Using BASE for ESP Integration
Last updated
Last updated
Access the list of available newsletters by going to http://manage.domain.com and selecting the "Email Campaigns" button on the left-hand side of the screen.
This will bring you to a list of newsletters that are scheduled through base. Select the newsletter you wish to deploy, and you'll be brought to a page that displays a list of all the existing newsletter campaigns (if any).
To create a new campaign, click on the dropdown in the upper-right-hand corner of the page that says "Create Campaign". Once selected, that will give you a list of all the available dates that you can create a campaign for.
The campaign dates correspond to the scheduled date of the content. If content hasn't been scheduled to that newsletter, nothing will appear in that list and you'll get an error message that reflects this.
Once you select a deployment date from the campaign dropdown, you'll see a screen that allows you to preview and test the newsletter before you deploy it. You must send out a test before you're able to deploy the newsletter.
The "Subject" and "From" fields will auto-populate from "Deployment Defaults", but you have the option to modify these on a per-campaign basis.
The preview tab pulls an embedded iframe directly from the online version of the newsletter, which can be accessed by navigating to https://email.domain.com OR https://newsletters.domain.com
On the Test tab, there will be a list of any existing tests that have already been sent, and/or a button on the right that gives you the option to Add a New Test.
Selecting that will automatically populate a list of all the default testers for that newsletter. Details on how to modify that list can be found here.
Once a test has been sent and the newsletter appears to your liking, you can switch over to the Deploy tab to schedule when the newsletter should be sent out. You can do so immediately, or schedule it to deploy automatically at a later date/time.
If any changes have been made to the newsletter AFTER the test has been approved, the campaign will need to be cancelled and recreated. (Content that was scheduled to the newsletter will not be affected).
If a cancellation is required, you'll see the option appear as a red button below the Campaign Status block (see screenshot below).
If you want to create or modify defaults for the Subject line, From field, or list of Testers, you can navigate to the "Modify Deployment Defaults" link that can be found on the campaign list page for the specified newsletter:
These are all set on a per-newsletter basis, so the deployment defaults may be different between newsletters.
They can be overwritten on a per-campaign basis.
