Personalizing a Marketing Email

Personalize emails provided by your supplier by adding custom text, images, and links.

To personalize your emails:

1. Once your campaign is activated, navigate to your My Campaigns page.
2. Click the name of the campaign that contains the email you want to personalize.
3. Under Mailings, click the name of the email you want to personalize.

4. Click Edit and navigate to the Personalization tab.

   

5. [Optional, depending on the email configuration] Click the tab for the page you want to personalize, for example email, landing page, confirmation page, etc.

   

6. Click Edit to access the WYSIWYG Editor (powered by BeeFree) for the page.

   The steps below apply to each tab. When you complete these steps for one tab, move on the the next until all pages have been edited.

7. In the WYSIWYG editor, individual rows and content areas are outlined in blue. Click each one as required to highlight it, then follow these guidelines to tailor the content to your own requirements.

   The portal Email/Page Editor is powered by Beefree - see here for some useful information resources:

   • Beefree Academy - Designing in the Beefree Builder
   • Beefree's YouTube channel

   Some Beefree features may not be available.

   1. Add or edit content to unlocked areas using the Content, Rows, and Settings menus in the right hand panel of the editor.
   2. We recommend starting with the Settings tab to set your global formatting preferences first. Once you set global settings, you can change the settings of each content block individually as you add them.
   3. The Rows tab of the panel allows you to format the rows in the email, configuring columns, adding background color/image/video, drawing borders, setting content padding and alignment, etc.

   4. The Content tab of the panel gives you options for styling individual content blocks - a paragraph, a button, an image, etc. The panel will display the properties that are relevant to the type of content you select to edit.

      You can also add new content blocks to an editable row or content block from here. Click the Content tab to expose the option, then choose one and drag it to the required location in the row. The editor will advise where you’re permitted to drop it.

      

      For more information about the blocks and properties available in the menus, see Content/Formatting/Display Options for Marketing and Comms Content.

   5. Your supplier may have locked content to prevent you from editing it. If this is the case, you’ll see a padlock icon and a popup message when highlighting a row or block for edit.

      

   6. You can include merge tags (content placeholders) in a text block, for example [FirstName] or [Company]. These will display the actual information of the contact that receives the email. Choose the Merge tags button when editing text content. Your supplier decides the fields that are available for use.

      

      Your supplier may have included merge tags (content placeholders) in the content too.

   7. Use the Preview button to review your progress as you make your edits.

      

8. When you’ve finished your edits, click Save. You’re taken back to the email details page.

9. If required, click Send Test to send yourself a copy of the email. You can see how it will appear to your contacts.

   Note: merge tags will not be resolved in a test email.

   

10. Click Save (to save your changes) or Save & Next (to move to the next settings tab).

To learn more about editing the content of an email, see Advanced Email Editing.