Creating Your Email Campaign - Phase 3: Conversion & Testing

Structured AI → Creating Your Email Campaign Phase 3: Conversion & Testing

Creating your Email Campaign - Phase 3: Conversion & Testing

Estimated Time

~10 minutes

Current Phase

Phase 3 of 3

What You'll Accomplish

• Learn how to personalize email components for your audience
• Tailor messages to better match user needs and preferences

• Organize and manage email content effectively
• Create clear, engaging, and impactful emails

Before you begin — open your account
This is a hands-on, learning-by-doing session. Open app.structured.ai in your browser and log in to your Tenant Account so you can follow along and apply each step in real time.

Direct Links to the Next Phases in this Training Series

This module is part of a 3-part series. Each session builds on the last, and reviewing them in order ensures you don't miss any critical steps and get a complete understanding of the workflow.

Phase 1 Setup & Framework	Start Training ➡
Phase 2 Drag & Drop Editor	Start Training ➡
Phase 3 Conversion & Testing	Current Phase ✔

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Follow Our Step-By-Step Training

1. Introduction

This comprehensive training is designed to walk you through the entire process of configuring and publishing email campaigns by utilizing the capabilities of Structured AI. You will learn step-by-step how to set up your email campaigns effectively, ensuring that all necessary parameters and settings are correctly configured.

Additionally, the training will cover the best practices for publishing your campaigns, allowing you to reach your target audience efficiently and maximize the impact of your marketing efforts through Structured AI's advanced tools and features.
 

 

2. Open Email Editor

Just a quick recap, on the left side of the interface, you will find a dedicated panel that contains all of your Drag & Drop elements. This panel is designed to provide easy access to a variety of components that you can simply click on, drag, and then drop into your workspace. 

The intuitive drag-and-drop functionality ensures a smooth and efficient workflow, making it easier for you to design exactly what you envision.
 

 

3. Access Email Template Options

In Phase 2, we added a headline, an image and a new section.  Let's proceed by adding or updating a call-to-action button in your email. To do this, start by dragging a Button element into a newly created section of your layout. 

Once the Button element is in place, you can then customize its text, style, and link to align with your specific goals and branding, which we will review in later steps.
 

 

4. Add Button Element

To customize the button, first click on the Button element. This action will allow you to edit the text displayed on the button. Additionally, you can configure various properties of the button, such as its size, color, font style, alignment, and behavior when clicked. 

Adjusting these settings enables you to tailor the button's appearance and functionality to better suit your design and user experience goals.
 

 

5. Set Button Text

For this training, please update the text to: Download your eBook!
 

 

6. Select Call-To-Action Button

Then, click the new "Download your eBook!" CTA button to configure its properties.
 

 

7. Open Button Properties

The properties for the Call to Action button are located in the right panel of the interface. Within this panel, you will find a variety of customization options specifically designed for the button you have selected. 

These options allow you to modify the appearance, behavior, and other attributes of the Call to Action button to better suit your needs and enhance user engagement.
 

 

8. Choose Link Type

Generating leads is a vital step.  To generate leads, you'll need to link a Landing Page. Under the Hyperlink Action section, click Link a Page to link the button to a specific Landing Page within your campaign.
 

 

9. Link Document Option

You can also click Link a Document to link the button to a document instead of a page.  If you don't have a Landing Page created yet, that's ok!  Simply link a document for the purpose of this training.
 

 

10. Open Publish Preparation

Once you have completed all the necessary edits and are satisfied with the content of your email, you are now ready to move forward with publishing it. 

To initiate the process of preparing your email campaign for distribution, simply click on the Prep to Publish button. This action will start the steps required to finalize your email and get it ready for sending out to your intended recipients.
 

 

11. Access Content Settings

Click on the Content tab to carefully review and make any necessary edits to the email content before proceeding with publishing. This step ensures that the message is clear, accurate, and ready for distribution.
 

 

12. Edit Subject Line If Needed

Click the edit pencil button if you wish to edit the subject of the email.
 

 

13. Preview Options

Click the preview button to see a full screen preview of your email.
 

 

14. Close Publishing Settings

Click Close to exit the email preview.
 

 

15. Send Test Email

It is considered a best practice to send a test email to yourself before distributing your email campaign to a wider audience. This step allows you to verify that the email is delivered correctly and appears as intended in your inbox. To do this, simply click on the Send Test Email button and enter the recipient email address.  Click the Send Test Email button when you're ready.

Doing so will send it to your designated email address, giving you the opportunity to review the content, layout, and functionality before finalizing and sending it out to your recipients. This process helps ensure accuracy and professionalism in your email communications.
 

 

16. Proceed To Next Step

Click Next to continue to the following step in the email campaign publishing setup. This will take you to the Details tab next.
 

 

17. Add Content Tags

On the Details Tab, you can add a thumbnail (or let the platform generate one for you), set the language, description and choose any Content Tags. Click Add Content Tags to include tags that categorize your email content.
 

 

18. Continue To Next Step

Click Next to continue once you have finished adding the content tags. By doing so, you will be directed to the final tab labeled Settings, where you can review and adjust the necessary configurations before completing the process.
 

 

19. Open Group Selection

The first step is to define your publish start and end dates.  You can also choose to hide from libraries.  For this training, we will not set either of those. 

In the section labeled Group Accessibility, you will find an option to select the specific Account Group to which you want to be able to access the email. This allows you to control and manage which group of accounts will have access to or be targeted by the email, ensuring that your email reaches the appropriate audience within your organizational structure.
 

 

20. Publish Email Campaign

You are now fully prepared and ready to proceed with publishing your email campaign. Simply click the Publish button to finalize the process and confirm that your email campaign has been successfully launched and made available to your intended recipients. 
 

 

21. Confirm Published Status

Your published email will now show within the Published section in your emails section of your Content Library.
 

 

You have successfully completed all 3 phases of the configuration and publication of your email campaign using Structured AI. At this point, it is important to verify that the status is marked as published to ensure that it is active and ready to reach your intended audience. 

Additionally, it is highly recommended to send test emails to yourself or a small group of recipients. This step allows you to review how the email appears in various inboxes and devices, ensuring that all elements such as images, links, and formatting display correctly. 

22. Restore Previously Published Version

If you've republished your email, and want to restore it to it's original published version start by opening your published email.

 

23. Access Published Version History

Click here to view all saved versions of your email.

 

24. Select Desired Email Version

Choose your desired version.

 

25. Initiate Version Restoration

Next, click Restore Version.

 

26. Confirm Restoration Action

Then click Confirmed.

You have successfully configured and published your email campaign using Structured AI. Verify the published status and consider sending test emails or adjusting content tags for future campaigns.

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