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Customize Email Campaign Template Content, Blocks & Variables | Guide

Created:   |   Updated:

Creating content for your marketing messages can often take time and be a tedious process. That doesn't need to be the case if you are subscribed to Customer Marketing. With ShippingEasy's built in drag and drop template editor, creating your own e-mail marketing content has never been easier!

BEFORE EDITING A TEMPLATE >

  • If you have not started drafting a template: check out the guide for creating a Campaign template.
  • Internet Explorer and Microsoft Edge are not fully supported. Some features of the template editor will not work when using these browsers.
    For the best experience, we recommend using Chrome, Firefox or Safari.
  • Templates created before September 26, 2018 will use a legacy editor. ShippingEasy upgraded the template editor in Sept. 2018. Previously created templates can be edited using the legacy editor.

    While it is not possible to convert existing templates over to the new editor, you may consider pausing any active campaigns and setting up a new campaign.

Once you have selected a campaign to edit, you will see a tabbed menu of the areas within your campaign that you can edit. It is divided into three sections: Content, Blocks, and Body.

  • Content includes text, images, links to social media, and more!
  • Blocks are convenient containers for saving rows of content.
  • Body is where you control overall settings like font and background color.

Blocks:

Blocks enable you to group your content into rows. There are a variety of ready-to-use block formats, including those with multiple columns to show multiple sections of content at once.

Screen_Shot_2019-04-09_at_3.07.07_PM.png

How to: Insert Rows

In the campaign, hover over the area you wish to add a row and click the word "Row" once it appears.

Screen_Shot_2019-04-09_at_3.11.06_PM.png

Then click the + either above or below the row.

Screen_Shot_2019-04-09_at_3.14.06_PM.png

After you add a row, click the new row with the mouse and then click the row format you want to use to select the number of columns for the row.

row_editor_appears.PNG

How to: Format Rows

Once a row has been added into the template, the following can be edited:

  • Background color of row
  • Background image of row
  • Padding
  • Background color of column
  • Insert content into cells

To format rows:

  1. Within the template editor, on the right, click on the row you wish to format.
  2. The row menu will reveal formatting options. Use this to adjust how the row displays in your template.
    row_element_menu.PNG
  3. If you wish to add in content elements, see the next sections about content.

How to: Save Blocks and reuse Rows

If you have a row of content that you want to reuse in other email campaigns, you can save that row as a block. Blocks are a great way to establish your brand content and quickly use it consistently across multiple campaigns.

To save a block:

  1. In the campaign, hover over the row you want to save as a block and click the word Row once it appears.
    Screen_Shot_2019-04-09_at_3.11.06_PM.png
  2. Three buttons are displayed. Click the third bookmark button to save the row as a block.
    Screen_Shot_2019-04-09_at_4.57.03_PM.png
  3. Enter a Category name. The category will be used to group similar blocks together in your "Blocks" list. Optionally, add one or more Tags. Tags are useful when searching through your "Blocks" list for a specific block.
    Screen_Shot_2019-04-09_at_4.59.43_PM.png
  4. Click Save.

To reuse a block:

  1. In the campaign, click the Blocks tab.
    Screen_Shot_2019-04-09_at_8.23.13_PM.png
  2. Drag the block that you want to reuse from the list of blocks on the right to the campaign. Let go of the mouse to have a new row created with the content from the block.
    dragb.png

 

Content:

The content tab contains several drag and drop features that allows you to create a professional looking email template with minimal effort.

edit_campaign_content_highlighted.PNG

How to: Insert Content

To insert content into your template:

  1. Use the information below to choose the content element you wish to insert into the template.
  2. In the template editor, click on the element in the menu and drag it to the desired position in the template.
button_cm_editor.PNG BUTTON This allows you to add buttons to your template. You can modify the color of the button, the text contents, the roundness of the button, as well as inserting a link to take your customers to your website.
divider_cm_editor.PNG DIVIDER A simple divider to help segment various portions of your email providing a easy-to-read, clean feel.
html_cm_editor.png HTML Allows you to enter custom HTML. Great for pasting in designs made elsewhere, or for advanced users who can design by using code.
image_cm_editor.png IMAGE Allows you to insert an image into your template. The image may either be uploaded directly from your computer, or be a link to an image already hosted on a website.
NOTE: Custom images must be JPG, GIF or PNG format and no larger than 1 MB.  Images wider than 480 px will require mobile users to scroll to see full images.
social_cm_editor.PNG SOCIAL Allows you to add your social links into your template with built in social icons. Choose from a wide variety of options and provide your customers with easy access to your social platforms.
text_cm_editor.PNG TEXT The text field allows you to enter blocks of text. Choose from up to 25 fonts, and personalize your message by clicking the "Personalize" option on the text formatting toolbar.
video_cm_editor.png VIDEO This allows you to insert a YouTube or Vimeo video directly into your e-mail. Simply add your YouTube/Vimeo link after adding the video into your template.

How to: Format Content

Once a content element has been added into the template, it can be edited.

  1. Within the template editor, on the right, click on the content element you wish to format.
    content_section_to_edit_cm_editor.PNG
  2. The content menu will reveal a format menu specific to the type of element. In this example we edit an image element.
    cm_campaign_editor_image_section.png
  3. Use the formatting tools to customize how the element displays in your template.
    content_section_to_edit_cm_editor.PNG

How to: Edit images

The image editor includes a host of tools to edit and enhance your images.

Clicking the "Apply Effects & More" button will show you the following options to further edit images:
apply_effects_and_more_to_image.PNG

Editing option Description
Filter Add one of 10 different filters to your image.
Resize Maintain the aspect ration while resizing your image to fit within your content.
Crop Further resize the image to crop it as necessary.
Transform Reverse and flip the position of your image.
Text Add custom text to your image.
Draw Add markings to your image with an adjustable drawing brush.
Shapes Include triangles, octagons, cylinders and more to your image.
Stickers Add various types of sticker art to your image.
Frame Add a frame to your image. Also includes the ability to adjust the width and opacity.
Corners Add corner effects to your image.
Background Customize the background your image with a variety of colors and textures.
Merge When you have added an editing element to your image, you can opt to merge the layers into one cohesive image.

How to: Personalize with Variables

Want to deliver a personalized message to your customers? Using variables, you can easily create content that speaks directly to your customer and includes information on their order.

In the body of an email, insert variables using a special syntax. Each field variable is enclosed in curly brackets: {{ }}.

For example: {{buyer.full_name}}

When ShippingEasy creates the email, it will substitute in the correct value for that field. These values are pulled from your contact details, order details, and store settings.

NOTE: all variable data may not be available for all contacts.

Just because a variable is available to insert into a template does not guarantee that your contacts, orders, or store has this data. The variable will only populate if the corresponding setting has been supplied the information. Customer data can be used in any campaign, while Order and Store data should only be used in automated campaigns. If the data for a variable is not available, the field will be blank in the template. Be particularly mindful of this limitation if you upload your own customer lists.

How to: Use the editor to insert variables

The fastest way to add variables to a template is using the content formatting menu. This can be seen whenever the cursor is clicked into a text block.

Expand the Merge Tags menu to see a list of available Contact, Store and Order variables. Then select the variable you wish to add. It will be inserted at the cursor location.

merge_tags_variables_menu_campaign_editor.png

How to: Copy and paste variables into a template

There are a wide variety of different field variables that ShippingEasy can substitute in for you. You can copy and paste these variables directly into the message of the email, wherever you would like them to appear.

Available Campaign Variables - Automated and Regular Campaigns:
Customer Variables
Email {{buyer.email}}
First Name {{buyer.first_name}}
First Order Date {{buyer.first_order_date}}
Full Name {{buyer.full_name}}
Last Name {{buyer.last_name}}
Last Order Date {{buyer.last_order_date}}
Order Count {{buyer.order_count}}
Phone {{buyer.phone}}
Status {{buyer.status}}
Total Spend {{buyer.total_spend}}

 

Customer Shipping Address Variables
Shipping Address Line 1 {{buyer.address_line_1}}
Shipping Address Line 2 {{buyer.address_line_2}}
Shipping Country {{buyer.country}}
Shipping Formatted Full Address {{buyer.formatted_full_address}}
Shipping State {{buyer.state}}

 

Customer Billing Address Variables
Billing Address Line 1 {{buyer.billing_address_line_1}}
Billing Address Line 2 {{buyer.billing_address_line_2}}
Billing Country {{buyer.billing_country}}
Billing Formatted Full Address {{buyer.billing.formatted_full_address}}
Billing State {{buyer.billing_state}}

 

Available Campaign Variables - Automated Campaigns only:
Store Variables
Address {{store.address}}
Email*
*Variable not available to Amazon sellers.
{{store.email}}
Logo {{store.logo}}
Name {{store.name}}
Packing Slip Message {{store.packing_slip_message}}
Phone {{store.phone}}
Store Name {{store.store_name}}
Website {{store.website}}
Website With Protocol {{store.website_with_protocol}}
NOTE: For LuLaRoe customers, any templates that reference "Visit our Facebook Page" are going to use the {{store.URL}} variable controlled by the website listed in store settings.

 

Order Variables
Contact URL {{order.contact_url}}
Feedback URL {{order.feedback_url}}
List of Items {{shipment.line_items | sort: 'name' | columns: 'sku|qty|item name|price|total'}}
Order Date {{order.order_date}}
Order Number {{order.order_number}}
Product Name {{product.name}}
Product Recommendations {% product_recommendation count: 3, heading: 'You may also like…' %}
Request Item Review {{ shipment.line_items | include_only: 'has_product_url' | sort: 'name' | columns: 'image | name | review button', ' - | valign:middle | - ', 'no_header' }}
Total Items {{order.total_items}}
Tracking Number {{order.tracking_number}}
Tracking Number URL {{order.tracking_number_link}}

How to: Undo or Redo Edits

In deciding the final look of your campaign, you may want to try various text, images and color combinations. The template editor allows you to undo or redo the most recent edits you have made to your campaign, allowing you to make any changes without fear of messing up the template.

To Undo an edit:

To undo the most recent edit, click the "Undo" icon - the half-circle that points to the left in the lower left corner of the template:
undo_cm_template_edit.png

To Redo an edit:

If you have undone an edit, but decide that you do in fact want the previous edit, click the  "Redo" icon - half-circle that points to the right in the lower left corner of the template:
redo_cm_template_edits.png

To Save an edit

It is important to save your work often when editing a campaign. Clicking "Save" in the upper left corner of the editor will allow you to navigate away from the campaign. Once saved, you are still able to undo and redo any changes.
save_template_editor.PNG

How to: Link to Social Media

Most templates include links to update your social media accounts. Be sure to add your company's social media links to the corresponding icons when editing the template:

social_media_inserts_cm_editor.PNG

 

Body:

The body section of the editor allows you to quickly edit the background of the entire template, the width of the template, and the font used throughout the entire template. This tab is mostly used for making large changes at once.

edit_campaign_body_highlighted.PNG

 

IMPORTANT: Confirm that your contact information is correct.

It is required that you disclose a valid, physical postal address in marketing emails to comply with anti-spam legislation. By default, this information is populated with the Ship From Addresses details.

physical_address_emails.PNG

Be sure your account details are up to date with the correct information reflected in the email. This can be managed on the MARKETING SETTINGS page. To make updates to this information, see our guide to editing the Unsubscribe Address.

 


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