Creating or modifying a lead capture campaign

A lead capture campaign is a type of automated marketing campaign that can be created to engage prospective clients who have filled out the Lead Capture Widget on your website. After you create a lead capture campaign template, you can send the email message to an individual client or a group of clients.

These emails will be sent to clients at the time you designate after they have filled out the lead capture form.

When creating an email template, please remember that there is a character limit of 102,400 characters and that we recommend you do not use complicated HTML code, JavaScript, or loading scripts in email templates, as these are not supported by all mail receivers.
NoteYou can send a test email when editing a lead capture campaign template by clicking the Send test email button and entering a receiving email address; test emails are not affected by the recipient's communication settings. When you send a test email, some of your email variables will populate with placeholder information (e.g., [PasswordMessage] populates as 0123456789).

To create or modify a lead capture campaign:

  1. Click the App Drawer button .
  2. In the App Drawer, click Marketing.
  3. Under Lead Capture, create or modify a lead capture campaign template:
    • To create a new lead capture campaign template, click ADD at the bottom of the list.
    • To modify an existing lead capture campaign template, click the Edit this template button .
  4. Under TEMPLATE INFORMATION, configure the following:
    • Under Template Name, enter a name for the email template. This is not a required field. If you do not enter a name, the default name of the marketing campaign will be used.
    • Under Description, enter a description for the email template. This is not a required field. If you do not enter a description, the default description of the marketing campaign will be used.
  5. Under SETUP, configure the following:
    • Under Email Send Rules, enter a number in the Send field and select days, months, or years from the list to define how much time should pass after a client fills out the lead capture form before the email is triggered.
    • To disable the lead capture campaign from getting sent when a client makes a new purchase or when a staff member makes a new purchase on behalf of the client, select the Stop sending the email when client makes a new purchase
    • To send this campaign to only specific client types, set the Send only to specific Client Types option to ON, and then set each client type to which you want to send the campaign to ON.
    • To send this campaign to only specific client groups, set the Send only to specific Client Groups option to ON, and then set each client group to which you want to send the campaign to ON.
      • If you have selected a client type and a client group, the email will send only to clients who fall under both categories.
  6. Under Compose email, configure the email content. For more information, see Automated email template settings.
  7. Under Email content, enter the body of the email message.
    • Click View email variables to display a list of variables that can be used in your template. To add a variable to your template, click the copy button Copy to clipboard next to a variable, then paste it in the Email content field. For more information, see Email variables.
    • To add an image to the email message:
      1. Copy the URL of the image you want to add. You can only add images that are hosted online.
      2. Under Email content, click where you want to insert the image.
      3. Click the Insert/edit image button Insert/edit image button. The Insert/Edit Image dialog box is displayed.
      4. Under Source, paste the URL of the image.
      5. Under Alternative description, provide a description of the image. The description will be displayed instead of the image for recipients who prevent their emails from displaying images.
      6. Under Width and Height, enter the horizontal and vertical dimensions of the image in pixels, if desired.
        • Set the Constrain proportions option to Locked Constrain Proportions option locked if you want the system to maintain the horizontal to vertical proportion when you resize the image.
        • Set the Constrain proportions option to Unlocked Constrain Proportions option unlocked if you want to modify the dimensions freely.
      7. Click Save.
    • To customize the source code of the email template: 
      1. Click the Source code button .
      2. Enter your custom HTML, CSS, or JavaScript code.
      3. Click Save.
  8. To activate the campaign, at the top of the page, set the ACTIVATE EMAIL option to ON.
  9. Click SAVE. A confirmation popup is displayed prior to accepting any changes in situations where clients will be impacted by email send rule changes.
    • If no clients are impacted, no option is displayed at the bottom of the popup. Click OK.
    • If any clients are impacted by changes to the email send rules, the Send email to affected clients option is displayed at the bottom of the popup. To send the email to affected clients immediately, set the option to ON, then click OK.
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