Did you know you can do more than just type text into the Note feature inside Campaign Builder?
This area is actually set up to receive HTML, which means you can use it to insert links, images and different font colors and sizes.
Why would you want to supercharge your notes? It will help your business run smoother and save you time! When you land on the canvas of a campaign, it takes a few minutes to re-orient yourself if you haven’t looked at it lately. Or if you have someone new working in your app, they won’t have a clue what is going on until they start chasing down links, looking at webforms, reading the emails and sorting through all the moving parts.
However, by using the note feature to its fullest potential, you can include that information right on the canvas, so as soon as someone opens the campaign, they can see what is happening.
Here are some ideas about what to include on the canvas in the note feature:
This area is actually set up to receive HTML, which means you can use it to insert links, images and different font colors and sizes.
Why would you want to supercharge your notes? It will help your business run smoother and save you time! When you land on the canvas of a campaign, it takes a few minutes to re-orient yourself if you haven’t looked at it lately. Or if you have someone new working in your app, they won’t have a clue what is going on until they start chasing down links, looking at webforms, reading the emails and sorting through all the moving parts.
However, by using the note feature to its fullest potential, you can include that information right on the canvas, so as soon as someone opens the campaign, they can see what is happening.
Here are some ideas about what to include on the canvas in the note feature:
- Screenshots of emails
- Images of webforms
- Live links for quick access to landing pages
- Instructions for modifying the campaign
- Graphs and charts of relevant data
- Screen shots of the inside of sequences (so time isn’t wasted opening the sequences every time the campaign is opened)
Here is an example of what it looks like to use HTML in a Note. The image is the webform that is filled out by the contact:
And you don’t even have to know HTML to take advantage of this handy feature. Just use an online HTML generator like www.html.am to create your code…
Just use the editor to add your text and images, then click Source to get the code. Pop the code into your note, close the note and presto! You have a canvas that is fully descriptive and helpful to anyone using your app. What could you put into your note? Share with me below.
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