Creating a new email campaign message is easy. Just follow these steps:
1. 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.
2. 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.
3. Add Content:
Click into the text field where it says "Hello" by default.
Start typing your message or add more content fields.
4. 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.
5. 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.
6. 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.