Message Campaigns are a great way to provide your direct and channel partner sales teams with brand approved email campaigns that they can easily send to an audience of many or to a single contact. You can learn more about them here and here. With our latest release, you can now optionally allow these sellers to include a personalized note in the email campaign. This note will be formatted and placed in the email campaign in accordance with your branding guidelines. In this article, we'll take a look at how to easily set this up.
To begin, either create a new message campaign template or edit an existing one from the Brand Wings admin.
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In the text block where you want the note to be inserted, click the Merge Tags dropdown and insert the {{Message}} tag. The note that the sales person enters will be inserted at this location, using the font styling settings you have selected.
Now, the portal, if the {{Message}} tag exists in the template, the sales person will be prompted to create a brief note:
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