Building Campaigns in Campaign Editor 2.0

Have more questions? Submit a request

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 Campaigns 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 an Email in Campaign Editor 2.0

Learn the basics of setting up your Campaign here

Campaign Editor Diagram

Campaign_Diagram_1.png

a. Click to go Back to the Campaign Overview page
b. Tools for using Templates and Flow Links in your emails
c. Save your work
d. Undo, Redo, Preview and Toggle desktop to mobile views

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. Please note - your organization may have limits on the types of content you are able to use in Campaign messages. If you have any questions, please speak with your Beamery Administrator. 

Campaigns_Content.png

 


Adding Blocks

We recommend starting your build by adding an Email Block. Simply drag and drop your desired configuration from the blocks panel on the right.  You can change the configuration format at any time. 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

 

Next start adding Content to your blocks and configuring items such as Headings, Text, Buttons, Images, Videos, Social Links and more. These are all drag and drop, so find the content you need and drag it into place.


Adding Content

Please note - your organization may have limits on the types of content you are able to use in Campaign messages. If you have any questions, please speak with your Beamery Administrator. 

Buttons: Add a button to your email, then click on the button to edit the button text. Font, size and general formatting are in the editor.  Additional edit options can be found on the right panel.  These include button colors, alignment, padding, border and responsiveness on Desktop or Mobile.

Screen_Shot_2022-08-16_at_12.46.04_PM.png

Additionally, you can choose an action type 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, drag and drop the image content type into your block and then upload your file on the right panel or link to an image URL. Acceptable image formats include PNG, JPG and GIF with a max file size of 20MB. For more best practices on using the right size images in your emails, click here

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 mobile or desktop and add your Alternate Text for accessibility.

Campaigns_Images.png

Videos: For videos, drag and drop the video content type into your block, then enter the YouTube link to your video on the right panel and adjust your padding or video responsiveness. *Beamery does not currently support YouTube short URLs.

mceclip0.png

Text and Heading: Drop these content types into your blocks and find all the customization tools from other content blocks like boarders and padding plus standard text formatting tools like hyperlinks, emojis, and list formatting. 

Merge Tags: Heading and Text content also include Merge Tags.  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 the standard profile fields including first and last name, company and university degree, as well as custom fields based on your organization's setup.

Screen_Shot_2022-08-12_at_12.17.43_PM.png

Merge tags come with a 'fallback' option in case the field is empty on a contact's profile. 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 change the fallback by replacing the text within the quotation marks. %firstName|fallback="there"%

Screen_Shot_2022-08-12_at_12.43.58_PM.png

Social: Add your organization's social media links by dropping the Social content into a block and clicking to edit it. Choose the icon type and which social media platforms you wish to include, then add your organization's links. 

mceclip1.png

Signatures: Add your email signature to an email for a personal feel. Drag and drop the Signature content type into your email and it will populate the email signature you have setup in Settings. Any changes that need to be made to your signature will need to be made in Settings. 

Unsubscribe: By default Campaign Editor will add a standard unsubscribe link to all your Campaign emails. If you would like to customize that message, remove the block and add a text block using the unsubscribe merge tag to create a custom message.

Dividers: As a way of breaking up content and making your email messages easier to read, you can drag and drop dividers (<hr>) into you email message and position them where you like. 

HTML: Use the HTML content type to iframe in content like google maps or forms or add custom content like your organization's social media icons

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

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.  

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

 

 


Watch a Quick Demo

Articles in this section

Was this article helpful?
0 out of 0 found this helpful

Comments

0 comments

Please sign in to leave a comment.