With Email Campaigns, the Agency Admin can build well-defined geographic, demographic, and lines of business specific recipient reports from your EZLynx data so that you can send specific marketing messages for pennies per recipient. See our Email Campaigns - Creating & Sending Email Campaigns to learn more!

This article will show you how to create Email Campaign Templates so you can be prepared for any situation!


Step 1 - Accessing Email Campaign Templates

1. To access Email Campaign Templates, hover over the Communication Center icon.

2. Under the Email Campaigns section, click Templates.

From the Templates page, you can see all the templates that have been created. Under the Created By column, you can see which ones were made by us (EZLynx) to get you started and which were made by you and your fellow colleagues. 

3. Click the Create New Template button to start a new template.

Did you know? - You can copy an Email Campaign Template using the 2 Document Icon under the Actions column. That way you don't have to start from scratch every time!

Step 2 - Select a Design 

There are lots of pre-built designs that we (EZLynx) have built to get you started. To find these, click the Select Design button.

2. You can use the Search Designs field and the filters to find something specific.

3. Click the Preview option to take a look at the design to see if it fits what you are looking for. Once you find what you would like, click on the white space around the title. 

4. Then, click Insert Design. This will copy and paste the design into the Email Body. 

5. If you are HTML Savvy, you can click the Source button to start coding. 

6. If you want to insert a link to your website, you can click the Link button.

7. If you want to insert an image like your logo, you can click the Image button. 

Did you know? - You can make an image a link by doing Step 7, clicking the image, and then doing Step 6! This is a really cool way to make your Agency Logo a link to your website.

Step 3 - Select Content

Now that we have a design for our template, we need to fill it with useful information for our customers. There are lots of pre-built emails that we (EZLynx) have built to get you started. To find these, click the Select Content button.

2. Just like the Select Design step, you can search for and filter to specific content. 

3. You can click the Preview option to see if the content is what you are looking for. Remember you can always make edits to it once it's in the Email Body. Once you find what you want, click the white space near the title.

4. Then, click the Insert Content button. 

Note! - Make sure you check where your mouse pointer clicked last BEFORE you Insert Content as this is the place where the content will copy and paste into. Normally, you want it placed in the white space if you are using one of our designs.

Once you have the content in there, you can edit it, add to it, and remove from it to make it exactly how you want it. 

Step 4 - Subject and Personalization Tags

Now that we have our design and content, we need to start wrapping everything up but first there is a great way to make these templates super personalized for each customer that will receive it - Personalization Tags!

Personalization Tags are code that allows the system to pre-fill customer information to make the email more personalized such as a customer's nickname. Personalization Tags can be inserted into the Email Body and the Email Subject Line. 

First, you will want to select a tag. This is the customer or agency information that will prefill. A common one is the Recipient Nickname which can be inputted into the Nickname field of the Customer's Details tab. 

Then, we need to choose a fallback just in case we don't have a nickname on file for the customer. You can simply type "Valued Customer!" or you can check the Use Tag as Fallback to select another tag. A common one used for the fallback is the Recipient First Name. 

When you are done, click the Insert Tag button.

You can now see the code for the personalization tag! For our example, it reads: 

  1. If there is a Recipient Nickname, then place after the word "Hello". 
  2. If there is not a Recipient Nickname, then place the Recipient's First Name after the word "Hello".

Note! - Always check the spaces around the Personalization Code! The system will not auto-space so if you aren't careful it could look like "HelloNickname!" rather than "Hello Nickname!"

Step 5 - Add Steps

An email campaign can be comprised of multiple steps. A step is simply an email that is sent automatically at the designated time. A campaign with multiple steps is often referred to as a drip campaign. For example, the first step/email is sent the day the campaign is started, a second step/email is sent a few days later, and a third step/email is sent a week later.  

If you click (+) Add Step, it will allow you to send the same email from Step 1 again at a later time, or you can make a whole different email to send out whenever you would like. You can switch between the two steps by clicking the Step box.

Step 6 - Name, Share, & Save

Now that you have made a beautifully professional Email Template, you need to name the template something unique so you can find it easily when you need it. Plus, you should decide if you want to share your hard work with others in your agency or sub-agencies if applicable.

1. Input the Template Name. Make it something you and others will remember!

2. Check off the boxes if you are going to share this Template with others in your organization.

3. Once everything is good to go, click the Save button. Great job you just made an Email Campaign Template!