Default settings for email campaigns

In this step, you first create an email campaign as usual with all content as well as information that should be saved as default settings. Select a meaningful name for the „Name“ of the email campaign you want to use for defining standards. For example, „Template for customer newsletter“ or „Template for internal newsletter“.

Make sure that the option „Empty campaign“ is selected in the „Default settings“ area. Of course, it is also possible to adjust existing ones, you will learn more about it here.

Almost all settings for your email campaign as well as the content itself or simply its layout can be saved as default values by clicking the command „Set as standard„. We will give you a detailed overview of the possible settings.

General settings for the email campaign

The following information can be saved as default values to use in future email campaigns. The only exceptions are the a/b test and the decision on the exclusion criteria for the recipients of your newsletter.

Send type
The selected send type of the email campaign is also saved (e.g. manual mailing). If you defined your mailing as event dependent, be sure to check again whether the triggers (e.g. the form that triggers the shipping) need to be adjusted as well.

Sendername and senderaddress
If your newsletter is always sent with the same sendername or email address, you can also specify this value by default. Of course, this also applies to the Reply-To address.

Subject
If there is a consistent subject for this type of mailings you want to save, it also makes sense to specify the subject by using the default settings. However, think carefully if this makes sense for the specific case. The subject line is an important factor that is highly influencing the success of your newsletter. In most cases you will achieve higher opening rates with an individual subject line that makes the recipients curious about more. The same applies to the preview line of your email campaigns.

Note: The decisions about an a/b test should be made individually for each email campaign. Therefore, it makes no sense to save the different subject or sender variants as default.

Subscriber group
Do you always send your newsletter to the same target group? In this case, select the appropriate group as a default setting in order to use it for every further created campaign of this type.

Note: However, please note that changed settings for the exclusion criteria of your subscriber group are not saved. Since this involves considerations regarding data protection issues or list hygiene, these decisions should always be made consciously for each individual email campaign.

Extended options
If the checkbox „Show Extended Options“ is activated in your email campaign settings, you can select the respective form for changing the profile of the subscriber. The default settings function can also be used to define this form as standard for the following campaigns.

If you have created a campaign in order to save it as default for further newsletters, go back to the overview of your mailing. Click the link „Set as standard“ and the default values will be saved under the name of the respective email campaign.

When creating your next email campaign, the previously saved default settings are available in the corresponding selection field of the campaign creation step one. If the desired campaign is not displayed, check whether you have selected the correct newsletter template in the field above. The default settings can, of course, only by created based on a specific newsletter template.

After that, you only need to adapt the newsletter according to your needs. Of course, you can also save the resulting email campaign as additional default value as well.

In addition to the possibility of creating a new default setting based on an existing one, you can also adjust the already available campaign template. Simply edit the existing default value to avoid confusion between different versions.

In order to change those predefined default values, navigate to your personal profile and click „Administration„. Within your system settings there is a tab called „Email campaign default values„. Alternatively, you can also click the link „Edit default values for campaigns“ when creating a new campaign.

Choose the right newsletter template as well as the default settings you want to adapt. Depending on your permissions, you can also edit the default values for new sections. However, for adapting the default settings of your campaign template, the area „Edit campaign settings and content“ is relevant.