Creating a Campaigns message
Use layouts and content blocks to create a message that is tailored to the selected audience and your mailing goals.
Messages overview
Go to 'Messages' in the Campaigns menu.
In this overview, you’ll see all your messages and the most important information per message: the linked audience and its consent basis, the number of recipients, and message status (draft, scheduled, or sent).
Want to send a Campaigns message similar to one you’ve sent before?
Click the ellipsis button behind the relevant message in the overview, and select 'Duplicate'. You can edit all settings and content as needed.
Setting up layouts
Each message needs a layout, which determines the visual elements around the content blocks. It is recommended to create layouts according to your branding. Doing this once when you start using Campaigns will save time and effort later.
Go to 'Messages' in the Campaigns menu, and click the 'Layouts' button in the top right.
Click 'New' to create a new layout, or click an existing one to edit it.
Enter the name of the layout.
Determine its style, logo placement, color scheme, and presence of social media links.
The preview immediately shows you what your choices look like. When you’re satisfied, click 'Save'.
The available logo and color scheme choices are set in the 'Appearance' menu of your CMS. Read more: Themes & color schemes
Creating a new message
Set up the basis
Go to 'Messages' in the Campaigns menu, and click the 'New' button in the top right.
Enter a descriptive name, select a layout, and determine in which languages this email needs to be sent.
Select the correct audience.
Determine the subject line of the email, and the preview text for the email notification in the recipient’s inbox. Note that any translations of this subject line and preview text that are needed, will be done by Linguist.
Click 'Save'.
Add content
Click the 'Content' tab that is now visible to the right of 'Settings', your current tab.
Start adding content blocks to define your email content. There are many different content blocks available, as well as dynamic blocks that show types or sales properties, or spacer blocks.
When determining the settings and content for each block, the preview at the bottom helps you visualize your choices. Click 'Save' to finish a block.
All added blocks can be fully edited, duplicated, or deleted.
Collapse large content blocks to keep a clear overview of your page, and you can change their order by dragging and dropping.
Preview and check
Click the 'Preview' tab to the right of 'Content', your current tab. It will show you what your email will look like when a recipient opens it.
Toggle between the desktop and mobile views to check your content.
If desired, click the 'Test email' button at the top of the page to send a test email to your own inbox.
Make any final changes to the content that are needed.
IMPORTANT: Check that any translations needed have been ordered and applied through Linguist.
Send or schedule
Click the blue 'Send or schedule' button at the top of the page.
Choose whether to send immediately, or to schedule for a specific date and time.
A notification will warn you if translations are still missing, or that your list of recipients may still change slightly between now and the scheduled sending time.
Finish sending or scheduling your email.
A scheduled message can still be edited without affecting the scheduled sending time.
It can also be rescheduled, or the scheduled sending can be cancelled.
Was this helpful?
More in Campaigns
Getting started with CampaignsCreating segments in CampaignsBooker segmentsAdding an import segmentStill need help? Share an idea