Table of Contacts
Using Knowde's Standard Templates
Inside the Knowde Marketing Platform, we’ve created a variety of beautiful, pre-designed templates you can use to create visually stunning campaigns mails. Templates in this section use the drag-and-drop designer, making them mobile friendly and easy to customize.
Every aspect of these templates can be modified to create the exact look and feel you want. All you need to do is add your own content.
Customize your Standard Template
These standard templates use the drag-and-drop designer, making it mobile friendly and easy to customize. This simple template has a single column for copy with an image block at the top.
Like other templates that use the drag-and-drop designer, you can customize this template by adding, removing, or rearranging different types of content blocks.
Creating your own Template
If you want to create a template from scratch using the drag-and-drop designer or wish to create a template using custom HTML, then the "Start from Scratch" template options may be for you.
To access these template options:
- Click "Campaigns" in the left menu.
- Click the "Manage Templates" option.
- Click the "Create a Template" button.
- Click the "Start from Scratch" button.
Using your own HTML
The HTML option gives you complete control over the design of your template. However, you must be familiar with HTML and CSS to create this kind of template. If you aren’t familiar with HTML and CSS code, but still want an appealing visual design for your email, you might want to use one of the templates described above.
Emails that use an HTML template should be previewed before sending so that you can be sure your campaign displays correctly in the most popular email clients and on mobile devices. To avoid display issues, you may want to use our templates above which have been carefully optimized to display correctly across popular devices and email clients.
In-depth Create a Campaign Walkthrough
Create a campaign
Campaigns are created in the "Campaigns" section of your account. Each campaign you create starts from a template. Note that in order to create a campaign, you must first have a list of opted-in contacts to send to.
Choose a List
On the next screen of the campaign creation process, you will need to select a list to send your email to. Note that you can select more than one list on this page. If the same contact appears on multiple lists, they'll only receive the email once.
To select a list(s), click the checkbox next to the list you wish to send the email to. The number of contacts to the right shows you how many active contacts are currently on that list.
When finished with selecting a list and segment, click the "Next" button.
Select a template for your campaign
Next you get to select a template for your campaign. There are many types of templates you can choose from based on layouts or business goals. You can also select a template from a past campaign, or create your own template from scratch.
To choose a template, hover your mouse over the template you wish to use then click the "Select" button. Click the "Next" button to move to the next screen.
Set "Sender Details"
A "Sender Details" modal will open. This modal shows your name and email address that will be used in the "From" fields of the campaign. To change the sender's name and email address, click the appropriate fields and type the updated information into the fields provided.
Next, type the subject line into the field provided then click the "Continue" button.
Customize your campaign
Next you get to customize the design of your campaign and add content to it.
- Drag and drop content blocks from the sidebar into your campaign. For example, you can add customized images from the Content Manager, buttons, text bocks, social links, and more
- Provide updated text by typing it into the text content block
- Use the "Options" feature to format any content block by adjusting line height, background color, padding, and more. To access these settings, click the block in your email that you wish to adjust
- To update the subject line, Sender information, or to create preheader text, click the gear icon on the top right of your screen. A Campaign Settings modal window will appear where you can make your changes and send a test of your campaign
- Click the "Next" button when finished
Review the "Campaign Summary" page and send your email
As a final step, you'll need to review the Campaign Summary page before you send or schedule your email. On this page, you can:
- Check your subject line, preheader text, and sender information
- Check the list you are sending to
- Select additional metrics to track
- Schedule a send for a future date (or send immediately)
- Send a test email
- Preview your campaign
- View spam check results
With the Spam check, you will want to see the result of “Passed.” If you see an error instead, you will want to fix the issue in your campaign prior to sending it. Anything other than “Passed” indicates an issue that may keep your campaign from reaching your subscriber’s inbox.
Send your email
Once everything is reviewed and tested, you're ready to send the email. To do so, click the "Send Now" button. You will then be asked to confirm your send with an option to cancel.
If you wish to schedule the send instead, scroll down to the "Schedule" section of the "Campaign Summary" page. Click the toggle to set it to the "On" position. Then use the date and time dropdown fields to schedule your email. When finished, click the "Finish" button.