Prerequisites
Before beginning, ensure you have completed the following:- Email Builder setup has been successfully configured
- A valid Campaign Brief has been prepared (refer to “Preparing the Campaign Brief” guide)
- Program Name and campaign details are finalized and ready for implementation
Step-by-Step Guide
Initiate Email Builder
- Click “Start Email Builder” in the allGood platform and upload the Campaign Brief
- For Google Docs, select the file from your Google Drive or paste the link to the file
- For Google Drive, you will need to authorize allGood to access your Google Drive the first time you use it
- If you paste a link to a Google Doc, make sure your Google Integration is set up correctly and the file is shared with the allGood service account
- For Word docx, upload the file directly
Build Campaign
- Once the file is uploaded, Mary will go ahead and build your campaign automatically!
- Here’s what Mary will do:
- Clone the program
- Update the tokens in the new program
- Update the email layout if necessary
- Send a test email to the specified address
Make Updates
Once Mary has built the campaign, you can make manual updates.Make updates through built-in UI
Content section
Click “View/Edit Content” on the right sidebar. And you can see “Edit Content” popup and directly make changes to the tokens.Content - Images section
The images section is right below the content section. You can see all the uploaded images found in the campaign brief doc.Preview Email Drafts section
This section lists all the emails within the program.- You can click the “Preview” button and it will open up your Marketo email preview screen.
- You can check the emails you want to preview and click the “Send” button to send the draft emails.
- Some examples of manual updates include:
- Updating the email layout
- Making changes to the content
- Sending a test email to another address
- You can simply ask Mary to make these changes for you, and she will do her best to help
