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You may know how to create a modern and accessible web site already. You know the rules, latest options, etc. However can you really take all that knowledge and use it for email design? The short answer is no. Due to the variety of email clients and limited support of CSS, there are some very specific rules & dos/don’ts when it comes to email design. This guide will help explain the many points you should be aware of when using your own HTML to create an email so that it displays properly. 

Before we begin, it’s important to note that email design is not the same as web design. If you care about W3C standards or use the latest in CSS, you need to forget all of that when approaching email design. Basically you can think as if it is year 2000.

Layout:

  • 650px or less design width
    The general rule for email size is to keep it 650px or less in width. This allows the email to display correctly (overall) in most of the email clients and display configurations.
  • Simple layouts are best
    With email design simple is better. If you try to do a complicated design you will encounter a lot testing and debugging email client issues. If you are looking to complete a more advanced design be ready to use a lot of tables and to set a good amount of time aside for testing.
  • Use basic HTML tables 
    To create the overall layout you will need to use standard HTML tables. CSS floating and layout techniques will not render properly across all the email clients.
  • Be careful with table cell padding
    Outlook will take the padding from any cell in a row and apply it to all of the cells in the row. This could result in some visual changes that you do not want. You should try to either apply the same padding for all cells in a row OR place an inner div or table (that has padding) within the cell that you would like to have padding. 
  • Avoid using colspans=”” in your tables
    Some email clients do not fully support those and others will have display issues for the other cells if you have a colspan.

CSS:

  • Do not use external stylesheets
    They will not work in a lot of the email clients and you should be including all of your CSS using inline CSS within your HTML. 
  • Do not use CSS classes – always use inline CSS 
    Many email clients do not support CSS classes. Instead of declaring CSS classes you should use inline CSS. An example would be <div style=”color:#cccccc;”>content</div> instead of <div class=”cssclassa”>content</div> 
  • Don’t use CSS shortcuts
    CSS allows you to normally set properties in groups. Such as style=”font: 12px, Arial” Instead of grouping such attributes you should set each part individually. Such as style=”font-size:12px; font-family:Arial” 
  • Avoid using CSS float or position options
    Some email clients will disregard both the float and position CSS options. Try to use tables instead.

Images and Video:

  • Use absolute image source URLs 
    Instead of including an image such as(<img src=”img.gif”>) you must include the absolute URL to the file such as (<img src=”http://site.com/img.gif”>) 
  • Always use alt tags (<img src=”http://site.com/img.gif” alt=”Company ABC”>) 
    Most email clients disable images by default. So unless you have alt tags your subscribers will only see a blank box. With an alt tag your subscribers will see the text you put in the tag. 
  • Do Not Embed Videos and/or Flash
    It is not a good idea to embed videos directly and/or flash into your email. Many email clients will not support such code and many spam & virus detection programs will flag your email as spam/malicious. Instead of embedding your video/flash into your email take a screenshot of what the video of flash player looks like and embed that. When they click on it you can have the video/flash open in their browser. 
  • Animated GIFs are not fully supported
    Ask yourself whether you really need an animation in your email. While most email clients support animated GIFs, Outlook 2007 does not. Email clients that do not support animated GIFs will likely show the first frame of your animation sequence. 
  • Be careful with spliced images
    If you have a larger image that is spliced and placed into your HTML using table cells or img tags right next to each other you will need to test thoroughly. Some email clients may add extra space between your images and cause your email to look bad.
  • Avoid using images to help with your layout
    Some people use 1 or 2 pixel images to help align items within their layout. Some email clients/filters will think that is a potential read/open tracking image and penalize the email for that.
  • Test your email with images disabled
    Since most email clients show emails with images disabled by default it is very important you check to see how your email looks with images disabled.
  • Watch your files sizes
    Just as with regular web design you want to be aware of image file sizes for your email. Try to keep them low to ensure they will download quickly for your subscribers.

Background:

  • Background images are not fully supported
    If you are using a background image keep in mind that some email clients will not show them. If you still wish to use a background image use the HTML background options instead of using CSS to declare a background.
  • Full body background colors 
    Many email clients (such as Gmail) do not show a background color that you set for the main body (<body> tag) We suggest if you are setting a background color in the body tag to also have a wrapping div with a background color that surrounds your content. This way even if the body background color is not supported you will have something pretty similar shown.

Miscellaneous:

  • Do not put anything above the opening <body> tag
    Anything you put above the body tag will likely be stripped and not used.
  • Do not include javascript
    It is likely that it would be stripped in most email clients and some spam filters may detect it as malicious code.
  • Avoid Microsoft Office like the plague 
    The HTML generated will almost guarantee issues. Additionally when you copy and paste from Office you will be pasting in their formatting and will likely have design issues. 
 

A hex code is a 3-byte hexadecimal number used in HTML, CSS, and other applications to represent colors. They will start with a hashtag (#) and are followed by 6 digits, using either numbers, letters (A – F), or a combination of both.

When you select a color of a font, border, or background in a campaign or form created in Nurturelabs CXP using the color picker, we’ll display the hex code for you. In addition, if you already know what hex code to use in your forms and communications, we make it easy for you to apply that code. Doing so allows you to use specific colors in your forms and communications that are associated with your brand.

If you would like to learn more about hex color codes and how they are generated, click here.

You can use hex colors on the following items:

Campaigns and automation emails

  • Font color
  • Background color for all content blocks
  • Border color for all content blocks
  • Column color for all content blocks
  • Font color (when applicable)
  • Custom HTML block
  • When creating an email using your own custom code

To add change the color of your font, simply click that text block and click the color picker from the modal toolbar.

Click_color_picker_from_modal_tool_bar.png



You can then select from additional colors or click the “More” link to select from even more colors or add your own hex color code:

Enter_hex_code.png



To add your own hex color code to any specific block, such as a block border or to add a background color, click on that specific block:

Click_content_block.png



When you do, we’ll display an options menu to the right of your screen:

options_menu.png



Here you can type your hex code directly into the color field you wish to change, or, select a new color from the color picker.

options_for_hex.png



If you have a specific hex code to use for your border or column background, click the color picker to enter your code.

click_color_picker_to_add_hex.png



Nurturelabs CXP forms

  • Form background color
  • Form font color
  • Form border color (inline forms)
  • Submit button background
  • Submit button font
  • Submit button border
  • Custom CSS blocks

To add your own hex color to your form, click the “Style” tab for your form.

form_style_tab.png



Then add your Hex code to the color field:

add_hex_to_field.png

While it’s possible to directly attach files to emails created using either the “Build from Scratch> Custom HTML” or the “Build from Scratch>Text only” option, it is not recommended because it will often get flagged as spam.

Here is what we recommend for adding files to your emails.

Adding a file to your email

To send files to your contacts, it’s recommended that you host the file using a 3rd party platform such as Dropbox or on your website, then link to that file from your email. Doing so has several benefits:

  • You can track subscriber engagement.
    By adding a link to your file from your email, you can track who clicked your link. If the file is hosted on your website, you can also track page visits using our Site Tracking feature. You can use this engagement data to create segments, tag contacts, add contacts to automations, adjust contact scores, and more. When you attach a file to an email instead, you won’t be able to track this data.
  • It can help you avoid the spam filter.
    Marketing emails that directly attach files are almost always flagged as spam by Internet Service Providers (ISPs) because of the rise of attachment-based email viruses. And even if they do make it through an ISP spam filter, your contact may still think it’s spam and mark it as such. This can harm your deliverability, domain, and sender reputation. 
  • It can help you avoid slow deliverability times.
    Attaching files directly to emails can increase the size of your message. When this happens, you can expect delays with contacts receiving your messages. Since you are only linking to the file from your email, your message size will not increase and contacts will get the information they need safely and quickly.
  • Your email is less likely to bounce.
    Files attached to emails are more likely to bounce due to mailbox storage and file size limits. By linking to a file instead, you can avoid this issue and contacts will receive your message.

Add a file by hosting it on your website

Another method you can use is to host the file on your website, then include the link in your email. 

To add a link to your email:

  1. Copy the URL of where your file is hosted online. 
  2. In a separate window or tab, log into your Nurturelabs CXP account.
  3. Locate the email you wish to add a file to.
    • If you wish to add a file to a campaign, navigate to the Campaigns Overview page and click “Continue” for that campaign.
    • If you wish to add a file to an automation email, navigate to the Automations Overview page, click “Edit” for the automation the email is in > click the email Click “Edit.”
  4. Locate the text you wish to add the link to and highlight it. 

  1. Click the link icon and paste the URL of your file into the field provided. Then click “OK.”

  1. Click “Save & Exit.”

Add a file using the Nurturelabs CXP Dropbox integration

Dropbox is a cloud storage service that you can use to upload and host files. Our integration will let you directly link to a file stored in Dropbox from your campaign or automation email.

How to directly attach a file to your email

If you created an email using either the “Build from Scratch> Custom HTML” or the “Build from Scratch>Text only” option, you can attach one .DOC, .DOCX, .JPG, or .PDF file that is no larger than 1 megabyte to your message. As a reminder, directly attaching files to your email is not recommended as a best practice.

Note that it’s not possible to directly attach files to one-to-one emails or campaigns and automation emails that were created using the drag-and-drop email designer.

To directly attach a file to your email:

  1. Create a campaign or automation email that uses either the “Build from Scratch > Custom HTML” or “Build from Scratch > Text Only” option.

  1. From the message builder of your campaign or automation email, click the paper clip on the top right of your screen.

  1. Click the “Choose file” button to select your file. You can only attach one file per email. Your file can be no larger than 1 megabyte and must be one of the following file types: .DOC, .DOCS, .JPG, or .PDF.

  1. Click “Close” then “Save & Exit.”
With Nurturelabs CXP, you can add a “web copy” link to any campaign or automation email you create. Doing so will direct readers to the web version of your full email. You may want to include this for subscribers who can’t view HTML emails or who have image downloading turned off.

In this article:

About the “web copy” links

There are two different “web copy” links you can add to your email: Web Copy and Web Copy (no social links).

Web Copy

This option will add a link to your email that will point readers to the full version of your email on a web page. This will also include four social links at the top that readers can click on to share your content with their followers. These social links include Facebook, Twitter, LinkedIn, and Google+.

Web copy (no social links)

This option will add a link to your email that will point readers to the full version of your email on a web page.

While you can add the “web copy” link anywhere in your email, it’s common practice to add it to the top where recipients will easily see it. Note that any campaign with a “Sent” status cannot be edited. Automation email can be edited at any time.

Add a “web copy” link to emails created with the email designer

Follow the instructions below to add “web copy” links to emails or templates created with the drag-and-drop email designer.

1. From your Nurturelabs CXP account, open the template, campaign, or automation email you wish to add the “web copy” link to.

2. Add a text block to your email or click into a text block that already exists.

3. A modal toolbar will appear. Click the “Personalize” option.

4. An “Add a Personalization”modal will appear. Click the “Message Content” option under “Standard.”

5. Click “Web Copy” or “Web Copy (no social links).

Add a personalization modal

6. A modal window will appear. Type the text that should appear for the link into the field provided or use the default text we provide. Recipients will see this text in your email.

7. Click the “OK” button.

Link text modal

The “web copy” link will be added to your email along with the link text you provided.

8. When finished, click the “Save & Exit” button to save and exit your work or click the “Next” button to view the Campaign Summary page.

Add a “web copy” link to custom coded emails

Follow the instructions below to learn how to add a “web copy” link to emails and templates created with custom code.

1. From your Nurturelabs CXP account, open the template, campaign, or automation email you wish to add the “web copy” link to.

2. Click the “Insert” button on the top left of the page.

3. A modal window will appear. Click “Personalized Content.”

Insert personalized content

4. An “Add a Personalization”modal will appear. Click the “Message Content” option under “Standard.”

5. Click “Web Copy” or “Web Copy (no social links).

Add a personalization modal

6. A modal window will appear. Type the text that should appear for the link into the field provided or use the default text we provide. Recipients will see this text in your email.

7. Click the “OK” button.

Link text

The “web copy” link will be added to your email along with the link text you provided. 

8. When finished, click the “Save & Exit” button to save and exit your work or click the “Next” button to view the Campaign Summary page.

A campaign archive is a shareable, public page that lists web versions of each sent campaign.

  • Campaign archives are list-based. Each list has its own archive of sent campaigns
  • The archive can only be shared with a link. This is accessed from the “Integration settings for list” page in your account
  • Automation emails are not listed on the campaign archive page

To access/share your campaign archive

1. Click Campaigns in the left menu. Click “View Archive.”

2. Click the dropdown next to “Integration settings for list” to choose the list you want to view.

Alternatively, you can access the archive by clicking Lists > the drop-down caret for any list > Advanced Settings > Public Pages > Campaign Archive.

3. To share a link to your archive, copy the archive URL and share it with any individual you choose:

This is what the individual will see when they click the campaign archive link:

Once they click on a campaign, we’ll display a web browser version of your email. This version of your email lists social media icons on the top right of the screen, allowing contacts to share your message in their own networks.

To disable the campaign archive for a list, click “Disable” next to the share link.

If later you wish to re-enable the campaign archive page for your list, click “Enable.”

The Content Library is a time-saving feature that allows you to save content that you use over and over in different campaigns. For instance, you might have an email signature that you use in many email campaigns. By saving it to your Content Library you can drag and drop it onto any campaign without having to recreate it.


The Content Library is accessible from the Design step of the campaign creation process. In the right-hand sidebar of the Designer under the Insert tab you’ll see a toggle for “Blocks” and “Saved.” “Blocks displays the default content blocks we provide and “Saved” displays the content blocks that you have created.

To save a content block to your Content Library:

In the campaign designer, click a content block you want to save.

Click the gear icon that appears to the right of the block:


Click “Save to Content Library” from the list of options that appears. Give the content block a descriptive name that will help you identify it later. Click “Save.” Your new content block will appear in the “Saved” tab in the future.

To use the content block, drag it from the sidebar and release it when the green placement indicator highlights the appropriate section of your campaign.


You can rename or delete your content block by clicking the gear icon that appears to the right of its name.

Custom email headers are available on Enterprise plans. 

A custom email header is an invisible header included in every campaign and automation email you create. It is a piece of information that appears on the source of an email. This header is not visible to your contacts. The header can be used for internal verification, tracking contacts, bouncing contacts, and more.

For example, let’s say you are sending a campaign to 10,000 internal employees using Nurturelabs CXP. You have a rule set up on your own email system to identify all messages coming from the Nurturelabs CXP platform and to sort them accordingly. You would want to create a custom header that includes the following:

Source: Nurturelabs CXP - %EMAIL%

Then, when you receive an email from Nurturelabs CXP, your receiving email server can read the custom header and sort the email.

To set up your custom email header:

1. Click “Lists” in the left-side menu to go to the Lists overview page on your account.

2. Click “Edit Email Headers” from the expanded menu. 

The next page will look like this:

3. Type the name of your header in the “Name” field. Note that this is an internal name and is only for your reference.

4. Next, type the header into the “Header Information” field. For the purposes of this article, we’re going to type “Source.”

5. In the next field, enter the header value.
In this example, we want to identify messages coming from Nurturelabs CXP. To do that, we’re going to type "Nurturelabs CXP -" and then click the “Insert Personalization Tag” option to select the personalization tag for email address.

Here’s what our header looks like with everything filled out:

6. Click the list this header will apply to to select it.

7. When finished, click the “Add” button.

Your custom email header will be listed on the custom email header page:

To add additional headers, click the “Add” button and follow the same steps above.

Snap to grid is a feature in the email designer that automatically “snaps” content blocks to a default set of sizes and increments of 25px when those blocks are resized. This makes it easier for you to resize content blocks in your email to fit your needs.


Here is what the snap to grid looks like in action:

snap_to_grid_gif.gif

Notice in the example above how the blocks are resizing in 25px increments.

Snap to grid is automatically enabled in all campaigns and automation emails that use the drag and drop email designer. However, this feature can be disabled at anytime if you wish to have more freedom with the interface. To disable snap to grid, uncheck the “Snap to grid” box located on the top right of your screen:

turn_off_snap_to_grid.gif

Once snap to grid is disabled, the content blocks will no longer adjust in 25px increments:

snap_to_grid_off.gif

If you’re sending B2B emails to contacts, they may get unintentionally unsubscribed from your list. This happens when corporate spam filters click all links contained within your email, including the unsubscribe link. This is a common issue with all email service providers. The best way to prevent this is to implement a two-click unsubscribe process in your outgoing communications.

In this article:

What is two-click unsubscribe?

With two-click unsubscribe, recipients will be asked to confirm their opt-out when they click the unsubscribe link in your email. They can do this by clicking the “Yes, unsubscribe me” button that appears when the unsubscribe link in your email is clicked.

Do you want to unsubscribe from this list?

Once the recipient clicks “Yes, unsubscribe me” they will be unsubscribed from your list. They will then be directed to a confirmation page where they can tell you why they unsubscribed.

Unsubscribe feedback form

If a contact clicks “No, keep me on this list” or exits the page without clicking either button, they will remain subscribed to your list.

What is the difference between one-click and two-click unsubscribe?

With two-click unsubscribe, contacts go through a two-step process to opt-out of your email list when they click the unsubscribe link in your email.

With one-click unsubscribe, contacts are opted-out of your list as soon as they click the unsubscribe link in your email.

What type of unsubscribe process should I use in my emails?

The type of unsubscribe process you use comes down to personal preference. It’s common practice for large volume senders to have a two-click unsubscribe process. This is because it prevents spam filters from unsubscribing contacts from their list(s) by mistake.

How to get two-click unsubscribe added to your emails

Two-click unsubscribe is available for all Nurturelabs CXP plan levels at no additional cost. To get the two-step unsubscribe option added to your emails, please submit a ticket to our Support team. Once your request is processed, we’ll add the new opt-out process to your campaigns and automation emails for you. 

Once added, this new process will replace the current one-click unsubscribe process in your emails. It will go into effect for all past and future emails. You will not be able to toggle back and forth between one-click and two-click unsubscribe.

After the two-click unsubscribe process has been added to your emails, we recommend you test it. This can be done by sending an email to a test contact and having that test contact click the unsubscribe link.  

If you wish to return to a one-click process, submit a ticket to our Support team and we’ll process your request.

You can add a GIF to any email template, campaign, or automation email with the Image block.

Take note

GIFs are not supported by all email service providers. For example, Outlook 2007, 2010, and 2013 will only show your first frame. In addition, if your GIF is too large, it may take too much time to load and play on a mobile device.

How to add a GIF to your email

1. From the email designer of your template, campaign or automation email, drag the image block to the design layout.

2. Click the image block in your layout to open the Content Manager.

3. Hover your mouse over the GIF you would like to use and click “Select image.”

4. If the file is not uploaded in the Content Manager, click “Add file” to upload it. Then hover your mouse over the file and click “Select Image.”

Your GIF is now inserted into your email.

With Nurturelabs CXP, you can use drag-and-drop design blocks to create beautiful campaigns, automation emails, and templates without having to know code.

In this article:

  • Types of email design blocks
  • Add and move email design blocks
  • Email design block settings
  • Email design block “Options” menu

Types of email design blocks

Email design blocks are building blocks you can use to create your campaigns, automation emails, and email templates. They are available with the drag-and-drop email designer.

You can use any of these blocks to create and customize your email or email template.

Email design block list

Email design blocks include:

Block namePlan level availableDescription
Text blockAllUse this to add text to your email or email template.

Once you’ve added a text block to your email, click on the text block to reveal the editing toolbar. From there, you can change the font, size, color, and alignment of your text. You can also add links and personalization tags.

In the “Options” tab to the right, you can change line height (the space between each line), background color, and adjust padding and margins.

ImageAllUse this to add an image or gif to your email or email template.

You can also use the image editor to modify any images you wish to use in your emails.
ButtonAllUse this block to make a call-to-action stand out in your email.  

The “Options” tab in the right menu will let you change the text and add your link.

You can also adjust the color, size, and shape of the button to your liking.
VideoAllUse this to link to a video in your email.

The block will generate a screenshot from your video and display it in your email with a play button.

When contacts receive your email, they will be able to click the play button and your video will open in a new tab or window in their browser.
Line breakAllUse this design element to add a horizontal line break in between your content blocks. 
SpacerAllUse this mobile-friendly design element to add a blank space between your content blocks. 
RSS feedAllUse this to insert your RSS feed into your email. This block makes it easy for you to automatically share news and new blog posts with your contacts.
Social linksAllUse this to add your social media links to your email. Doing so will let recipients share your message on their social networks. 
HTML AllUse this to add your own custom HTML code to your email. For example, you can use this to include a countdown clock.
ProductsPlus, Professional EnterpriseThis block will appear as a design block that you can add to any automation email. Note that you must have the Shopify Deep Data integration set up in your account in order to use this block.

This block can display the following items for products in your connected Shopify store:
  • Image
  • Name
  • Price
  • Description
  • Link to view
  • “Buy Now” button  
Abandoned cartPlus, Professional, EnterpriseAvailable with automation emails only.

This block will appear when creating emails for any automation that uses the “Abandons Cart” trigger.
Predictive contentProfessional and EnterpriseThis block will help you send the right content to the right contacts to increase your click rate.

Add and move email design blocks

Add design blocks

Adding design blocks to your email is easy. To do so, drag the block you wish to use from the right menu then release it into your design.

As you drag the content block to your email, you’ll notice a green highlight line. This line indicates where the content block will be placed when you release the design block.

Move design blocks

Once you add a design block to your email or email template, you can easily move it. To do so:

1. Hover your mouse over the block you wish to move.

2. Click the four-directional handle that appears to the right of the block.

3. Drag and release the block to the desired spot.

Email design block settings

Each design block in your email or template has its own settings.

Email design block settings include:

Setting nameDescription
DuplicateClicking this option will create an exact copy of the block.

Not available for Predictive Content.
Make conditionalYou can choose which recipients will see this block based on segments. 
Hide on mobile devices

This option will hide the block when the email is viewed on a mobile device.

Save to content libraryThis option will let you save the block to a content library. Once it’s saved, you can easily add it to any email or template you create. Not available for Predictive Content.
Delete this

This option will remove the block from your design.

To access the settings for a design block:

1. Hover your mouse over the block.

2. Click the gear icon that appears.

A modal menu will appear and list all settings that you can adjust for the block. Click the setting option in the modal that you wish to use:

Email design block settings

Email design block “Options” menu

Each design block has styles unique to them, but all blocks contain a similar set of styles you can edit in the right menu under the “Options” tab. This menu will appear when you click any block in your layout.

Option nameDescription
Block backgroundUse this to add a color to the background of a single block. 
Block borderBorders are set as a pixel value and can be increased or decreased.

As you adjust the pixel for your border, you will have the option to set the style (solid or dotted) and set the border radius.

You can also choose a color for your border.
Block marginMargins are set as a pixel value and can be increased or decreased.

You can also choose which sides will have margins.
Block paddingPadding is set as a pixel value and can be increased or decreased.

You can also choose which sides will have padding.
Column backgroundUse this to add a color to the background of a column.
With Nurturelabs CXP, you can create templates for both campaigns and automation emails. Doing so will help you maintain consistency with your emails, establish brand recognition with your contacts, and save you time.

In this article, you’ll learn how to create a template for your emails.

Take note

This article covers how to create a template from the Manage Templates page in your Nurturelabs CXP account. However, there are other ways to create and save email templates:

  • You can import a template created in Nurturelabs CXP with a share link

Create a template with the drag-and-drop template designer

In this section, you’ll learn how to create a template with the template designer.

1. Click “Campaigns” in the left menu.

2. Click “Manage Templates.”

3. Click the “Create a Template” button.

Create a template button

4. Choose the template you wish to work with and click it. You can choose a template from:

  • Any of the themes on the left side of the screen
  • The Layouts, Inspiration, or Past Campaigns tab
  • Click “Start from scratch” to create a standard or custom html template

5. Drag and drop content blocks into your template layout. For example, you can use content blocks that will allow you to add images, add or edit text, call-to-action button, and more.

6. Click the “Save & exit” button.

The newly created template will appear on the “All Custom Templates” page with “(copy)” next to the template’s name.

Example template

You can now use this template as a starting point for your campaigns and automation emails.

Create a template with custom HTML

In this section, you’ll learn how to create a template using your own custom HTML. This option is great if you or someone on your team is comfortable with editing HTML.

1. Click “Campaigns” in the left menu.

2. Click “Manage Templates.”

3. Click the “Create a Template” button.

Create a template button

4. Click the “Start From Scratch” button on the top of the templates page.

Start from scratch button

5. A modal window will open.

  • Click the “Custom HTML” option
  • Click the “Continue” button

Custom HTML option

6. Compose the HTML into the code editor. The pane on the right will provide a preview of how the template will look.

7. Click the “New Template” button at the top and type a new name for the template.

8. When finished, click the “Save and exit” button.

The new template will appear at the top of the “Manage Templates” page. You can now use this template as a starting point for your campaigns and automation emails.

Email template settings

Each template has its own settings. With template settings, you can email a test, preview the template in different email clients, view the spam check score, and more.  

To access the settings for a template, click the template you wish to access settings for from the Manage Templates page. Then click the gear icon on the top right of the template. 

The “Settings” modal will open:

Template settings modal

Here you will be able to:

  1. Rename the template. Note that you can click the “Personalize” icon to personalize the template name.
  2. Apply one or more categories to the template.
  3. Toggle mobile responsiveness on or off.
  4. Send a test email of the template.
  5. Preview the template in different email clients or on desktop.
  6. View your spam check score.
You can easily create preheader text for your campaigns and automation emails using the preheader text editor. Adding preheader text to your communications offers contacts a sneak peek of what content to expect in your email. Not only can this help you stand out in a crowded inbox, but it can also help increase your open rate. 

Note that preheader text is a term that is often used interchangeably with preview text. 

In this article:

What is preheader (preview) text?

Preheader text is a snippet of text that is displayed in a contact’s inbox after the subject line and is the first (or part of the first) line of text in your communication:

To customize the text displayed in the preview, you can use our Preheader Text Editor, located in the Campaign Settings modal.

Here is an example of an email with customized preheader text:

Preheader text will not be visible within the body of the email itself; it will only appear in the contact’s inbox, either next to or underneath the email’s subject line.

Preheader text is not available with one-to-one emails or plain text campaigns/automation emails (emails created using the “Text Only” option under “Build from Scratch”).

Adding preheader text to campaigns and automation emails

1. Open your campaign or automation email.

2. From the email designer, click the gear icon.

3. The Campaign Summary modal will open. Type your desired text into the preheader text field.

You can use emojis in the preheader text. To add contact- or deal-specific information to the preheader text, type the personalization tag you would like to use. 

Note that only customers on a Plus, Professional, or Enterprise plan can include deal field personalization tags.

4. Click the “Close” button on the bottom right of the Campaign Settings modal.

If you’ve provided preheader text using both the preheader text editor and an html content block, both will be displayed in the contact’s inbox. We recommend removing html content block containing your preheader text if you wish to use the preheader text editor.

Preheader best practices

Because each device and app is different, preheader text may not always be supported, for example, in some Outlook clients.

In addition, there is no character limit with creating preheader text. However, how much of the preheader text a contact will see in their inbox can depend on any of the following:

  • The device they’re using to view their email inbox
  • Their email application
  • Width of their browser window (if they’re accessing from a desktop computer)
  • Length of the subject line

Due to these constraints, it’s best to keep the preheader text compelling, meaningful, and short (around 35-50 characters).

As always, we recommend testing your emails as much as possible before sending it out to your list so you can see how the preheader will look for your subscribers. You can also create split test campaigns to see which preheader text gets the most opens.

Testing your campaign before sending it out to your list is a critical step in your email marketing process.

We recommend using different methods to help ensure that your links are working properly, personalization tags are rendering, the correct conditional content (if using) is displaying, and that you’re satisfied with how it looks in different email clients and devices. 

In this article, you’ll learn different methods to test your email. 

Send a test version of your campaign

Sending a test version of your campaign lets you see how the email looks in a specific recipient’s email client. You can also use this method with multiple team members to see how this email looks in different email clients and devices.

Use this test to do a quick review of content and to make sure all links and buttons are taking you to the correct destination when clicked. Replies to test can also be received by the “From” email address.

This test can be done from the Campaign Settings page and the Campaign Summary page. 

Before you start:

  • You can send a test email to up to 5 different email addresses using this method. Each email address needs to be separated by a comma and a space
  • Conditional content, personalization tags, link actions, and any other pieces of information tied to a contact will not render in this type of test
  • Any actions (opens, link clicks) taken by your test contact(s) will not be captured or recorded
  • Make sure that the email address receiving this test message is different than the “From” email address. If these two email addresses are the same, you may not receive the test email as it can get blocked or go to your spam folder. In addition, you may experience deliverability issues if the “From” email address and “To” email address share the same domain (ie, @mycompany.com). To help resolve this, we recommend whitelisting our IP ranges
How to send a test from the Campaign Settings page
How to send a test from the Campaign Summary page

Desktop preview

The desktop preview shows you how your email looks on both desktop and mobile at a glance. You can use this to see how your design translates from desktop to mobile while making changes to your email.

It’s important to note that this should not be used as your only design test as each email client and device renders HTML differently.

The Desktop preview can be accessed from the Campaign Settings page and the Campaign Summary page. 

Campaign Settings page
Campaign Summary page

Email Client Preview

Email Client Preview (also called Inbox Preview) lets you see how your email will appear across the following email clients:

  • Gmail
  • Yahoo
  • Apple Mail
  • Outlook (Outlook.com, 2003, 2007, 2010, 2013, and 2016)
  • iPhone

This is an optional paid service for customers on the Lite Plan. Customers on the Plus and Professional plans receive 5 free previews per month and customers on the Enterprise plan have access to unlimited previews.

The Email Client preview can be accessed from the Campaign Settings page and the Campaign Summary page.

Campaign Settings modal
Campaign Summary page

Send your campaign to a test list

With this option, you can create a copy of your campaign and send it to a list of test contacts. You’ll want to make sure you have at least a few different contacts in that test list with different email clients (work email, Yahoo, Gmail, etc.) and that you and/or members of your team have access to those email accounts.

Sending the actual campaign to a test list lets you and your team members see how the campaign will look on different email clients and devices. In addition, you can test personalization tags, conditional content, link clicks and actions, buttons, and more. All contact actions (link clicks and opens) are captured and accessible in the Reports section of your account.

If you wish to send your automation email to any test contacts, simply add them to the automation using the bulk edit tool.

  If the “From” email address and “To” email addresses in the test list share the same domain (ie, @mycompany.com) you may experience deliverability issues. To help resolve this, we recommend whitelisting our IP ranges.

How to send your campaign to a test list
This article refers to the Email Designer launched in 2022.

The Email Designer in Nurturelabs CXP comes with ten Blocks that you can use in your campaigns. Blocks are the components that you can drag and drop into your campaign design to create space for things like Images and Text Boxes. 

The ten Blocks that you can use in the Email Designer are:

  • Image
  • Text
  • Button
  • Spacer
  • Video
  • Social
  • HTML for custom code
  • Banner
  • Timer
  • Menu

This article aims to review the newest Block options in the Email Designer: Banner, Timer**, and Menu.

**The Timer Block is not available yet but is coming very soon!

Take Note

  • The Email Designer will be available via the standard campaign workflow. Once you’ve created a standard campaign, you will have the option to Start from scratch -> Create using the new designer. This option will only be available to customers that have signed up for early access.

Email Designer Blocks: Banner, Timer, Menu

Banner block

A Banner can be used to add an eye-catching header or footer to your campaigns, such as a promotional banner or brand logo. To add a Banner in the Email Designer, follow these steps:

  1. Click on “Blocks” under the Content menu in the sidebar. 
  2. Drag the “Banner” block from the sidebar to the desired spot in your campaign. 
  3. Click this block in the campaign to open the Content Manager. This is where your images are housed. If you haven’t already uploaded your image to the Content Manager, you can do so by clicking the banner block and clicking “Add File” in the modal that appears. 
  4. Select the image you want to use.
  5. Select the banner to adjust image settings as preferred.

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6. In the settings sidebar menu, you can adjust settings like Orientation, Banner Height, and Filter. You can also link to a page related to your image and insert alt text. Lastly, you can also make the banner image an anchor link for another section of your email. These elements can be hidden from desktop or mobile. 

 The following dimensions — 600px by 300px and 600px by 400px — are the most popular email banner sizes. Once your banner image is added, you can make all the editing steps in any order you like. For instance, insert an additional image, add text and only then apply fonts.

Timer block**

**The Timer Block is not available yet but is coming very soon!

A Timer can be used in a campaign to countdown to a customer event, such as a flash sale. To add a Timer to your campaign, follow these steps:

  1. Click on “Timer” under the Content menu in the sidebar. 
  2. Drag the “Timer” block from the sidebar to the desired spot in your campaign. 
  3. Click on the Timer container in your campaign to trigger the sidebar settings menu.

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4. In the settings menu, you can set the end date and exact time that you want your countdown timer to use. You can also set the time zone, background color, timer size, font/size, and other settings. 

    • NOTE: The timer time zone will not necessarily reflect the contact’s local time. It will only reflect the time zone that you set it to. 

5. If you would like to set an image for when the timer expires, you can toggle the “Expired Timer Image” button and select an image from the Content Manager to appear. This is optional but a great addition for many use cases such as showing the customer a coupon code is no longer active.

Menu block

You can use the Menu block to create a set of menu options. For example, you can use the Menu block to link to various product pages and name the menu items with product categories.

To add a Menu block to your campaign, follow these steps:

  1. Click on “Menu” under the Content menu in the sidebar. 
  2. Drag the “Menu” block and drop it into the desired spot of your campaign. 
  3. To customize the number of menu items in your campaign, scroll to the bottom of the sidebar menu and click “Add Menu Items.” By default, Nurturelabs CXP offers three menu items but there is no limit to the number of menu options you can add. Please note that after 11 menu options, the line will wrap to the next line.
  4. Now in the sidebar settings menu, you can customize your menu. First, you need to choose whether to use icons, links, or both. “Icons” stand for the images in the menu; while “links” stand for the names of the menu tabs;

STRIPO_Email_Marketing_-_UNASSIGNED_PAGE_TITLE_2022-01-20_at_2.53.45_PM.jpg

5. Once you select the links type, you can customize all other elements of your menu. This includes menu names, URL links, font, image, background color, and more. 

6. If you want to hide some elements for mobile, just click the “Hide on mobile” icon.

7. Lastly, these menu icons can be used as anchor links to redirect the customer to a different part of the email.

This article refers to the Email Designer launched in 2022.

Nurturelabs CXP’s new and improved Email Designer makes it easier than ever to create branded, high-performing emails within the platform. With an emphasis on reliability and an easy-to-navigate UI, this email designer will give you the best possible experience to create optimal campaigns and engage your customers. 

Take Note

  • The Email Designer will be available via the standard campaign workflow. Once you’ve created a standard campaign, you will have the option to Start from scratch -> Create using the new designer. This option will only be available to customers that have signed up for early access.
  • If you start with the new designer, you are not able to switch to the legacy designer within that campaign. Instead, you would need to create a new campaign with the legacy designer.

Nurturelabs CXP’s email creation process

To create a campaign in Nurturelabs CXP, the Campaign Builder takes you through 5 steps, including the Email Designer: 

  1. Type. Select the type of campaign you want to create.
  2. List. Select which list of contacts you want to receive the campaign.
  3. Design. This is where you customize the campaign with your preferred elements using the Email Designer.
  4. Summary. Review all of the campaign elements before sending.
  5. Send. The email goes out to your specified list.

This overview article aims to answer your common questions and teach you how to use the Email Designer to create beautiful, effective campaigns with ease. 

Using the Email Designer

To create campaigns with the Email Designer, you use what are known as Structures and Blocks. These design tools are found in 2 divided menu parts in the main side menu: 

  1. Content. 
  2. Appearance.  

The Email Designer Content Menu Options

The Content tab in the Email Designer helps you build the structure of a campaign. This includes 

  • Structures (with Containers)
  • Blocks

Structure is a drag and drop element that you can use to create different types of content blocks in your campaign. You can drag and drop as many Structures as you need for your design.

Each Structure has a certain number of Containers. You can pick a Structure that contains 1, 2, 3, or 4 Containers. These Containers allow you to use multiple campaign functions in one content block. For example, you can place a Structure with 2 Containers into your campaign and use one Container for a text box and another for an image file. 

STRIPO_Email_Marketing_-_UNASSIGNED_PAGE_TITLE_2022-01-27_at_11.20.04_AM.jpg

You can configure the sizing and general appearance of individual containers within a structure by clicking on “To Structure” option near the top of the side menu:

STRIPO_Email_Marketing_-_UNASSIGNED_PAGE_TITLE_2022-01-26_at_1.44.20_PM__1_.jpg

When you click that option, you will see a new menu appear:

STRIPO_Email_Marketing_-_UNASSIGNED_PAGE_TITLE_2022-01-26_at_1.46.29_PM__1_.jpg

Here you can edit things like indentation and padding for each container. If you click on “To Container” in the same top of the side menu location, it will take you to menu options for the campaign as a whole. 

Once you place your desired Structures in your campaign, you can begin to fill them with specific blocks.

NOTE: If you would like to add another container to a structure, you can click the plus sign in the top right. Once that container is added, you can easily adjust it to the size of the other containers by clicking the equal (=) button.

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Block is the specific type of content you want to include in your campaign. The following are the types of blocks you can use to design your campaign:

  • Image
  • Text
  • Button
  • Spacer
  • Video
  • Social
  • Banner
  • Timer
  • Menu
  • HTML for custom code

Once in place, you can click on each of these elements to customize them with colors, font sizes, links, and more. To use any of them, you need to drag and drop it to your template and then edit.

The Email Designer Appearance Menu Options

In the Appearance tab, you can edit your structure elements. You will find the following editing sections under the Appearance tab:

  • General Settings 
  • Sections
  • Headings
  • Button 
  • Mobile Formatting

Each of these sections further customizes the style of your campaign. 

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General Settings

Under General Settings, you can adjust things like message width and font. Here’s a complete list of possibilities:

Message width. The default width is set as 600px, but you can set any size between 320 and 900px.

Default padding. This will be used by default for all new structures added to email from the Content tab.

Background color and image. Set your preferred background color and image based on your email content. 

Font. Use your preferred font.

Line and paragraph spacing. Set your own spacing preferences between text lines and paragraphs.

Underline links. Choose whether you’d like your links to appear underlined or not. 

Responsive design. Enabling this function may help to improve the mobile version of your campaign. However, results may vary on different devices. If this function is turned off, the mobile version of your campaign will mirror the desktop version.

Right-to-left (RTL) text direction tab. If this control is activated then text direction will automatically go from right to left.

Sections

The Sections menu controls your Header, Content, Footer, and Info rows. Within each of these sub-sections, you can customize the Text Size, Font Size, and Link Color.

Headings

Here you can set default font style, size, color, bold, and italics fonts for H1, H2, H3 headings.

Button

The Button menu allows you to set some parameters that will be used for all buttons in the email by default

You can customize button settings like color, font, border, and more. Note that configuring the settings under this section may prompt additional menu options.

Mobile Formatting 

To create a mobile-friendly version of your campaign, make sure to use the mobile formatting options. These settings will only work in the mobile version of the campaign.

For mobile viewing, you can configure:

  • H1, H2, and H3 sizing
  • Button text size
  • Button width 
  • Content margin
Conditional Content allows you to send different content to different contacts using a single campaign. For instance, you could:
  • Display a different product image depending on what a contact is interested in.
  • Insert a different offer depending on what stage of the customer lifecycle your contact is in.
  • Send a different informative article based on what problem a contact is trying to solve with your product.

This type of personalization is a way to increase the relevance of your messages for each individual contact. This type of personalization will improve your relationship with your contacts, increase your open rates, improve your conversion rate, and may improve deliverability.

Using Conditional Content with the email designer

1. In the Design step of the campaign creation process, hover over the content block you wish to make conditional. Click the Gear icon that appears to the right of the block.

2. Click “Make Conditional”.

3. The Conditional Content Block modal will appear. Here, you can select the contact data field to be used to display the selected content block. For instance, you could specify that if the contact’s gender is “male” then it display an image of a men’s product:

In this example, you might also add another image to the campaign directly below the other that displays a women’s product if the contact’s gender is “female.”

When the campaign is sent, the images will hide or display based on whether the contact is tagged as male or female.

Using Conditional Content with HTML or Text only email campaigns

You can use Conditional Content in HTML or Text Only emails by inserting code. Conditional Content uses “If/Then” logic.

1. In the upper left hand side of the campaign creation screen, you’ll see “Insert.” Click “Insert” to display a menu. Click “Conditional Content.”

A modal window will display that allows you to configure the logic of your conditional content.

In this example, I’ll display a different product name based on what the contact is tagged as interested in:

After you’ve defined the conditions you want to use, click “Okay.” This will automatically insert the conditional content logic into your campaign where your cursor is placed. Your code might look something like this:

Now you would modify this code where it says “Insert Content Here” to define what will display if they match your conditions and “Insert Alternative Content Here” to define what will display if they do not match any of the conditions you’ve set. After it is modified, it might look something like this:

If you are sending an HTML email, you can insert any HTML or CSS code including images, links, etc. Note that if you are sending a Text Only campaign, you can only insert text.

Previewing Conditional Content

To preview an email campaign personalized with conditional content:

1. Go to the Campaign Summary step of the campaign creation process.

2. Click Desktop Preview.

3. In the upper right hand corner of the Desktop Preview, there is an email field. Insert the email address of one of your contacts and click “Preview” to see how the campaign will appear for that contact when it is sent.

The Message Variables feature allows you to create short, reusable pieces of content that you can insert into your campaigns and automation emails with a personalization tag. This is ideal if you find yourself using the same content often in your communications, like a signature, and don’t want to re-type it each time. Once the Message Variable is inserted into your campaign, you can edit the content on the Message Variables page to update many messages at one time without having to edit each campaign. There is no limit to the number of Message Variables that you can create in your account.

Message Variables cannot be used in:

  • One-to-one emails sent from a deal record, contact profile page, or Contacts overview page
  • Opt-in confirmation emails
  • Email subject lines

To create a Message Variable:

  1. From the Campaigns overview page, click “Message Variables.”

2. Type the name of the message variable into the “Personalization Name” field.

The name you assign to your message variable is internal only and should be something that you will recognize. For example, if you wanted to create a message variable for a signature, you can call this “Signature.”

3. Type the tag for the personalization name into the “Personalization Tag” field.

You will want to use something that you would recognize and remember so you can easily add it to your outgoing communications. In this example, we’ll use “signature.”

4. Click the list(s) that this message variable will be associated with.

In this step, you are restricting the variable to that list and the information contained the variable will only appear for contacts who are in that list. You can select more than one list by holding the SHIFT key.

5. Click the “Format” dropdown to select a format.

Here you can choose either HTML or Plain text. HTML means you can only use this message variable in your HTML emails and Text means you can only use that message variable in your plain-text emails.

6. Add content to your message variable in the Editor box.

In this section, you can add and format text, add images, insert conditional content (Plus, Professional, and Enterprise plans), and add personalization with personalization tags. If you prefer to add your own HTML when creating a message variable, you can do so by clicking on the “Code Editor” tab.

7. Click the “Add” button.

To add your message variable to your campaign, type the personalization tag (see step 3 above) associated with your variable into your message. Continuing with the example above, we would type the following into a campaign:

%signature%

Once the email is received by your contact, they will see the information contained in your variable.

If you are inserting the message variable into an automation email, the content for that variable will render for all contacts. It does not matter if they are in the list selected for the Message Variable.

You can easily create superscript and subscript text in your emails using HTML tags in an HTML content block.

  1. From your campaign or automation email, locate where you want to add your content containing superscript or subscript text, then drag and drop the HTML content block into that spot.
  2. Click into the HTML content block. A Custom HTML modal window will appear.
  3. Add your content to this block and wrap it in HTML tags. These tags will tell the text how it should appear in that content block. HTML tags can be used both in the HTML block of the campaign designer and if you’re using custom code to create your email from scratch.

    Below are examples of code you can use for both Superscript and Subscript. Note that you’ll want to replace the example copy between the HTML tags (<p>, <sup>, </sup>, and </p>) with your own.

    Superscript HTML:

    <p>Trademark<sub>&trade;</sub></p>


    Subscript HTML:

    <p>This text contains subscript<sub>&trade; &reg;</sub> text.</p>

     

    The subscript and superscript don’t render properly in the designer but will render correctly in the preview. Here is an example of how the superscript code looks in the HTML block:

    custom_html_example.png

  4. Click “Save” and your superscript or subscript text will appear in your email.

    registered_trademark_example.png

Note that you can add additional text to this content block under “Options” or by clicking the HTML editor button.

 

Test your email to see how the superscript or subscript text looks in an inbox.

Available on Professional and Enterprise plans.

In this article, we’ll share tips and examples that you can use to create your own Predictive Content variants.

Predictive content writing guidelines

Here are some general guidelines to consider when writing variants for predictive content:

  • Place most of your text inside the predictive content block
    For best results with predictive content, put as much text as possible into the block so we can better learn your contacts’ preferences.
  • Include a link or clickable call-to-action inside the predictive content block
    This will help us better understand your contacts’ preferences so we can continue to send them the right content.
  • Keep paragraphs to three sentences in length
    This will optimize the readability of your content.
  • Keep the content conversational
    And use personalization!
  • Each variant should be a different length 
    This means that one variant will be short and use fewer words and sentences, while another variant will be longer, using more words and sentences. This will help us better learn which length each contact prefers.
  • Try to aim for an 8th-grade reading level
    This will help maximize engagement with your contacts. This can be done by using shorter sentences, a mix of longer and shorter words, the use of first and second person (“We” and “You”), and reduced use of adverbs and adjectives.
  • Each variant must be written in English
    This version of predictive content only supports the English language.

Predictive content variant examples

In this section, we’ll provide examples of variants that can be used for a sale at a plant shop. You are welcome to draw inspiration from these examples as you create your own variants.

Variant 1: Short and to-the-point

Hey, %FIRSTNAME%!

We’re cleaning house for the Fall and are having a sale! Claim the offer below for 50% off your next online or in-store purchase.

Variant 2: Lengthier

Hey, %FIRSTNAME%!

Thanks again for your last purchase. We hope you’re loving your new %ECOMMERCE_LAST_PRODUCT_NAME%!

As you know, summer has come and gone, so it’s time for us to clean out our current stock to make room for our Fall and Winter plants.

Because we love our customers, we are extending our best offer of the year to you. Use the coupon linked below for 50% off your ENTIRE next order! That includes purchases online and at our Dearborn store location.

We appreciate your continued support, and we’re excited to share our beautiful plant selection with you!

Variant 3: Sales-forward

%FIRSTNAME%,

We are extending our best offer ever to our best customers. For a limited time, use the coupon linked below for 50% off your ENTIRE next order!

This offer is valid on ALL regularly priced Summer plants and is only available until stock runs out.

Our stock is limited and won’t last long! Make sure to visit our website TODAY for 50% off your entire order.

Variant 4: Informational

%FIRSTNAME%,

Plant ‘Em was founded in 2015 with the mission of bringing quality plants and flowers to customers in the Chicagoland area. We’re committed to putting customers first and stocking the best products possible. With that in mind, it’s time to clear our shelves in preparation for our Fall shipments.

Visit us in-person or online and get 50% off of any Summer stock. That includes houseplants, succulents, planters, and seeds. Visit our Instagram page to see pictures of our sale selection. Our shop is located at 1 North Dearborn and we’d love to see you there!

P.S. Did you know Emily, our founder, visits each farm she stocks plants from? Come see why Plant ‘Em won the Best of Chicago award for flower shops in 2018!

Variant 5: No personalization

We miss you! Come back to our store or visit us online and use this 50% off coupon for your whole order of any of our Summer plants.

A link action is an automated action that is triggered when a contact clicks a link in a campaign or automation email. The types of link actions available are:
  • Add tags
  • Remove tags
  • Subscribe to list
  • Unsubscribe from list
  • Add to automation
  • End automation

The link action is easily created within the communication itself via the “Add a link” modal, whereas in the past, a separate automation would need to be created in order to perform these actions.

Link actions cannot be used with one-to-one emails.

To create a link action:

1. Open your campaign or automation email.

2. Select the link in your email by clicking it. Then click the link icon.

3. The “Add a link” modal pop up will open where you can change your URL or add an action. To add an action, click “Add An Action.”

4. Select your preferred action from the action dropdown list by clicking it.

5. Define a value for that action. For example, if you are choosing to tag contacts when they click your link, you will need to enter the tag into the link action. When finished, click “OK.”

You can add more than one action to a single link!

For example, you can add multiple tags and add a contact to an automation. Please note that if you are using the same URL more than once in your communication, the link actions will be the same for each instance of that same URL. It is not possible to create different link actions for a URL that is used more than once in your email.

6. On the Campaign Summary page for your email, ensure that link tracking is On (this should be enabled by default).

In this article, you’ll learn about the free design services for email templates and Pages that Nurturelabs CXP offers and how to request if you are eligible.

Basic design service

Free for accounts on the Plus, Professional, and Enterprise plans.

Choose one of our included pre-designed email templates (you can see the full list by going to Campaigns > Templates) and we will customize it to match the look and feel of your company’s brand. When finished, you’ll be able to use this template as a starting point for any campaigns you create in the future.

Customization can include:

  • Inserting your logo
  • Utilizing your customized colors
  • Replacing default text with copy you provide
  • Replacing default images with images you provide

This service uses our drag-and-drop email designer, making it easy for you to modify the template as needed.

How to request a basic email design

1. From your Nurturelabs CXP account, click “Campaigns” to go to the Campaigns overview page.

2. Click “Free Design Service” in the left menu.

3. On the Free Design Service page, choose the template you wish to use then click it to select it.

4. Complete the fields under “Share some details about your company/organization” section and upload your logo.

5. Click the “Request your free email design!” button.

Once we receive your request we may follow up via email with some quick questions and should have your new email design ready within 1-3 business days.

Premium design service

Free for accounts on the Enterprise plan.

Starting with a blank slate, we work one-on-one with you to create a custom template or email design that incorporates your branding, logos, colors, and content that’s unique to your specific needs. When finished, you’ll be able to use this template as a starting point for any campaigns you create in the future.

This service uses our drag-and-drop email designer, making it easy for you to modify the template as needed.

How to request a premium email design

To request the premium design service, submit your request. We will then follow up with you via email to discuss your design needs.

Pages design services

Free for accounts on the Plus, Professional, and Enterprise plans.

Choose one of the pre-existing Nurturelabs CXP Pages templates and we will customize it to match the look and feel of your company’s brand.
 
That customization can include:

  • Inserting logo

  • Customizing colors

  • Replacing default text with copy provided

  • Replacing default images with images provided

The result will be a custom Pages template, branded specifically for your company/organization. You will be able to modify the text, headers, images, etc. as you create new Pages — with all the defaults in place to make it a quick and easy process.

Available on Plus, Professional, and Enterprise plans.

If you use the Shopify or WooCommerce Deep Data integration, you can send different product recommendations to different contact segments using the Products content block. All you need to do is add the content block to your email and pick a collection of items to feature.

Take note

  • This version of the Products content block is available with the Shopify and WooCommerce Deep Data integrations
  • You need to have collections configured in Shopify or categories configured in WooCommerce before using this block
  • You can use multiple Products blocks in a single email
  • You can use the Products block in both campaigns (all types) and automation emails
  • The Products block is only available in the drag-and-drop Campaign Designer

How the Products content block works

After dragging the Products content block to your email, we’ll present you with a placeholder display containing four sample products. The placeholder will include an image, product name, price, description, and a view button for each sample product.

You can configure the look and feel of the block by using the “Options” tab on the right menu. For example, you can choose to display anywhere from one to four products from any collection in your connected store. You can also sort these products by best selling, recently added, and cost (highest to lowest and lowest to highest). The placeholder display will adjust to your configurations in the Campaign Designer.

Once you send the email to contacts, we’ll pull product information and images from your store and insert them into your communication. Contacts who open your email will see your products and product information instead of the placeholder display. If they click the “View” button for any of the products, they’ll be directed to your store where they can make a purchase.

Test sends of the email will work similarly. Any test sends of the email will display your products so you can see how the final version will look before you send it to your list.

Note that the images and information we display in the Products block come directly from your store. If you need to change the name, description, price, or image for a product, you’ll need to do so in your connected ecommerce store.

Add and configure the Products content block

  1. Locate the email you want to edit.
    • If it’s a campaign from the Campaigns Overview page, click “Campaigns,” then click the “Edit” button for the campaign you wish to update
    • If it’s an automation email, click “Automations” to go to the Automations Overview page. Then click the “Edit” button for the automation containing your email. Next, locate the email in the automation builder. Hover your mouse over the email content block, then click the edit icon that appears 
  2. The campaign designer for your email will open. Drag the “Products” content block to your email.
  3. The block will display a placeholder for four products. Each product in the placeholder includes an image, product name, price, product description, and a “View” button:

  4. Click the content block to open configuration options in the right menu.
  5. Select your connected store and collection or category. 
  6. Shopify only: Sort by preference using the three dropdowns listed under “Products” in the Options tab.
    • Note that up to 250 collections will be listed in alphabetical order 
    • The sort function is not yet available for WooCommerce
  7. Use the “Items” dropdown under Layout to select the number of items you want to display. You can display up to four items.
  8. Under “Layout” are product image, product name, product price, product description, and button. Each item here has a toggle and is set to “On” by default. This means that each of these items will appear in the Products content block in your email. To hide or remove any items from your email, click the toggle to set it to the “Off” position.

  9. Adjust the look of the content block by using the configuration options listed under “Block.” Here you can adjust the background color, border, margin, and padding.
  10. Clicking the product name, price, and description in the content block lets you change the font type, font size, font color, and font styling for each product listed in your email.
  11. Clicking the “View” button lets you adjust the text alignment for all product buttons.
  12. Continue to modify the email using the other content blocks provided.
  13. When finished, click “Save & Exit” to close the campaign or click “Next” to view the Campaign Summary page.

When customers receive your email, they’ll see your products in your message.

Troubleshooting FAQs

What happens if the collection or category I selected for the Products block no longer exists?

The following alert will appear at the top of the Campaign Designer, letting you know that one or more of your Products blocks has an issue: 

“One or more of your Products blocks in this email has an issue. The blocks will not appear in any sent emails. Please review and fix any issues so the blocks will appear in sent emails.”

In addition, the Products block will alert you that the collection powering the block is no longer available.

These blocks will not appear in any sent emails.

To fix the issue, change the collection/category for the Product block or remove the block from your email by clicking the “Remove product block” button.

What happens if the store I selected for a Products block is no longer connected to my Nurturelabs CXP account?

The following alert will appear at the top of the Campaign Designer, letting you know that one or more of your Products blocks has an issue:

“One or more of your Products blocks in this email has an issue. The blocks will not appear in any sent emails. Please review and fix any issues so the blocks will appear in sent emails.”

In addition, the Products block will alert you that the Shopify or WooCommerce account powering the block is no longer available:

These blocks will not appear in any sent emails.

To fix this issueclick the “Connect” button to reconnect your store or remove the block by clicking the “Remove product block” button.

What happens if I have a Products block in an email and I downgrade my Nurturelabs CXP account to a plan that doesn’t offer the Products block?

The following alert will appear at the top of the email designer letting you know that one or more of your Products blocks has an issue: 

“One or more of your Products blocks in this email has an issueThe blocks will not appear in any sent emails. Please review and fix any issues so the blocks will appear in sent emails.”

In addition, the Product content block will alert you that this feature is no longer available with your plan:

These blocks will not appear in any sent emails.

To fix the issue, upgrade your account to a Plus, Professional, or Enterprise plan by clicking the “Upgrade account” button. You can also remove the block from your email by clicking the “Remove product block” button.

To add the Social Links content block to your email:

  1. Navigate to the campaign or automation email you want to update.
  2. Click “Edit” to access the email designer. 
  3. Drag the “Social Links” content block to your email.
  4. Once added, the “Social Link Builder” modal will appear. Here you can choose to have the links open to your own social network pages or you can choose to let subscribers share your communication in their own social networks.
  5. To redirect subscribers to your own social media network(s), enter your social media URLs into the appropriate URL fields.
  6. If there is a network listed that you do not want to use, toggle it to “Off.”
  7. To reorder social networks in this block, click the hamburger icon for the network you want to move and drag it to your desired spot.  

If there is a social network not listed that you would like to see in this widget, please send us your feedback. 

Customize your social icons

You can customize how the social icons appear in your email by adjusting the button style and theme.

Customize your icons

  1. From your email, click the “Customize” tab from the “Social Link Builder” modal.
  2. Under “Button Style,” choose to have the icons appear as “Flat” or “3D” from the first dropdown.
    • With the “Flat” option, choose to have the icons appear as solid or show an outline of the button instead. You can also choose to have the buttons appear as colorful, dark, or light
    • With the “3D” option, choose to have the icons appear as colorful, dark, or light

Customize your theme

The themes you can choose from are square, round, or hexagon. To select a theme:

  1. Click the shape you want to use under “Theme.” A checkmark will indicate the shape you selected. We’ll also show you a preview of what those buttons will look like in the “Preview” box.
  2. Once you have created and styled your social icons, click “Save.”

Your customized social icons will then be added to your email.

Once the “Social links” content block is added to your email, you can make changes before sending it out to contacts. To do so:

  1. Click the “Social Links” content block
  2. A modal toolbar will appear. Here you can:
    • Edit the social icons you want to use, remove icons, or add more icons
    • Display the icons as vertical or horizontal
    • Have the icons appear to the left, right, or center of the content block

Reporting

If contacts share your email on Facebook or Twitter, we’ll display that information on the Reports page in your account. To view this information, click on your campaign from the Reports page then select “Social” from the left side menu.

This page will show you total shares, number of Twitter mentions, and number of Facebook shares. We will also list which contacts shared your campaign and which network they shared your campaign on.

Using the “Send to a Friend” link is one of several ways to measure subscriber engagement, and assess how valuable or shareable your content is.

In this article, we’ll discuss:

What is the “Send to a Friend” link?

“Send to a Friend” is a personalized link that you can insert into any campaign or automation email. You can use it to encourage a list of contacts to share your content with their colleagues via email.

When a contact clicks the “Send to a Friend” link, a form will open. There, they can enter the email addresses and names of up to 10 “friends.” Once completed, the shareable web version of your email will be sent to those “friends.” We will track that forward action in your campaign reports.

Note that the “Send to a Friend” link is associated with your email marketing lists. Each list in your account will have its own “Send to a Friend” link.

The advantages of using the “Send to a Friend” link

The “Send to a Friend” link will help you see how “shareable” your content is. It not only tracks how many contacts forwarded your content, but how many times it was forwarded.

If a contact decides to use their email application’s native “Forward” button instead, then:

  • We are not able to track the forward action
  • Any unsubscribes made by “friends” will be associated with the original contact
  • Email design may not render correctly for “friends”

How to insert the “Send to a Friend” link into your communications

1. Open your campaign or automation email and click on the text block where you wish to insert your link.

2. Click “Personalize” in the modal toolbar:

3. In the “Add a personalization” window, click “Message,” then click “Send to a Friend Link” to insert the link into your campaign.

4. A box will appear where you can modify the call to action. Once you have made your edits, click “OK.”

The link is now inserted into your campaign:

To improve this block, you can make the text for your call to action stand out by increasing the font size, making it bold, or adding color. You should also try different placement options in your communications to see where the “Send to a friend” link works best.

How to test your “Send a Friend” link

To test whether the “Send to a Friend” link works, we recommend sending the campaign to a list of test contacts first. Make sure: 

  • You have at least a few different contacts in your test list with different email clients (i.e., work email, yahoo, gmail, etc.)
  • You and/or members of your team have access to those email accounts
  • Link tracking is enabled on the Campaign Summary page

Once you receive this test run, click the “Send to a Friend” link that you inserted and walk through the steps of forwarding the campaign to a friend.

How contacts share your campaign using the “Send to Friend” link

When a contact clicks the share link in your email, they are taken to a page that looks like this:

Their own name and email address will be auto-filled in the form. Below, they can add the names and email addresses of up to 10 friends. While we default to show 3 recipient fields, the contact can click the “Add Recipient” icon to add more fields.

We will also show the contact a preview of the message that will be sent to their friends. This message cannot be edited by contacts or account users.

To complete the forward, the contact must fulfill the CAPTCHA requirement and click the “Forward” button. If the forward is a success, they will see this confirmation message:

We will then track that forward action in your campaign reports.

What “friends” see when they receive a forwarded campaign

When a “Friend” receives a forwarded campaign, they will see a message in their inbox that looks something like this:

The message displays the email address of the contact that forwarded the email and the subject line of the email. A link to the campaign is also provided.

Once the “Friend” clicks that link, they are taken to the shareable web version of your campaign. They can read the content, click links, and share the message with their friends via email, Facebook, Twitter, LinkedIn, and Google+.

Reporting data available

Forwards are tracked for each campaign and automation email that uses both the “Send to a Friend” link and has link tracking enabled on the Reports page in your account.

On the Report overview page for a campaign, we’ll show you the number of unique contacts that forwarded your email.

If you click on that “Forwards” bar, or, click “Forwards” from the left side menu in your campaign report, you will be taken to a page that looks like this:

Total forwards is the number of times your campaign was forwarded.

Unique forwards is the number of unique recipients of forwarded emails.

Did not forward is the total amount of sent campaigns minus the number of unique forwards.

Avg. recipients per forward is calculated from the total number of forwards divided by the number of unique forwards.

We will also list the contacts that forwarded your campaign, the date they forwarded, as well as the number of times they forwarded.

We do not track the email addresses that the campaign was forwarded to.

How to edit the “Send to a Friend” form

The “Send to a Friend” tool is list-based. Each list has its own “Send to a Friend” form that can be modified by a user on the account.

To access the “Send to a Friend” form:

1. Navigate to the Lists overview page and click the down caret for the list you want to use.

2. Select “Advanced Settings” from the dropdown.

3. A List Settings modal will open. Click the “Public Pages” tab and click “Edit” for “Forward to a Friend.”

You will be redirected to the “Forward to a Friend” settings page for that list.

On this page, you can perform the following actions:

  • Edit/Delete the Name of the page
  • Edit the labels for the “Your Name,” “Your Email,” and “Recipients” fields
  • Edit the “Message Preview” label for the message that will be sent to “Friends.” Note that it is not possible to modify or edit the actual message in this preview
  • Edit the “Enter the value below” Captcha field
  • Edit the text that appears in the Forward button
  • Delete Nurturelabs CXP branding. Note that Lite plans are not able to remove Nurturelabs CXP branding

In addition, you can add the following blocks for your “Send to a Friend” form:

  • Header
  • Free form HTML
  • Image

These items are located on the left side menu. Click any item to add it to your form. Once added you can drag them to your desired spot.

You can also choose a different theme and style option for your form, and set the desired form width.

How to modify the forward confirmation message page

The forward confirmation message can be accessed by clicking the “Forwards sent confirmation message” located on the Integration Settings > Forward to a Friend page:

On this page you can perform the following actions:

  • Edit/Delete the header
  • Edit/Delete the confirmation message
  • Delete Nurturelabs CXP branding (Lite accounts cannot delete branding)

In addition, you can add the following blocks for your confirmation message page:

  • Header
  • Free form HTML
  • Image

These items are located on the left menu. Click any of the items to add them to your form. Once added you can drag them to your desired spot.

You can also choose a different theme and style option for your page and set the desired width:

You can choose to redirect contacts to a URL instead of showing them a confirmation message when they use the “Send to a Friend” link. To do so, click the “Redirect to URL Instead” option located on the top right of your screen.

Type the URL into the URL field and click the “Save” button.

Adding images to your campaigns and automation emails can help you build your brand and engage your subscribers. They can be used to advertise a service or product or be used as a call-to-action.

In this article:

Upload an image to the Content Manager

You can upload images you wish to use in campaigns and automation emails to the Content Manager. Images uploaded to the Content Manager can be used in any email template, campaign, automation email, or form. In addition, you can upload your company’s logo and/or favicon to the Content Manager and use the link we generate to add the image to your Account Settings > Appearance page. 

Image files must be in a GIF, PNG, or JPG file format.

You can upload images to the Content Manager to use in your campaigns from inside a campaign design or directly inside the Content Manager.

To upload a new image to the Content Manager from a campaign, follow these steps:

  1. From your campaign or automation email, click the Image Block in your email and click the “New Image” button to open the Content Manager.

You can also drag and drop a new Image Block into your email and click the Image Block to open the Content Manager. 

  1. In the Content Manager, you can click the folder you wish to add the image to or add files to the All files view. You can create new folders by clicking the “Add a folder” link.

  1. From your folder, click the “Add file” button.
  1. Select the file from your computer.

The file is now uploaded to the Content Manager and can be used in templates, campaigns, automation emails, and forms.

Add an image to a campaign or automation email

You can add PNG, JPG, and GIF files in your templates, campaigns, and automation emails with the Image Block. Only one image file can be used per Image Block. 

In addition, you can add image files, including GIFs, to text blocks. Note that if you add an image to a text block, the image can only appear on the top left or top right of that block. Only one image can be added to each text block. 

We recommend adding images to image blocks instead of text blocks. Links inline with an image in a text block will not be clickable in Outlook 2007 or Outlook 2013. In addition, text may not wrap correctly when the email is viewed on a mobile device.

Click the link below to expand instructions.

  1. From your template, campaign, or automation email, drag and drop the Image Block into your email.
  2. Click the block to open the Content Manager.
  3. Hover your mouse over the image you wish to use and click the “Select image” button. To add a new image see the instructions in the previous section. 

The image will be added to your email.

From here, you can drag the bottom right corner of the image to adjust its size. You can also use the Options menu on the right to add a link to your image, add Alt text to the info field, adjust padding and more. You can also edit the image once it’s been added to your email. 

  1. From your template, campaign, or automation email, click the image you wish to swap out.
  2. Click the “New Image” button.

  1. Hover your mouse over the image you wish to use instead and click the “Select image” button.

The new image will be added to your email. 

From here, you can drag the bottom right corner of the image to adjust its size. You can also use the Options menu on the right to add a link to your image, add Alt text to the info field, adjust padding and more. You can also edit the image once it’s been added to your email.

Note that if using this method to insert an image, text may not wrap correctly around an image when the email is viewed on a mobile device.

  1. From your template, campaign, or automation email, click the text block you wish to add an image to.
  2. Click the “Insert Image” button.

  1. Hover your mouse over the image you want to add to your email and click the “Select image” button.

The image will be added to the top left corner of the text block by default.

To move it to the right, click the image and select “Align right.” You can also drag the bottom right corner of the image to its size as well as use the Options menu on the right to add a link to your image, add Alt text, adjust padding and more. You can also edit the image once it’s been added to your email.

Resize your images in a campaign

Once your image has been added, you have the option to adjust its placement in the content block, crop and edit it, replace the image with a different one, drag and drop that image content block into a different section of your template, or resize your image.

To resize the image within content block:

  1. Hover your mouse over the image and on the bottom right of the content block, you will see a two-directional arrow.
  2. Click that two-directional arrow and drag your image to your desired size.

Best practices for adding images to your emails

Keep the width of your images between 400 and 650 pixels.

This is the best width to use for both mobile and Outlook. Outlook will not scale down images that are 1000 or more pixels wide. Instead, the image will be displayed at its actual size, causing the width of your template to expand and become distorted.

Break tall images into smaller pieces. 

Tall images will be compressed by our Campaign Designer to ensure deliverability, however, your image will lose its quality and can appear blurry and can take longer to load. If your image is taller than 600 pixels, we recommend breaking your image into separate, shorter images. This will allow email clients to load individual images faster and they will keep their quality.

Insert the exact image size you wish to use in your email. 

Inserting a small image and then scaling it to a larger width by dragging the image corner in your email can distort the quality of your image, making it grainy or blurry. Conversely, if you insert a large image then scale it to a smaller size, the image will appear as its original size when viewed on a mobile device. 

Use image blocks instead of adding an inline image to a text block.

Text content blocks containing an image and any links inline with that image will not be clickable in Outlook 2007 or Outlook 2013. In addition, text may not wrap correctly around your image when viewed in mobile.

Avoid text in your images.

If images are blocked by a subscriber’s inbox, they won’t see the text included in your image. In addition, the image may become distorted in mobile as it will need to be scaled either up or down to fit the mobile viewpoint.

Use Alt text. 

Alt text is a brief description of your image and will appear in your email if a subscriber has images blocked. To add ALT text to your image click on the image in your campaign and add 1-2 words into the “Info” field under the options tab:

Use the Social Links widget to add social icons to your campaigns.

Using an image block(s) to insert your social icons will cause images to scale up when viewed in mobile and may distort your email. Instead, use the social link widget.

RSS is a type of web feed that allows people to receive and read updates to online content, such as news stories and blog posts. Adding an RSS feed to your campaigns and automation emails requires that you use an RSS content block. With this content block, you will enter your RSS feed URL, set how many new posts will be displayed in your email, and which items from your post(s) will be displayed. Our platform will then pull these items directly from your feed and display them in your email.

Adding an RSS feed to your campaigns is a great way to automatically keep your contacts up to date with your latest news and blog posts.

This article will discuss the following:

Two ways to use RSS in campaigns

There are two ways you can use RSS with your campaigns:

RSS triggered campaign

This is a recurring campaign type and is triggered to send when there is a new post in your RSS feed. On the Campaign Summary page, you can schedule the initial email to send immediately, or schedule it for a future date and time. You will also set how frequently Nurturelabs CXP will check for new posts in your feed. 

For example, you can choose to have Nurturelabs CXP check for new posts on a weekly basis. If there is a new post within one week of your initial email, the subsequent email will send. If there is not a new post within one week, the email will not send. The platform will then wait another week before it checks to see if you have any new posts in your feed. If there is at least one new post, the email will send. If not, the system will check your feed again the following week, and so on. 

Only one RSS feed content block can be used in this campaign type. 

You may wish to use this campaign type if you wish to keep your subscribers updated with your latest news and blog posts on a recurring basis.

Campaign with an RSS content block 

You can add one or more RSS content block(s) to a standard, automated, auto responder, split test, or date based campaign. If you choose to use this content block in your campaigns, we’ll pull the latest information from your feed and include it in your email send. These emails are sent based on the type of campaign you’re working with. 

You may want to use an RSS content block with any of the campaign types listed above to share the latest events and blog posts with your contacts.

Standard campaign types can be scheduled to send at a future date and time or can be sent right away. In addition, you can also enable recurring sending and set how often this campaign will send to your list(s). The email will send if your RSS feed has been updated or not.

Automated campaigns (automation emails) with an RSS block will be sent to each contact as they encounter this step in your automation. This email type will only be sent once to contacts. The email will send if your RSS feed has been updated or not.

Auto responder campaigns with an RSS block will be sent once to each new contact as they subscribe to your list. This email type will only be sent once to contacts. The email will send if your RSS feed has been updated or not.

Split test campaigns with an RSS block can be sent immediately to contacts or scheduled for a future date and time. This email type will only be sent once to contacts. The email will send if your RSS feed has been updated or not.

Date Based campaigns with an RSS block can be configured to send on, before, or after a date field you specify.

How to create an RSS triggered campaign

As a reminder, this is a recurring campaign and will send to contacts if you have a new post in your RSS feed. This campaign type can only support one RSS feed URL.

1. From the Campaigns Overview page, click “New Campaign.”

2. Type the name of the campaign into the field provided and click “RSS Triggered.” Then click “Next.”

3. Select the list you wish to send the RSS triggered campaign to and click “Next.”

4. Select a pre-designed template to use. To do so, hover your mouse over the template you would like to work with and click “Use this Design.” Then, click “Next.”

Note that you can also click “Build from Scratch” to create an RSS triggered campaign that uses a blank template. You also have the option to create an email using your own custom HTML or Text Only.

5. A Sender Details window will appear. Enter your sender details and type a subject line. You can always change this information later. When finished, click “Continue.”

If you wish to insert the post title into your subject line, type the following into the subject line field:

%RSS:ITEM:TITLE% 

6. Locate where you would like to add the RSS feed into your email. Then, drag and drop the RSS Feed content block to that spot.

7. An RSS Feed Builder modal will appear. Enter your RSS Feed URL into the space provided. Your feed will load and the latest one will be displayed.

8. Click the “Items to show” dropdown to select up to how many new posts you wish to have displayed in your email.

We will only show new posts in your email. Meaning, if you select to show 3 posts, but only have one new post, we’ll only display that one new post.

9. Click the “Customize” tab. This tab allows you to set which items from each post will appear in your email.

You can choose from standard items such as title, date published, long or short description, etc. You can also choose from items that are custom to your specific feed, such as enclosure or content URLs (to fetch specific images), category, links to comments, and more. 

Selecting “Content Encoded” will display your entire post in your email.

To remove any items, click the “x.”

To add any items, click the “Add” button.

You can only select properly formed RSS/XML tags from your RSS feed. Items available in the RSS builder are dependent on the items available in your RSS feed.

10. Once you’ve finished customizing the RSS content block, click “Update.”

You’ll then see your feed in your email:

To edit how this block appears at any time, hover your mouse over the content block and click the RSS feed icon. This will pull up the RSS Feed Builder modal.

You will be able to change the following:

  • RSS Feed URL
  • Choose up to how many new posts will be displayed
  • Choose which items from your posts will be displayed.

11. Make any additional updates to your campaign and click “Next” to go to the Campaign Summary page.

12. On the Campaign Summary page, you will be able to review your subject line, preheader text, sender information, and more.

In addition, you can select how often Nurturelabs CXP will check your feed for new posts. To do so, click the “Check every” box and click your preferred option from the dropdown.

13. Next, you can choose when to send the email. You can choose to schedule the initial send for a future date or time, or you can send the initial email it immediately.

Schedule for a future date and time

To schedule the initial email for a future date and time, click “Schedule” and use the dropdown menus to select when you would like the email to send. Then click “Finish.”

Send immediately

To send the initial email immediately, click “Send Now.”

The initial occurrence of the email will send at the day/time you select. Sends of subsequent emails will depend on when you choose to send the initial email, and what you selected for the “Check every” box on the Campaign Summary page. If there are updates to your feed, the RSS triggered email will send to your contacts. If there are no new posts, then we’ll check again in X days/week – whatever you selected in the “Check every” box.

For example, if you wanted your RSS triggered campaign to go out every Tuesday, you would select “Week” for the “Check Every” box. Then click the “Schedule” button. From here, you would use the date dropdown and select “Specific Date” and select a date that falls on a Tuesday from the calendar. Then you would select a time for the email send. When finished, you would click “Finish.” 

We would then send your initial email on the date and time you selected on the Campaign Summary page. Then, when it is the following Tuesday at the time you selected, the platform would check your feed for new posts. If there are new posts, the campaign would send and include your new posts. If there are no new pots, it would wait until the following Tuesday to check for new posts again.

Adding an RSS feed to a campaign

You can add one or more RSS content block(s) to the following campaign types:

  • Standard
  • Automated
  • Auto Responder
  • Split Test
  • Date Based

Each RSS content block can support one RSS feed.

Automated, Auto Responder, and Split Test campaigns can only be sent once to contacts. The Date Based campaigns can be configured to send on, before, or after a date field you specify. They can be sent once to contacts, or on a yearly basis. The Standard Campaign with an RSS feed can be configured to send on a recurring basis, or once to contacts.

These campaign types will send regardless if there are new posts in your RSS feed or not.

To add an RSS content block to your campaign:

1. From the Campaigns Overview page, locate the campaign you wish to work with and click “Edit.”

You can also create a new campaign by clicking the “New Campaign” button on the top right.

2. Drag and drop the RSS content block into your email.

3. Enter your RSS Feed URL into the Feed URL field.

4. The feed will load. Click the “Items to show” dropdown and select how many posts you would like to have displayed in this box.

5. Click the “Customize” tab. This tab allows you to set which items from each post will appear in your email.

You can choose from standard items such as title, date published, long or short description, etc. You can also choose from items that are custom to your specific feed, such as enclosure or content URLs (to fetch specific images), category, links to comments, and more. 

Selecting “Content Encoded” will display your entire post in your email.

To remove any items, click the “x.”

To add any items, click the “Add” button.

You can only select properly formed RSS/XML tags from your RSS feed. Items available in the RSS builder are dependent on the items available in your RSS feed.

6. Once you’ve finished customizing the RSS content block, click “Update.”

You’ll then see your feed in your email:

7. Once you’re happy with your email, click “Next” to go to the Campaign Summary page.

Here you’ll be able to review your subject line, preheader text, review your Spam score, and send yourself a test.

If you’re using the Standard Campaign type with an RSS feed, you will be able to enable recurring sending. To do so, click the “Enable” button under the Delivery section.

A dropdown will appear. Here you can set how often this campaign will send to your list.

Automated, Auto Responder, and Split Test campaign types do not have a recurring send option. Dated based campaigns can be sent one time or yearly.

8. Once everything looks good on the Campaign Summary page, you can configure sending for your email.

Standard campaigns can be scheduled to send at a future date and time or can be sent right away.

Auto responder campaigns are sent to contacts as they subscribe to your list. This email can be set to send immediately upon subscription or within a specific timeframe.

Split Test campaigns can be scheduled to send at a future date and time or can be sent right away.

Date based campaigns will go out to each contact on a list on, before, or after a date field you specify.

Automated campaigns are automation emails. As soon as a contact encounters a Send Email action that uses this campaign, it will send to that contact.

RSS tags you can use in a campaign

The following are RSS tags that you can use in a campaign:

  • %RSS-FEED|URL: http://www.site.com/myfeed.rss|SHOW:ALL%
  • %RSS:CHANNEL:TITLE% – This is OPTIONAL and will show the title of the RSS feed.
  • %RSS:ITEM:DATE%  This is OPTIONAL and will show the date of the RSS entry.
  • %RSS:ITEM:TITLE%  This is OPTIONAL and will show the title of the RSS entry.
  • %RSS:ITEM:SUMMARY%  This is OPTIONAL and will show the summary of the RSS entry.
  • %RSS:ITEM:LINK%  This is OPTIONAL and will show the link to the RSS entry.
  • %RSS-LOOP%  This is the end of the loop that will show the RSS contents.
  • %RSS-FEED% – This is REQUIRED and will not be shown to the recipient.
An auto responder campaign is one of six campaign types and is used to send a one-time email to contacts after they subscribe to your list. You can use this campaign type to send a “Welcome” message to contacts as soon as they subscribe to your list, or use it to send a “Check in” message a certain number of days/hours after contacts subscribe to your list.  

This article will cover:

How auto responder campaigns work

An auto responder campaign is sent to individual contacts as they subscribe to your list; it will not send to your entire list at one time. Auto responder campaigns do not have any additional automation capabilities.

This campaign type can be configured to send to contacts in one of two ways from the Campaign Summary page:

Immediately

This means that the new subscriber will be sent your auto responder campaign as soon as they subscribe to your list.  

Immediate auto responder campaigns are only triggered to send to contacts if they are subscribed to your list in one of the following ways:

  • When a contact submits a form you created in Nurturelabs CXP.
  • When a contact encounters a “Subscribe” action in an automation.
  • When a contact clicks a link in an email that has a “Subscribe to List” link action.
  • When a contact is added to your account through an API call. Instaresponders[123] parameter must be set to 1.
  • When an account user creates a new contact from the Contacts overview page. (Account user must select “Send instant autoresponder” if it’s an auto responder that is configured to send immediately upon subscription. This is enabled under “Advanced List Options” when creating a new contact).
  • When contacts are added to a list using the bulk editor.
  • When subscribing a contact to a list from their contact profile page.

Immediate auto responder campaigns will NOT be sent to contacts if they are subscribed to your list in one of the following ways:

  • When contacts are imported to a list (csv file or copy & paste import).

After a specific timeframe

This means that the auto responder will be sent to a new list subscriber after a certain number of days and/or hours after subscribing to your list. It does not matter how they were subscribed to your list.

How to create an auto responder campaign

1. Click on Campaigns on the left navigation menu and click “New Campaign” on the top right of your screen.

2. Give your campaign a name and select “Auto Responder” as the campaign type. Click “Next.”

3. Select the list you wish to create the auto responder for and click “Next.” Only contacts who subscribe to this list will be sent the auto responder campaign.

4. Select your desired template by clicking “Use This Design.” You will be able to choose from a pre-designed template, create a campaign from scratch, or re-use a past campaign. 

5. Type your sender details and subject line into the modal pop-up and click “Continue.” You can change your sender details and subject line at any time.

6. Add your content and modify your message using our Email Designer.  Click “Next.” 

7. On the Campaign Summary page, you will configure the auto responder settings:

“Send to existing contacts” is turned Off by default.
This means that contacts who already exist on your list will NOT receive this email once you click “Finish.”

If you want to send this auto responder to contacts who already exist on your list in addition to future contacts as they subscribe, click the “Send to existing contacts” toggle. The email will then be sent to existing contacts immediately when you click “Finish.”

“Send to New Contacts” is set to send immediately by default. 
To send the auto responder a certain number of days or hours after a contact subscribes to your list instead, click the “Send to new contacts” dropdown and click “after a specific timeframe.” Then type the number of days and hours that the auto responder should wait before it is sent to contacts when they subscribe to your list.

8. Click “Finish” on the top right of the application.

The auto responder campaign will be sent to new list subscribers per your configuration settings.

How to update the subject line and sender details for an auto responder campaign

You can update the subject line and sender details for an auto responder at any time.

To do so, follow these steps:

  1. Navigate to the design step of your auto responder campaign (where you modify the campaign’s content).
  2. Click the gear icon located on the top right of the campaign builder.
  3. The Campaign Settings modal will open. Here you can provide a new subject line, create preheader text, update sender details, add a “Reply to” email address, send yourself a test version of the campaign, and more:

4. Once you’re done making updates on the settings modal, click the “Close” button.

5. Click “Next” then click “Save & Exit.”

How to disable an auto responder campaign

You can stop an auto responder from sending to new contacts at any time.

To do so:

1. From the Campaigns Overview page, click the down caret for the auto responder you wish to disable.

2. Click “Disable” in the list of options.

3. A confirmation window will appear. Click “OK.”

Will my auto responder be sent to existing list subscribers?

If you are creating an auto responder campaign that uses a list with pre-existing subscribers, they will only receive your auto responder if you toggle the “Send to Existing Contacts” option to “On.”

If you leave the “Send to Existing Contacts” option “Off,” then your existing contacts will not receive your auto responder campaign.

This setting is located on the Campaign Summary page for your auto responder campaign.

If you create an auto responder campaign today that will be sent to contacts 10 days after they subscribe to your list, then anyone who has subscribed to your list less than 10 days ago will receive the auto responder campaign 10 days after their respective subscription dates.

However, any contacts who were added to your list longer than 10 days ago will not receive the campaign. If you wish to send the campaign to all contacts added more than 10 days prior to creating this auto responder campaign, you can do so by creating a list segment.

Advanced: Why wasn’t my instant auto responder sent when using the API?

Our software offers many ways to add new contacts to the system, one of which is through our open API.

If you have written a custom script using our contact_add() or contact_edit() API functions, and you find that your new contacts are not receiving instant auto responders, a common problem is that the API function’s variables are not set correctly. Double-check your script, and make sure that the “instantresponders” variable is set to 1 (NOTE: This would not work with Free plans). Also, make sure that the “noresponders” variable is not set, or is set to 0.

A split test involves creating different versions of a campaign and sending each version to a portion of your list. The version that performs best can be sent to the remainder of your list. Split testing also helps you learn what works best with your contacts so that you can improve your email marketing over time.

You can create up to five different versions of an email to test and choose how many contacts can receive each version. There are two types of split tests to choose from:

  • Test different email subjects and/or from information
    You can use up to five different email subject lines, copy for preheader text, and from information.
  • Test different email subjects, from information and/or email contents
    You can use up to five different email subject lines, copy for preheader text, from information, and email contents.

How to create a split test a campaign

1. From the Campaign Overview page, click “New Campaign” in the top right corner of the application.

2. Type the name of the campaign into the field provided and click “Split Testing.” Click “Next” to advance to the next screen.

3. On the List page, you can select which list to send the split test campaign to, and decide which split test type to use. You can choose from:

  • Test different email subjects and/or from information
  • Test different email subjects, from information and/or email contents

When finished, click “Next.”

4. On the Design screen, you will choose a template to work with. To select the template, hover your mouse over it and click “Use This Design.”

5. Type the sender details and subject line into the fields providedClick “Continue.”

6. Make any necessary modifications to the template.

If using “Test different email subjects and/or from information” split test type:

You can add up to five different versions of an email subject line, preheader text, and from information by clicking the Gear icon located on the upper right hand corner of the page, then clicking “Add Test.”

To switch between different versions of the subject line, preheader text, and from information, click the Gear icon to open the Campaign Settings modal. Then click one of the test versions at the top of the modal.

If using “Test different email subjects, from information and/or email contents” split test type:

You can add up to five different versions of an email subject line, preheader text, from information, and email contents.

When you choose this option, you will be able create additional versions of your campaign by clicking the addition symbol at the bottom of the Campagin Designer:

The version you are currently editing will be highlighted in green.

To use different subject lines, preheader text, or from information, click the Gear icon located on the upper right corner of the Campaign Designer for each version of your campaign.

To switch between versions of your email, click any of the versions listed at the bottom of the campaign designer.

7. Once you have finished creating all versions of your split test campaign, click “Next” on the top right of the Campaign Designer to go to the Campaign Summary page.

8. On the Campaign Summary screen, you’ll have the opportunity to check your subject lines, preheader text, send test emails, preview your campaigns, and review a spam check score.

Toward the bottom of the screen you’ll see a section titled “Split Test Options.”

“Do not determine the winner” will send the campaigns to equal portions of your list. After the test is complete, you can log in and view the report to see which version was most effective.

“Determine (and send using) the winner” will display additional options to choose whether the open rate or click through rate should be used to determine the winner and how long the app should wait before making this determination. Most opens and clickthroughs will occur within two days of a campaign being sent so this is probably a good length of time for most campaigns but you can modify this value as needed. 

The “Email Ratios” section allows you to specify what percentage of contacts should receive each version of your campaign. In most cases, you’ll want these to be equal numbers. The last value (how many contacts will receive the winning version) is automatically set based on how many contacts in your list are left after the test versions are sent.

When you’ve configured the split test, click “Send Now” to schedule your campaign for sending.

With more and more people on mobile devices, it’s more critical than ever to keep mobile in mind as you create your emails. Below are some tips and tricks you can use when creating your own templates so you can stay ahead in the mobile inbox game and keep your subscribers interested.


Note: It’s not possible to edit an email just for mobile or just for desktop. Instead, you are creating one email that will be rendered differently in both apps.

Email clients read messages from left to right
HTML items will always stack from left to right. This means your content blocks will stack from left to right. If you create an email with an image on the left and then add a text block to the right of that image, then the image will appear above that text in mobile. In addition, it’s always best to keep your design simple and clean, keeping the smaller screen in mind.

Keep your email width to no more than 650 pixel
This is the width that works for most email clients and mobile devices. If an email is wider than 650 pixel, then a horizontal scroll bar may need to be used in order to view your message. This not only makes your message hard to read, but it may cost you an unsubscribe due to a less than stellar experience.

Image width should be from 400 to 650 pixel
An image at 400 pixel wide is the minimum needed in order for it to display full width on a mobile device. To see how large your image is, click the image in the designer and view the size in the Options tab:

adjust_image_size.png



To resize it, simply adjust it under the options tab, or re-size the actual image file and re-upload the image back in its place.

Remember, it’s always better to scale a larger image down than it is to scale a smaller image up.

Use Alt Text
ALT text is a great tool to use as this text will be visible in case a subscriber has images blocked. To add ALT text to your image, click on the image in your campaign and add 1-2 words into the “Info” field under the options tab:

alt_text_2.png


Use image blocks instead of inserting an image into a text block
Text content blocks containing an image and any links inline with that image will not be clickable in Outlook 2007 or Outlook 2013 (see image below). In addition, text may not wrap correctly around your image when viewed in mobile.

example_link.png


Use the spacer widget to create white space around content and images
The use of padding around an image or content to create whitespace will force your content to become narrow when viewed on some mobile devices. Instead, use the spacer widget in the drag-and-drop designer and set it to hide on mobile if desired (more info below).

spacer_widget.png


Leverage the “hide on mobile” feature
This feature will hide non-essential elements (aka clutter) in your email when they are viewed on a mobile device. This will improve the experience for your subscribers and keep them opening.

To hide an item from mobile, simply click on that block and click the cog:

click_cog.png


Click “Hide on mobile devices.”

hide_on_mobile.png


When you hover your mouse over that element in the designer, you will see this:

hide_message.png


Experiment with preheader text
Set yourself apart from the rest of the emails in your subscriber’s inbox and entice them to open your email.

Test your email
Use the Desktop preview and send yourself and your colleagues a test email to view on different mobile devices. You can also use our compatibility preview feature to test your email in various email clients.

Our reply tracking feature monitors for contact replies to your campaigns.

With Reply Tracking, you can:

  • Create segments
    Send follow-up campaigns to contacts who do or don’t reply to your campaign or automation email.
  • Trigger an automation based on a reply
    Setup automations to run instantly when someone replies to a campaign or automation email.
  • Send reply data to external scripts
    Utilize our webhooks system to automatically send new replies to any external script.

By default, reply tracking is turned off for all campaigns and automation emails.

When using this feature, the “Reply To” email address will be changed in order for this feature to work properly. The reply to email will look similar to this:

 reply-accountname.activehosted.6.16.28@s15.avl3.acemsrvc.com

Your “From” email address will not be changed. All important replies will then be forwarded to your From email address.

How to enable reply tracking for a campaign

1. From the Campaigns overview page, click “Continue” for the campaign you wish to track replies for.

2. Go to the Campaign Summary page of the campaign and scroll down to the “Options” section.

3. Click the Reply Tracking toggle:

4. A confirmation pop up will appear. Click “OK” to continue.

The Reply Tracking toggle will be green and will say “ON.”

Once you have reply tracking enabled and are ready to send your campaign, click the “Send Now” button to send the campaign immediately or schedule it to go out at a later day and time. Once a reply comes in, it will be automatically tracked by us and forwarded to you.

Reply types

If reply tracking is enabled, we will immediately log all replies sent to that campaign. We will then instantly forward you the reply exactly how we received it with the following exceptions:

  • If it is found to be an “out of office” or “away” message we will not forward it to you.
  • If it is found to be spam (with a 99% chance) we log it and will not forward it to you.
  • If it is found to be a “my email has changed” type of email we automatically update the subscriber’s email and will not forward it to you.
  • If it is found to be a human verification/challenge email we log it and will not forward it to you.
  • If it is found to be an “unsubscribe me” type of email we unsubscribe the subscriber and will not forward it to you.

Viewing replies

You can view a list of contacts who replied to your email and the contents of their message. To view this information:

  1. Click on “Reports” from the top menu.
  2. Click on the Campaign name.
  3. Click “Replies” from the left side bar.
  4. Click “View Reply” to view the contents of the message.

You can also see the contact’s reply on their contact profile page under “Recent Activities.”

Available on Professional and Enterprise plans.

Predictive content helps you send the right content to the right contacts and increase your click rate. All you need to do is add the predictive content block to your email and provide up to five variations of text. When the email is sent, each contact will receive the version that they’re most likely to engage with. 

In this article:

Take note

  • Predictive content is available with standard campaigns and automation emails. It cannot be used with RSS, auto-responder, split test, or date-based campaign types
  • Predictive content is available with the drag-and-drop email designer. It is not available with custom html emails or the text-only designer
  • Each email can have only one Predictive Content block
  • Link tracking needs to be enabled in your emails for predictive content to work
  • English is the only language supported in this version of predictive content 
  • Predictive content supports only text. Images and buttons cannot be used in the predictive content block
  • It’s not possible to see which variant a contact received

How predictive content works

Predictive content is a content block available in the drag-and-drop email designer. Once you drag the predictive content block into your email, you’ll be prompted to create up to five variations of content, using different verbiage and lengths. While it’s not required to have a link or clickable call-to-action in each variant, it is recommended.

You can use the “Predictive Insights” bar to guide you as you create each variant of text. This bar will provide suggestions based on the length and readability of the content you provide in the block. The insights bar uses data from past email sends that had link tracking turned on in order to provide this guidance.

When the email is sent, we’ll predict and display the variant that each contact is most likely to engage with. This means that Contact A will see one version of your email, while Contact B will see another.  After the campaign is sent, you can see how each variant performed using the Predictive Content report.

With predictive content, each contact will receive the best email for them. What is best for one contact is not necessarily the best for another contact.

How does Nurturelabs CXP know which variant to display?

We analyze all emails that our customers send. We also analyze how contacts engage with those emails. This is based on link and call-to-action clicks. Using this pool of data, we’re able to determine which variant of your email should display for each of your contacts.

In cases where a contact is new, we’ll assign them a random variant. This will help us collect information about that contact so we can better predict what kind of email they will interact with in the future.

Add the predictive content block to your email

1. From the Campaign Designer of your email, click the “Predictive Content” block and drag it to your email.

2. The “Predictive Content” block will load. Click the content block and type the first version of content into the space provided. The text you provide will save automatically.

3. Click the tab that says “Variant 2.” Click the content block and type the second version of content into the space provided.

4. To add additional variants click the “Add a variant” button.

After you’ve created predictive content variants, you can continue to modify the email using the other content blocks provided. When finished, click “Save & Exit” to close the campaign for now or click “Next” to view the Campaign Summary page.

When the email is sent, we’ll display the variant that each contact will most likely interact with.

Name your variants

You can name each variant you create for a predictive content block. To do so:

  1. Hover or click over the predictive content block in your email.
  2. Click the gear icon for the variant you wish to rename then click “Rename variant.”
  3. Type the name of the variant into the field provided
  4. Click the “Save” button.

Use the “Predictive Insights” bar

The “Predictive Insights” bar provides guidance on each variant you create. For example, the insights bar will make suggestions on the length of your copy in each variant, overall readability of each variant, and the number of variants you should use.

These suggestions are based on the list you selected to send the campaign to.

The insights bar will not provide guidance on the remaining content in your email.

To launch the “Predictive Insights” bar, click the Predictive Insights icon on the top left of your screen.

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A menu will expand on the left side of the campaign designer and display tips that you can use to create your variants.

With Nurturelabs CXP, you can create and send beautiful campaigns to your contacts. You can choose from one of many templates we provide or you can build your email using custom HTML code.

In this article, we’ll show you the basics of creating an email in the Campaigns section of your account.

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. 

In order to send an email to a contact, they must have an email address.

To get started with creating a campaign:

1. Click “Campaigns” in the left menu.

2. Click the “Create a campaign” button.

Create a campaign button

3. The “Campaign Type” screen will open. On this page, you will need to:

  • Type the name of your campaign into the field provided. Note that this name is internal only and will not be seen by your contacts
  • Click the campaign type you would like to use. 
  • When finished, click the “Next” button

Select a campaign type

Choose a list and create a segment

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.

Select list

Use a segment

When you select a list on this screen, a segment option will appear at the bottom of the page. To select a segment, click the dropdown then click the segment. To create a new segment, click the “Create New Segment” button then use the segment builder to create the segment.

Note that you can only send your email to one segment at a time.

Segment

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 pre-designed template to use, 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” buttonClick the “Next” button to move to the next screen.

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Set “Sender Details”

A “Sender Details” modal will open. This modal shows you 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.

Sender details

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

Campaign builder

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.

Nurturelabs CXP offers personalization tags for Contact fields (all plan tiers) and Deal fields (Plus, Professional, and Enterprise tiers). Contact field personalization tags can be used to insert dynamic content into campaigns, automation emails, email subject lines, sms messages, forms, one-to-one emails, “Thank you” messages for your forms, and deal titles in the CRM (Plus, Professional, and Enterprise tiers). Deal field personalization tags can be used to insert dynamic content into campaigns, automation emails, and one-to-one emails. 

You may want to use personalization tags in your messaging to create a highly personalized experience for your contacts and increase engagement with your communications. 

In this article:

How personalization tags work

We automatically generate personalization tags for system fields and every custom field you create. This includes custom contact fields and custom deal fields. In addition, your account comes with a list of standard personalization tags. Each of these tags can be inserted into your communications.

When a personalization tag is used in a campaign or automation email, the value of that tag will automatically be inserted once the communication is sent to a contact. When the contact opens the communication, they will see the value for that tag and not the tag itself.

For example, if you wanted to address contacts by their first name in an email, you would insert the following personalization tag:

%FIRSTNAME%

When a contact receives your email, they will see their own name populated in the message.

Ways to use personalization tags

Personalization tags can be used to insert dynamic content into the following: 

Form fields (custom contact fields only)

Deal titles (Plus, Professional, and Enterprise plans)

How to modify personalization tags

Modifiers allow you to change the capitalization of your data when inserted into your campaign. This is useful for ensuring that proper nouns, such as names, are capitalized and common nouns, such as objects, aren’t, for example.

Modifiers are placed after a pipe symbol ( | ). So a first name personalization tag including a modifier to capitalize the first letter would look like this:

%FIRSTNAME|UPPERFIRST%

List of modifiers:

  • UPPER (converts entire tag to all uppercase letters)
  • UPPERFIRST (converts first letter to uppercase)
  • UPPERWORDS (capitalizes the first letter of every word)
  • TITLECASE (capitalizes the first letter of every word, and forces all other letters to be lowercase)
  • LOWER (converts entire tag to lowercase letters)
  • LOWERFIRST (changes the first letter of the text to lowercase)
  • LOWERWORDS (changes the first letter of every word to lowercase)

List of standard personalization tags

Below is a list of personalization tags that you can use in your communications.

Note that this list does not include personalization tags for any custom contact fields you create.

DescriptionPersonalization TagExample Value
Email Address%EMAIL%john@nurturelabscxp.com
First Name%FIRSTNAME%John
Last Name%LASTNAME%Smith
Full Name%FULLNAME%John Smith
Phone%PHONE%555-666-7777
Organization%ORGANIZATION%Nurturelabs CXP
Date Subscribed%SUBDATE%10/10/2011
Time Subscribed%SUBTIME%14:19:40
Unsubscribe Link%UNSUBSCRIBELINK%http://YOURACCOUNT.activehosted.com/box.php?nl=3&c=44&m=41&s=5cd0dc36f71e9bd4099f74e8bf64c51b&funcml=unsub2
Web Copy%WEBCOPY%With link tracking on:http://YOURACCOUNT.activehosted.com/lt.php?c=44&m=41&nl=3&s=5cd0dc36f71e9bd4099f74e8bf64c51b&lid=153&l=-http--YOURACCOUNT.activehosted.com/p_v.php--Q-l--E-3--A-c--E-44--A-m--E-41--A-s--E-5cd0dc36f71e9bd4099f74e8bf64c51bWith link tracking off:http://YOURACCOUNT.activehosted.com/p_v.php?l=3&c=46&m=43&s=5cd0dc36f71e9bd4099f74e8bf64c51b
Web Copy (no social links)%WEBCOPY-NOSOCIAL% 
Update Subscription Account Link%UPDATELINK%With link tracking on:http://YOURACCOUNT.activehosted.com/lt.php?c=44&m=41&nl=3&s=5cd0dc36f71e9bd4099f74e8bf64c51b&lid=154&l=-http--YOURACCOUNT.activehosted.com/p_m.php--Q-nl--E-3--A-c--E-44--A-m--E-41--A-s--E-5cd0dc36f71e9bd4099f74e8bf64c51bWith link tracking off:http://YOURACCOUNT.activehosted.com/p_m.php?nl=3&c=46&m=43&s=5cd0dc36f71e9bd4099f74e8bf64c51b
Send to Friend Link%FORWARD2FRIEND%With link tracking on:http://YOURACCOUNT.activehosted.com/lt.php?c=44&m=41&nl=3&s=5cd0dc36f71e9bd4099f74e8bf64c51b&lid=155&l=-http--YOURACCOUNT.activehosted.com/p_f.php--Q-nl--E-3--A-c--E-44--A-m--E-41--A-s--E-5cd0dc36f71e9bd4099f74e8bf64c51bWith link tracking off:http://YOURACCOUNT.activehosted.com/p_f.php?nl=3&c=46&m=43&s=5cd0dc36f71e9bd4099f74e8bf64c51b
Deal Owner: First name (of most recent deal)%DEAL_OWNER_FIRST_NAME%John
 Deal Owner: Last name (of most recent deal)%DEAL_OWNER_LAST_NAME% Smith
 Deal Owner: Email address (of most recent deal)%DEAL_OWNER_EMAIL%

 john@nurturelabscxp.com

Deal Title%DEAL_TITLE%John’s First Deal
Deal Description%DEAL_DESCRIPTION%This is John’s first Nurturelabs CXP Deal.
Deal Value%DEAL_VALUE%
2,000
Deal Status%DEAL_STATUS%
Open
Pipeline%DEAL_PIPELINE%
New Customers
Stage%DEAL_STAGE%
To Contact
Created Date (this tag for Deals)%DEAL_CREATED_DATE%
02/09/2021
Last Updated Date (this tag for Deals)%DEAL_UPDATED_DATE%
04/21/2021
Unsubscribe Link (All Lists)

Note: This personalization tag will add contacts to your Exclusion list, which will prevent them from re-subscribing to your list(s).
%UNSUBSCRIBELINK%&ALLhttp://YOURACCOUNT.activehosted.com/box.php?nl=3&c=44&m=41&s=5cd0dc36f71e9bd4099f74e8bf64c51b&funcml=unsub2&ALL
Account Name%ACCT_NAME%John’s Account
URL%ACCT_URL%https://help.nurturelabscxp.com/hc/en-us
Created Date (this tag for Accounts)%ACCT_CREATED_DATE%
02/09/2021
Last Updated Date (this tag for Accounts)%ACCT_UPDATED_DATE%04/21/2021
Address 1%ACCT_ADDRESS_1%My Email Marketing Company, 123 S. Main St, Chicago, IL 60405, United States
Address 2%ACCT_ADDRESS_2%My Other Email Marketing Company, 321 S. Main St, Chicago, IL 60405, United States
City%ACCT_CITY%Chicago
State/Providence%ACCT_STATE_PROVIDENCE%IL
Postal Code%ACCT_POSTAL_CODE%60405
Number of Employees%ACCT_NUMBER_OF_EMPLOYEES%
300
Annual Revenue%ACCT_ANNUAL_REVENUE%
1,000,000
Industry/Vertical%ACCT_INDUSTRY_VERTICAL%
Marketing
Country%ACCT_COUNTRY%USA
Social Submit Links%SOCIALSHARE%See below for each individual link URL.
Facebook Like Button%SOCIAL-FACEBOOK-LIKE%With link tracking on:http://YOURACCOUNT.activehosted.com/lt.php?c=44&m=41&nl=3&s=5cd0dc36f71e9bd4099f74e8bf64c51b&lid=163&l=-http--YOURACCOUNT.activehosted.com/index.php--Q-action--E-social--A-c--E-f7177163c833dff4b38fc8d2872f1ec6.41--A-facebook--E-likeWith link tracking off:http://YOURACCOUNT.activehosted.com/index.php?action=social&c=d9d4f495e875a2e075a1a4a6e1b9770f.43&facebook=like
Share on Facebook Link/Icon%SOCIALSHARE-FACEBOOK%With link tracking on:http://YOURACCOUNT.activehosted.com/lt.php?c=44&m=41&nl=3&s=5cd0dc36f71e9bd4099f74e8bf64c51b&lid=156&l=-http--YOURACCOUNT.activehosted.com/social.php--Q-c--E-44--A-m--E-41--A-s--E-5cd0dc36f71e9bd4099f74e8bf64c51b--A-ref--E-facebookWith link tracking off:http://YOURACCOUNT.activehosted.com/social.php?c=46&m=43&s=5cd0dc36f71e9bd4099f74e8bf64c51b&ref=facebook
Share on Facebook Link Only%SOCIALSHARE-FACEBOOK-LINK%With link tracking on:http://YOURACCOUNT.activehosted.com/lt.php?c=32&m=32&nl=1&s=76f410bb411339c68d07a4e2ccb16c7a&lid=171&l=-http--localhost/em/social.php--Q-c--E-32--A-m--E-32--A-s--E-76f410bb411339c68d07a4e2ccb16c7a--A-ref--E-facebookWith link tracking off:http://YOURACCOUNT.activehosted.com/social.php?c=33&m=33&s=76f410bb411339c68d07a4e2ccb16c7a&ref=facebook
Share on Twitter Link/Icon%SOCIALSHARE-TWITTER%With link tracking on:http://YOURACCOUNT.activehosted.com/lt.php?c=44&m=41&nl=3&s=5cd0dc36f71e9bd4099f74e8bf64c51b&lid=157&l=-http--YOURACCOUNT.activehosted.com/social.php--Q-c--E-44--A-m--E-41--A-s--E-5cd0dc36f71e9bd4099f74e8bf64c51b--A-ref--E-twitterWith link tracking off:http://YOURACCOUNT.activehosted.com/social.php?c=46&m=43&s=5cd0dc36f71e9bd4099f74e8bf64c51b&ref=twitter
Share on Twitter Link Only%SOCIALSHARE-TWITTER-LINK%With link tracking on:http://YOURACCOUNT.activehosted.com/lt.php?c=32&m=32&nl=1&s=76f410bb411339c68d07a4e2ccb16c7a&lid=171&l=-http--localhost/em/social.php--Q-c--E-32--A-m--E-32--A-s--E-76f410bb411339c68d07a4e2ccb16c7a--A-ref--E-twitterWith link tracking off:http://YOURACCOUNT.activehosted.com/social.php?c=33&m=33&s=76f410bb411339c68d07a4e2ccb16c7a&ref=twitter
Share on Digg Link/Icon%SOCIALSHARE-DIGG%With link tracking on:http://YOURACCOUNT.activehosted.com/lt.php?c=44&m=41&nl=3&s=5cd0dc36f71e9bd4099f74e8bf64c51b&lid=158&l=-http--YOURACCOUNT.activehosted.com/social.php--Q-c--E-44--A-m--E-41--A-s--E-5cd0dc36f71e9bd4099f74e8bf64c51b--A-ref--E-diggWith link tracking off:http://YOURACCOUNT.activehosted.com/social.php?c=46&m=43&s=5cd0dc36f71e9bd4099f74e8bf64c51b&ref=digg
Share on Digg Link Only%SOCIALSHARE-DIGG-LINK%With link tracking on:http://YOURACCOUNT.activehosted.com/lt.php?c=32&m=32&nl=1&s=76f410bb411339c68d07a4e2ccb16c7a&lid=171&l=-http--localhost/em/social.php--Q-c--E-32--A-m--E-32--A-s--E-76f410bb411339c68d07a4e2ccb16c7a--A-ref--E-diggWith link tracking off:http://YOURACCOUNT.activehosted.com/social.php?c=33&m=33&s=76f410bb411339c68d07a4e2ccb16c7a&ref=digg
Share on Reddit Link/Icon%SOCIALSHARE-REDDIT%With link tracking on:http://YOURACCOUNT.activehosted.com/lt.php?c=44&m=41&nl=3&s=5cd0dc36f71e9bd4099f74e8bf64c51b&lid=161&l=-http--YOURACCOUNT.activehosted.com/social.php--Q-c--E-44--A-m--E-41--A-s--E-5cd0dc36f71e9bd4099f74e8bf64c51b--A-ref--E-redditWith link tracking off:http://YOURACCOUNT.activehosted.com/social.php?c=46&m=43&s=5cd0dc36f71e9bd4099f74e8bf64c51b&ref=reddit
Share on Reddit Link Only%SOCIALSHARE-REDDIT-LINK%With link tracking on:http://YOURACCOUNT.activehosted.com/lt.php?c=32&m=32&nl=1&s=76f410bb411339c68d07a4e2ccb16c7a&lid=171&l=-http--localhost/em/social.php--Q-c--E-32--A-m--E-32--A-s--E-76f410bb411339c68d07a4e2ccb16c7a--A-ref--E-redditWith link tracking off:http://YOURACCOUNT.activehosted.com/social.php?c=33&m=33&s=76f410bb411339c68d07a4e2ccb16c7a&ref=reddit
Share on del.icio.us Link/Icon%SOCIALSHARE-DELICIOUS%With link tracking on:http://YOURACCOUNT.activehosted.com/lt.php?c=44&m=41&nl=3&s=5cd0dc36f71e9bd4099f74e8bf64c51b&lid=159&l=-http--YOURACCOUNT.activehosted.com/social.php--Q-c--E-44--A-m--E-41--A-s--E-5cd0dc36f71e9bd4099f74e8bf64c51b--A-ref--E-deliciousWith link tracking off:http://YOURACCOUNT.activehosted.com/social.php?c=46&m=43&s=5cd0dc36f71e9bd4099f74e8bf64c51b&ref=delicious
Share on del.icio.us Link Only%SOCIALSHARE-DELICIOUS-LINK%With link tracking on:http://YOURACCOUNT.activehosted.com/lt.php?c=32&m=32&nl=1&s=76f410bb411339c68d07a4e2ccb16c7a&lid=171&l=-http--localhost/em/social.php--Q-c--E-32--A-m--E-32--A-s--E-76f410bb411339c68d07a4e2ccb16c7a--A-ref--E-deliciousWith link tracking off:http://YOURACCOUNT.activehosted.com/social.php?c=33&m=33&s=76f410bb411339c68d07a4e2ccb16c7a&ref=delicious
Share on Google+ Link/Icon%SOCIALSHARE-GPLUS%With link tracking on:http://YOURACCOUNT.activehosted.com/lt.php?c=44&m=41&nl=3&s=5cd0dc36f71e9bd4099f74e8bf64c51b&lid=160&l=-http--YOURACCOUNT.activehosted.com/social.php--Q-c--E-44--A-m--E-41--A-s--E-5cd0dc36f71e9bd4099f74e8bf64c51b--A-ref--E-gplusWith link tracking off:http://YOURACCOUNT.activehosted.com/social.php?c=46&m=43&s=5cd0dc36f71e9bd4099f74e8bf64c51b&ref=gplus
Share on Google+ Link Only%SOCIALSHARE-GPLUS-LINK%With link tracking on:http://YOURACCOUNT.activehosted.com/lt.php?c=32&m=32&nl=1&s=76f410bb411339c68d07a4e2ccb16c7a&lid=171&l=-http--localhost/em/social.php--Q-c--E-32--A-m--E-32--A-s--E-76f410bb411339c68d07a4e2ccb16c7a--A-ref--E-gplusWith link tracking off:http://YOURACCOUNT.activehosted.com/social.php?c=33&m=33&s=76f410bb411339c68d07a4e2ccb16c7a&ref=gplus
Share on StumbleUpon Link/Icon%SOCIALSHARE-STUMBLEUPON%With link tracking on:http://YOURACCOUNT.activehosted.com/lt.php?c=44&m=41&nl=3&s=5cd0dc36f71e9bd4099f74e8bf64c51b&lid=162&l=-http--YOURACCOUNT.activehosted.com/social.php--Q-c--E-44--A-m--E-41--A-s--E-5cd0dc36f71e9bd4099f74e8bf64c51b--A-referral--E-stumbleuponWith link tracking off:http://YOURACCOUNT.activehosted.com/social.php?c=46&m=43&s=5cd0dc36f71e9bd4099f74e8bf64c51b&referral=stumbleupon
Share on StumbleUpon Link Only%SOCIALSHARE-STUMBLEUPON-LINK%With link tracking on:http://YOURACCOUNT.activehosted.com/lt.php?c=32&m=32&nl=1&s=76f410bb411339c68d07a4e2ccb16c7a&lid=171&l=-http--localhost/em/social.php--Q-c--E-32--A-m--E-32--A-s--E-76f410bb411339c68d07a4e2ccb16c7a--A-referral--E-stumbleuponWith link tracking off:http://YOURACCOUNT.activehosted.com/social.php?c=33&m=33&s=76f410bb411339c68d07a4e2ccb16c7a&referral=stumbleupon
Today’s Date(assuming today is Oct. 24, 2011)%TODAY%10/24/2011
Today’s Date + 1%TODAY+1%10/25/2011
Today’s Date – 1%TODAY-1%10/23/2011
List Sender Info%SENDER-INFO%My Email Marketing Company 123 S. Main St, Chicago, IL 60405 United States
List Sender Info (single line)%SENDER-INFO-SINGLELINE%My Email Marketing Company, 123 S. Main St, Chicago, IL 60405, United States
Sender List Reminder%SENDER-LIST-REMINDER%You were added to this list when you purchased from our company.
Contact’s IP Address%CONTACTIP%90.434.22.189
Contact’s List%LISTNAME%General List
Contact ID%CONTACTID%23
Campaign ID%CAMPAIGNID%14
Message ID%MESSAGEID%26
There are six campaign types available that you can use to send an email to a list of opted-in contacts. When you create a campaign on the Campaigns overview page, you’ll be asked to select which type of campaign you’d like to create.

In this article, we’ll explain each campaign type and provide examples of how you might use it. 

Standard

This campaign type is sometimes referred to as a “broadcast email.” It is an email campaign that is sent immediately or scheduled for a future date. You can send to a list, multiple lists, or segments of lists.

You might use this campaign type to notify your contacts of a sale or send a newsletter.

Automated

This campaign type redirects you to the automation builder so you can build an automation.

You might use an automation to create a drip campaign or automate aspects of managing your contacts.

Auto Responder

This campaign type will send a message immediately after someone joins your list.

You might use an Auto Responder campaign to send a welcome message to new subscribers.

Split Testing

You may want to send multiple versions of a campaign to portions of your list so that you can determine which version generates more opens or clicks.

You might want to use the campaign type to test what wording your contacts respond to or experiment your offer.

RSS Triggered

An RSS Triggered campaign is sent when an RSS feed you specify is updated. An RSS Triggered campaign can include content from your RSS feed.

You might want to use this campaign type to notify your blog subscribers of a new post or send your newest products to your list.

Date Based Campaign

A Date Based campaign is sent based on a date field on your contacts’ record. This means that the campaign might be sent at different times for different contacts. You can send before, after, or on the date of the field.

You might use a date based campaign to send a birthday email or inform your contact that their subscription is expiring.

When you create a campaign or automation email, you can use any one of the templates we provide as a starting point. Using a template for your emails ensures brand consistency and messaging and also saves you time. They even provide guidance and best practices if you’re new to email marketing. Templates make email creation easier—once you select a template all you need to do is focus on the content.

With Nurturelabs CXP, you can choose from a variety of over 125 templates based on your business goal, a layout, or one that is predesigned. These templates types include things like newsletters, feedback requests, abandoned cart notifications, and others.

You even have the option to build them from scratch using HTML. Email templates are organized by business goals, layout, inspiration (predesigned templates), and past campaigns.

In this article, you’ll learn about the types of email templates Nurturelabs CXP offers so you can make the right decision for your email marketing needs.

Take note

  • Templates are available to all Nurturelabs CXP plans
  • Account admins have access to all templates. All other account users must be granted permission to access templates
  • Templates can be accessed from the email marketing templates page, the Campaign Builder, and the Automation Email Builder in your Nurturelabs CXP account
  • Once you select a template to modify, a copy of that template is created for you. Any edits you make to the copy will not affect the original

Templates based on business goals

Templates based on business goals are designed to help you market and promote new products, share updates, invite customers to events, or ask customers to refer your services to their network. Each of these templates use the drag-and-drop editor, making them mobile responsive and easy to customize. They also provide helpful placeholder content that you can use as a guide as you create your own copy. All you need to do is select the template that best suits your needs and drop in your content.

To access templates based on business goals:

  1. Click “Campaigns” in the left menu.
  2. Click  the “Manage Templates” option.
  3. Click the “Create a Template” button.

LHART Email Marketing

Template options in this section include:

  • All Templates
    All templates that you have created or modified plus all templates available under the following categories: Give an Update, Make an Announcement, Request Action, Sell a Product, Holidays and seasons.
  • Custom
    All templates that you have created or modified. Any pre-made template you select to change will be saved under this category.
  • Give an update
    Notify customers when a product they love is back in stock, tell them what you’ve been up to, or share your latest blog post.
  • Make an Announcement
    Share information about new products, share your expertise, and connect with customers.
  • Request Action
    Invite customers to an event and ask them for reviews.
  • Sell a Product
    Promote your products, extend limited time offers, and incentivize your customers.
  • Holidays and seasons
    Send your customers a birthday card with a special offer to incentivize a sale.

Templates based on layouts

Templates based on layouts use the drag-and-drop editor, making them mobile responsive and easy to customize. These templates are blank, allowing you to add your own content.

To access these templates:

  1. Click “Campaigns” in the left menu.
  2. Click  the “Manage Templates” option.
  3. Click the “Create a Template” button.
  4. Click the “Layouts” tab.

LHART Email Marketing

  • Single column
  • Two columns
  • Three columns
  • Two columns with a header
  • Three columns with a header
  • Two columns with images
  • Three columns with images

Inspiration templates

We’ve created a variety of beautiful, pre-designed templates you can use to create visually stunning campaigns and automation emails. 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.

To access these templates:

  1. Click “Campaigns” in the left menu.
  2. Click  the “Manage Templates” option.
  3. Click the “Create a Template” button.
  4. Click the “Inspiration” tab.

Inspiration templates are divided into two categories: Announcements and Newsletters. However, there are several pre-designed templates you can choose from, including welcome emails, newsletters, real estate updates, ticket sales, and more.

LHART Email Marketing

Templates based on past campaigns

In Nurturelabs CXP, every campaign you send is saved as a template. These templates can be used for any future email you need to send. Using past campaigns as templates helps ensure consistency with your design and brand.

To access these templates:

  1. Click “Campaigns” in the left menu.
  2. Click  the “Manage Templates” option.
  3. Click the “Create a Template” button.
  4. Click the “Past Campaigns” tab.

LHART Email Marketing

Start from scratch templates

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:

  1. Click “Campaigns” in the left menu.
  2. Click  the “Manage Templates” option.
  3. Click the “Create a Template” button.
  4. Click the “Start from Scratch” button.

LHART Email Marketing

Standard template

The standard template uses 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.

Custom HTML template

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.

Additional information on email templates

Below is a list of resources that you can use to learn more about email templates: