Content sets are folders that contain email and SMS communications templates. They are categorized by two distinct content Types: "System" campaigns are pre-configured for your Vision(X) site and ready to use right away, usually for automated site tasks (Ex: Sending annual visit recalls; appointment no-show cancellation messages.) System campaigns can also be customized by the user as needed. "Customized" campaigns are created by the user for any specified purpose outside of the parameters of existing system campaigns (Ex: Seasonal promotions; trunk sales events.)
Click "+New Custom Content" to create a new content module for your Vision(X) site, or click "Edit" to review/customize your existing content:
The Edit System Content Set menu will appear. All templates for each communication type associated within this campaign are listed, and can be manually re-ordered using the "Order No." column arrow buttons, manually activated/deactivated using the "Status" column drop-down men, and/or edited using the "Actions" column command buttons.
Click the name of any template in the "Content" column to view a preview of that content:
The Content will appear in Preview Mode. Users can also send a test email to any address to view the content in other applications.
Segment
Segments are how the user chooses an audience for customized campaign content. Click "Edit" to review/customize a segment, or click "+New Segment" to create a new segment option for your Vision(X) site.
Campaigns are composed of selected content and segments. "System" campaigns are pre-configured for your site and can also be edited, and new custom campaigns can also be created using the "+New Custom Campaign" button. Campaigns can also be manually activated/deactivated here as well.
