Editing Campaign Templates

This article will cover the areas of a template that can be edited by the user with links to in-depth documentation for each template.

There are four pre-built email templates and one blank template to choose from when setting up a campaign.  This ensures your emails are clean, clear and consistent with your brand. The email templates are professionally designed with email marketing best practices in mind and allow all users to create clear and effective messaging.


In this article:

 

Designers cannot edit or create custom email templates within Campaigns.



Campaign colours and fonts


The font, button colour and alternate background colour used in the email templates can be edited in the Email Section under Settings > General.

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The logo used in your email templates is also managed under Settings > General. The logo size for emails specifically cannot be changed, but you can choose to place it in the center or aligned to the left of the email.

Editing email templates

The fonts and colours cannot be directed edited from within the campaign. Also, while you can edit, add, and remove blocks from the email templates, the HTML/source code is preset and cannot be edited. 

If more control over style and design is necessary we recommend using an email service such as MailChimp. For more information on Apps & Integrations, click here.

 



Campaign settings

When setting up a campaign, the form fields can be edited for the needs of each campaign you create. Note: the title of the campaign is not customer facing. 

Campaigns can be sent to Customer Tags you have setup in Commerce7. Use the search bar to select the customer tag you want to receive the email. You can only send a campaign to one customer tag at a time. 

Use the Query Builder to quickly create a list of customers based on pre-set conditions. Then, automatically tag these customers and send them an email.

Once the email has been sent you can no longer edit the form fields below.


Template header

The logo is pre-populated based on the logo in the Settings > General section of Commerce7.

To edit the placement of the logo, click on the logo in the email preview window. This will open up an editing section to the right of the screen.  Use the drop down menu under Logo Position to select Left or Center justification. 

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Adding and editing content blocks

Editing blocks

If you've chosen a template, there will be blocks already created for you.

  1. To edit any of the blocks, click on it
  2. This will open up an editing section to the right of the screen. 
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  3. Add content and make adjustments using the fields in the editing section. 

Adding blocks

  1. To add a content block to an email template, hover over the bottom boarder of the block above where you want to add the new block.
  2. You will see a blue + icon appear
  3. Click the blue + icon and the content block options will appear

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  4. Select the type of content block you want to add.
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Moving blocks

  1. Select the content block you want to move
  2. Click and hold the "up and down arrows" button on the left to drag the block up or down
  3. Release when it is in the correct spot

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Deleting blocks

  1. lick the content block you want to delete
  2. Click the "trash" button on the right

 



Title block 

For "Title" blocks you can edit the Content, Alignment (left or center aligned), or preset options for Text Size. The font will be pulled from Settings > General > Email


If you want, you can also choose to use the Alertnate Background Color that you've set under Settings > General > Email.

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Product block

Use this block to highlight one or more products in your campaign, allowing the customer to add the product to their cart directly from the email.

  1. Once a product block has been added, the details can be edited on the right
  2. Search for a Product you want to highlight
  3. If you want, you can search for and add a Coupon to the email.
    When you add a coupon, the product price will display with the original price and discounted price. For more information on how discounts work with Campaigns, click here.
  4. Change the product Alignment to Left or Center
  5. Choose which product information you want to display (title, price, add to cart button, and/or content)
  6. The Content field will automatically populate text based on the product you've selected, but you can edit the text if you want to. 
  7. Alternate Background Color: Use the toggle to change your background colour from white. Your alternate background colour is managed under Settings > General > Email section.

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Coupon block

Use this block to link a coupon to an actionable button for your customers to click. Once the customer has clicked the button, the coupon will automatically be applied to their cart. 

  1. Once a coupon block has been added, the details can be edited on the right
  2. Search for an existing Coupon.
    When you add a coupon the product price will display with the original price and discounted price. For more information on how discounts work with Campaigns, click here.
  3. Add the text you want to appear on the button under Button Label.
    The button colour is controlled under Settings > General > Email Section.
  4. Add a Button Link.
    Enter the URL of the target page where customers will land after clicking the button.
  5. Alternate Background Color: Use the toggle to change your background colour from white. Your alternate background colour is managed under Settings > General > Email section.

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Club block

This block is great to use and send to customers who aren't club members. Create an actionable banner and link a button straight to the signup page for one of your clubs.

  1. Once a club block has been added, the details can be edited on the right. Add content and make adjustments using the fields in the editing section.  
  2. Club: use the search bar to type the title of an existing club.
  3. Alignment: choose Center, Left or Right from the drop-down menu.
  4. Options: check the appropriate boxes depending on what you want to display.
  5. Alternate Background Color: use the toggle to change your background colour from white. Your alternate background colour is managed under Settings > General > Email section.

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Image block

Use this block to add images to your email.

  1. Once an image block has been added, the details can be edited on the right. Add content and make adjustments using the fields in the editing section.  
  2. Upload an Image
  3. Update the Alt Text and Link for the image
  4. Full Width: check this box if you want the image to re-size to the full width of the email body.
  5. Alternate Background Color: use the toggle to change your background colour from white. Your alternate background colour is managed under Settings > General > Email section.

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Call to action block

Use this block for a general banner with a call to action. The button can be linked anywhere on your website. You could highlight an upcoming event or club membership information (if you want to link to signup, you should use the "club" block) or anything else! 

  1. Once a call to action block has been added, the details can be edited on the right. Add content and make adjustments using the fields in the editing section.  
  2. Button Label: add the text you want to appear on the button. The button colour is controlled under Settings > General > Email Section.
  3. Button Link: enter the URL of the target page where customers will land after clicking the button.
  4. Content: enter the call to action message that will appear of the button.
  5. Content Text Size: choose small, medium or large to change the size of the call to action message.
  6. Content Alignment: align the text and call to action button to the center, right or left.
  7. Alternate Background Color: use the toggle to change your background colour from white. Your alternate background colour is managed under Settings > General > Email section.

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Template footer

The footer of the email will automatically populate the contact information you have setup under Settings > General. To make edits to this information, click on Settings > General.

Check the boxes next to the information you want to appear in the footer of your email. 

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Email template types

For information specific to each type of template, click on the template below: