It's easier than ever to create dynamic email content using our email campaign template builder in Engagement! Select your template layout, drag and drop elements, then add your text, images, and gifs before sending out your exciting new campaign!
In this article, we'll learn:
Create a New Template
Now that you know how to operate the builder, let's create a new template from scratch!
If you are unable to access this feature or make changes, you have not been granted permission in your user profile. Contact an admin team member in your practice to enable access or work with them to complete the steps outlined in the instructions below. Click here to learn how to update user permissions.
Click on Email Campaigns in the left side menu, then click Templates
Click on the blue Create template button
Give your template a name, then add a new category or select an existing one
Click Continue
From the builder, click on the Structure tab to design your template shell by adding structure blocks
Click on the Content tab to drag and drop content type fields
Add your image elements by clicking on each field and searching the free image library or uploading items from your computer
Copy and paste or type directly into text fields to add your body copy
Add GIFs by clicking on the default GIF. Then search for the desired GIF in the GIF properties menu. Click on the new GIF to add it to the template
Add HTML links if utilizing buttons, videos, or social media
When you are finished adding your content to the template, click Save in the lower right corner
Edit Your Existing Templates
If you have an email template that you were previously working on saved in your My templates section, click on the 3-dot menu and then click Edit template to open it.
You can also choose from any of the additional actions shown on the 3-dot menu:
Create campaign: Add recipient details and schedule a time to send your campaign using the selected template
Edit settings: Make changes to the template name and category
Copy: Make a copy of the template
Preview: Open a small preview window of the template
Delete: Remove the template
Copy a Pre-Designed Marketing Templates
Looking to save even more time? Our Marketing Team has created a library of pre-built templates that you can quickly customize to meet your practice's needs.
Click on the Templates gallery tab in the upper left corner to review pre-designed templates by category. Click Show on the righthand side to expand the category.
Click on the 3-dot menu and then click Preview to quickly review each template.
Customize a pre-designed marketing template
Each pre-designed template includes pre-written copy that you can keep as-is or customize as you see fit. However, there are certain elements that MUST be updated before sending out to your patients.
Templates will need to be updated with:
Your practice name and logo
Your practice address and contact information
Your practice online scheduling link
Your practice site and social media links
To make edits to one of our pre-designed marketing templates:
Click on the Template gallery section. Click on the 3-dot menu and then click Copy to My templates
Choose to re-name the template, then add it to a new or existing category. Click Copy
Once the template has been copied, it will be saved to your My templates section. Click on My templates and then locate the copied template
Click on the 3-dot menu and then click Edit template to open it and begin making changes
