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AI Campaign Builder Overview

Updated

With the eduCRM AI Campaign Builder, you can easily create an AI-generated campaign using just a single text prompt. The generated campaign will include a subject line, preheader, layout, images, content, and a call-to-action.

The AI Campaign Builder is useful for developing quick campaigns, allowing for the creation of multiple versions for A/B testing, incorporating brand kit information, and providing campaign inspiration.

To ensure consistency in your campaigns, set up your AI Brand Kit before using the AI Campaign Builder. The AI Campaign Builder is accessible only on the Campaigns page and is available for the Standard campaign type when using the Email Designer. AI-generated campaigns will feature AI icons on the Campaigns Overview page.

How to create an AI-generated campaign

There are two ways to access the AI Campaign Builder to create an AI-generated campaign:

Campaigns Overview page

  1. Click "Campaigns" on the left menu.
  2. In the “Generate a Campaign in Seconds” modal, enter a detailed prompt that describes your desired email campaign, including the subject, colors, themes, and patterns.
  3. Click the “Generate Campaign” button to open the AI Campaign Builder. Review the AI-generated campaign preview on the right and make any necessary edits. Here’s how to edit your AI-generated campaign.
  4. If your campaign includes buttons, you need to manually insert the button links. Click on the button in the preview and paste the link into the “Insert Link” field. Then, click "Save."
  5. Once you have finished editing, click the “Next” button to complete the information on the Campaign Summary page and send your campaign.

While creating a new campaign

  1. Click Campaigns on the left menu.

  2. Click the “Create a new campaign” button.

  3. Under the “Standard” campaign type, click the“Create with AI” radio button.

  4. Click “Next” to open the AI Campaign Builder.

  5. If you have multiple brand kits, select a brand kit from the “Brand kit” dropdown.

  6. Select a “Layout.”

  7. In the “What is this message about” field, type in a detailed prompt describing your desired email campaign, including subject, colors, themes, and patterns.

  8. Click the “Generate” button.

  9. Review the AI-generated campaign preview on the right and edit as needed (see below).

  10.  If you have buttons in your AI-generated campaign, you must manually insert the button links. Click on the button in the preview and paste the link into the “Insert Link” field. Then, click "Save."

  11. Once you have completed editing, click the “Next” button to complete the information on the Campaign Summary page and send your campaign.

How to edit AI-generated campaigns

Once your AI-generated campaign has been created, you can edit it from the AI Campaign Builder. Once you update any options on the left, click the “Generate” button, and the AI will regenerate the preview on the right.

When you click the “Generate” button, AI will completely regenerate the campaign. Previous edits will not be saved. However, AI may incorporate previous edits to the regenerated campaign's content.

You can edit your AI-generated campaign with the following options:

Brand kit

The Brand kit option lets you incorporate your brand colors, fonts, logos, and social links. To use this option, you must set up your brand kit before using the AI Campaign Builder.

You can select a brand kit from the “Brand kit” dropdown if you have multiple brand kits.

Layout

The AI Campaign Builder has five layouts to choose from:

  • 2 Column
  • Simple
  • Editorial
  • Callouts
  • Image grid

Click on a new layout, then click the “Generate” button to update the AI-generated campaign preview on the right. You cannot customize the five standard layouts or upload templates for AI-generated campaigns.

Adjust AI content using feedback

You can give feedback to the AI and change the content in your AI-generated campaign by using these options:

  • “Add feedback to adjust messaging”
  • This option lets you type specific feedback, like “Add a sense of urgency to encourage a stronger call to action,” to adjust the content in your AI-generated campaign.
  • “Quick edits”
  • This option lets you select a quick suggestion to adjust the content in your AI-generated campaign.
  • “Base it off other content”
  • This option pulls in content from the URL you input to use in your AI-generated campaign. This can save time and keep your messaging consistent by giving the AI content that already exists.

Once you use one or all of the options above, click the “Generate” button. The AI will regenerate the preview on the right. The regenerated AI content will consider the original prompt, original brand kit (if you used one), and feedback provided. 

Note that previous edits will not be saved exactly, but AI may incorporate the previous edits into the regenerated campaign.

You can also manually adjust the text in the preview on the right using the directions in the next section.

Edit using the preview

You can manually adjust the text (Subject, Preheader, and body), images, and links by clicking and editing them in the preview.

Links

The AI-generated campaign will not insert the link for any buttons. You must manually insert the link.

To do so:

  1. Click the button in the preview
  2. Paste the link into the “Insert link” field.
  3. Click “Save.”

Additional edits in the Email Designer

If you need to make additional layout or design changes beyond the options available in the preview in the AI Campaign Builder, you can use the full Email Designer.

Once you leave the AI campaign builder page, you cannot return to edit the campaign using AI.

There are two options to get to the email designer from the AI Campaign Builder:

  1. Click “Edit in campaign designer” at the bottom of the preview in the AI Campaign Builder.
  2. Click “Next” to get to the Campaign Summary page, then click the “Edit design” button.

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