Follow the guide below to use and customize one of Hatchbuck's awesome pre-built campaigns!

Notes on using a pre-built campaign: 

  • If you chose a folder on the "Campaign Info" screen, the campaign will be added to that folder.
  • The campaign will not be saved to your account until you click "Finish" at the very end. If you click "Back" or do not fully save the campaign, the campaign is not created. However, the email templates will still exist in your account. We will not delete any data.
  • The emails are added to your Email Template library. They will be named "Campaign Name, Email Name." The campaign name is created by you when entering the basic campaign info, while the email name is automatically applied from the pre-built campaign you chose.
  • The emails will not be added to specific folders. They will be located under "All Templates."
  • If you have a lot of email templates in your account, you can easily search for these by entering the campaign name in the search bar.

Creating and entering Campaign information 

  • Navigate to the Tools tab > Campaigns. Click on the + New Campaign button at the top right corner of the page.
  • Name and describe your campaign (this is for internal uses only), and lock your campaign if you don't want other users (except admins) to be able to edit this campaign.
  • You can create and use folders to better organize your campaigns.

Choosing your campaign 

  • Click into the Pre-built Campaigns tab on the left and you will see short descriptions under each one to outline how you might best use these.
  • Click on a campaign to bring up a preview box. This will allow you to view the timing, steps, and email templates included in each campaign. You can use the arrows at the top right to toggle between the different campaigns easily.
  • Once you've decided on the campaign you would like to use, click the orange button Download Campaign Template:

Editing and Customizing the Campaign

  • After clicking the button to download the pre-built campaign, you will be brought to the Campaign Automation screen:
  • Here you can edit the existing automation steps and add any new automations you might need. Add additional steps by clicking + New Automation or any "+" icons above or below current steps. 
  • Remember, you're not limited to only sending emails - we encourage you to really make these campaigns your own! If it makes sense to add a task or notification for follow up, go for it!
  • You can type directly into the "day" boxes on the left to change the day you'd like that step to occur. You can also drag and drop campaign steps to switch up your order using the re-arrange icon on the far left.
  • Once your steps are complete, click Finish to save.

Editing the Email Templates
Now that your campaign steps are built out, you will want to edit each email template and add link automations. 

  • From the Campaign Detail View, click into the email name you'd like to edit.  
  • This will bring up a preview box where you can choose to view/edit the selected template.
  • After clicking "view/edit" a new tab will open up, bringing you to the email template detail view. Click "edit template" to be brought into the editor. Be sure to fill in your company information and edit any other information in the curly braces ( {{XYZ}} ) before moving on to the link automations.
  • While you are still in the email template detail, click into the Automations tab. Here you will want to add the appropriate link automation to each link included in your emails. These will be really important as an additional way to trigger automations within your chosen campaign. 
  • After saving, your edits will be reflected within your campaign! 

Once you've finished editing the templates, added link automations and any additional campaigns steps you might need, you'll be ready to start contacts on this campaign!

**For more information on campaigns, take a look at our webinar
 detailing campaign structure and giving you some tips on drool-worthy content!

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