Learning about our new Marketing Tools

We have lots of support documentation and tutorials to help you get up and running with the new Marketing Tools!

📑 Documentation

Academy: Making The Switch To Marketing Tools
The Supportal documentation

🖥️ Webinars

M+R SMS Masterclass (June 2023)

Raise the Roots Marketing Tools Webinar

Twilio Texting Webinar (April 2023)

👋 Need help?

Work with an Accredited Partner!

❓Frequently Asked Questions

Yes, you can preview any email by clicking the reporting icon for the campaign in the broadcast list, clicking to the “Testing” tab and then selecting the magnifying glass for the email. This preview URL can be shared with whomever you’d like to see it.  

Unlike Email Classic, it is not possible to access the full HTML once the template has been pulled into an email campaign. The Marketing Tools were designed to leverage a modular builder with a custom block framework so that clients can create branded and bullet-proof experiences for day-to-day users. Ultimately the goal was to reduce the requirement for HTML editing and make building emails easier. If there are instances where you must work in HTML, there is a workaround solution. You can create a custom block and insert a simple Text variable replacement. Once you load your template (with your stylesheet and basic structure) into the email builder, you then add the Text block and paste in your HTML. To access the HTML of the template, go to Marketing Tools > Components > Templates > edit the template and select ‘HTML.

It is not possible to easily use Marketing Tools templates for Marketing Automation emails right now. Support for this will be added to the platform within the next year. It is possible to transfer a Marketing Tools broadcast email template to an EMA (Email Marketing Automation) template with a bit of manual copy and pasting. There is a caveat that this process does not move across any tracking links and you will need to add links within the EMA itself to ensure your clicks are tracked. Please refer to this video which walks you through this process.

It is not currently possible to use Marketing Tools templates for Thank you emails or autoresponders. Support for this will be added to the platform in the next year.

Yes, you can insert Next Suggested gift into Marketing Tools broadcast emails. It will be available in the Links and Inserts dropdown. Details here.