How to Edit Email Templates and SMS in Campaigns and Automations
Editing email templates and SMS messages within a campaign is crucial for managing your marketing efforts effectively. This guide outlines the process for both single touch and multi-touch or automation campaigns.
Access the Campaign: Navigate to your campaign and click on the Edit icon to go to the campaign's details page.
Edit the Email Content: Click on the Edit Content button.
The email template will load in the template editor, where you can make your changes.
Save Changes: After editing, click on the Save button to apply your changes. and click on continue to come back to campaign editor.
Access the SMS Editor: For single touch SMS campaigns, click on the Edit icon next to the campaign.
Edit the SMS Message: Click on the Edit Content button. This will load the message editing screen, where you can modify the SMS as needed.
Save Changes: Click on the Save and Exit button to update the SMS message.
Navigate to the Flow: Click on the Flow button related to your campaign or automation to open the flow editor.
Flow Editor Overview: You'll see the visual representation of your campaign's flow.
Select a Block: Click on the block (node) you wish to edit.
Block Settings: The block settings will appear on the right side of the screen.
Edit Content:
- For email blocks, click on the Edit Content button to open the email in the template editor.
- For SMS blocks, the editing interface will open directly on the right side.
Save Changes: After making your edits, click on the Save button to apply the changes to the block.
After all edits are made, ensure to save the overall flow and then save the campaign to apply all changes successfully.
Single Touch Campaigns
Editing an Email Template
Access the Campaign: Navigate to your campaign and click on the Edit icon to go to the campaign's details page.
Edit the Email Content: Click on the Edit Content button.
The email template will load in the template editor, where you can make your changes.
Save Changes: After editing, click on the Save button to apply your changes. and click on continue to come back to campaign editor.
Editing an SMS Template
Access the SMS Editor: For single touch SMS campaigns, click on the Edit icon next to the campaign.
Edit the SMS Message: Click on the Edit Content button. This will load the message editing screen, where you can modify the SMS as needed.
Save Changes: Click on the Save and Exit button to update the SMS message.
Multi-Touch or Automation Campaigns
Accessing the Flow Editor
Navigate to the Flow: Click on the Flow button related to your campaign or automation to open the flow editor.
Flow Editor Overview: You'll see the visual representation of your campaign's flow.
Editing Blocks
Select a Block: Click on the block (node) you wish to edit.
Block Settings: The block settings will appear on the right side of the screen.
Edit Content:
- For email blocks, click on the Edit Content button to open the email in the template editor.
- For SMS blocks, the editing interface will open directly on the right side.
Save Changes: After making your edits, click on the Save button to apply the changes to the block.
Finalizing the Campaign
After all edits are made, ensure to save the overall flow and then save the campaign to apply all changes successfully.
Updated on: 16/02/2024
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