How to Create a New Email Campaign Message

Creating a new email campaign message is easy. Just follow these steps:

1. Access Campaigns:

• Click on the Menu at the top right of the website.
• Select "Campaigns" from the dropdown menu.
• On the Campaigns page, click on "Email Templates" at the top.

2. Create a New Template:

• Click on the "+New" button to open the editor.
• At the top of the editor, you can:
  • Categorize the template.
  • Give it a title.
  • Add a subject line.

3. Add Content:

• Click into the text field where it says "Hello" by default.
• Start typing your message or add more content fields.

4. Insert Components:

• To add components like images, buttons, or tables:
  • Select "Insert Above" or "Insert Below."
  • Choose the component you want from the menu that appears.

5. Use Placeholders:

• Use the "Placeholder" dropdown to insert variable text such as:
  • Name
  • Date of Birth (DOB)
  • Insurance
  • Visit Dates
• These placeholders will automatically update with the recipient’s information.

6. Save Your Template:

• When you're done, click "Save" at the top right.
• Your new template will be available in your list of saved templates.