Edit a Campaign

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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.



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.

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  • 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. 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 pane, click on the Layout tab in the left pane and adjust the layout in that left pane.

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 optimizes 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, click on that section in the right pane, then click the Element tab in the left pane. Click the Remove Element button [save a copy of your text content elsewhere so you don't lose it] 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 an image, just click on the image in the right pane, click Choose File in the left pane and upload your new image. SmarteXp® will automatically replace your old file.


  • To make the image readable on your campaign, the suggested size for images is 580 pixels width. This size will be adequate for your image to fill the entire row. If you want the image to take up just one column, or you want multiple images in one row, our content management tool will automatically bring the size of your image down to fit the smaller space.

  • People usually link their banner to their organization’s website. To achieve this, simply click on the image and paste your website URL into the Link url 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 in the edit tool bar in the left pane.

Tip: You can also link text to library articles within SmarteXp® or external websites.

Add an Image and Text (a Combined Element)

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

Tip: Here, you won’t want an image sized at 580 pixels wide. Make sure your image is no smaller than 55 pixels and no larger than 200 pixels wide before uploading. If you’re using the circular border option (available in the left pane), 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. Select “Slideshow” from the elements list when creating a new row. Add your slideshow images and captions one after the other in the left pane. The slideshow will play automatically at the pace you set in the Slide interval field.

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

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 (in the left pane) 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 at right to see how easy it is.


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

  • You can also simply link to a video off-site by adding the Url link to an image or text.

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 in the left pane.

Add a rule

Add a space

Add a Button

Adding a Button is an easy way to increase the visual appeal of a call to action and make it more likely for a reader to click or tap it. You can link Buttons event or class signup pages or any other online resource that has a URL.

You can edit button colors 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.

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 survey to let people know what your survey is about and prompt them to click through to see the full survey questions.

Add Responsive Feedback

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

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.