Overview
Custom templates allow you to add your own text-based custom emails to the Audience Activation delivery system. Custom templates give the dealership the ability to create custom messaging and leverage the power of Fullpath's CDXP to send campaigns to dynamic audiences.
Navigation
To add a custom template to Audience Activation:
> Enter Audience Activation
> Email Templates
> Click on the second template tab entitled "Custom Templates"
> Click on the 'Create New Template' link in the upper right hand corner
Creating Your Custom Email Template
Creating your own custom email template is an easy, two-step process of first filling in the content and second, assigning an audience(s) to that template. Keep in mind, only text based custom emails are supported.
Input fields include:
- *Template Name (this is internal, for list view and will not be visible to recipients)
- *Subject Line (we recommend you use no more than 9 words and 60 characters).
- *Message (this is the body of your email, keep in mind most recipients will be opening and reading this on a mobile device. Shorter is better.)
- CTA Text (What's your Call to Action, Buy Now, Book Your Visit, etc.)
- CTA URL (paste the full destination URL where you'd like traffic from this email to be directed).
- Signature (text only)
Merge Tags
You may use merge tags in the subject line and body of your custom email template. Common merge tags for your use:
{{recipient.first_name}} the person to whom you are addressing the email
{{customer.last_sold_vehicle.make}} the make of the last vehicle purchase on record at the dealership
{{customer.last_sold_vehicle.model}} the model of the last vehicle purchase on record at the dealership
{{customer.last_sold_vehicle.year}} the year of the last vehicle purchase on record at the dealership
Always make sure you test thoroughly when using merge tags. To add other merge tags, reach out to your Customer Success Manager.
Sending a Test Email
Send yourself or someone at your dealership a test email before launching live. It is recommended to view this email BOTH on desktop and mobile devices. Input one email at a time.
Choose Campaigns
You may select one or multiple campaigns for which you'd like to assign this email template. The email will be sent according to the same rules as other campaigns. Read more about email frequency, minimum days between emails, and other Audience Activation settings.