Customizing Client's Area

I would like to change the flow of the create a campaign process for my clients.  Is there any way for me to create my own flow?

My clients are not very web savvy so I'd like to really dumb down the process of creating a campaign and have as much of the input fields pre-filled as possible. I will be creating email templates for my clients every month.  I'd like for them to be able to choose a template first and have the campaign name, subject line, and email to and from addresses pre-filled. 

Is there any way for me to do this or am I limited to using the CampaignMonitor flow as-is?

Diana Diana, 6 years ago


It isn't possible for you to edit that flow, sorry.

However, after they've sent their first campaign fields like the from name and from address will pre-fill automatically with the information used in their last campaign, to help speed up the process. So they'll just need to fill in their campaign name and subject line.

D. Potter
Campaign Monitor

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