Templates vs Campaigns in PXME

Overview

In PXME, the Email Marketing section is split into two main tools: Email Templates and Email Campaigns. While closely connected, they serve different purposes:

• Templates = Reusable layouts (the foundation for your emails).

• Campaigns = Actual, customized messages that are scheduled and sent.

Email Templates

What They Are
Email Templates are preset designs that act as the foundation of your emails. They provide structure and consistency across recurring communications.

Why They’re Useful

• Save time by reusing designs.

• Keep branding consistent.

• Provide a repeatable structure for newsletters, promotions, and announcements.

Example Use Cases

• Monthly newsletters

• Recurring event invitations

• Consistent promotional offers

Typical Layout

• Header (logo or brand image)

• Placeholder section for main content

• Footer (contact info, social links, unsubscribe)

Email Campaigns

What They Are
Email Campaigns are the actual, customized emails you send out. You start with a template (or a blank design), then tailor it for that specific send.

How They Work

• Add text, images, links, and calls to action (CTAs).

• Choose who will receive it (individuals, smart lists, or contact tags).

• Schedule or send immediately.

• Reuse later by cloning for future campaigns.

Example Use Cases

• This month’s newsletter with new content and links.

• Workshop reminder customized for registered families.

• Special seasonal promotions.

Key Differences Between Templates and Campaigns

• Template = Preset Design (Reusable structure)

• Campaign = Actual Send (Customized, scheduled, and delivered)

Think of it this way:

• Template = Blueprint

• Campaign = Finished House

FAQs

Q1: What’s the difference between a Template and a Campaign?

• Template → Reusable layout/design.

• Campaign → Customized message sent to contacts.

Q2: Can I edit a Template when creating a Campaign?
Yes. You can change text, images, backgrounds, and more without affecting the original template.

Q3: Can I reuse Campaigns?
Yes, by cloning them. This allows you to adjust content while keeping the structure intact.

Q4: How do I send an Email Campaign?

• Go to Email Campaigns.

• Select a template (or create from scratch).

• Customize it.

• Choose recipients.

• Schedule or send immediately.

Q5: What is a Smart List in Campaigns?
A Smart List is a dynamic contact group that updates automatically based on conditions (e.g., “all parents who attended a workshop in the last 90 days”).

Q6: Can I change a Template’s layout after it’s used in a Campaign?
Yes. The Campaign editor allows layout changes that won’t affect the original template.