Creating Parent, Brokerage, or Office Campaign Email using Layout Templates

Create your Campaign email using the latest template workflow.

Create a Campaign Email Using Layout Templates

1. From the Campaign Content Admin Screen, choose Brokerage Emails and select Create an Email (see below).
   
   1. If creating an email from an Office Campaign Content Admin account, choose Office Emails and then select Create an Email (see below).
      
2. Provide your email a name and then select Begin (see below). 
   
3. Setup your email by adding:
    
   1. Subject: Give your email a subject line that will catch your recipient's attention.
   2. Preview Text: Customize the preview text your recipient will see in their inbox if they have preview mode turned on for themselves.
   3. Include: Add a Header, Footer, and/or your email Signature to this email.  You can also leave these unchecked and create your own options when building the email.
   4. Add Permissions: Create emails for specific Organizations, Regions, Offices, or Roles (example: You can create a recruiting email used only by users with a Manager role).
   5. Save: Save your Setup settings.

1. Build your Email by selecting the Build button. Choose your desired template and select it to begin editing (see below).
   
2. To edit the content of a template, select the item you wish to change by double-clicking on it.
   • For Text, you will see a Text Editor directly above the text (see below).
     
   • For Images, you will see your Image Library where you can select an image or upload a new image (see below).
     
   • For Hero Images, select the image and then go to the Style Menu on the right and scroll until you see Background URL. You can remove the image using the X and Images to open your Image Library (see below).
     
3. To add additional content, you will need to choose the Rows menu to click, drag and drop your new row (see below).
   
4. To add content to your new row, click, drag and drop any of the options from the Content Tab (see below).
   
5. Update the content you just dragged into your row by selecting it, then use the attached editor or change any settings using the Style Tab
   
   
6. When finished editing your email, select Continue.
   
7. Finally, 
   
   Save your email as a draft
     Send a test email to yourself or someone else
     Publish the email, making it available for addition to a campaign and as a single email in an agent library.

NOTE:  Depending on the type of account you are creating content from (example: Parent, Brokerage, or Office), that information will display under the Source column in the agent Campaign/Email Library.

NOTE: Campaigns and Emails created in the Campaign Content Admin of a Parent company account will not show in the Campaign Content Admin for a brokerage or office.

NOTE: Campaigns and Emails created in the Campaign Content Admin of a Brokerage account will be available in the content creation account of an office.