Page 95 - Act! Marketing Automation User Guide

Web End User Training Guide Drip Marketing

This will take us directly into the Drag and Drop email editor that we have seen previously.
It is here that we can import the template that we created earlier.

NOTE: If you have created a template using the WYSIWYG editor (or a sales template)
that you would like to use, click the Actions menu in the top right corner, and choose the
option Switch to WYSIWYG. From there you will be able to import your WYSIWYG
template.

To import your template, click the Actions menu in the top right corner, and choose the
option Import MY Templates.

Choose the template you would like to use from the dropdown list, then click Import.

Once the template has been imported, you might want to make changes to it for this specific
email in your campaign. Making changes now will NOT affect the template you created
earlier, you will still be able to import that into any other email steps you wish in the future.

NOTE: One change you may wish to make is to add Merge tags to your template. This
allows you to pull information directly from the individual contact’s record who will receive
your email. For example, your email might begin with “Dear {CONTACT.FIRSTNAME}”
where the bracketed section would merge in every contact’s first name when they receive
the email. To do this, click into any text box as you have seen before, then click Merge
tags to see a list of fields you can add. Simply click the field you wish from the list and it
will be added to the template. Remember the fields shown will be from the database
you are currently working in when creating your campaign.

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