Designing your email campaign

Patient Engage provides a number of tools you can use as you design your email campaign.

To design your email campaign

1.   After selecting a template for your campaign, from the Create Email Campaign page, click the pencil icon if you want to change the Campaign Name or Email Subject Line. The campaign name is for internal purposes only so you can easily find the campaign in your Portfolio later.

When finished, click the check mark icon to confirm the change.

2.   You can move your mouse over any content section and click the Edit , Move , and Remove icons to edit content as needed.

3.   Hover between two existing content sections and click the plus icon to add a new content module below the existing one.

4.   Use the Content Module tools to design the content for the new module.

5.   After customizing each module, click Done to return to editing the email.

6.   Repeat the previous steps to add or edit another module.

7.   Click Save & Continue when you finish designing your campaign to continue to the next step.

After designing your email campaign, there are two steps remaining to building your campaign: 1) selecting recipients and 2) scheduling delivery.