This article...
- Describes the import content feature and how it populates campaigns, messages, and templates with expert-created material.
- Explains how to access the feature from the toolbar in Thrive Marketing Professional designers.
- Demonstrates the process by importing content into a Message step within a campaign.
- Discusses why and how to customize the content that is imported.
- Mentions that "prompts" and personalization fields are highlighted in imported content for ease in locating.
- Recommends reviewing your changes in order to ensure that imported-content messages appear as intended.
The Import Content feature is a great way to quickly and easily populate a campaign, a message, or a template with content that has been crafted by Higher Logic Thrive Marketing Professional (Thrive Marketing Professional) experts.
Feature overview
The import content feature is a collection of pre-written messages that you can import directly into campaigns, messages, and templates.
Each message has topic-specific content that has been crafted by our experienced subject-matter experts.
The image shows that:
- the messages are categorized in order to simplify locating the appropriate message and
- each category offers a few options to chose from.
After you import the content, you can customize it for your specific campaign, message, or template, as described in this article.
Feature availability
The import content feature is available via an icon in the text-editor toolbar in the following Thrive Marketing Professional designers.
- Campaign Message Designer
- Message Designer
- Template Designer
NOTE: The import content feature is most-suited to, and used primarily in, Campaign Message Designer, so the information and examples in this article focus on that experience. However, the information applies also to using the feature in the other designers and the experience is the same.
Import content into a campaign
This section describes how to import content in a Message step in a campaign.
NOTE: In campaigns, the import-content functionality is exclusive to Message steps.
You can import content in any Message step:
- when creating a campaign.
- when editing a campaign.
- in a Message step that already has a message (via the Edit Mailing option).
- in a Message step that does not already have a message (via the "copy" and "create" options in the dropdown).
The "import" process is identical in all of the above situations. Note, however, that the Send Mail Options dialog might display differently and present different options depending on the above factors.
NOTE: The example in this section uses the Create New MD2 Message option on the Send Mail Options dialog to add a message to a Message step and then import the relevant content.
To import content:
- Click a Message step in the campaign canvas (e.g., [First Name], Get Started!).
- On the Send Mail Options dialog:
- Change the name of the message (optional).
- Click the dropdown and select Create New MD2 Message.
- Click Create.
A popup message indicates that the campaign will be saved and that you are being routed to Message Designer; click Continue.
Campaign Message Designer opens on the template-selection page.
- Choose a template as the basis for your new message.
- On the Design Message tab, click Add Content and select a content layout.
NOTE: Content can be imported into the following layouts only: Text, Text with Headline, Image with Text, News Item, and News Story with Button.
- In the Text Properties panel that opens on the left, click the down-arrow icon (Import Content) in the toolbar to open the Import Content dialog.
- On the left side of the Import Content dialog:
-
- Click a Campaign Type to expand it and display its message options.
- Click a message name to preview its content in the right panel.
NOTE: The name of the message that you select (e.g., Welcome Email 3) will populate the subject line of the message. You can customize when you return to Campaign Designer.
- Click Insert to populate the message with the content. (Click Close to cancel.)
The content of the message that you selected displays in the:
- Text Properties panel editor and
- the message preview on the canvas.
Customize imported content
Despite being crafted by Higher Logic, the content that you import can be customized to suit your organization's messages and campaigns — in fact, we recommend it!
Before activating a campaign into which you have imported content, review the imported content in the the Text Properties panel editor, and:
- Edit/re-write the text, as necessary, to align with your organization's preferred "voice" and nomenclature.
- Verify and/or replace any text that references "important" information, such as event names, dates and times, contact information, website links, registration-page links, peoples' names.
NOTE: This is not a comprehensive list. This is why it's important to review the content and make any changes that are necessary in order to ensure that campaign messages have accurate and up-to-date information.
- Review the highlighted text passages and manage the information as described below.
Manage highlighted imported content
The highlighted text passages indicate content that Higher Logic is intentionally calling out and recommending that you replace with your organization's personalizations and/or links and other information.
NOTE: If your account is integrated with an AMS/CRM database, use your integrated personalization options when inserting personalization values.
Other highlighted text passages are prompts to get you thinking strategically about what you want to include in your messages and campaigns. For example:
>>Identify something that only dues-paying members have access to.<<
...is text that you might see highlighted after importing content. Upon reading it, it's clear that this is a prompt for you to add text about a membership-based feature or perk.
TIP: Higher Logic uses this type of content to give you a little friendly nudge and to make your messages and campaigns more appealing, more effective, and more successful.
Review as you work
As you customize the imported content and other text in the editor, your changes display in real time in the content layout on the canvas.
Use this preview to ensure that your content (text, personalizations, formatting) looks exactly how you want it to look.
Related articles
- Create a Campaign describes the "blank" and "starter kit" options that are available when you create a campaign.
- Campaign Starter Kits describes the various pre-configured "starter kit" campaigns into which you can import content.