Creating a Message - Campaigns

To add or create a new email for any campaign, you’ll want to find the Campaign you wish to edit first (mine is titled “Test Campaign”). To the right of each campaign, you’ll see some buttons - for now, we’ll click on the Emails button.


On the next page, click the Add New Email at the top-right of the page to get started…

Once you’re in the email editor, you’ll find it looks very similar to editors within providers like Gmail, Outlook, or Yahoo!. You can write a subject line, as well as all body text. The first thing you may see are two fields: Greeting (with first name) and Greeting (without first name). In the “with first name,” you’ll see an interesting code: !first_name! - this is a super-technical and grasshoppery (is that a word?) shortcode that pulls any first name from a contact and inserts it here.


This makes sure that if a contact has a first name provided, we address them by it. If no first name is present, we simply say “Hi” (not as exciting, but still effective!).

The features! What about the features?!!

Above the body text editor, you’ll find a whole slew of customization options for your email. You can change the font size, color, and style. You’ll also be able to add links and images. Heck, you can even turn images into links - but settle down there… let’s cover the basics first. =)


First, let’s look for the little icon that looks like a chain link - it looks like this:

Clicking that will bring up the link box where you can enter a URL and create a hyperlink.

Pro Tip: You can turn words, or even images, into links by highlighting them prior to clicking the link button. That way we can turn words like “Click Here” into a link without displaying the link itself. Kinda like this!


Next up, we’re going to add an image. You’ll want to look for the icon that looks like a Polaroid picture - it looks like this:

Clicking this icon will bring up a window where you can upload an image. Click the Choose File button, select the image, then click the Send it to the Server button. After you see the preview of the message, you can click OK to load it into your email!

You did it!



Pro Tip: You’ll be able to edit a message again in the future at any time, but be sure to start a conversation rather than sending another marketing email.

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