V5 Activity Edit

The Taguchi activity edit interface is designed to allow users to build flexible emails incorporating their brand guidelines and facilitating the re-use of content across activities. This latest version of the activity edit interface integrates natively with all functionalities available within the Taguchi platform.

Here are the steps you need to follow to build an activity:

1) Setup your activity - targeting and schedule

2) Select a theme, and a saved layout (if available)

3) Populate your content

4) Send proofs and run activity checks

5) Approve and Deploy

The purpose of this document is to detail all the areas available in this activity edit interface. If you need further assistance, please contact our support team via our Support Portal, or via email at support@taguchi.com.au.

1. Create a new Activity

Activities are created within the Campaign detail view. Activities are created by clicking the 'New Activity’ button.

A modal will appear with the following options:

Name

When selecting a name, we recommend using a logical eDM description. This can be followed by the broadcast date or reference job number.

Distribution channel

The distribution channel for the Native Activity Editor is “Email (using new editor)”

Campaign

The campaign name where the activity is located

Distribution type

Select the distribution type for your activity

If Broadcast or API trigger is selected, add a schedule date and time for the activity to be deployed

If scheduled trigger is selected, add a start date and time for the activity to be deployed. Select a trigger interval; hourly, daily, weekly, or monthly and a subscriber send frequency. See 'Basic Scheduled Trigger Set-Up' documentation in our Support Portal.

If event-based trigger is selected, add a start date and time for the activity to be deployed. Select a trigger event e.g. being sent an activity, select the activity, and a time delay between event and send and a subscriber send frequency. See 'Event-Based Trigger Set-Up' documentation in our Support Portal.

Send Limit

You can use this field if you know how many recipients the trigger should be sent to each time and you don't want to send the trigger if there are more recipients than expected. If you leave this field blank, then this won't apply to the trigger.

Note: send limit should only be used for triggers and not immediate or scheduled broadcasts

Notes

Add relevant notes about your activity

Target

See 'Activity Targeting' documentation in our Support Portal.

Once the ‘Save’ button has been clicked, the Activity is created. Click the Activity tile and the Activity page will load where the setup process begins.

Every activity created displays a unique Activity ID which is a simple way of referencing.

2. Themes and Saved Layouts

Within the templates tab, you have access to Themes and Saved Layouts that that make up your templates.

2.1 What is a Theme?

Themes are the the brand guidelines you set representation of your brand and allow you to populate new activities with standard information such as fonts, colours, sender / reply-to email address footer social media URLs, etc. Themes can be used across multiple eDMs, facilitating easy and efficient email branding.

2.2 What is a Saved layout?

Saved layouts are pre-built email designs which have been saved in Taguchi. They allow users to load previously created content blocks with a single click. These are commonly used to populate headers, footers and other repeated content. Multiple layouts can be saved by a user. Applying a saved layout to your activity doesn’t lock you into that layout – you can still move your content around and lay out your email as you please.

2.3 Selecting a Theme

1) To select a theme, click on the templates tab and scroll down to find your theme.

2) Once you have found your theme, click on it.

3) A confirmation message will pop up with two options: “Cancel” and “Ok’. Click on “Ok” to confirm the selection. The confirmation message is a precautionary measure to prevent accidental theme selection.

When a theme is selected, all the settings of that theme will be applied to your activity. This includes colours, fonts, sender details etc. Further information on how to create a theme is shared further down in this document.

2.4 Selecting a Saved layout

1) Selecting a saved layout is a similar process as selecting a theme. To select a Saved Layout, click on your preferred saved layout within the themes section.

2) Click “Ok’ on the pop-up message to confirm.

3. Deployment

3.1 What are the Deployment Settings

The Deployment tab allows you to manage features such as Target Expression and Email headers (From address, Reply-to address) as well as Subject lines and Preheaders of your eDM.

You can access them via the tab (between Themes and Layout), or via the activity preview by clicking on the ‘edit’ button at the end of the subject line preview.

• Target: This is your overall activity targeting settings. When clicking on the ‘edit’ button, you will be taken to the Activity Setup modal where you can edit all the activity Details, Scheduling & Automation, and the Target Expression. Here is more information on Target Expressions on our Knowledge Base.

When a Target Expression is already saved, a ‘download’ button appears next to the ‘edit’ button, allowing the user to run an extract based on that target expression.

• Address: The Email Address Header options have the “From” address which allows you to select one of the addresses pre-set in the Theme applied in your activity. You can also choose to add a “Reply-To” header, to redirect replies to a desired inbox.

• Subject Lines: You can add as many Subject Lines as you wish and Taguchi will use it’s built in content testing optimisation technology to ensure recipients receive the highest performing option during deployment.

• Preheaders: You can add as many Pre-header texts to match your subject lines above.

3.2 Editing/Adding Deployment Details for Email Headers

To edit the “From address” and “Reply-To address”, click on the “Select a From Address…” or “Select a Reply-To Address…”. A drop-down menu will present you with From Addresses or Reply-To addresses which have been set up in the Theme applied to the activity.

1) To add a “Subject Line” or “Preheaders”, click on the “Add Subject Line” or “Add Preheader” button to add an input box to type into. Using multiple subject lines or preheaders will utilise Taguchi’s multivariate testing.

2) You can delete “Subject Lines” and “Preheaders” be clicking on the bin icon located on the right of the “Subject Lines” and “Preheaders”.

4. Layout Tab

4.1 Purpose Of The Layout Tab

The Layout tab is where you arrange the overall structure ofyour activity. It features Grid Rows, Content Blocks, Asset Modules and Design options.

4.2 Grid Rows

A grid row allows you to structure your content. You can select from an array of commonly used layout options, which divide your email vertically.

Grid rows also allow you to group content together.

This allows you to drag and drop an entire grid, rather than one content block at a time when re-arranging.

Finally, you can save an entire grid as an asset, making it easier to re-use repeat grouped content.

4.2.1 Interacting With Grid Rows

You can interact with the content within the activity preview. To select a Grid Row, hover over the row until you see the green dotted line. This represents the Grid on that row.

When selecting a Grid Row you’ll notice a green title bar appear. The “Title Bar” allows you to drag and drop (1), duplicate (2) or delete (3) the item within the activity preview.

4.2.2 Adding Grid Rows

Add your preferred grid row by dragging and dropping it into the activity preview. This will structure the content of your activity.

4.3 Content Blocks

Content Blocks are individual modules where you insert your text, images, links etc. They allow you to populate content and add creative.

You can drag and drop your content blocks into added grids and re-arrange them by dragging and dropping within your preview area.

4.3.1 Interacting With Content Blocks

As you can do with Grid Rows, you can also interact with Content Blocks within the activity preview; hover over the content until you see the purple dotted line, which represents the Content Block in that space.

When selecting a Content Block you’ll notice a purple title bar appear. Like the Grid Row title bar, this “Title Bar” allows you to drag and drop (1), duplicate (2) or delete (3) the item within the activity preview.

4.3.2 Adding Content Blocks

Taguchi offers a variety of standard content blocks out of the box that will cover the creation of the most eDMs. If you need something custom, please contact Taguchi Support.

Grid rows can contain multiple content blocks. Additional blocks will be added vertically and the position is indicated by the purple highlighted line when you drop the block.

It’s worth noting that the Dynamic Asset content block functions differently to the other content blocks. This block is specifically used when you insert content from your Asset library. More information on this is detailed in the next section called “Dynamic vs Static Assets”.

4.4 Assets Modules

The Asset Modules tab provides you direct access to your Asset Library. You can search by asset ID, name, tag or External ID – similar to the search function in the Asset Library. You can drag an asset directly into a grid or content block. For example, if you drag in an image asset, an image content block will automatically be created, and if you drag in an article asset, an article content block will automatically be created.

When clicking on the icon you will be presented with information such as a preview of the asset, the asset ID, Name, External ID, and Tags.

You can also click on “View asset” to open the Asset Setup interface within the Asset Library in a new tab.

4.4.1 Dynamic VS Static Assets

You can insert assets in 2 formats: Static and Dynamic Assets.

When inserting an asset in a Dynamic Asset block, Taguchi dynamically populates the asset into your activity. Any changes made to the asset will affect all the areas where this asset is used (including any activities in which this asset is being used).

When inserting an asset into any other content block type Taguchi considers this a static asset and is essentially making a copy of the asset and inserting that copy into your activity.

Editing the content or format of that asset within your activity will not affect the original asset. When inserting an Asset Module straight into a grid rather than a Dynamic Asset block, the asset will be inserted in “Static” mode.

4.5 Design

The Design tab features elements that can affect your overall look and feel of your activity. These are generally determined by the Theme you applied to your activity, but if you wanted to override those settings, this is where you can apply the changes for the entire email.

The Design section houses the Display settings (Alignment, Text Colour, Background Colour, and Padding) of the overall layout.

1) The alignment determines the positioning of your content in the eDM and has five options to choose from: Top, Center, Right, Bottom and Left.

2) The text/background colour settings enable you to change the overall text and background colours within your eDM.

3) The padding settings allows you to increase padding space between the edge of email client and the eDM.

You can further override the design settings in the individual Grid Rows and Content Blocks.

4.5.1 Content Block Design

Each Content Block Has a design menu which overrides any global settings applied by the Theme or Layout Design tab.

Each Content Block will have settings specific to it’s functions, but most blocks feature:

• Alignment
• Various colour options
• Various font options
• Padding/spacing options
• Various border options
• Content positioning
• Content size
• Mobile Display

4.5.2 Colour Picker

Across the activity editor interface you will have the opportunity to select colours for various items. There are a variety of options you can utilise when selecting a colour.

When selecting the colour picker icon, the colour selector appears. You can select from default colours presented and click OK. This version of the colour picker appears when your Theme doesn’t have set custom colours, or if you haven’t applied a Theme to your activity.

If you have applied a Theme with set custom colours, you will be presented with those options to select from.

If you would like to further customise your colour selection, you can click on the colour picker in the pop- up, and from there you can use the additional options available to you. You may use the RGB colour picker, or you can insert the Hex code within the colour selector field at the very top of the section.

4.5.3 Padding Options

The Padding options apply to the space around the content in the block.

In the example here it’s around the image and reduces the size of the image and increases the background space.

In an article block, the padding applies from above the title until the bottom of the text in the block.

4.6 Analytics At Content Block Level

You can apply specific Google Analytics tracking parameters for “Content” and “Term” to individual content blocks. These supersede any GA tracking parameters applied to the entire activity (“Source”, “Medium” and “Campaign”) within the “Features” tab.

Further information about GA tracking at an activity-level is available in the Analytics section of this document.

5. Content Structure

The content structure tab allows users to modify and re-arrange grid and content blocks.

1) In this tab you can view the structure/order of the email in a list view (Grids are stacked, and they each host their allocated Content Blocks).

2) If you click on a Content block, you expand the Block to show the Block Content, Design and Analytics menus.

3) Content blocks can be selected from the structure list or the preview.

5.1 Grid Row options

1) The “Assign segments to this grid” allows you to segment this grid row to a specific target audience that you have segmented. Further documentation on Segments is available on our Knowledge Base.

2) The “Change the design settings of this grid” will direct you to the Grid Row design settings. The Grid Row design settings allows you to change the background colour and padding of that entire Grid Row.

3) The “Make a copy of this grid” option will duplicate your Grid Row.

4) The “Delete this grid” will delete the Grid Row and the contents within.

5.2 Content Block Options

The “Content Block” has 4 options. 3 of them are the same options as Grid Rows: “Assign segments to this item”, “Make a copy of this content block”, “Delete this content block”. The extra one is “Create an alternate version of this item” and it allows you to create alternate versions of the content block which can be displayed to different subscribers and determine which version is more favourable. You can find further information on multivariate testing and content optimisation on our Knowledge Base.

5.3 Rearranging Content Within the Content Structure

You can move content around within the Content Structure tab by clicking and dragging. You can move a Grid Row or an individual Content Block. Changes made in this menu are reflected in the preview. You can also move content around within the activity preview and it will reflect in the Content Structure tab.

5.4 Rich Text Editor (RTE)

The Rich Text Editor (RTE) bar has two parts to it: 1. Simple and 2. Extended.

To access the tool bar within an input box, highlight the text that you want to edit. The tool bar will automatically appear above the highlighted text. The tool bar will also automatically appear if there is no text in the input box.

The extended RTE has 14 tools that you can use to customise your text:

5.5 Adding Images to Content Blocks

1) To add an image to an image block, click on the image block within the activity preview or click on the image block in the Content tab menu in its respective grid row.

2) Once the Image block is selected, click on the “select” button located on the right of the image input field.

3) You will then be prompted to choose an image within your device. The supported image formats are JPEG, GIF and PNG.

4) After choosing your preferred image, the activity preview will update the image block with it.

5.6 Adding Links to Content

Links can be added to content blocks to redirect subscribers to destination URLs. URL fields are present in specific content blocks for users to designate a destination.

URL application varies per Content Block. For example:

• In an Image block, the URL applies to the image, and directs the recipient to the destination URL.

• In an Article block, the URL applies to the title of the article and the Image of that block. Both locations will direct users to the desired destination when clicked.

5.7 Adding Hypertext Links

1) To create a hyperlink for text within your article, highlight the text that you want to link.

2) This will prompt the “Add Link Window” to appear. Enter your preferred link into the input box and click on the “Assign Link” located at the bottom right of the “Link Window”.

6. Activity Testing

Testing activities to ensure they appear and function as desired is a crucial step prior to approving and deploying an activity. The activity editor provides two tools for this purpose.

6.1 Sending Proofs

Proofing enables you to send your email content to a selected email address for review. This allows you to verify that the appearance and functionality meet your expectations. To learn more about proofing, please refer to the Knowledge Base article on Sending email proofs Sending email proofs.

Workflow allows you to send proof emails to yourself or other activity participants.

To send a proof to a participant, select the participant (1) and send them a proof (3) or a live proof (4).

If the participant isn’t in the list yet, you can add a new participant (2) if you have Database Manage user rights.

You can review a participant’s profile, mention them in workflow or remove them from the list of participants via the ••• menu (5).

Further information on proofing can be found on our Knowledge Base.

6.2 Running Activity Checks

Activity Checks perform a comprehensive assessment of various aspects of your activity to identify potential issues, and allow you to verify various aspects of an activity before broadcast.

To Run a Check on an activity, click on the ‘Run Check” button at the top of your activity workflow.

Once the activity check is finished, you can find the result in the activity log (left image) or in the notification tab (right image). Workflow does not send notification emails for activity checks. You can find more information about activity check results in our Knowledge Base.

7. Segments

7.1 What Are Segments

Segments are user defined divisions of your audience. The Segments tool allows you to allocate specific content within your email to a specific segment of your audience. The target expression engine is used to define segments. Segments can be applied to Grid Rows, Content Blocks, Subject Lines and Preheaders. Further information on segments can be found in our Knowledge Base.

7.2 How To Create Segements

1) To create a segment, head to the segments tab,

2) Next, click the “Create a segment” button.

3) The “New Segment” menu has 3 input fields:

• Name This applies a title to your segment used across the activity. E.g. Victoria, Loyalty Customers

• Colour This makes your segment more easily recognisable. E.g. yellow #ffd966

• Target Expression This determines the audience this segment will display to. E.g. all subscribers who are subscribed to list ID 1507 and who have “Victoria” in their “State” field.

Once done, click on “Save” to create the segment.

4) Once you have created a segment, you can “Edit”, “Duplicate” and/or “Delete” it.

7.3 Applying Segments To Content

7.3.1 Grid Rows And Content Blocks

1) To apply segments to Grid Rows and Content Blocks, select the “Assign segments to this grid” icon in the content structure tab. This will open the segment assignment tray.

2) The segment assignment tray will display all segments created within the Segment tab. segments with a “+”can be selected. Click on the segment that you want to assign to a Grid Row/Content Block. You can assign more than one segment to a Grid Row/Content Block, but be mindful of overlap across segments. In this example we will select “Victoria”.

3) The “Victoria” segment will now have a “tick” within it after assigning it to a Grid Row/Content Block. Your Grid Row/Content Block will have a segment colour applied to represent the segment allocated to it, which in this case is yellow for “Victoria”.

4) Segments are selectable in the preview. This will display segmented content. Note that you can select 1 segment at a time in the dropdown.

Assigning a segment to a Grid Row will apply that segment to all the content blocks within that Grid Row. Assigning a segment to a Content Block will only apply that segment to that Content Block.

7.3.2 Subject Lines And Preheader

Similar to applying segments to Grid Rows and Content Blocks, you can also segment your Subject line and Pre-header text.

To allocate segments, you must first create a second version of your subject line and pre-header. Subject line 1 and Preheader 1 function as fallback options, and will display to any subscriber who doesn’t match a segmented alternative.

The process of applying a segment to the Subject line and Pre-header text is the same as it is for the Grid Rows and Content blocks.

Pre-viewing the email segments with the drop-down will display the alternative options.

8. Features

The features menu has 4 metadata options to enhance your eDMs. They are:

• Analytics
• Brief Upload
• Testing
• Gmail Promotions

8.1 Analytics

Analytics allows you to use Google Analytics link tracking to track the performance of links In your activity. This is in addition to the Analytics settings you’re already applied in your Theme.

1) Once you are within analytics, click on the “Enable Google Analytics tracking” button to enable this feature.

2) You can edit 3 parameters:

• Source (utm_source): This parameter identifies the source of the traffic, such as the name of the website or the specific marketing campaign.

• Medium (utm_medium): This parameter identifies the medium of the traffic, such as email, social media or paid advertising.

• Campaign (utm_campaign): This parameter identifies the specific marketing campaign that the link is associated with.

Once you have added the parameters, any links that are within your eDM will now have the parameters inserted within the URLs (except text Hyperlinks).

8.2 Brief Upload

The Brief Upload is a custom feature. Please talk to your client success manager for further information on how you can accelerate your email builds by using this feature.

8.3 Testing

This area simply allows you to enable or disable multivariate testing in your activity. In some cases, you’ll want all your content 1 variations to be grouped together and all your content 2 variations to be grouped together, which means you’ll “disable” multivariate testing. If, the content you’re testing doesn’t necessarily relate and you have a sizable database to test with, then you can “enable” multivariate testing.

1) To set up Multivariate Testing, click on the features tab and select “Testing”.

2) Once you are within the testing section. Click on the “Multivariate Testing” toggle button to enable it.

3) Once enabled, you will be able to conduct multivariate testing.

4) You can view different Multivariate Combinations via the “Combinations” drop down menu within the activity preview. The number of combinations is determined by factors such as multiple subject lines, Preheader, content block, etc.

Further documentation on Multivariate testing is available on our Knowledge Base.

8.4 Gmail Promotions

The Gmail Promotions feature allows Gmail users to view and interact with your promotions directly from their inbox. The feature is detailed in Google’s Developer documentation.

1) To activate it, head to Features tab and click on “Gmail Promotions”.

2) Once you are within Gmail Promotions, click on the “Enable Gmail Promotions” toggle button to activate it.

3) Once activated, the “Deal Annotation” will be available for you to edit, and you will be able to create a Product Carousel to display your products to your subscribers. To add a product to your product carousel, click on the “Add Product” button.

4) Once you have added the details to your product, click on the “Save” button to save the product.

8.4.1 Editing Gmail Promotions Deal Annotation

Deal annotations holds the metadata about a promotion, such as a promotion code or expiration date. The input boxes allow you to display a description and discount codes for your customers.

All fields available in the deal annotation are optional.

• Description: The text that displays with the deal badge, such as 20% off or Free shipping.

• Discount Code: The discount or promotion code for the offer, such as 20TODAY.

• Availability start date: The date and time when the offer begins ISO 8601 format, such as 2023-09-25T18:44:37-07:00.

• Availability end date: The end date and time of the promotion in ISO 8601 format, such as 2023-10-25T18:44:37-07

8.4.2 Editing Product Carousel

Product carousels enable you to display multiple products for a promotion. The input boxes allow you to customise what your customers see.

• Promo Image (Mandatory):

The URL to your image in PNG or JPEG format. The supported aspect ratios are 4:5, 1:1, 1:9, 1:1.

Each image must have a unique URL and all images within the same carousel must use the same aspect ratio.

• Promo URL (Mandatory):

The URL for the promotion. When users click on the image from the Promotions tab, they visit this URL.

• Headline:

A 1 to 2-line description of the promotion that displays under the preview image.

• Price:

The price of the product.

• Price currency:

The currency of the price in 3-letter ISO 4217 format, such as USD. Determines the currency symbol displayed with the price.

• Discount value:

The amount subtracted from the Price to display an adjusted price. The adjusted price is displayed next to the original price.

For example, if the Discount value is 25, the price is 100, and the priceCurrency is USD, the adjusted price displays as $75.

• Position:

The position of the card in the carousel.

9. Activity Preview Overview

The Activity

The activity preview has 4 parts which are:

1) Drop Down Menus (Left Side)

2) Edit Icons (Right Side)

3) Deployment Details

4) Activity Preview

9.1 Drop Down Menus (Left Side)

On the top left-hand side of the activity preview, we have three drop-down menus: Revision, Combination and Segments.

1) The revision menu allows you to display saved revisions.

2) The combination menu allows you to view different test combinations of your email.

3) The segments menu allows you to view the different segments and associated content.

9.2 Edit Icons (Right Side)

On the right hand side, there are 4 icon groups:. Magnification, Revision, eDM display format and Download.

1) The magnifying icons allow you to customise the magnification of the eDM. The plus icon icreases the magnification while the minus icon decreases the magnification of your eDM within the activity preview. This functionality will allow you to view the finer details of your eDM without the need to zoom into your whole browser, or visualise your email as a whole. Clicking on the magnification percentage will allow you to reset the magnification back to 100%.

2) The revision icons allow you to save and revert revisions.

a. The first icon is the save layout button. Saved layouts can then be used to populate content across other activities.

b. The second Icon allows you to save your eDM as the latest live revision.

c. The last icon enables you to revert your eDM to a previous eDM revision. This icon will only show up when you select an old revision within the revision menu located on the left hand side of the activity preview. Clicking the icon will revert your eDM to the previous revision and a new revision will be created.

3) The eDM display format allows you to view different display formats of your eDM. You can currently view Desktop HTML, Mobile HTML, plain text and Debug info. The Debug info button allows you to view request, MIME format and data.

4) The last icon is the Download Activity Content icon which allows you to download the HTML code of your eDM. You will be able to view the HTML content by opening it with your browser.

9.3 Deployment Details

The activity preview also houses your eDM deployment details (From address, subject line and Reply-To address).

1) These are status symbols for From Address, Subject Line and Reply-to. A green “tick” indicates that the item is valid for sending. A red “cross” indicates that the item is invalid for sending, and needs to be adjusted for safe sending. The Reply-To is optional.

2) Selecting the edit icon to the right of the From address will direct you to the deployment tab where you can edit your deployment settings.

3) This is the size of you eDM.

a. Below 100kb is considered optimal.

b. Between 100kb and 200kb is within the maximum recommended limit, but exceeds the 100mb recommended threshold.

c. Above 200kb indicates that the email exceeds the recommended size for the email, which may result in slower download times in recipients’ inboxes.

10. Creating a Theme

1) In the organisation “Settings” tab, enter the “Themes” tab.

2) Then, click on “Create New Themes”.

3) Once you have clicked on the button, you will be presented with a variety of settings to customise.

Here’s a short explanation of each of the customisable options available:

Theme Details

Within Theme Details, you can add the brand name, theme name and the description of your theme.

Region Settings

Region settings allows you choose the language for your theme for character font support.

Sender / Reply

To Email Address - You can add the Sender and Reply-To addresses here by typing your Display name, username and selecting a domain name which has already been authorised in the Domains tab.

The Sender and Reply-To addresses that you add here, can be selected within the deployment tab in the activity editor.

Click-Tracking Domain

When there are multiple click-tracking domains set up in your organisation (in the Domains tab), this section allows you to select the one that applies to this Theme.

Custom Fonts

The custom fonts settings allow you to import fonts that are not in the default font picker by adding a link to the custom fonts URL input field. A fallback font style can be implemented which will display to users who are unable to view the imported custom font. Once custom fonts are created, they will appear in font pickers within activities that use this theme.

Colours

The colours section lets you set custom colours for the colour picker within the activity editor.

Contact

You can set the default URLs for Contact Us and Social Media platforms.

Social Media

This section allows you to set up default social icons and their associated URL’s. A standard selection of social media platforms is available for selection and icons are pre-set but can be overridden. You can select the colour scheme for your social media icons, size and alignment.

App Store / Google Play

This are is to facilitate the insertion of your app download links. Icons are standardised and respect the Apple App Store and Google Play Store brand guidelines.

Analytics

This section allows you to set up your Google Analytics tracking parameters. You can select how your Campaign, Medium and Source gets populated for this theme. You can choose between Static Value, Dynamic Value, Custom List, or Editable within the Activity.

Email Unsubscribe Actions

The Email unsubscribe Actions allows you to determine how email unsubscribes should be handled. You can customise the Configuration, Unsubscribe Page and Usage sections of this theme option.

Content Theme

The content theme allows you to set the various default styles within the email or web template. You can customise the styles for Global items, Header, Content Blocks, Call to action buttons and Footer.

You can edit your themes by clicking on the edit icon, you will be immediately directed to the edit page of your chosen theme.

10.1 Saving A Theme

After you have created your theme, it will be stored within the settings and the activity via the Templates tab.

10.2 Duplicating A Theme

To duplicate (clone) your theme, head to settings and select themes. Once you are in the themes section, click on the duplicate icon located on the right of your theme to create a copy of it. The duplicated theme will be located at the top of the theme list and will have “Copy of” within its name. A notification will be displayed at the top to inform you that your theme was copied successfully.

10.3 Deleting A Theme

To delete your theme, head to settings and select themes. Click on the bin button on the right of your theme to delete it. Once a theme has been deleted, you will not be able to retrieve it again. A notification will be displayed at the top to inform you that your theme was deleted successfully.

10.4 Creating A Saved Layout

1) To create a Saved layout, choose a revision that you want to save as a layout. You can choose your revision in the revision drop down menu located at the top left of the activity preview.

2) Click the “Save revision as a Layout” button located within the top right side of the activity preview.

3) A confirmation box will pop up where you can enter the name and description of your new saved layout. After entering the name and description of your layout, click “Save Layout”.

4) Your new saved layout will be stored at the top of the Saved Layout section.

10.5 Deleting A Saved Layout

1. You can delete a saved layout by clicking on the bin button located on the right of a saved layout.

2. Click “Ok’ on the pop-up message to confirm. Once the saved layout has been deleted, you will not be able to retrieve again.

Once you have created your Themes and Layout, you will then be able to choose your preferred combination of them within the Templates tab. You can select any Theme and Layout combination – a layout isn’t tied to a specific theme.

The themes and layout will take effect immediately after confirming the changes.

The Themes and Layouts when used in combination, will make up the formatting of your activity and allows for more freedom and customisability to create different activity designs with different combinations. The possibilities are endless.

10.6 Email Unsubscribe Actions

The Email Unsubscribe Actions within the themes section allows users to customise how email unsubscribes should be handled. There are three sections for the Email Unsubscribe Actions and they are Configuration, Unsubscribe Page and Usage.

1. Configuration

The Configuration section has two types of unsubscribe methods to choose from, they are Global Unsubscribe and List Unsubscribe.

Choosing Global Unsubscribe will ensure that the subscriber will no longer recieve any emails from your organization. By selecting List Unsubscribe instead, Subscribers will no longer recieve emails from the particular lists that they have been unsubscibed from but they will continue to recieve emails from lists that they are subscribed to.

2. Unsubscribe Page

The Unsubscribe Page is a webpage that will redirect users to when they click on the Unsubscribe link which you have setup within your activity. The Unsubscribe Page can be personalised with an image, that you can upload via the "Select" button, and your brand name.

3. Usage

You can implement your unsubscribe link to your email via two methods:

• Using the Unsubscribe block via the activity editor - You can add the unsubscribe link by dragging and dropping the unsubscribe block within you email activity.

• Manually - Copy the dynamic tag below to generate an unsubscribe link in your emails:

  {%= config.unsubscribeURL %}

  Paste it in any URL field, or use it when adding a link to text in the rich text editor.