Building Campaigns in Campaign Editor 2.0

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**This is applicable to companies participating in the Campaign Editor Early Access Program**

Campaign Editor 2.0 is a new user experience to make editing your campaigns seamless.  Candidate communication is a vital function within Beamery and one of the most frequently-used features for that is Campaigns. The new Campings 2.0 is giving you a leg up in accessibility, deliverability and design for all your candidate messaging. Wow your candidates by creating stunning messages with drag and intuitive, drop tools - no coding needed!

Please note that not all user permission levels in Beamery can create Campaigns, learn more here. 

 


How to Build a Campaign in the New Campaign Editor 2.0

1. Now that you know the basics of setting up your campaign, let’s dive into the Campaign Editor 2.0.

Campaign Editor Diagram

Campaign_Basics_3.png

2. The layout of the builder includes:

a. Click to go back to the Campaign Overview page
b. Save your work
c. Undo, Redo, Preview and Toggle desktop to mobile views

3. The far right menu contains the following functionality:

Audit - Under the audit tab you will see warnings that help you avoid mistakes. Missing links or alternate text warnings will appear here as you build your email.
Campaigns_Audit.png

Body- Under the Body tab you find the global controls for the entire email. Use this tab to change the color of your text, the background color of the email, the width of the email body, global alignment, font family, and link styles. You can also add preheader text here. Use this feature to increase open rates.
Campaigns_Body.png

Blocks- Move into blocks and start adding predefined, easy to use content blocks to your email. Here you will see a variety of blocks to choose from as well as column and row properties to customize them to your needs. You can add color, images, borders and more.

Campaigns_Blocks.png
Content - Add content to your email like images, text, buttons, videos and more.

Campaigns_Content.png

Responsive Design - For every design element, content block, video, image etc. you will have the option to hide on mobile or desktop. This will help ensure your emails display correctly and professionally on any device. 

Campaigns_Responsive_1.pngCampaigns_Responsive_2.png

4. We recommend starting your build by adding an Email Block by dragging and dropping from the right panel and then select your column format.  Under Column Properties you can make adjustments like adding a background color or applying padding, and borders to each column.Drag-and-Drop-Block-_1_.gif

 

5. From there you can start adding Content and configuring items such as Headings, Text, Buttons, Images, Videos, Social, Columns, Dividers, and HTML content types. These are all drag and drop, so find the content you need and drag it into place.

Buttons: After adding a Button, click on the button to edit the font, size and general formatting.  Additional edit options can be found on the right panel.  This includes button colors, alignment, padding, border and responsiveness on Desktop or Mobile.

Screen_Shot_2022-08-16_at_12.46.04_PM.png

Additionally, choose the action for your Button by choosing between Open Website, Send Email, Call Phone Number or Send SMS.

Screen_Shot_2022-08-16_at_12.26.56_PM.png

Images: When adding images, you can drag and drop your file on the right panel or link to your URL.  Acceptable image formats include PNG, JPG and GIF with a max file size of 100MB.  Recommended banner sizes are as follows:

60b0bfb5447bd153c5ec3e40_AYV1MbYNPTBupcRKj3ky7cWRqQOPH-4juvLi44gHeqkZRYEAXbkAXHhELCM5tOnD-65XijGX1m_1bDU0BVqWSbzPk56fOxQsFkLh9xZrxx39UgMk16wsd8drTxyAlS6pYLyjye_-.png

You can make some quick edits to your image, adjust the width and alignment, link the image to another page, change the padding around the image, hide it on certain screen and add your Alternate Text for accessibility.

Campaigns_Images.pngVideos: For videos, upload on the right panel using the acceptable formats of Youtube and Vimeo.  Add your URL and adjust your padding or video responsiveness.Campaigns_Videos.png

HTML: Use HTML to add other text formatting or to iframe in content like google maps, forms or videos from sites other than YouTube or Vimeo. 

6. Additional functionality includes adding Merge Tags in Headers and Text content.  Merge Tags are candidate data points from your CRM which you can add to personalize your email campaign and make it more targeted to each individual. Click the Merge Tags button, and select the variable you would like to use from standard variables including first and last name, company and university degree, as well as custom variables based on your organization's custom fields.Screen_Shot_2022-08-12_at_12.17.43_PM.png

7. The merge tag will appear as per the image below. Some merge tags come with a 'fallback' option in case the data point does not exist in your CRM. For example, if the person's first name was not in your CRM, the fallback (in the example below) would be "there" so the message would read "Hi there" in place of the person's name. You can edit the fallback within the speech marks of the variable, so fallback="[enter fallback text here]"%

Screen_Shot_2022-08-12_at_12.43.58_PM.png

8. As final steps, you are able to preview your campaign and toggle between desktop, tablet and mobile.  Lastly, check your Audit Tab for any missing links or alternative text.  

9. Now you can jump back to How to Create a New Campaign 2.0 to wrap up and send your campaign!

 

 

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