Magento Open Source 2.2.x

Creating a Campaign

Dotmailer includes a large selection of professionally-designed email and newsletter templates for a variety of promotions and events. You can use one of their prepared templates, or design your own.

In this example, we will rework a prepared template for the Magento Luma demo store. The purpose of the example is to introduce you to different types of content building blocks and editing techniques.

Step 1: Create a Campaign

On the Welcome page, click create a quick tester campaign. Notice that the Campaigns option is now active in the main menu, and the email icon is highlighted in the sidebar.

Hover over the thumbnail image, to show the Select and Preview buttons. Then, do the following:

  • Tap Preview ( ) to see a mockup of the template.
  • Tap Select to choose the template for your campaign.

Template Preview

Enter a Campaign name, and accept the default Campaign location as the folder where the campaign will be saved.  Then, tap Continue.


Campaign Name

To complete the setup of your simple test campaign, do the following:

Enter a Subject line for the email. Subject lines can be personalized for each recipient by using a placeholder. To learn how to add data fields, see Step 5.

Enter your Friendly from name that will appear in the header instead of your email address.

In the From address field, choose the email address that is to appear as the sender of the message. The list includes all email addresses that are associated with your account.

(Optional) All replies to your campaign are automatically stored in your dotmailer account. If you would like to send each reply to specific individuals, enter each Forwarding address, separated by comma.

(Optional) In the Campaign tags field, enter as many tags as needed to filter your campaigns for reporting purposes. Press the Tab key to separate multiple tags.


Campaign Details

As you type, the Preview section shows how your message will appear in the inbox of each recipient. Notice how your “Friendly from name” is used to distinguish it from other email.


Campaign Preview

Above the Campaign details section, click the Campaign settings tab. For this test campaign, we will use the default settings.  Tap Save.


Campaign Settings
Step 2: Edit the Campaign Content

Before you get started, it’s important to know that you can save your work at any time. If you log out and continue your work later, you can find the most recently saved version of your campaign in the menu under Campaigns > My Campaigns. To continue editing, find your campaign in the list, and click its name.

The content editor uses building blocks to represent each type of content that can be added to the template. The Build tab of the sidebar on the left displays the selection of building blocks that you can drag and drop into position. For this example, we will replace the sample content in the template with content of our own.

The following instructions walk you through each section of the template, and introduce editing and formatting tools, and techniques.

Complete the Preheader (Optional)

The space above the header can be used to enter a brief message. Click the text box, and enter the text that you want to appear above the header.


Preheader Text
Upload Your Logo

On the Build tab, choose Images. To upload your logo, click Manage. Then, click here to upload the image. Choose the image that you want to upload. Image manager is similar to Media Storage, and is used to organize the images that are available in your dotmailer account.

It is recommended to limit the combined size of all images in a campaign to less than 100kb.


Image Manager

To organize your images, click New folder. Then, enter a name for the untitled folder. The new folder is nested below the original parent folder.

You can create as many folders as needed, and organize them any way you want. Over time, you will upload many images to your account, and it’s important to organize them in a way that makes them easy to find.

In the sidebar, click the parent folder that contains the logo that you uploaded. Then, drag the image to the new folder. Then, click Close (X) in the upper-right corner to return to the content editor.


New Folder

The logo that you uploaded appears in the sidebar, where it can be dragged into position. Drag and drop your logo to replace the placeholder image.

Edit and Format Text

Click the menu area, so you can see the multi-column layout.  The Columns building block is located in the sidebar under Layout.

Click each cell and enter the menu options for your store. Then, use the toolbar to change the font, size, and style of the text, as needed.

Add Links

Open your store In another window, and click the first menu option. Then, copy the full URL.

In the template, select the text for the first menu option. Then in the toolbar, click the Hyperlink ( ) tool.

In the Link (URL) field, paste the link that you copied from your store.

If you want to later be able to track how many people click the link, enter a code for that menu option. Then, tap Insert.

Repeat these steps to link each menu option to your store.


Add a Link
Change the Background Color

In the sidebar, choose the Styles tab. Notice that Background layers is set to “Table row (tr).” In the underlying HTML of the template, the menu background is actually a row in a table.

In the template, hover over the menu background to highlight the entire row.

In the sidebar under the color picker, enter the hexadecimal code for the background color of your store’s menu. In the Magento Luma store, the background color of the menu is #f0f0f0.

Tap Save colour to save the color in the My colors section of the sidebar.


Background Color
Replace the Banner

On the Build tab of the sidebar, under Images, click Add Image ( + ).

Choose the banner image that you want to upload. After a moment, the image appears in the sidebar.

From the sidebar, drag the new banner to replace the placeholder.


Banner
Add Featured Products

Upload the image for each featured product.

Edit the text, as needed, for each featured product.

The price can be updated as any other text field. To change the currency, simply type a dollar sign, or any other currency symbol that is needed.

To update the product buttons, do the following:

Click the button to display its settings appear in the sidebar.

Paste the Button URL for the corresponding product detail page.  Then, update the color and formatting as needed.

Repeat these steps for each product button.


Button Settings
Add Social Media Links

In the template, scroll down to the social media placeholder.

In the building blocks sidebar under Tools, drag the Social Links building block into position in the template. The empty building block appears either above or below the placeholder.


Social Media Building Block

Click the empty building block to open the Social links settings. Then, do the following:

Mark the checkbox of each social link that you want to include in the template.

For each social link, paste the URL of your company profile page.

When complete, tap Apply.


Social Links

To adjust the format and spacing of the buttons, click anywhere in the social links building block. You can experiment with these settings to adjust the size and format of the buttons. To make your buttons look like the template, do the following:

In the sidebar under Label position, set Horizontal alignment to “Center.”

Under Spacing, set Horizontal to “15px” and Vertical to “None.”

To delete the placeholder social media links, click Close ( X ) in the upper-right corner.


Formatting the Social Media Links
Complete the Footer

The information at the bottom of the template is important, and in many countries is required by law. You must provide a mechanism for recipients to unsubscribe, and clearly identify the sender of the email.


Footer Information

Do not change the “Unsubscribe” and “Forward this email “links, because they contain code that manages each operation. However, you can format the text if you like.

Click the Footer info text block, and enter your company information, including your registration number, if applicable, so recipients know who has sent the email.

Click the Company registered address text block, and complete the information. In this example, we added a link to the Contact Us page on our site.

The template is now fully customized for your store. Tap Save.

Step 3: Send a Test

To test your campaign, tap Test send in the template header.

To send the test email to yourself, mark the checkbox of the email address that is associated with your dotmailer account.

To add more recipients, click Add another email address. Then, do the following:

Enter the Email address, First name and Last name of the recipient. Then, tap Add.

Repeat these steps to add as many recipients as you want.

Mark the checkbox of each additional recipient that is to receive the test email.

When you are ready to send the test campaign, tap Test Send. If prompted, tap Save and send.


Send a Test of Your Email Campaign

Check your email to see how it looks!

Step 4: Review the Summary Report

The Summary Report validates the campaign, lists any errors that are found, and suggests areas for improvement.

In addition to the Summary Report, the Reports menu has a selection of Marketing Automation reports.

On the Campaigns menu, choose My Campaigns.


My Campaigns

In the record for your test campaign, click Summary ( ) to view the summary report.

This report says that the quality of the text content needs to be improved.


Summary Report
Step 5: Add a Personal Note

In this step, we’ll add a personal note with a link, and then do another test run.

Drag a text building block from the sidebar to the template. Then, do the following:

Enter the word “Hi” to begin the greeting.

In the toolbar at the top of the template, tap Data Fields.

In the list of data fields, choose First name.

Complete the note, and add a link. Then, Save your work.


Personalized Greeting
Step 6: Preview the Campaign

In the button bar at the top of the workspace, tap Preview.


Desktop Preview

In the upper-right corner, click Phone ( ), and choose Portrait.to see how the message looks on a mobile device.


Phone Preview

Close the preview.