’s content using the text editor.

      2. Click View SMS variables to display a list of SMS variables that can be used in your template. To add a variable to your template, click the Copy to clipboard button next to a variable, then paste it in the SMS content field.

      3. To activate the campaign, set the Activate SMS option to ON.

    3. Push:

      1. Under Push notification content, make your changes to the template’s content using the text editor. Variables aren’t used in push notifications.

      2. To activate the campaign, set the Activate push option to ON.

  7. Click Save. A confirmation popup is displayed prior to accepting any changes in situations where clients will be impacted by send rule changes.

Duplicate a custom template

To duplicate a custom template, follow these steps:

  1. Click the App Drawer button then click View All > Marketing > Custom Templates.

  2. In the list of templates, find the existing template you want to duplicate. You can use the Search or use filters on the list to easily find the template you’re looking for.

  3. Click the Action button for the template you want to duplicate, then select Duplicate.

    • If you have unsaved changes to the template, you will be notified before you can proceed.

    • A new template named Copy of [your template’s name] will be created and you will be redirected to the edit page for this new copy.

  4. Make any required edits to the new duplicate copy of the template.

  5. Click Save. A confirmation popup is displayed prior to accepting any changes in situations where clients will be impacted by send rule changes.

Create or modify an automated campaign

To create or modify an automated campaign, follow these steps:

  1. Click the App Drawer button then click View All > Marketing > Automated Campaigns.

  2. Find the type of automated campaign you would like to create or modify:

    • To create a new custom template, click Add template.

    • To modify an existing template, click the Edit button under Email, SMS, or Push, depending on the notification format that you want to send to clients.

  3. Under TEMPLATE INFORMATION, configure the following:

    • Under Template name, enter a name for the campaign. This field is required.

    • Under Description, enter a description for the campaign. This isn’t a required field. If you don’t enter a description, the default description of the marketing campaign will be used.

  4. Under SEND RULES, configure the following:

    • To target specific client types or groups, set the Send only to specific client types or the Send only to specific client groups option to ON, and then check the boxes next to each client type/group you want to receive the notification.

    • Configure any campaign-specific send rules as required before proceeding.

  5. Confirm the format you’re editing. You can change formats at any time by clicking Email, SMS or Push.

  6. Edit the content of the template.

    1. Email:

      1. under Compose email click View sender’s information and configure the sender’s email information. For more information, see Automated email template settings.

      2. Under Email content, make your changes to the template’s content using the default editor or click Visual Editor for more advanced options. For more information, see Modifying an email template using the default editor and Modifying an email template using the visual editor.

      3. Click View email variables to display a list of email variables that can be used in your template. To add a variable to your template, click the Copy to clipboard button next to a variable, then paste it in the Email content field.

      4. To activate the campaign, set the Activate email option to ON.

    2. SMS:

      1. Under SMS content, make your changes to the template’s content using the text editor.

      2. Click View SMS variables to display a list of SMS variables that can be used in your template. To add a variable to your template, click the Copy to clipboard button next to a variable, then paste it in the SMS content field.

      3. To activate the campaign, set the Activate SMS option to ON.

    3. Push:

      1. Under Push notification content, make your changes to the template’s content using the text editor. Variables aren’t used in push notifications.

      2. To activate the campaign, set the Activate push option to ON.

  7. Click Save. A confirmation popup is displayed prior to accepting any changes in situations where clients will be impacted by send rule changes.

Duplicate an automated campaign

To duplicate an automated campaign, follow these steps:

  1. Click the App Drawer button then click View All > Marketing > Automated Campaigns.

  2. In the list of campaigns, find the existing campaign you want to duplicate. You can use the Search or use filters on the list to easily find the campaign you’re looking for.

  3. Click the Action button for the campaign you want to duplicate, then select Duplicate.

    • If you have unsaved changes to the template, you will be notified before you can proceed.

    • A new campaign named Copy of [your campaign’s name] will be created and you will be redirected to the edit page for this new copy.

  4. Make any required edits to the new duplicate copy of the campaign.

  5. Click Save. A confirmation popup is displayed prior to accepting any changes in situations where clients will be impacted by send rule changes.

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