Edit a Campaign

SmarteXp™ gives you the flexibility to customize campaign layouts exactly how you want. In this section, learn how to use the available layout options and elements.

 
 

Introduction

The SmarteXp™ content management system uses a WYSIWYG ("what you see is what you get") format. Add or change elements in the left pane and you will see the campaign layout adjust to reflect those changes in the right pane.

Have an idea but aren't sure how to make it happen? Talk with Client Success!

Tips:

  • Practice smart content management by reusing content that has already been approved for other purposes in campaigns.

  • Government agencies such as the Centers for Disease Control are great sources of reliable, royalty - free content that you can use in your campaigns.

  • Link to library articles to add even more educational value and engagement opportunities to your campaigns.

Layout Controls

Each campaign consists of multiple rows inserted on top of one another. Each row contains an element, such as a text box or image.

Within the Layout Controls section in the left pane, you can add and delete a row and also add columns to a row if you want to place two or more elements side by side.

To adjust the background color, transparency and border styles of a row, simply click the row you want to edit in the right panel, click on the Layout tab in the left panel and adjust the layout in that left panel.

You can also adjust the padding (space surrounding) and width of the columns.

Keep in mind that sometimes the simplest campaigns are the best. You can create a campaign with just 2 rows ­ – an image and a text box.

Tip: The responsive checkbox which automatically optimize your layout on mobile devices is always clicked as a default. If you don’t want a ‘responsive’ layout in any particular row, you can UNclick the responsive checkbox.

Element Types

Each row in the campaign can host 1 or more content element types. There are 12 different element types. With these, you can upload images and videos; add text, buttons and surveys; and link to social media in your campaign.

To view the Element Types section, click the “Add row'“ button. Read on to learn how to add and use each element type.

Tip: If you change your mind about what type of content you want to add, just click on Remove Element and then select another type of content under Element Types.

Add an Image

We recommend starting each campaign with your banner, but you can add images anywhere in a campaign.

If you ever want to change or update your image, just click Choose File again and upload your new image. The system will automatically replace your old file.

Tips: To make the image readable on your campaign, the suggesting size for image is between 55 to 580 pixels width. If you want your image to fill up the whole row, like the banner, it should be 580 pixels width in order to achieve the high resolution. If you want the image to take up just one column, or you want multiple image in one row, we suggest around 200 pixels.

People usually link their banner to their organization’s website. To achieve this, simply click on the image and paste your website URL to the Alt text box in the left pane.

Add Text

Use the text element to add a title, line of text or a paragraph to your campaign. You can adjust the font, size, color and alignment of your text.

Tip: You can link text to library articles within your platform or external websites.

Add an Image and Text

Use the ImageText element when you want an image and text to appear alongside each other. It is most often used to when add your “champion” – the staff member who is the face and voice of your digital communications – and his or her name and title.

Tip: Make sure your image is between 55 pixels and 200 pixels wide before uploading. If you’re using the circular border option, edit your image to a square before uploading to avoid distortion.

Add a Slideshow

A Slideshow is a dynamic way to feature multiple images in one place. You can set the interval time to allow the slideshow to play automatically.

You can also add a caption below each image or text over the image (overlay).

We recommend using no more than 5 images in a slideshow.

To change the order of images in your slideshow, click and hold the horizontal lines to the left of your image icon and drag up or down to the desired location as shown.

Add a Video

Feature your own videos in your campaigns by embedding a video. Watch the video to see how easy it is.

Tip: When copying embed code from YouTube, uncheck "Show suggested videos when the video finishes." to stop videos unrelated to your brand from playing.

Add a Rule or Space

These two element types give you more flexibility in formatting your campaign. Rule allows you to add a line between two rows. Space is an empty block that adds distance between your rows. You can change how much space you want by editing the Size.

Add a rule

Add a space

Add a Button

Adding a Button is a quick way to increase your engagement or click rates, link to resources such as event or class signup pages and drive traffic to your website or blog.

You can edit buttons to match your brand and customize multiple buttons within the same message.

Link to Social Media

The Social element lets you use your campaign to build your social media following. You can link to your accounts on: Facebook, Twitter, Pinterest, Tumblr, YouTube, Vimeo, LinkedIn and Instagram.

Tip: Copy and paste your full account url for each social media site. For example, not just

Add an Embedded Survey

The Embedded Survey element lets you create and link to short online surveys and gather results right within SmarteXp™.

For this type of survey, we recommend limiting questions to 3 or fewer.

Tip: Add some intro text to your campaign to let people know what your survey is about and prompt them to click through to the full survey online.

Add Responsive Feedback

The Responsive Feedback element is named as such because this type of survey gives the user custom feedback depending on the answer the chosen.

For example, you might use a responsive feedback survey to direct patients to more specific resources based on their needs. Responsive feedback also helps you to identify patients who are more at-risk and need urgent follow up.