Pro Campaign Editor is a collaborative app that uses a selection of templates to help you effortlessly create a polished campaign in minutes, allowing you to engage with your clients like a pro.

The full version of Pro Campaign Editor is a paid app. Please check the pricing in the App Market.

Getting Started with Pro Campaign Editor

To purchase Pro Campaign Editor:

1. Open the platform.
2. Click App Market.
3. Click Pro Campaign Editor.

4. Click Purchase App.
5. Click Confirm Purchase.

Accessing Pro Campaign Editor 

Pro Campaign Editor is the default app for sending campaigns and announcements. 

To use with announcements:

1. Open the platform.
2. Click Marketing.
3. Click Announcements.
4. Click New Announcement.

To use with automated campaigns:

1. Open the platform.
2. Click Marketing.
3. Click Automated Campaigns.
4. Enter campaign info.
5. Click Continue to Editor.

It can also be accessed via the App Market. 

There is a free and a paid version, with the paid version offering more template choices, attractive email customizations, and additional content customization. Select Go Pro to take advantage of these options. 

Click the toggle button to enable Pro by default when you open the app.

Creating Campaigns

Once you've opened Pro Campaign editor, select a template or Create Your Own to get started.

Under "Settings", you'll find options to customize your design. These settings will apply to your entire campaign - not just to rows and columns.

Rows & Columns

Rows come in different sizes, and give you the freedom to structure your campaign. Each row can hold 1-6 columns (spaces) that hold a content box, allowing you to create the perfect layout.

To add a row:

1. At the top of the screen, click the title content box. 
2. Click Copy.
3. Click and drag the relevant type row size to the new box.

Row Options:

• Row background color
• Content area background color
• Content area rounded corners
• Content area border

Column Options: 

• Column background color
• Padding
• Border

To switch columns, click the column in the sidebar. The selected column will be highlighted.

Content Blocks 

Once you have your campaign set up, you can add your content to the row boxes.

To add content:

1. On the side menu, click Content.
2. Click and drag the relevant type of content (Text, button etc.)to the desired column.

To delete content:

1. Click the relevant content block.

2. Click the basket icon to delete.

   

Once content is added, clicking on it will open a many bar and the "Content Properties" menu, where you can customize your content. These settings only apply to the selected content box.

Menu Bar 

Content Properties 

You can also click Write with AI to help you create personalized text for your announcements and campaigns to have maximum impact.

Adding a Content Field

You can add a contact field to make your campaigns more personalized and engaging. 

To add:

1. In the text area, enter the @ symbol. A dropdown list will appear.
2. Select the relevant field.

Every campaign recipient will receive a personalized version with their own name or the relevant customization that will be pulled from their client cards.

Previewing Campaigns

In the top corner, click  to preview on desktop and mobile devices.

Saving and Sending Campaigns

You can save your campaign to edit later, save and send a test via email or SMS, or send it immediately.

1. In the top corner, click Save.
2. Select Save, Save and Send Test, or Save and Send.
3. Follow the relevant step below:

• If "Save and Send Test" selected: Select Email or SMS.
• If "Email" selected: Enter the email subject, then click Send
• If "SMS" selected: Edit your message, then click Send
• If "Send" selected: If this is your first campaign, click OK to send the confirmation email to confirm your account > Select the relevant clients > Click Send.

Editing Campaigns

To edit your campaign at a later time, return to the "Announcements" or "Automated Campaign" pages and click Edit under the relevant campaign title. 

Discarding Campaigns

In the top corner of your campaign, click Discard to permanently delete.