Personalizing Campaign Subject and Content
Last Updated: December 18, 2023
1. Click Into Campaigns
- Hover over the Marketing tab and click into Campaigns
- Select the green + New Campaign button on the far right of your screen
2. Personalize the Campaign Subject
- Add in the campaign name, and select the campaign format
- Make sure to hit Ok and Edit so you can continue working on the campaign
- Click into the subject area to add personalization
- Here you can insert tags to automatically pull information from candidate's records, so the message seems personalized
- For example, if I use the [[Display As]] tag it will pull in the candidate's name
3. Personalize the Campaign Content
- You can include tags in the content of the campaign, further personalizing your message
- For example, I added the First Name tag to pull from the candidate's record
- Click into Insert Actions to further personalize this message
- Here you can add a file link
- You can upload a document or select one from your Document Library
- You can also add a button
- The last option available is inserting an Unsubscribe link within your message
