Email Campaign Templates Overview

Editing Email Campaign Templates in Sales Jumpstart

1. Accessing Your Email Campaign Templates

1. Login to your Sales Jumpstart Dashboard
2. From the main menu, navigate to Marketing > Campaigns.

2. Editing a Pre-Built Email Campaign Template

Step 1: Find the Campaign You Want to Edit

• From the Campaigns tab, locate the email campaign you want to edit.
• You may see the campaigns listed by name or type (e.g., “New Lead Follow-Up”, “Project Completion Review Request”).

Step 2: Open the Campaign for Editing

• Click on the campaign name to open the details.
• In this screen, you’ll see the steps in your email sequence (i.e., the emails being sent out).
• Click Edit next to the email you want to change. This will open the email editor.

3. Editing the Email Content

Step 1: Editing the Email Body

1. Open the Email Editor
2. After clicking “Edit,” you’ll be brought into the email content editor, where you can modify the email’s text, layout, and structure.
3. Update Text
   • Edit copy: Update the subject line, body text, and any call-to-actions (CTAs) to match the current message you want to send.
   • Use dynamic fields: If needed, you can add personalized variables like {{contact.first_name}} to automatically insert the recipient’s name for a more personal touch.
4. Adjust Layout and Design
   • Use the drag-and-drop builder to add or remove blocks (like text, images, buttons) from the email.
   • You can also adjust the font style, size, and color to match your brand’s look and feel.
5. Add Links and CTAs
   • Include links to your website, booking forms, or specific landing pages (like a special offer or consultation page).
   • Use button blocks for clearer calls to action.

Step 2: Add or Remove Variables

• {{contact.first_name}}
• {{deal.value}}
• {{user.phone_number}}

4. Preview and Test Your Email

Step 1: Preview the Email

• After editing the email content, click Preview to see how it will look to the recipient.
• Ensure that the dynamic fields are pulling in the right information.

Step 2: Send Test Email

• To ensure everything looks perfect, click Send Test.
• Enter your email address and check how the email renders in your inbox before you send it to customers.

5. Editing the Email Sequence

Step 1: Navigate to the Sequence Settings

• In the Campaigns section, open the campaign you’re working on.
• You’ll see a list of emails in the sequence. Each email has a specific send time and interval (e.g., “Send 1 day after contact form submission”).

Step 2: Adjust the Timing and Order

• You can reorder emails by dragging and dropping them in the sequence.
• Edit the timing by adjusting the wait time between each email. For example, you can send the second email 3 days after the first instead of 5.

Step 3: Save Changes

6. Publish Your Changes

• Click Save in the editor to store your changes.
• If you’ve made significant changes to the campaign (like content or timing adjustments), you can Publish to make the updated campaign live.

7. Monitor Campaign Performance

• Open rates
• Click-through rates
• Conversion rates

📌 Why It Matters