Creating Templates

Getting Started

Hello and welcome to Campaign-Genius. We're delighted you signed up and we hope you'll take a minute to watch this brief introductory video to orient yourself. Campaign-Genius provides you with the ability to create templates to deliver personalized updatable content to the recipients of your email marketing campaigns, your transactional email messages and messages from your CRM system. What you see on screen here is a fairly simple Campaign-Genius template. There's a background picture, th...

Step One: Template Background & Size

Step One: Template Background The first step in creating a new Campaign-Genius template is to set the background image. In doing that, you're also setting the size of the template. We provide two ways to put images into the background. One is to upload either from local files or if you have them from public urls for image files. In this case, I'll select a local file just for demo. I can crop the image right in the upload dialog, but note that I am setting this size for this template...

Choosing, Cropping & Sizing Background Photos

2 Million Photos: Choosing, Cropping, Sizing If you're using photos from the built in image search, you may find this tutorial helpful in understanding some of the features involved in handling those HD photos. All three of the sources that we're using - Pixabay (http://pixabay.com), Unsplash (http://unsplash.com) and Pexels (http://pexels.com) help photographers promote their work and promote their business, so we've gone to the trouble of providing the source link for each of the p...

Text Handling Tips

Text-Handling Tips If you are using a lot of text in Campaign-Genius templates, you may want to watch this tutorial. There are a few nuances about handling and planning for the differing lengths of text values that you might end up providing in the data about your recipients or other data that you throw at the template. We've got a fairly simple template with just one text block here and just a single merge field: first name. If I left this text, blocked with exactly this formatting...

Handling Text and Image Layers

Everything's A Layer The last nuance about handling content attach added on top of the background in a Campaign-Genius template is layering. You can think of each of these objects as sitting piled up on top of each other and which one goes on top and which one goes below, is controlled by the layer up, layer down. So in this case, once I've. I've clicked on the background so that nothing selected, you'll see that the image place holder is actually on top of the text. If we get aggressive a...

Formatting Text

Text Formatting Tips Article coming soon!

Editing and Text Blocks

There are three main tools for overlaying your content. On top of the background image, there are two that relate to text the ad text tool top left, the ad feed field tool, and a third that relates to overlaying one image on top of another. We call them image placeholders. This tutorial, we'll just talk about the two texts tools. So if I click on add text, that's the first time for this template that any tool has been used. So we start lighting up some of the other controls. We'll put a, um, ...

Image Overlays

The image placeholder tool lets you add additional images on top of the background on demand. Those images can be different for every recipient, will composite them in, size them, and create a new image. To add an image placeholder, click on placeholder. You'll get a rectangle initially, it's actually square, same dimensions, both sides. And you can place that and resize it as you like. I'll go ahead and demo how that works. In the preview screen here, we've got a lauren Ipsen tool to provide...

Editing and Copying Existing Templates

The final two controls related to using templates are edit and clone edit. Edit just takes you back into the studio where you can change your layout and add things, move things around, modify a template that's already in use, and do be cautious that you don't introduce changes that don't fit the data you've already used. If this image is already in an email campaign that's been sent out on, you're committed to having a first name, a value past in that info. I suppose you could delete the field...

Alternative Backgrounds

Alternate Template Backgrounds TRANSCRIPT Next, we'll cover adding alternative backgrounds to a template that'll help make the data and demos a tutorial a little more meaningful because you can manipulate backgrounds there as well. It's really important to note two things before you add additional background or background images, plural, to a template. One is the design decisions that are, are already made. In the case of this template, we've got a text block top left in white and it goes...