Create custom email templates and automated marketing campaigns to engage existing and prospective clients, helping you boost retention and conversion rates.
After creating a template, 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 edited before they are sent.
Key tips
Email templates have a character limit of 102,400 for all email templates. Avoid complex HTML, JavaScript, or loading scripts as not all mail receivers support them.
Send a test email by clicking Send test email and entering an email address. The test email displays placeholder information for certain variables, like [PasswordMessage] showing as 0123456789.
Add a video to an email template by embedding a video hosted on an external website through the visual editor.
Clients must have the News and Updates option set to ON to receive messages from custom email templates, including messages sent using QUICK Contact. 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:
Click the App Drawer button
then click View All > Marketing > Custom Templates.Under Custom Templates:
To create a new custom template, click Add template.
To modify an existing template, click Edit
under Email, SMS, or Push.
Under Template Information enter the Template name (required) and enter a Description (optional; if left blank, the marketing campaign's default description is used).
Under Send Rules choose to Send only to specific client types or Send only to specific client groups and select the checkboxes for each client type or group that should receive the notification.
Confirm the format you’re editing. Click Email, SMS or Push at any time to change the format.
Edit the content of the template.
Email:
Under Compose email click View sender’s information and configure the sender’s email information. For more information, see Automated email template settings.
Under Email content, make changes to the template’s content using the default editor or click Visual Editor for more advanced options.
Click View email variables to display the list of available email variables. To add a variable, click Copy to clipboard
next to a variable and paste it in the Email content field.To activate the campaign, set Activate email to ON.
SMS:
Under SMS content, use the text editor to make changes.
Click View SMS variables to display the list of available SMS variables. To add a variable, click Copy to clipboard
next to a variable and paste it in the SMS content field.To activate the campaign, set Activate SMS to ON.
Push:
Under Push notification content, use the text editor to make changes. Variables aren’t used in push notifications.
To activate the campaign, set Activate push to ON.
Click Save. When send rules are modified, accept the changes in the popup.
Duplicate a custom template
To duplicate a custom template:
Open the App Drawer
then click View All > Marketing > Custom Templates.In the list of templates, find the existing template you want to duplicate. Search or use filters on the list to easily find the template.
Click Action
then select Duplicate.A new template named Copy of [template’s name] is created and you are redirected to its edit page.
Make any required edits to the new copy of the template.
Click Save. When send rules are modified, accept the changes in the popup.
Create or modify an automated campaign
To create or modify an automated campaign:
Open the App Drawer
then click View All > Marketing > Automated Campaigns.Find the type of automated campaign you want to create or modify:
To create a new custom template, click Add template.
To modify an existing template, click Edit
under Email, SMS, or Push.
Under Template Information enter a Template name (required) and a Description (optional; if this field is left blank, the marketing campaign's description is used).
Under Send Rules, choose to Send only to specific client types or Send only to specific client groups and select the checkboxes for each client type or group that should receive the notification.
Configure any campaign-specific send rules as required before proceeding.
Confirm the format you’re editing. Click Email, SMS or Push at any time to change the format.
Edit the content of the template.
Email:
Under Compose email, click View sender’s information and configure the sender’s email information.
Under Email content, make changes to the template’s content using the default editor or click Visual Editor for more advanced options.
Click View email variables to display the list of available email variables. To add a variable, click Copy to clipboard
next to a variable and paste it in the Email content field.To activate the campaign, set Activate email to ON.
SMS:
Under SMS content, make changes to the template’s content using the text editor.
Click View SMS variables to display the list of available SMS variables. To add a variable, click Copy to clipboard
next to a variable and paste it in the SMS content field.To activate the campaign, set Activate SMS to ON.
Push:
Under Push notification content, make changes to the template’s content using the text editor. Variables aren’t used in push notifications.
To activate the campaign, set Activate push to ON.
Click Save. When send rules are modified, accept the changes in the popup.
Duplicate an automated campaign
To duplicate an automated campaign:
Open the App Drawer
then click View All > Marketing > Automated Campaigns.In the list of campaigns, find the campaign you want to duplicate. Search or use filters on the list to easily find the campaign you’re looking for.
Click Action
for the campaign you want to duplicate, then select Duplicate.A new campaign named Copy of [campaign’s name] is created and you are redirected to its edit page.
Make any required edits to the new copy of the campaign.
Click Save. When send rules are modified, accept the changes in the popup.