In this guide, you’ll get a basic understanding of how to set up your campaign and automation flow in our editor.
We won’t go through all features in detail, but once you’ve been through the entire guide, you’ll have a solid overview of how the editor works.
The guide covers, among other things, template selection, inserting cells and content, using the block splitter, special elements and add-ons. Additionally, we provide clarification on your general settings for the email.
Template
When you need to set up a campaign or automation flow, you must first choose a template.
If you want to build your own template in our editor, you should use our standard template, which you can find here:
If you instead want to use a custom template, it needs to be coded in HTML by either our developer or an internal developer. You can create it by clicking here:
Editor – step 2
Once you’ve chosen a template, you proceed to design the content of your campaign. Here you can insert cells, content elements, special elements and add-ons. At the same time, you get a basic overview of your campaign setup.
Cells
To insert a content element, you must first create a row. You do this by clicking on Row and dragging it into your newsletter:
When the row is created in your campaign, you choose how many cells it should be divided into. Here you select the cell division that fits the content you want to insert.
If you want to adjust the width of a cell, you can do so under Cell Settings, where you enter the desired width:
Under Cell Settings you can also change alignment, add padding (spacing) and determine whether the cell should be displayed on mobile:
If you want to customize the entire row, you should click on Row Settings:
Here you can change the row’s background and height, choose whether the row should be displayed on desktop and set up rules for the row. Read more about how to create a rule on a row here.
Content Elements
In your cell, you can insert content. You add content by clicking on either Text, Image, Button or HTML and dragging the element into the cell.
Text
When you insert Text, a box opens where you can, among other things, choose font, font size, color or insert a link:
Here you can make use of merge fields. Merge fields add dynamic information about the member or company – insert, for example, the member’s name, the company’s address or the name of the company.
To use merge fields, you need to have the relevant information on your members, which is created in the list. We have created standard fields, but you can also create your own personal merge fields.
Button
If you insert a button in a cell, you can edit the color, change the text, customize the text font or font size. This is done under Button Settings:
It’s also under button settings that you customize the height/length of the button, whether there should be rounded corners. Additionally, you can also insert a link on the button here:
Images
If you insert an image, you can choose from your media library or upload a new one.
You can change the image settings by hovering over the image and clicking on image settings below the image, after which you get the option to, for example, change the alignment, size or attach a link to the image.
HTML Block
When you insert an HTML block, you get the option to add your own HTML code, which is then displayed in the campaign. This block can, for example, be used to insert interactive elements like Google Maps. However, we only recommend that you use this if you have knowledge of HTML:
Block Splitter
Block splitter gives you the option to split the blocks you have inserted in your design. This means that the selected cell can be divided into multiple vertical rows.
When you place a block splitter on a cell, you need to choose how many rows the cell should be divided into:
Once you’ve selected the desired number of rows, you can insert content in each individual cell.
Special Elements
If you want to insert a special element, you don’t need to insert a cell first. Special elements can be added directly to your campaign, as they will always fill an entire row.
Below you can read how to use the elements Space, Divider and Saved Rows.
Space
This element is used to create distance between your rows. When the element is inserted, you can adjust the height of the spacing via the element’s settings.
Divider
This element can be used to insert a line between your rows, so you can separate the content in your campaign. Under the settings, you can customize the divider’s color, width and length.
Saved Rows
With Saved Rows you can save elements in the designer and reuse them in other campaigns or automation flows.
To save a row, you need to click on the save icon at the left side of the row:
Then you choose a name for the element and specify where it should be saved:
When the row is saved, you can find it under Saved Rows.
To see them, you need to drag in the block calledSaved Rows, where you will then get a popup with a view of your saved rows and here you choose the one you want to insert in your campaign.
Add-ons
Under Add-ons you’ll find various blocks. You can only use the blocks that are marked with blue color. If the block is grayed out, it’s because you haven’t purchased the functionality from Heyloyalty.
The most commonly used add-on is Product Feed, which you can set up in two ways:
- Product Feed: Here you choose which products should be displayed in the feed yourself.
- Advanced Product Feed: The system automatically selects products based on the search criteria you have specified the product feed should contain.
See here how to create both a regular product feed and advanced product feed.
General Settings for Your Email
The general settings for the campaign can be found under the Settings tab:
It varies which settings you see under this tab, if you use an HTML template you will see fewer settings, as it is defined in the template. With a standard template you will see more settings.
Under settings you can set spacing, enable mobile optimization, mobile width and standard cell padding.
If you want overall spacing (padding) on your campaign, it can be set under settings, which can be found here:
When you add padding under settings it will be applied to all your cells, around the content, like for example here:
Under the three dots (•••) in the right corner you’ll find various save functions:
Here you can save the content of your campaign and access your automatically saved content. We automatically save every minute. If you leave your campaign after a minute and return to the campaign, you will be met with a popup as shown below.
Here you can see the auto-saved content and choose whether you want to keep the new content from auto-save, or if you’d rather continue with the previous version you were working on.
In the menu with the three dots, you can also save a standard template, where it saves all content in your campaign. When you save this standard template, you will be able to use it on campaigns and automation flows.
When you build a new campaign or automation flow, you will be able to find your standard template here:
Summary of Step 2
You now have control over the fundamentals of how to set up your campaign, place content in your email and which elements you can insert.
As mentioned, the setup of emails in step 2 works exactly the same way in automation flows. You can read more about how to create an automation flow here.
Now you’re ready to send campaigns out to your members and generate greater sales of your products! We recommend that you make your campaigns targeted. You can do this by dividing your list into segments, so you can send campaigns to specific groups – for example, to those who are interested in a particular area, or who have previously bought specific products.
Read more about how to create a segment here.
Didn’t find what you were looking for? You are always welcome to contact our support at support@heyloyalty.com—we’re ready to help.
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