Templates

You can create campaign templates by clicking the Design Your Own button.

On the dashboard, you will see:

  1. List of templates: Displays all the campaign templates in your domain. You can clone these system templates to create new custom templates. Domain admins can create their own custom template from scratch or clone an out-of-the-box template and customize it.

For System Template:

  • Clone & Edit: For system templates, click to clone the selected template and open it in edit mode.

  • Deactivate: For system templates, click to deactivate the selected template on the User Portal.

  • Activate: For deactivated templates, click to activate the template on the User Portal.

For Custom Template:

  • Edit: For custom templates, click to edit the selected template to make some changes.

  • Clone & Edit: For custom templates, click to clone the selected template and open it in edit mode.

  • Deactivate: For custom templates, click to deactivate the selected template on the User Portal.

  • Activate: For custom templates, click to activate the template on the User Portal.

  • Delete: Click to delete the custom template.

Design Your Own: Click the Design Your Own button to open the Create Template page and create a template.

You can create custom templates by clicking the Design Your Own button and assigning categories to them.

  1. Enter the title for the template in the Title text box.

  2. Enter the description for the template in the Description text box.

  3. Click on the preferred blocks to add the content to the post template. You can add a Cover Image, Image, Video, Audio, Quote, Text, Media + Text, and Button blocks in the template.

  4. Select the category from the list:

    • Employee comm

    • Leadership comm

    • Change comm

  5. Select the mode of channel such as SMS, Email or Both for communication.

  6. Add a featured image for the template.

  7. Enter the Email Subject: The subject title that will be displayed to the user.

  8. Change the outer background color from the Additional Settings option.

  9. Click Save and Continue.

Preview: On the preview tab, you can view the preview of the campaign before sending it to the audience or before publishing it.

Mobile, Web, and SMS preview is available.

  • Mobile: You can preview the campaign in the mobile view.

  • Web: You can preview the campaign in the web view.

  • SMS: You can preview the campaign in the SMS view.

Publish Template: Once the template is final, click Publish Template to publish it. The campaign is sent over Email or SMS, or Both (depending on the channel selected). Network wide outgoing email settings and/or network wide SMS setting should be ON for the campaign to be sent.

Domain level outgoing Email ON settings:

Network level SMS ON settings

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