Templates
Overview
Creating and managing campaign templates in the admin portal provides administrators with the flexibility to design and distribute engaging content tailored to their organization's needs. This guide outlines the steps to create, customize, and manage campaign templates efficiently.
Managing Campaign Templates
From the Templates tab, admin users can view all existing campaign templates in your domain activated and deactivated.
For each template, system and custom, click on the three-dot action button to access additional menu options:
Edit: To edit the chosen custom template, open it in edit mode. Since system templates are unalterable, you will instead find the option Clone & Edit. This action duplicates the system template, allowing you to make edits and save them.
Activate/Deactivate: Deactivating a template will remove it as a choice when creating campaigns via the User Portal. The template will still appear in the template list here, however, it will gain the status icon Deactivated. Campaigns currently using a deactivated template will not be changed and will appear as they were published.
Clone & Edit: Create a duplicate of the template for further editing.
Delete: Deleting the campaign template will permanently remove it as a template option from both the User and Admin portals. All older campaigns created with this template will not be affected. In order to prevent potential data loss, it is highly recommended to consider deactivating the template instead.
Re-order Templates
To re-order the template list, click the Re-order Templates button along the top right hand of the screen. Clicking this button will bring up the Re-order Templates menu. Within this menu, you can simply drag and drop templates into your preferred order.
Utilize this menu for rearranging templates not only within the user portal but also for updates on the admin portal side. Group template types together to enhance organization and accessibility.
Creating Campaign Templates
To create a new template, click on the Design Your Own button in the upper right hand of the module screen.
Template Details
Enter a title and description for the template in the provided text boxes.
Add content blocks such as Cover Image, Image, Video, Audio, Quote, Text, Media + Text, and Button to customize the template according to your requirements.
Assign Categories and Channel Mode
Select the appropriate default category for the template (e.g., Employee communication, Leadership communication, Change communication). Campaign creators will be able to change this category to their preference when in the User Portal.
Choose the communication channel mode: SMS, Email, or Both. Alternatively, opt for Smart Select to let the system determine the most effective mode for reaching each recipient. Initially, the system will attempt to contact the recipient via Email. If Email delivery fails for any reason, it will then try the SMS channel. If both Email and SMS attempts are unsuccessful, a Direct Message is sent to the user instead.
Personalize the content of the message recipients will receive, notifying them that a new campaign requires their attention.
Additional Settings
Add a featured image for the template. Minimum: 234 x 375px. Recommended: 773 x 1250px
Customize the outer background color from the Additional Settings option. The color set will act as the background color in the email body & campaign page.
Save and Preview
Click on Save and Continue to proceed.
Preview the template in different formats (Mobile, Web, SMS) to ensure its compatibility across various platforms.
A Note on Email/SMS Configuration
When sending campaigns, ensure that network-wide outgoing email settings and/or network-wide SMS settings are enabled in the admin portal.
To enable outgoing emails from the domain, navigate to the Email -> Configuration section:
SMS settings can be found under the Domain -> General Settings configurations:
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