SMS Campaign Designer changes

Important: This topic applies to the SMS Campaign Designer, which is now generally available. It has replaced the former SMS Campaign Workbook. For the other channels, see Campaign Designer overview.

The Campaign Workbook now has an improved interface and is now called the Campaign Designer. This topic describes those changes. It also provides a place for users to compare the new and old interface. To learn more about the Campaign Designer's visuals, see SMS Campaign Designer visuals overview. To learn more about the steps to using the Campaign Designer, see Launching an SMS campaign with Campaign Designer.

In this topic, you'll learn about:

To navigate to the Campaign Designer :

  1. On the side navigation bar, click The Campaign icon Campaigns and select Manage Campaigns.

    The Manage campaigns page opens.

  2. Click Create Campaign, or open an existing campaign.

Message Designer vs. Campaign Workbook vs. and Campaign Designer

Previously, users would have to define their campaign details in the Campaign Workbook, and create a message in the Message Designer. The Campaign Workbook is now called the Campaign Designer, and it was updated with a new interface. Unlike the Campaign Designer, there were no major changes made to the Message Designer's interface.

Message Designer

An image of the SMS Message Designer

Campaign Workbook (old interface)

An image of the SMS campaign workbook

Campaign Designer (new interface)

An image of the SMS Campaign Designer

Differences from the old Campaign Workbook

Summary of significant changes

  • After creating their SMS campaign, users select the template in the About your campaign panel.
  • In the Campaign Designer, actions are displayed at the top of the page, such as Preview, Launch, and so on.
  • With the Campaign Designer, hover your mouse over the SMS/LMS panel to see your message's key attributes (you will have to save the message first). The Campaign Workbook's Message panel has been replaced with this hover functionality. Hovering over the SMS/LMS panel will also allow you to edit or preview your message, or access the Data sources dialog.
  • There are only two changes to the Message Designer:
    • The page's header no longer says Message Center Designer and instead now has the campaign's name and information related to the campaign, such as the last modified date.
    • The Workbook button has been changed to the Back to Campaign button.
  • The Campaign Workbook is now called the Campaign Designer.
  • Click An image of the Expand icon to expand a panel.
  • Options that were previously in the Information panel for the Campaign Workbook are now mostly at top of page, beside the campaign's name. 

    An image of the SMS Campaign Designer's header

  • Date created is no longer displayed. You can, however, find this information on the Manage Campaigns page.
  • The Campaign Designer has fewer panels than the campaign workbook for ease of use.
  • When editing information in a panel, users need to click Save at the top of that panel to save, and Cancel at the top of that panel to discard any changes.
  • To change a campaign's name, users must click on the campaign's name at the top of the page.

    Important: If you change a campaign’s name, folder, marketing program, marketing strategy, subject line, or external campaign ID, then historical and new launches for both triggered and standard launches will take these new values in Insight. It does not impact CED behavior as CED retains an unchanged ‘snapshot’ of values.

  • Users can configure organizational access control in the Additional settings panel.
  • Once the message has been saved, users can view information that was previously located in the workbook's Message panel by hovering their mouse over the SMS/LMS panel.

Location changes for actions and information

Old campaign workbook panel Old campaign workbook option or label New campaign designer panel New campaign designer option or label
SMS/LMS Preview

N/A

 Preview and Test > Preview Mode

Tip: You can also access preview mode via the SMS/LMS panel.
Edit, or Create message (redirects to Message Designer) SMS/LMS panel Create message, or Edit message
Information Created by Top of page N/A
Date created N/A N/A
Last modified Top of page N/A
Last modified by Top of page N/A
Last valid on N/A N/A
Campaign status Top of page N/A
View relationships N/A View > Campaign relationships
General settings Name Top of page N/A
Description About your campaign N/A
Purpose About your campaign N/A
Marketing Strategy About your campaign N/A
Marketing Program About your campaign N/A
Folder About your campaign N/A
Brand About your campaign N/A
Message Short summary of the message's configurations SMS/LMS panel (once the message has been saved) N/A
Edit (redirects to Message Designer) SMS/LMS panel Create message, or Edit message if you have previously saved your message
Proof launch Edit N/A Preview and Test > Proof launch
Proof launch N/A Preview and Test > Proof launch
Data sources Edit SMS/LMS panel Data sources
Campaign settings Edit > Opt-In Additional settings Opt-In
Targeting Edit Targeting N/A
Activation and Launch settings Activate N/A Activate
Schedule launch N/A Launch
Edit Additional settings N/A
View launch status N/A View > Launch status
View monitoring N/A View > Monitor campaign
N/A Show Errors N/A Show errors
Validate N/A Validate
N/A Insight N/A View > Insights

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