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Engagement: Create/Edit an Email Campaign in the Template Builder (NEW)
Engagement: Create/Edit an Email Campaign in the Template Builder (NEW)

Learn how to create dynamic email templates that will engage your existing and prospective patient base

Erika Gardner avatar
Written by Erika Gardner
Updated over a week ago

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:

As a part of our March 2024 release, we've completely revitalized our Email Campaign Template feature into a completely customizable and easy-to-use template builder.

Once activated, all users should create email templates from the Email Campaigns Templates dashboard in the left side menu of Engagement (no longer in Engagement Settings). New pre-built templates created by the Dental Intelligence marketing team will also be available in the Templates dashboard.

As a part of this update, if you would like to continue using any of your previously created templates, you must copy and paste the template content into the new builder prior to activation. Click here to learn how to copy your previous templates into the new builder.

Create a New Template

Now that you know how to operate the builder, let's create a new template from scratch!

  1. Click on Email Campaigns in the left side menu, then click Templates

  2. Click on the blue Create template button

  3. Give your template a name, then add a new category or select an existing one

  4. Click Continue

  5. From the builder, click on the Structure tab to design your template shell by adding structure blocks

  6. Click on the Content tab to drag and drop content type fields

  7. Add your image elements by clicking on each field and searching the free image library or uploading items from your computer

  8. Copy and paste or type directly into text fields to add your body copy

  9. 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

  10. Add HTML links if utilizing buttons, videos, or social media

  11. 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.

Pre-designed 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 social media links

To make edits to one of our pre-designed marketing templates:

  1. Click on the Template gallery section. Click on the 3-dot menu and then click Copy to My templates

  2. Choose to re-name the template, then add it to a new or existing category. Click Copy

  3. 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

  4. Click on the 3-dot menu and then click Edit template to open it and begin making changes

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