about you. And as always, we'll see you is the whole marketing automation
confusing the hell out of you? Well, you're not alone, there's tonne of
people out there who feel the same way. So make sure you tune into these
tutorials to make sure that you get your system set up properly at the start in
today's tutorial, we're gonna show you how you can go about using the editor to
make sure your campaigns are perfect. So let's login. And I'll see you there.
Alright, so now that we're logged in, let's go ahead and start creating our
content using the marketing automation editor. Before we start, though, let's
go ahead and add a few images to our library. So we can access them anytime
we need. So we're gonna click Upload over here from our computer. So let's
add in that one, and then let's add in more, we should be good now. So now I
have both of these images I want to use or want to use in the air. So now that
they're uploaded, we can go to our engagement section, we can go to our
email campaign, and we're going to be creating a goodbye email campaign. So
this is where someone comes into our service. And they're no longer going to
be continuing on with using our services. So we want to thank them for,
you know, being a customer with us spending their money, and just
appreciating them on their way out, we went through and just create a very
simple email again. So we're now going to go ahead and start adding content. So
we're going to choose a basic template. And this allows us a couple different
options here. So let's just choose you know, this option here and say, We want
to use this. So it's pretty basic, and it does allow us to be able to edit. So
let's say hello, we want to use a merge tag over here, and let's say contacts,
first name. So this allows us to use these variables within any of the custom
fields or anywhere throughout. And that just allows us to use that. So we're
going to say, we are incredibly sad to see you go. And wish you all the best.
And then I'm also going to insert an image over here. And so I'm going to
drag and drop this into that section there. So over here, I'm going to add
one of these. So when to use this image, I'm just gonna say time to say goodbye.
So this is gonna be the header. And then we're going to have Hello individual
name, I'm gonna say we're incredibly sad to see you go and wish you all the best.
As always, please
feel free to reach out if you ever have any questions. And then in this one, we
are going to insert our other image. And then we have that. And we could end it
there. If we wanted to, we could delete this component here. So now it's gone.
We want to get rid of this as well, we don't need that on a goodbye email, we
may want another button. So we could throw in a button here. Actually, we
have these options here. Let's choose the more rounded one. And we can say re
enable account. Something like that we want to say URL, or we're just going to
put it to google.com right now, because we don't really have anything we want to
do with it. So this is just an option to re enable account. Let's say we want to
add in more text, we want a regular text size, it's around choose this one, we're
gonna put it there. If you deleted your account in air, please click the button
below. To re enable now for the most part, one thing I would say and this is
something I say to all my customers is that if you do have the ability to
utilise some of these templates, it's a lot easier than reinventing the wheel,
it just saves you that little bit of time, you can certainly start from
scratch, it just may not be worth it. In the end, if you're having to do you know
a newsletter every time it's better to create a template and kind of build it
out from there. And this is fairly basic stuff. When it comes to Zoho marketing
automation, you'll get more familiar with it as you come along. So it is all
the same. So these are the basic fields right here we can add we can also add
advanced so we can add in widgets dynamic content attachments, we can
create a poll a video calendar invite, we have the various layouts down here.
And then if we want to change the design, we can change it in here within
our template as well. Yeah, so we can insert HTML and you can insert HTML
code. So that is something we can also do. And then we can add in different
tables. So we can set up a table here. We can also set up a grid pattern and we
can set up a basic over here. And then let's delete this. So this is pretty
much it for being able to change the content of an email we can change the
size to eight pixels for the header and the footer. In this, we can also add
hyperlinks and remove hyperlinks, add anchors, we can add bullets, there is
basically anything you'd expect in a text editor we can do, we can add that
in. And in this case, I might actually just add a little spacer here. I'm going
to add that in there. And I'm going to add 30. There. So this is really just
playing around with it. And one of the things we can do is, let's just save the
changes. Now, let's preview and test. And this is the nice thing, because we
do have the ability to go through this preview and test. So we're going to send
it to our email address, send it and see what it looks like. There it is. So we
now have Hello F name, because in the testing side of things, it doesn't
actually pull in that information. So will only ever be F name. Unfortunately,
it doesn't pull that in during testing, but when you send it out, it will be
like that as long as it's set up properly. So we have this over here,
let's just view this email, if click the View browser button to view the web
version of your testing, oh, please send email campaign to a sample mailing list,
we don't really want that. And for some reason that text didn't show up over
here. So we know that there's now a problem because of that. Alright, for
some reason, it didn't like these, these spacers in here. So I deleted them,
reordered them, and then I save the changes again. And now it seems to be
working good. So if we go back over here, we can see what this would look
like. And we can see that everything looks mostly good. There's obviously
some formatting issues. For example, this button over here, we can go through
and edit that. So let's click on this button, it looks a little bit different
in here, let's change the button properties of the design. So we want
height style, let's go curve, and we want width to be, let's just say 150.
And we want the height to be 50. Because we want that to look a little bit
better. So I think that looks pretty good right there.
So let's save it looks better than what it did before during the preview and
test. So let's see if it actually looks like that. So that looks a lot smoother,
in my opinion. So I think I'm pretty happy with this. So I'm going to
continue on with it. And I'm actually going to save to library. So I can now
save this as a template. So I'm going to add in this as a goodbye template. And
I'll now always have this and can use it anytime I need to. There's other
products, we can even specify if we so chose now that we've saved this as a
template, so we really don't have to worry about it, let's get rid of this
logo, we don't really want to show our logo. So this is the first thing they'll
see like it looks pretty smooth. So we're going to call that there for now.
And we've saved it to the library, we're going to see the changes here. Let's
just save it as just because I removed that logo up there, I want to save this
as goodbye the two. And I'm just going to create it. So now that we're done, we
can click next. Now that we're here, we can actually go through like we did with
any other campaign, like with the other campaign we've already created, we'll
just select the contact list we want make sure that the two are selected that
we do want to go out to. And then we'll just click Next. And again, this issue
has not been solved yet. So I've been contacting support. And what's going to
happen is you're going to set there's going to be a button here that send for
review. And then after that's done, they'll email you saying your email is
ready to go out need to come back to this email and say send. And at that
point, your email campaign is out to all of the users that you've sent it out to.
So we hope that's been helpful showing you a brief overview of what you can do
with the editor. We'll dive into a bit more advanced stuff in a future video
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