Overview
Learn how LSM Franchises can create and schedule an LSM email for corporate to review using the Paytronix Email Builder tool.
What do I need to do before I begin?
To begin, you’ll need to be able to access Email Builder, a drag and drop email creation tool.
To access Email Builder, either type Email in the Search bar
Or go to Marketing Tools > Email Tool.
Note: If you do not have access to “Email Builder”, please check with your user administrator to adjust your permissions.
Learn more about how to use the Email Builder in the Email Builder Guide.
How to Create an Email from a LSM Master Template
Please copy the LSM Template that you would like to use.
Once you copy the template, there are 4 things you need to do in order to convert the template to an LSM email:
Uncheck the checkbox: Save this email as a template. If you leave this unchecked, you will inadvertently edit the master template if you don’t do this.
Rename your email. Email names are for internal use only and must be unique. Must be 50 characters or less.
Enter a Subject line. This is external and will be seen by guests.
Press the Save button.
Once you save the email you will see the Sender and Reply-To Email Address fields.
Note: If you open and edit a previously sent LSM email and it get approved the email, the email will not send. This is a bug. The previously sent LSM email has the status of Sent so the system will not resend LSM emails. Please copy instead of clicking open.
Making Edits
Adding or Changing Images
To add a new image, just drag-and-drop the image content block anywhere it says Drop content blocks here.
To change images, just click on the image and click on the Change Image button.
Once you click on Change Image button, it will take you to the File manager
.
To upload new images, either drag and drop the image into the File manager or click on the Upload button.
There is currently no way to rearrange images once they are in the File manager so it is a good idea to have the destination folder open before uploading a new image. The file size limit of all images and GIFs is 2 MB. If you have an image larger than 2 MB please resize the image.
Editing Text
To edit text, just click on the text and the text editor will appear. The text is already formatted to have the correct brand style.
Scheduling Emails
Once you are done making edits hit Save and Continue
Here, you can select your LSM Account Filters.
Alternately, you can select which store locations to send the email to. You can filter the list based on who selected that store location as their favorite store or the store that they enrolled their loyalty membership at.
Select Your Offer
You must have permission from corporate to be able to send offers. If you do not have permission, please skip this section. Leaving this section blank will not prevent you from sending a campaign email.
Select Send Date and Time
NOTE: All campaign schedules are in Eastern Standard Time.
Please select the date and time that you would like this email to be scheduled. Review all campaign details then hit the Submit button.
Once you see the confirmation page, then the email is scheduled.
An email will go out to the reviewer to approve the email. Once the email is approved then it will go out at the scheduled time.
Cancel a Scheduled Email
Note: You can only cancel an email up to 5 mins before it is scheduled to go out. Once the campaign is running, there is no way to stop the email from going out.
If you need to cancel an email, just navigate back to the email list and click on the red “X” symbol to cancel.
Once you click on the red X icon, then you should see a prompt asking if you want to cancel a scheduled email.
By clicking on the Yes, Cancel Schedule button will cancel the email from going out.
Rejected Email
Reviewers can also reject your email for any reason. If they do you should get an email stating the reason why the email was rejected. After you make the appropriate edits, you can resubmit the email for approval.
Note: There is no way for reviewers to make edits to an email created by a LSM store user.
For additional assistance, please contact your solutions consultant or customer success manager, or email [email protected].
Additional Resources
Email Builder Guide