Capillary Email marketing is an important tool to promote your brand and its business. Emails reach consumers without tramping on their privacy, filling their space, or taking up their valuable time. In Campaign Manager, you can create effective event driven marketing emails. To know more click on Creating Email Templates(Organizational Level). Based on the template type, following 3 types of email templates are available in the Campaign Manager:


i) Working With Editors

a) HTML Text Editor for Email Templates: HTML Text Editor is now available for adding or editing Email templates. The new HTML Text Editor consists of new features like multiple block templates, standard templates containing multiple blocks etc. 

  • Multiple-Blocks Templates

To have full control over the structure of your content, the new HTML Text Editor supports multiple blocks in your email templates. This helps you edit content block-wise, and thus control the quality of the edited content.

The following screenshot shows a standard template that contains multiple blocks (distinguished by boxes around each block).


Figure 1: Multiple-blocks Template

To edit a block, double-click the block. A toolbar appears when you double-click. Make the required changes using the toolbar. 


Figure 2: Editing a block in the Email Template

To view or edit the HTML code in the block, select the block and double-click the </> icon. Make the required changes to the code and click OK.

 

Figure 3: Viewing HTML Code for a Block


  • Standard Templates containing Multiple Blocks

The Creatives tab displays a list of standard templates that contain multiple blocks.

To view these multiple-block templates, do the following:


1.In the Campaigns module, click the Creatives tab. Then click Email Templates.



Figure 4: Viewing Standard Templates

2.On the Email Templates page, click +Template. Then click Standard Templates.

You see a set of standard templates that contain multiple blocks. 

  • Optimized Toolbar

The toolbar in the HTML editor has been customized to show only the important options. The new toolbar helps save space to have a better typing experience.

 



Figure 5: New Optimized Toolbar

 



Figure 6: Older Toolbar

  • Switching to the Older HTML Editor 

To switch back to the older HTML Editor when editing an Email template, simply click the Switch to Old Editor button.



 

Figure 7: Switching to the Old HTML Editor


 

Figure 8: The Older HTML Editor View

  • Editing Older Email Templates with the New HTML Editor

As the older Email templates contained a single block, when you edit an older template with the new HTML Editor, you see the template as a single block. 


Figure 9: Editing An Older Template in New HTML Editor

  • Sample Block-wise Email Template

A sample block-wise email template has been attached for reference.


b) WYSIWYG (What You See Is What You Get) EditorFully customizable and community driven, WYSIWYG Editor is of high quality that brings common word processor features directly to your web pages. WYSIWYG Editor or CKEditor is a ready for use HTML text editor that is designed to simplify web content. Fully customizable and community driven, WYSIWYG Editor is of high quality that brings common word processor features directly to your web pages. 

To edit the template that is compatible with WYSIWYG editor, select the template that you want to modify. The template will open in WYSIWYG editor (CKEditor ) as shown below:


Figure 10: WYSIWYG Editor


Modify the template using the HTML template and use the tags available in the left pane to include dynamic content in the email such as name, available points, and store name. For more information about creating template using WYSIWYG Editor or CKEditor, see (New HTML Text Editor for Email Templates).


c) Drag & Drop (D&D) Editor: D&D Editor is an advanced editor that provides drag and drop options for including elements such as images, text boxes, buttons and hyperlinks quickly and easily. You can drag an element and place it in any desired position in the template. It has an inbuilt email template library that helps you to import templates without the need of any HTML coding. Apart from the drag-and-drop feature, you can also use HTML code to modify a template. Hence, D&D compatible template can also be edited using WYSIWYG editor.

The template that is created from the scratch is D&D compatible and will open the template in D&D Editor by default. To modify a D&D compatible template, on the templates page, select the template you want to edit from the available list of templates.


Figure 11: Template List

[OR]


To create a new template from the scratch or upload a D&D compatible template, on the templates page, select one from the drop-down list.

Figure 12: Create Template Button
  • Upload HTML file to upload an HTML template from your system  
  • Upload ZIP file to upload a compressed (.zip) HTML template from your system 
  • Create from Scratch to create an entire template using HTML  

When you open an existing template, it will first show the preview of the template in different devices. You can see the appearance of the template in desktop, tablet and mobile devices by clicking the respective tabs.

Figure 13: D&D Compatible Template Preview Screen

Click the Select button to edit the template. The template will open in the D&D Editor as shown below. If you have chosen creating template from the scratch, you will not see the Preview screen first. You will directly see the D&D Editor.

Figure 14: Drag and Drop Template Editor
The elements of the D&D Editor are highlighted in the screenshot above.

Tags and Social Network Links: Consists of dynamic placeholders to use in the emails (example: customer name, store name, user id). To include a dynamic content, place the cursor on the template where you want to include dynamic content and double click the tag that you want to place. Make use of the tags to include dynamic content in the email.

You can also include the icons of social networking sites to drive your audience to visit your social networking pages using the Social tab. For example, to include your organization’s Twitter link, click the Twitter icon and specify the URL of the Twitter page in popup widget and click Add URL (as shown below). To save the Twitter URL in your account, check Save This URL and then click Add URL.


 Figure 15: Social Networking Links


Drag Elements: You can directly drag the elements to the position where you want to place in the template. Once you place an element, double click the  

 to name the element. The following table provides the descriptions of the drag elements available in the D&D Editor. 

Symbol  Description


To insert a full width box, double click the 
 icon to enter the text.



To insert a box, double click the 
 icon to enter the text. 



To insert a column, double click the 
 icon to enter the text. 



To insert a title, double click the 
 icon to enter. 



To insert a text, double click the 
 icon to enter and type the required content. 



To insert a image, double click the 
 icon to enter the image. 



To insert a full width box. Double click the 
 icon to enter the text. 



To insert a button, double click the 
 icon to enter. 



To insert a code, double click the 
 icon to enter the code. 
Template Body:Create/Modify an email template using the drag elements and tags. You can also use HTML code for creating the template whenever required. If you are designing a new template, specify the email subject and name of the template.

Tags allow you to add personalized content for a specific customer or a group of customers. For example, to include first name of your recipients, add First Name in the email, The tag will be replaced with the respective recipients first name when the Email is delivered.

To use a tag, double-click in the text-area and click the tag that you want to include.

The tags available for creating email templates are:

  • Customer tags: This category contains tags related to customer information such as first name, last name, full name, loyalty points, and tier.   
  • Store tags: This category consists of tags related to a store, such as store name, email ID, and external ID.  
  • Custom tags: This category consists of tags related to individual recipient.  
  • Group tags: This category consists of tags related to a recipient's group.  
    • Advertisement 
    • User Id 
    • View In Browser 
  • Unsubscribe tag: This tag includes unsubscribe link which the user can use to unsubscribe from your email communications. This is a mandatory tag you should use in all the emails you create. An error occurs when you try to save a template without including unsubscribe tag in it. 
  • Subscribe tag: Includes a link that helps the recipients to subscribe to your email communication. 

For more information about tags, see the Email and SMS Tags topic.

Once the template is created, click Options. You will see the following options:


Figure 16: ‘Options’ Drop Down Page
  • Preview and Test:To preview the template in desktop, mobile and tablet devices before saving


  • Edit as HTML:To edit the template using HTML. If you choose to edit as HTML, D&D option will no longer be available as shown below

Figure 17: Edit as HTML

  • Save to Original Template: To save the changes to the existing template (only for modifying templates). Click Proceed to continue. 


Figure 18: Save to Original Template

  • Save as New Template: To save as a new template. Specify a name for the template and click Save 

Figure 19: Save as New Template

Click Next.

Figure 20: Reviewing Email as Plain Text 

Review the plain text version of the email message to ensure no information is lost when the plain text version of Email is viewed in different email clients or devices. To edit plain text content, click the Edit Plain Text Content button.

 

Click Preview and Test to preview and test the email

 

In the Delivery Settings, review the checklist and then schedule the email. Select whether you want to schedule the email message immediately, on a fixed date, or on a recurring date. If you are scheduling the message on a recurring basis, you can also determine the number of customers who can receive the message.

 

Figure 21: Scheduling Campaign Message

Click Schedule Campaign Message to complete the creation and scheduling of the Email message.

Note:Templates that are Drag & Drop compatible will be opened in D&D editor by default. However, while editing you can switch to WYSIWYG editor if required. But the templates created using WYSIWYG editor cannot be opened in D&D editor.

To create email messages in Campaigns, do the following: 

1. On the Campaign Overview page, click the +New Message button and choose Email from the drop down list. 

Figure 22: Selecting Email Message

You will see the Recipients List

Figure 23: Selecting Recipients

  1. Select recipients either from the existing list or create a new list using the Create Recipient List. (For more information, see help topic on Creating New Recipient List.)
  2. Click Next.
  3. Attach the coupon series to be used when sending the Email. If you do not want to attach a coupon series, check the Do not attach Coupons to this Message option.
  4. Click Next

Figure 24: Attaching Coupons

You will see the list of existing templates (All tab).

Figure 25: All or Favorite Template Page
Symbol
Description 

Template with  symbol 

This icon represents that the template is D&D compatible. You can edit these templates with D&D or WYSIWYG editor.
Template without  symbol
This icon represents that the template is not D&D compatible and thus can be edited only with WYSIWYG editor.

This icon represents that the template is not added to your favorite list. To add such template to your favorite list click on that icon, the color will change to green. 



This icon represents that the template was added to your favorite list. Click this icon to remove the template from your favorite list, The color turns white. To see the list of your favorite templates, click the Favorite tab.
6. Create and select the template as explained in the following and then click Schedule Campaign Message.

ii) Creating PDF Recipients

The Capillary Cloud application provides organizations the ability to send PDF receipts of transactions to customers.

To enable generating PDF receipts, do the following:

  1. Create a PDF Receipt Template
  2. Add a listener
  3. Add criteria for generating PDF receipts

To create a PDF receipt template, do the following:

  1. In the Campaigns module, select Creatives, and then click Email Templates on top.


  1. In the Email Templates tab, click the +Template button.
  2. Add the tags you want to include in the PDF Receipt. (The formatting and replacement of tags is done using the TWIG engine for PHP.)

  1. Enter the name of the template and click Save.

Adding Listener

To add a listener, do the following:

    1. Click the Settings icon on top-right corner and select General Settings.
    2. Search for the Event Trigger setting screen from the menu on the left, 
    3. In the Event Trigger screen, scroll to the Add Listener section.

  1. In the Add Listener section, select LoyaltyTransactionFinishedEvent from the Events box and EmailSendingListener from the Listeners box, and click Submit.

The listener you added appears in the Current Listeners section in the Event Trigger screen. 




Adding Conditions for Generating PDF Receipts

To add conditions for generating PDF receipts, do the following:

  1. In the Event Trigger screen, in the Current Listeners section, click Edit against the Email Sending Listener. 

  2. In the Customize page, in the Start From and End After boxes, add the validity of the listener using the Calendar option.
  3. In the Execution Order text box, add the order the listener has to be executed. This is valid if you have added more than one listener and have a workflow for your organization.
  4. In the Execution Condition, add the conditions under which the listener has to be executed. You can select the variables from the available tags.
 For example, you might want to send e-receipt only for transactions than exceed a certain amount (say $100), and only when the transaction is done at a particular store (say Bond Street ). In this case, the condition can be written as $bill_amount="100"&&$shoped_at_store_name="Bond Street".
  1. In the Execute Only for Stores in Zone, select the stores that you want to exclude from sending e-receipt. If you want to send e-receipts for all the stores, then ignore this option.
  2. In the Execute Only for Stores in Zone, select the stores that you want to include. If you want to send e-receipts for all the stores, then ignore this option.

  3. In Email Template, select the template you want for the email. (This template is for the email that is sent to the customer, and not the PDF receipt of the transaction.)
  4. In Subject and Email Body, enter the subject and message of the email. You can also add pre-defined tags in both the Subject and Email Body boxes as shown in the following screenshot.

  1. In the PDF Body, select the PDF receipt template you created in the Creatives tab.
  2. Use the Send E-Bill Default Email option to test whether the PDF receipt is being generated for the given condition. Check the Send E-Bill Default Email box to send PDF receipt to a test recipient. In the Email ID box that appears, provide the email ID of the test recipient. When you add the test recipient here, the PDF receipt is sent only to the test recipient and not to the customers. After testing whether the PDF receipt is being generated, you can uncheck the Send E-Bill Default Email option. 
  3. Click Submit.