Antsomi CDP 365 Manual for Beginners | Creating E-Newsletters Using Templates

Introduction

Welcome to Antsomi CDP 365! This guide will show you, a marketing professional, step-by-step, how to leverage the powerful features of Antsomi CDP 365 to easily create attractive email newsletters, even without prior design experience. Our goal with this manual is to help you become comfortable with the tool and achieve your first successful email campaign, thereby eliminating any apprehension you might have about using it.

Step-by-Step Guide: Email Creation Techniques for Engaging Newsletters, Even with Zero Design Experience

Step 1: Accessing the Email Template module

• 1️⃣

  Navigate to the "Templates" module. Then select "Email”.
  

Step 2: Selecting a Template

The first step to creating professional emails is choosing an appropriate template. Antsomi CDP 365 offers a rich selection of ready-to-use templates.

To create a new template, you can choose from the existing "Template Gallery," which is available to all users and provides ready-to-use designs. Find a gallery template that matches your objective and brand image, and start customizing it.

Or start from a completely "Blank Template", by clicking on “New Template” within “My Template”.

Instead of creating a new template, you can also use an existing template, by duplicating a template from "My Templates" or "Shared With Me". To do this, simply navigate to the desired template and click the "Duplicate" button.

Step 3: Replacing Text and Images

Now, let's customize the selected template with your content.

• ● Directly input your desired text into the text boxes within the email.
• ● Be careful not to change "smart tags" like "Name", as these automatically insert the recipient's name.
• ● Also, ensure the "Unsubscribe" button is localized the appropriate language.
• ● You can change the font type, font size, font color, and other styles by selecting the text.

Click on the image area of the template, and the settings panel will appear. Click "Browse Image" to upload a new image.

You can also set the background color of the email.

Step 4: Configuring the Link

• 1️⃣

  Select the text range where you want to insert the link. (Example: Select "About Antsomi.")
• 2️⃣

  A toolbar will appear; select the 'Insert Link' icon from it.
  
• 3️⃣

  Enter the destination URL in the 'Link' field.
  

How to delete a link

Hover your cursor over the text with the inserted link. A toolbar will appear; click the 'Delete Link' icon from it.

• 1️⃣
  Select the image to which you want to add a link.
• 2️⃣

  The settings panel will appear on the right; enter the destination URL in the 'Link' field within it. To delete the link, clear the URL entered in the field above.
  

• 1️⃣
  Select the CTA button to which you want to add a link.
• 2️⃣

  The settings panel will appear on the right; enter the destination URL in the 'New Window URL' field within it. To delete the link, clear the URL entered in the field above.
  

Step 5: Configuring Unsubscribe

• 1️⃣

  Click on the "Profiles" module → "Unsubscribers (beta)."
  
• 2️⃣

  Select "Email" and click "Continue."
  
• 3️⃣

  Edit the Title and click "Save" to save it.
  
• 4️⃣

  Select "Email" and click "Continue."
  
• 5️⃣
  Return to the Email Template you were editing.
• 6️⃣

  Click the home button.
  
• 7️⃣

  Select the "Unsubscribe" block from the settings panel displayed on the right and drag and drop it into the desired location for the Unsubscribe button within the Email Template on the left.
  
• 8️⃣

  With the "Unsubscribe" block selected, click "Unsubscribe" in the settings panel on the right. Edit the text within "Unsubscribe text" to the wording you want to display in the Unsubscribe block.
  
• 9️⃣

  Click "Unsubscribe preferences." From "Unsubscribed list," select the destination list for users who unsubscribe from this email. Also, edit the content of the email that users will receive after clicking the Unsubscribe button. Freely edit the text within "Title" and "Description."
  

Step 6: (Optional) Dynamically Displaying the Recipient's Name

• 1️⃣
  In the email body, enter "Name" where you want to display the recipient's name.
• 2️⃣

  Select the entered "Name" text and click the "Smart Tag" button in the displayed toolbar.
  
• 3️⃣

  Select Content Source: Customer Attribute, Attribute: Name. Then click "Apply" to save the settings.
  

*Note: This setting is configured in the Customer Journey settings screen, not within the email template.

• 1️⃣

  Click "Marketing Hub" → "Orchestration."
  
• 2️⃣

  From the "Journeys" tab, select the relevant customer journey (or create a new customer journey by clicking the "+" button).
  
• 3️⃣
  Click the "Antsomi Email" button → "2. Compose" to go to the subject line editing screen.
• 4️⃣

  In the "Subject" field, enter "Name" where you want to display the recipient's name.
  
• 5️⃣

  Select the entered "Name" text with your cursor, and then click the person icon on the right.
  
• 6️⃣

  Select Content Source: Customer Attribute, Attribute: Name, Tag Display Name: Name. Then click "Apply" to save the settings.
  

Step 7: (Optional) Inserting UTM Parameters

• 1️⃣
  Click on an empty space within the email template where there are no elements.
• 2️⃣
  Click "Data Tracking" in the settings panel displayed on the right.
• 3️⃣

  Select "UTM" and enter your predefined UTM values for each field: "UTM_Source," "UTM_Medium," "UTM_Campaign," "UTM_Term," and "UTM_Content."
  

Step 8: Previewing on Desktop and Mobile

Once editing is complete, it is crucial to preview on both desktop and mobile to see how your email will look on different devices. This helps prevent unintended layout issues.

Step 9: Saving the Template

After completing your edits, click "Save" to save it as a new template or update an existing custom template.