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.

Designers cannot edit or create custom email templates within Campaigns. 


Read below for a general overview of editing a campaign template.

For specific instructions on how to edit each template, click the appropriate link below. 

Editing font colour, font size and source code

The font colour, font size and source code can't be changed or customized within the campaign templates. The email templates are professionally designed with email marketing best practices in mind and allow all users to create clear and effective messaging.  

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 can't be changed and placement options are centered or left justified, only. 

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.

Editing campaign setup fields

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.

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Editing the header block

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 content blocks

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.

You will see a blue + icon appear. Click the blue + icon and the content block options will appear.

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Select the type of content block you want to add.

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Editing the title block 

To edit the title content block of an email template, click on the title block in the email preview window. This will open up an editing section to the right of the screen. 

Add content and make adjustments using the fields in the editing section. 

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Editing a content block

To edit a content block of an email template, click on the content block in the email preview window. This will open up an editing section to the right of the screen. 

Add content and make adjustments using the fields in the editing section. 

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Editing a product block

To edit a product block of an email template, click on the product block in the email preview window. This will open up an editing section to the right of the screen. 

Add content and make adjustments using the fields in the editing section.  

Product: type a product name in the search field to pull product options from your store.

Coupon: type a coupon title in the search field to pull coupon options you have setup. 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.

Alignment: choose Center, Left or Right from the drop-down menu.

Options: check the appropriate boxes depending on what you want to display.  

Content: the product content will populate based on the content you have setup on the product profile. This text can be edited if you wish.  

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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Editing a coupon block

To edit a coupon block of an email template, click on the coupon block in the email preview window. This will open up an editing section to the right of the screen. 

Add content and make adjustments using the fields in the editing section.  

Coupon: type a coupon title in the search field to pull coupon options you have setup. 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.

Button Label: add the text you want to appear on the button. The button colour is controlled under Settings > General > Email Section.

Button Link: enter the URL of the target page where customers will land after clicking the button.

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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Editing a club block

To edit a club block of an email template, click on the club block in the email preview window. This will open up an editing section to the right of the screen. 

Add content and make adjustments using the fields in the editing section.  

Club: use the search bar to type the title of an existing club.

Alignment: choose Center, Left or Right from the drop-down menu.

Options: check the appropriate boxes depending on what you want to display. 

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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Editing an image block

To edit an image block of an email template, click on the image block in the email preview window. This will open up an editing section to the right of the screen. 

Add content and make adjustments using the fields in the editing section. 

Upload an image.

Update the Alt Text and Link for the image.

Full Width: check this box if you want the image to re-size to the full width of the email body.

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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Editing a call to action block

To edit a call to action block on an email template, click on the call to action block in the email preview window. This will open up an editing section to the right of the screen. 

Add content and make adjustments using the fields in the editing section. 

Button Label: add the text you want to appear on the button. The button colour is controlled under Settings > General > Email Section.

Button Link: enter the URL of the target page where customers will land after clicking the button.

Content - enter the call to action message that will appear of the button.

Content Text Size: choose small, medium or large to change the size of the call to action message.

Content Alignment - align the text and call to action button to the center, right or left.

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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Moving and deleting content blocks

To delete a content block select the content block you want to delete and then select the delete icon on the right. 

To move the placement of a content block, select the content block you want to move and then select the up and down arrow and drag the block up or down between other content blocks and release when it is in the correct spot. 

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Editing the footer of a template

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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