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    Campaign Builder Checklist and Notes






    About Campaign Builder Checklist

    Applies to: All ONTRAPORT accounts.

    The Campaign Builder Checklist updates with "to do" items as you add elements to your Campaign Map. You must complete these items before publishing your Campaign. The items appear as links, in blue. Click the link to go to that element to complete the configuration.

    A checklist link to the element requiring configuration

    Add Your Own Items to the Checklist

    You can add your own content or "to do" items to the Checklist. The Campaign can still be published with unchecked items that you have added. This allows you to brand the Checklist with your logo, create backlinks, etc. before you share the Campaign in the Marketplace. Or, to add reminders for the future, after the Campaign is published.

    The Checklist accepts a limited number of HTML tags to insert images, links, ordered or unordered lists, and font properties such as bold, underline and italic. Some examples of formatting you can use:

    • Display a hosted image: <img src="https://image-url" />
    • Insert a hyperlink (opens in new window): <a href="">ONTRAPORT</a>
    • Ordered or Numbered list: <ol><li>Number One</li><li>Second Number</li><li>Three</li></ol>
    • Unordered or Bulleted list: <ul><li>Bullet Item at Top</li><li>Next Bullet Item</li></ul>
    • Bold Text: <strong>text</strong>
    • Italics Text: <em>text</em>
    • Underlined Text: <span style="text-decoration: underline;">text</span>
    • Focus and Hyperlink a Campaign Element
      • Click the element to bring it into focus
      • Note the element ID number in the bottom left corner

      • Enter this code and replace "element-ID#" with the digits from the revealed Element ID Number (e.g., "138" in the image above). The code is:

        <a data-nodeid="element-ID#" class="checklist-tem_link">This Email Element</a>

        For this specific element with "id=138" in the image the line of code would look like:

        <a data-nodeid="138" class="checklist-tem_link">This Email Element</a>

    When you share a Campaign in the Marketplace your entries into the Checklist appear in the recipient's copy of the Campaign. This allows you to brand your Campaigns with a logo, provide backlinks, etc.

    Example Checklist

    Campaign builder checklist with unfinished and finished items

    About Campaign Builder Notes

    Campaign Builder Notes allow you to annotate on the Campaign Map itself. In Edit Mode, click the Campaign Builder Notes icon and drag the new note to it's location on the map.

    Adding and editing a Campaign Builder Note

    In the Campaign's Edit Mode you can move the note, delete the note, increase the font size and adjust the size of the note.

    Campaign Builder Notes can only be added and edited in Edit Mode. The Note will be displayed in Performance Mode after saving the Campaign in Edit Mode.

    Saving Notes

    Saving the Campaign Map in Edit Mode will save the Notes. If you are saving a revision of the original Campaign and do not publish it, the new Notes will not appear in Performance Mode. When you publish the revision, the Notes will appear in Performance Mode as well as in Edit Mode.






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