Edit a Pre-Built Campaign

You can only edit an unsent pre-built campaign edition in Draft status. If necessary, however, you can reset a scheduled pre-built campaign edition’s status to Draft. The content of a pre-built campaign is only editable if you selected the Set up this Campaign option and chose Schedule Delivery > Save in Draft status until I choose to send when setting up the campaign. If you selected any other option, you can only edit the Campaign Basics, list selections, and delivery options.

You cannot copy a pre-built campaign. If you want to send the same pre-built campaign again (for example, with minor changes to your organization’s added content), locate it in Campaigns > Pre-Built Campaign and refer to the Set up this Campaign section of Use a Pre-Built Campaign. To prevent recipients from receiving the same editions twice, remember to delete all editions of the original pre-built campaign before scheduling delivery of the new one.

You can hide Active or Completed campaigns that you no longer need to access regularly. Hiding campaigns removes them from the default Campaigns list, but you can display them by selecting the Show Hidden checkbox. Click the Show link to restore a hidden campaign to the default list. Hiding a campaign does not affect any scheduled distributions.

Note: The following information is specific to pre-built campaigns. See Campaigns for information about the types of campaigns available.

The editable areas of an edition depend on selections made during the pre-built campaign’s creation. You can only edit or delete pre-built campaign editions in Draft status. You must edit each edition of a pre-built campaign separately.

1. Click Campaigns or Campaigns > My Campaigns on the navigation menu. If necessary, you can sort or filter the list to help you locate a campaign:
• Enter a full or partial Campaign Name and click the Search button.
• Sort the Campaigns by clicking on a column heading. Click the column heading again to reverse the sort order.
• Browse multiple pages of Campaigns by clicking the First, Previous, Next, Last, or page number links at the bottom of the page.
2. To access the Campaign Detail page for the edition you want to edit, do one of the following:
• Click the Campaign Name in the list.
1. In the Editions section, locate the edition in the list. If necessary, use the Display From  and To calendars to filter the editions.
2. Click Details to access the Campaign Detail page for a scheduled edition.
• Click the chevron beside a recurring campaign to display all of its editions. Click the edition name to open the Campaign Detail page.
3. From the edition's Campaign Detail page, you can do any of the following:
• Reset the status of a scheduled pre-built campaign edition

  If a Pre-Built Campaign has unsent scheduled editions, you can click the Cancel Scheduled Delivery link on the edition’s Campaign Detail page. You must reset each edition’s status to Draft to edit or delete them.

• Edit Campaign Basics

  You can edit basic information for any pre-built campaign edition with a status of Draft. All fields in this section are required.

  1. Click the Campaign Basics link and update any of the following:
  • Enter a Campaign Name that will help to identify the content included or the purpose of the campaign.
  • The Campaign Type defaults to the type associated to the pre-built campaign and cannot be changed.
  • Select a From email address. This address displays in the From field for recipients.
    Only use the Account Servicing campaign type to send important account-related communications. This campaign type sends to all contacts on the list(s) who are associated to active accounts (regardless of their subscription preferences), except for contacts on Prospect accounts, who are automatically excluded.
  • Select a Reply To email address. If recipients reply to your campaign email, their replies will be sent to this address.
  • The Subject field only displays if you selected the Send This Edition option when setting up the campaign. Enter a Subject line for the email. You can insert a merge variable if necessary. For a complete list of merge variables, click here.

    To use the Test Merge Variables link, you must have selected at least one list of recipients. Merge variables only populate for client contacts, not for employees. To add a merge variable to the Subject field, do the following:

    1. Place your cursor where you want to add the variable in the Subject field and then click the Insert Merge Variable button or begin typing the merge variable code. When you begin typing the code, a list of merge variables displays for selection.
    2. Select a merge variable from the list to insert it.
    3. Click the Test Merge Variables link to preview the email with the merge variable(s) included. Select a contact in the To: dropdown to populate the variable with that contact’s information in the preview.
    4. Click the Return to Send Email link to continue creating your campaign. You must complete all required fields before clicking the Send button.
  • Select a Branding Profile from the dropdown.
  • Select the Language in which any copyright and compliance text will display.
  2. Click the Continue button to return to the Campaign Detail page and continue editing your campaign. Click Cancel to discard your changes and return to the Campaigns page.
• Select a different list

  You can change the lists of contacts who will receive the pre-built campaign, as long as the edition has a status of Draft. You can select multiple lists if necessary. Dynamic lists in Draft status are not available for selection; you must save them first.

  1. Click the Select List link.
  2. The Select List page displays. Select the checkbox beside each List of contacts you want to use for this pre-built campaign. If necessary, you can do any of the following to locate a specific list:
  • Filter the Lists by entering a full or partial List Name and clicking the Search button.
  • Sort the Lists by clicking on a column heading. Click the column heading again to reverse the sort order.
  • Browse multiple pages of Lists by clicking the First, Previous, Next, Last, or page number links.
  3. Click the Select button to add the lists to the campaign. Click Cancel to discard your selection and return to the Campaign Detail page.
• Add, Edit, or Delete Content

  You can only edit a pre-built campaign edition’s content if it has a status of Draft and the campaign was created using the Set up this Campaign and the Save in Draft status until I choose to send options. If you selected any other option, you cannot add, edit, or delete content.

  1. Click the Add Content link label.
  2. Do any of the following:
  • Add from Content Library
    1. Click the Add from Content Library button.
    2. Locate each piece of content you want to add in the Content Library and select the checkbox beside it. The Content Library also includes any content your organization has uploaded to My Content and any customized content saved to Edited Content.
    3. Click the Select Content button. A section is added for each piece of content you selected. Each section displays a thumbnail image, title, teaser text, and Read More button. If you selected a piece from My Content or Edited Content, click the Read More Link to open the Content Detail page in a new tab, where you can edit the content if necessary.  
  • Create New Content
    1. Click the Create New Content button to add a blank textbox to the section.
    2. Enter text, or copy and paste from another source.
    3. Use the formatting ribbon to format your content as needed. Hover over an option on the ribbon to display its function.
       You can add images to your content and add hyperlinks to them, if necessary. Images must be in PNG or JPG/JPEG format and should not exceed 800px in width. Use the Image Formats options on the formatting ribbon to style your images.
    4. To personalize your content with your organization’s information or recipients’ own information, you can add merge variables. Merge variables only populate for client contacts, not for employees. To add a merge variable, do the following:
    1. Place your cursor where you want to add the variable, then click the Insert Merge Variables button or begin typing the merge variable code. When you begin typing the code, a list of merge variables displays for selection.
    2. Select a merge variable from the list to insert it.
    3. Click the Test Merge Variable link label to open a preview of the campaign email with the variables added. Select a contact from the To: dropdown to populate the variable(s) with their information.
    4. Click the Done button or the Return to Add Content link label when you have finished testing the merge variable(s).
    5. Repeat these steps to add additional custom content.
  • Edit manually entered content
    1. Click inside the textbox for the section you want to edit.
    2. Type or copy and paste from another source.
    3. Use the formatting ribbon to format your content as needed. Hover over an option on the ribbon to display its function.
       You can add images to your content and add hyperlinks to them, if necessary. Images must be in PNG or JPG/JPEG format and should not exceed 800px in width. Use the Image Formats options on the formatting ribbon to style your images.
    4. To personalize your content with your organization’s information or recipients’ own information, you can add merge variables. Merge variables only populate for client contacts, not for employees. To add a merge variable, do the following:
    1. Place your cursor where you want to add the variable, then click the Insert Merge Variables button or begin typing the merge variable code. When you begin typing the code, a list of merge variables displays for selection.
    2. Select a merge variable from the list to insert it.
    3. Click the Test Merge Variable link label to open a preview of the campaign email with the variables added. Select a contact from the To: dropdown to populate the variable(s) with their information.
    5. Click the Done button or the Return to Add Content link label when you have finished testing the merge variable(s).
  • Arrange Content
    1. Click the move icon beside the section.
    2. Drag and drop the section to its new location.
  • Delete Content

    Pre-built campaigns are designed to include specific pieces of timely, relevant content, but you can delete content if necessary.

    Click the delete button  in the corner of the section you want to delete. You are prompted to confirm the deletion.

  3. Click the Save Layout and Content button to return to the Campaign Detail page.
• Edit the Delivery Schedule

  You can only edit the delivery schedule for a pre-built campaign edition in Draft status. If necessary, you can reset the status of the scheduled pre-built campaign edition before setting one of the following delivery options:

  • Schedule Delivery
    1. Click the Schedule Delivery button.
    2. Enter the Date in mm/dd/yyyy format, or click the calendar to select a date.
    3. Enter the Time (including a space and a.m. or p.m.), or click the clock to select a time.
    4. Click the Schedule Now button to schedule delivery.
  • Send Test Email
  • Send Now
    1. Click the Send Now button.
    2. You are prompted to confirm the sending of your campaign. Click the secondary Send button.
• View Campaign Report

  If any editions of the campaign have already been sent, you can access their metrics directly by clicking the View Campaign Report link from the Campaign Detail page. To locate metrics for any sent pre-built campaign, access the Reports and Metrics area.

• Send a Test Email

  Before the edition is sent to recipients, you can send a test email to ensure that all content displays as intended.

  1. Click the Send Test Email button.
  2. Enter the email address of the Test Email Recipient.
  3. Click Send Test Email.
  4. Review the test email to ensure that it displays correctly.
• End Campaign

  The End Campaign button only displays if you selected the Set up this Campaign option when you created the pre-built campaign. If you do not want to send any more editions of the campaign, you can select this option to end the campaign.

  1. Click the End Campaign button.
  2. A confirmation message displays. Click the End Campaign button to confirm your selection, or click Cancel to close the pop-up and return to the Campaign Detail page.