Editor

Overview: Using the Campaign Editor for Automated Email Sequences

The campaign editor in Salesnode is your central tool for creating and managing automated email sequences composed of customizable templates. It enables you to build multi-step sequences that engage your contacts through personalized and dynamic messaging. Understanding how to add, edit, reorder, and delete steps, as well as incorporate A/B testing and dynamic placeholders, will help you optimize your outbound campaigns effectively.

Creating and Managing Multi-Step Sequences

Building a multi-step email sequence allows you to automate follow-ups and nurture leads efficiently. The campaign editor provides an intuitive interface to manage each step of your sequence with just a few clicks.

Step-by-Step Guide to Sequence Management

1. Navigate to the Campaign Editor tab within your active campaign.
2. Click the Add Step button to insert a new email step into your sequence.
3. Use the drag-and-drop handle to reorder steps as needed.
4. Select any step to edit its content or settings.
5. Click the Delete icon to remove unwanted steps.

Adding A/B Tests to Sequence Steps

A/B testing lets you experiment with alternative email templates within the same step to see which performs better. The campaign editor distributes variants evenly by default, ensuring a fair test.

• When you add an A/B test, each variant is sent to a portion of your contacts.
• Variant distribution is automatically managed to balance exposure.
• You can analyze results after sending to optimize your messaging.

Personalizing Emails with LiquidJS Templates and Placeholders

Personalization is key to engaging your contacts. Salesnode supports LiquidJS templating, which allows you to insert dynamic placeholders like {{ firstName }} that pull data from your connected contact table.

How Placeholders Work

Placeholders correspond to columns in your custom data tables and dynamically render contact-specific information during sending. This makes each email feel tailored to the recipient.

Previewing Dynamic Emails

You can preview how your emails will look for actual contacts:

1. Ensure your campaign is connected to a contact table with matching columns.
2. Click the Preview button on any sequence step.
3. A modal opens showing the email rendered with real contact data.
4. Invalid placeholders will be highlighted in red to alert you of mismatches.

Deep Dive: Creating and Editing Reusable Email Templates

Templates are the building blocks of your campaign sequences. Using the editor, you can create reusable email templates that include personalization and dynamic content to maximize engagement.

Creating and Structuring Templates

1. Navigate to the Templates section inside the campaign editor.
2. Click New Template to start from scratch or edit an existing one.
3. Use the editor toolbar to format text, insert placeholders, and add images or links.
4. Structure your template to address your audience’s pain points and include clear calls to action.

Using AI Copilot for Content Improvements

When editing templates, highlight any text to access the AI copilot via the bubble menu. It can suggest improvements, rephrasings, or help generate new content ideas, making your emails more compelling.

Incorporating Templates in Campaign Steps and A/B Testing

Once created, templates can be assigned to any step in your sequence. For A/B tests, simply add multiple templates as variants within a step to compare their effectiveness.

Managing Live Campaigns and Maintaining Consistency

Once your campaign is live, maintaining consistency is crucial to ensure smooth delivery and accurate reporting. Salesnode locks certain settings when a campaign is published to prevent accidental changes.

What Gets Locked and Why

• Publishing or updating templates in a live campaign is restricted to avoid sending inconsistent content.
• Changing the sequence order or campaign settings is also locked to preserve the campaign flow.
• You can still review and plan changes, but they must be applied after pausing or duplicating the campaign.

Best Practices for Managing Live Campaigns

• Finalize your templates and sequence order before publishing.
• Use A/B tests to optimize content before going live.
• Monitor campaign performance and plan updates carefully to minimize disruptions.