Messages

Here is how you add and edit messages within this interface:

1. Adding New Messages

• The Campaign List (Left Sidebar): The messages are added and processed in chronological order, you can select email, LinkedIn and SMS types of templates.

• Creating New Content: At the top of the main window, there is a "New Email Schedule" button (if email is the current template). This typically allows you to initiate a new sequence or add a new step to an existing campaign.

• Template Loading: The "Load Template" dropdown menu allows you to pull in pre-written content to act as a starting point for a new message.

2. Editing Messages

The central area of the screen is a WYSIWYG (What You See Is What You Get) editor, which allows for several types of modifications:

• Content & Formatting: The toolbar above the text body contains standard word-processing icons. You can change bolding, italics, alignment, and bullet points, or even "Insert Table" (visible via the button on the far right).

• Subject Line Editing: There is a dedicated subject text field at the top where you can manually change the email's subject line.

• Dynamic Placeholders: You can see the tag [firstname] in the editor. This indicates the software allows you to edit and insert merge tags so that the message automatically personalizes for every recipient in your database.

• Signature Management: The "Edit Signature" button at the top allows you to customize the professional sign-off (like the Andy Bryant signature seen in the preview) independently of the body text.

3. Saving and Sending

• Save Message: Once you are happy with your edits, the blue "Save Message" button in the top right corner commits the changes.

• Testing: The icons in the top right (specifically the blue "Play" button and the "Flask" icon) suggest tools for previewing or A/B testing the message before it goes live to the entire list.