Creating a new email campaign message is easy. Just follow these steps:
Access Campaigns
Click on the Menu at the top right of the website.
Select "Campaigns" from the dropdown menu.
On the Campaigns page, click on "Email Templates" at the top.
Create a New Template
Click on the "+New" button to open the editor.
At the top of the editor, you can:
Categorize the template.
Give it a title.
Add a subject line.
Add Content
Click into the text field where it says "Hello" by default.
Start typing your message or add more content fields.
Insert Components
To add components like images, buttons, or tables:
Select "Insert Above" or "Insert Below."
Choose the component you want from the menu that appears.
Please note, currently attachments are not able to be added to email templates - it will need to be input as an image, or by using a hyperlink within a text component.
Use Placeholders
Use the "Placeholder" dropdown to insert variable text such as:
Name
Date of Birth (DOB)
Insurance
Visit Dates
These placeholders will automatically update with the recipient’s information.
Save Your Template
When you're done, click "Save" at the top right.
Your new template will be available in your list of saved templates.