From the Marketing Center click Library. If you have access to more than one vendor library simply choose a vendor from the list. If you have already created a nurturing campaign, you can access it by selecting Tactics then Nurturing.
After you have narrowed down your search you can select a nurturing campaign by clicking the thumbnail image. This loads a preview and breakdown of each email in the tactic. Clicking the thumbnail of one of the emails will show a preview of that specific email. Click Customize & Send to pull the campaign into your account.
Once the campaign has been added to your account you will be taken directly to the Messages tab of the campaign.
The Content tab is where you can customize the look and feel of the email. Depending on your vendor library, your email can be edited using one of the following two methods:
- Content Editor: The content editor provides full access to customize the email as required. You can adjust font sizes and colors as well as insert links and images. By placing the mouse over each icon in the toolbar of the editor it will tell you specifically what that option does. After you have finished building your content enter a subject line into the Subject field and select the Save button located at the bottom of the page.
- Point and Click: With a few clicks, you can add or change images or text, and translate the content within the template without interfering with the integrity of the overall design. Choose from a pre-determined image library or upload your own. If you upload your own image the system will automatically crop and resize the images to the correct dimensions.
Content that can be modified has a red serrated square in the surrounding area. By placing your mouse over that area, a pencil icon appears.
If you prefer to view all editable fields directly, you can do so using the Table View Edit option. This will display all editable fields in a list format. To the right of the listed fields is a preview of your email.
To modify that section click on the Pencil icon. In the new window, simply enter the new content into the field(s) provided to update the content.
If the section you are modifying requires an image to be replaced click the Choose File button and locate the image on your computer. When finished, select the Save button at the bottom of the page. The image will automatically resize to fit within the target location.
When finished modifying this section click Save at the bottom of the window. You can then move on to edit the next section of the email.
Once you have made all needed changes to the content, click Save & Refresh Preview at the top of the page to generate the email with the changes.
It is highly recommended to send yourself a test message. This provides you with an accurate preview of the email within your local mail client such as Microsoft Outlook or Gmail. This gives you an opportunity to resolve issues you might experience such as typos, broken images or bad links. To send yourself a test message click the Test Message tab at the top of the page.
Place a check in the box next to the user(s) you want to send the test message and click Send Test Message button. You can copy additional email addresses by placing them into the Send copy to other email addresses field.
When you have tested the email and everything is correct, use the breadcrumb trail to navigate back to the nurturing campaign. You can then follow this process for the remaining emails in the Nurturing Campaign.
After setting the dates, you will want to activate the campaign.
Select the Searches tab to set up searches that automatically add contacts to the campaign. Select the Mailing List tab to add contacts directly to the campaign.
You can use either Saved searches or create new searches for the nurturing campaign. To select a saved search, select it from the drop down box. To create a new search, follow the steps in the Searching - Advanced article.
Once you have added your search(es), you can classify them as positive or negative. Positive searches, the default selection, add the contact to the list if they meet the criteria. Negative searches remove contacts from the mailing list if they meet the criteria. You can switch whether a search is positive or negative by clicking the Convert button to the right.
Adding your mailing list should be the last step of sending your nurture email. Once you add your mailing list the contacts are automatically scheduled to receive the emails based on the frequency set. Adjusting the frequency will effects new contacts added to the mailing list only.
You can add contacts to your mailing list from a a group or with an advanced search.
- Adding Group of Contacts: Select the Add Contact Rules button and choose the Saved Group option. Place a check in the box next to the group you would like to add and click Add checked groups.
- Advanced Search: An advanced search give you the tools to build robust searches with different types of criteria attached to it. Run an advanced search by selecting Add Contact Rules. Select New Search to create a new advanced search. If you have any already saved, select Saved Search to choose the search you would like to run. These searches will run overnight and add matching contacts to the nurture campaign. Advanced searches can also be used to remove contacts from the campaign by selecting the Remove Contact Rules button.
After adding contacts to the mailing list you will be unable to change the scheduled dates for the email series. At this point the campaign is scheduled and will go out based on your contact settings.