MyMedLeads Communication Builder

This guide provides step-by-step instructions on how to use the MyMedLeads communication builder tool to create automated email and text communications. This is also the first step in setting up procedure marketing campaigns.

Katrina Flores
29 steps
6 minutes

Mymedleads

Scribe

Once logged into your account, Click "Preferences"

Click "Communication Builder"

This is where you will see your message library. There are a few different ways that you can add emails to the system. Select "Add Email".

At the top you will see a hyperlink that says "click here" to use the WYSIWYG (What You See Is What You Get) editor. This email builder is just like it would be if you were creating an email in your traditional email account.

You will need to give your email a name, which is viewable internally only, and a subject which is what the lead/patient will see. You have the option to leave a description, which is also internal information. Once you've added your text and made the necessary changes to the email, hit the save button in the bottom right corner. This will then add the email to your library.

Another way to add emails to your library is via HTML. This works well if emails have previously been created on another platform and are complete and ready to send. You would simply need to covert the email that has already been completed into and HTML format. In the same WYSIWYG window, you will select the greater than less then signs and paste the HTML coding into the "source code" pop up box. Hit save once complete. You will then see the created email populate into the email body section. If no further changes are needed, hit the save button in the bottom right corner to add this email to your message library.

You can also create an email using our built-in drag and drop editor. This editor has a lot of options for creating high-level content seamlessly. Select "Add Email" Give your email a name, which is viewable internally only, and a subject, which the lead/patient will see. Hit save.

Tip! If you plan to create multiple emails that will have the same layout (header, footer, buttons, etc) then we highly suggest creating a template. Creating a template first, will allow you to only need to create the layout one time then you can build multiple emails off of the one template.

From your message library, select "Add Template". You will then see your template library. Select "Add Template" to create a new template.

Give your template a name. Hit save.

This is where you will see the drag and drop editor. This editor is the same as the *Add Email* section. Select the elements tab on the left hand side to see what options are available for drag and drop .

Using the image element is a great way to create a header. Simply drag and drop the element onto the email body. Double-click the image box.

You can upload images that are saved to your computer by selecting the *browse* hyperlink. If you have a logo or header on your website that you are wanting to use, then you can add it by using the image URL.

To get the image URL, navigate to your website or page where the image/header is located. Right click on the image and select the option that says "Open Image in New Tab". Copy the URL in the address bar from the new tab that just opened.

Paste the URL in the text box and click "Add To Library".

You will now see the image in your image library. If you hover over the image you will see options appear. Select *choose* to add the image to the template. Selecting *Edit* will allow you to adjust the image size, shape, or orientation. Selecting *Delete* will remove the image from your library.

You also have the ability to add stock photos. Select *Browse Stock Photos* and enter a keyword to display images.

Once you've found an image you would like to use. Hover over the image and select *Add to library*. This will add the photo to your image library for you to then *choose* in an image element.

You can add/create a content block with multiple elements inside. Content blocks can be dragged and dropped into place, deleted, and reused in multiple designs.

To save a content block, make sure the entire block is selected/highlighted. You will see the 3 dots in the upper right corner of the block. Select the folder with the arrow inside.

You will be required to give your block a name before saving. Make sure to select the *Save to...* drop down to save it to your complex elements folder in the blocks tab.

The multicolumn structure is use to align elements side by side. This works great if creating before and afters or a doctor bio with image and text. To do this, simply drag the multicolumn structure to the body where you want it. Then drag and drop the elements you are wanting to use.

When using the text element, double click in the text box to add your message. The text setting will appear in the panel to the right. In the panel you can change the font, size, color, etc.

The button element allows you to create a clickable button anywhere in the email. Simply drag and drop the button, where you want it, in the body of the email.

Double click the center of the button to alter the text. The panel on the right hand side will appear allowing you to make changes to the text size, color, font, as well as the color of the button.

To add a link, or the site you want the lead/patient to end up on once they click, to the button simply select it.

Click the "Url \*" field and paste the link you.\ Click "SAVE"

To create a text, navigate back to your message library. Select "Add Text"

Give your message a name, which is viewable internally only. Type your message, making sure to pay attention to the character count. Please also keep in mind that leads/patients cannot reply back to your text message so we recommend not creating anything requesting a reply but rather a call.

Make sure to select the "Is Active" check box if you are ready to use this message in a campaign, otherwise it will not show up when adding it to a campaign. Hit save.

MyMedLeads Communication Builder

Katrina Flores
29 steps
6 minutes