Pebble Mailer

To understand how Pebble Mailer (Campaign Monitor) works in general please see our client documentation.

Creating EDM’s

Email Template – Using another Client’s template as a base.
  1. Ok, first thing you want to do is; go to pebble mailer (login)
  2. Check that the client you’re making the template for exists, If not add them.
  3. Go back to the main page (List of clients)
  4. Look for an existing client with the same feel in terms of design. Click into them.
  5. Navigate to ‘My Templates’ – top-right next to client settings
  6. In here you’ll see a collection of templates (if they have more than one)
  7. Find the one you want to copy. and click settings – bottom-right corner of the template.
  8. Click ‘copy to other clients’ then select the [New Client] – Click the clients name and not the check box, it doesn’t like that for some reason, and
    hit ‘copy template’
  9. Then go back to the main page and click into the new client > my templates
  10. Settings on the template > Edit
  11. For a quick run through see below.
  12. When your done editing Hit ‘Preview’ – Top-right, then ‘Finish & Save’

The rundown

  • You can change the real basics by clicking the settings Icon in the left panel (Colors & Fonts) any other styling you’ll have to do for each element
    separately – Side note I don’t even know if we call them elements but you know what I’m talking about lol moving on;
  • The Template works in a cascading fashion Top to bottom. So if you wanted to add a new section You’ll add it to the bottom of the page then move it
    up (Click on the “element” and click & hold ‘move’, drag it to where you want it to go and let go- lego)
  • Make sure you go through and change links on buttons or text that may be links (We don’t want the template linking off to the other clients site) –
    Best practice is to just check everything. Click the element and in the left panel it will have Link and Alt text – Change.
  • A lot of this will come naturally, you can edit the layouts and grids, Just look through everything as you go – It’s easy to pick up
  • You might be wondering “Why is there two or more of everything (Sections)?” – It’s so the client has options. Do some thing different with the second
    one, Be creative, Be Innovative!
  • Keep in mind the Responsiveness in these are mediocre, Images don’t resize they stay the same size but the screen gets smaller – Everything on the
    left will stay visible. All the content is fine, It uses a grid system.

Starting from Scratch – Advanced

You can start a new template from scratch but this is time consuming – Check the work ticket & with Jordie first, expect 7-8hrs or more
to do this;
  1. Ok, first thing you want to do is; go to pebble mailer (login)
  2. Check that the client you’re making the template for exists, If not add them.
  3. Go back to the main page (List of clients)
  4. Look for the client, click into them
  5. Navigate to ‘My Templates’ – top-right next to client settings
  6. In here you’ll see a collection of templates (if they have more than one)
  7. Then click ‘Create a new template’
  8. ‘Start from scratch’

Getting a preview link for the client

It’s not as easy as going preview and copying the link.. just imagine if life were that easy, If we did that the client would need to be signed into Pebble Mailer – new clients wouldn’t have access yet. I got you, what you need to do is:

  1. Go to Pebblemailer and login, obviously lol
  2. Go to the Client’s Overview page, and start a new campaign. (Don’t stress, we’re not actually sending out a campaign)
  3. New clients it would be as simple as clicking ‘Get Started’ – The green button
  4. Fill out the form; Write “Test” as the subject etc.
  5. Choose the desired template
  6. click through to ‘preview’
  7. ‘View Preview’ copy the link – it should end in: templates#preview
  8. Put it in an email and send to Jordie or whoever is contacting the client. Don’t delete the test campaign (I imagine the link will be terminated with it)
  9. Done!