Managing a campaign

Displaying an image from an activity using liquid

Sometimes you will have image URLs in an activity you want to show in an email.

Let’s look at an example of an activity called "Booked trip":

  • Booked trip

  • Trip name

  • Destination

  • Destination image

  • Arrival date

  • Departure date

In a confirmation email after booking we want to show all the details of the booked trip including the destination image. To do this you’ll need a valid image URL for the attribute.

When editing an email in a playbook or an email campaign do the following:

  1. From the design tab when editing an email, drag the "HTML" content block to roughly where you want the image from the activity to output.

  2. Click on the HTML content block to reveal HTML on the right in a white box. This is where we need to edit to add the image.

  3. Remove the existing HTML and enter <img src="{{ activity.custom.booked-trip.destination-image }}"

    The output will obviously vary based on the activity you’re using.

    To get the exact code you can use the merge tag control in a text area to find the right variable. Click into a text area and click More > Merge tags.


    Navigate to an activity and attribute with an image URL and select it. The variable will appear in the text. Cut and paste this into the code.

  4. Sometimes you may not have an image or the attribute is empty. As a precaution you can add a default image from your website or CDN. To do this use the default method in Liquid: {{ activity.shopify.viewed-product.image-url | default: '' }}

  5. The image will appear broken in the editor but if a correct activity attribute image URL was used will work correctly when the email is sent. It’s highly recommended you test this with several test emails before sending or setting live.

Using liquid to personalize subject lines and email content

Autopilot supports the Liquid templating language in emails. This provides a powerful and flexible way to personalize your emails. Liquid allows you to include dynamic content in your emails. It also allows you to personalize your emails using dynamic logic. This means that in addition to including your customer data platform (CDP) and activity attributes in your emails, you can use logic such as "if" statements, "for loops", and the many filters that Liquid supports.

Autopilot supports all of the Liquid syntax documented in their GitHub project. We’ve provided some of the most common examples below.

Use merge tags in the email subject lines or preview text

  1. Click the merge tag icon - anywhere you see this icon you can add merge tags.

  2. Select either a recent merge tag, a field or activity attribute to add.

  3. When you select a field or attribute you will be shown example of possible values and given the option to add a default value in case the value is empty.


    Note - when using the merge tag in a field you won’t see the liquid code. Instead you’ll see a tag like the one shown above. You can still write liquid in the subject line e.g. {{ organization.recurly.plan-name }}

Use merge tags in the email editor

  1. To add liquid syntax to your emails you can use the Merge tag control in the editor. Select a text box and click More > Merge Tags.

  2. Use the merge tag control to select a field or activity attribute to add to the email.

  3. In the email editor the liquid is inserted and you see the syntax.


Preview text

Preview text is an email pre-header. It’s a snippet of text that appears after the email subject line in most email clients.


You can use preview text to improve your open rates by making your email message look better in the subscribers inbox.

Adding the preview text to your campaign’s email message

  1. Create a new campaign or edit an existing campaign.

  2. Enter your preview text. You can use tags to personalize and emoji to add extra meaning.


Tips for your preview text

  • Keep it short so the entire message can be seen in the email client.

  • Get to the point early and sum up the content inside.

  • Try including a sense of urgency or a teaser to entice the subscriber to open the email.

View an email campaign

To view an email campaign:

  1. Ensure you have accessed the Campaigns page.

  2. Click the email campaign to view.

  3. On the email campaign’s page, click the appropriate option (Design, Audience, Report and Activity along the top-right) to view more information about the people and their relevant activities conducted through this email campaign:


The Report option presents an overview of performance-related aspects of your email campaign, which includes the following sections:

  • Performance - this section of the page shows the following information:

    • Open rate - The percentage of received emails that open an email. Formula: (Unique opens / emails received)*100

    • Click rate - The percentage of received emails where there is a click. Formula: (Unique clicks / emails received)*100

    • Conversions (conversion rate) - When an activity is set to attribute you will see the total amount of conversions and conversion rate attributed to the campaign.

    • Successful deliveries - The amount of successful deliveries for this campaign. This excludes invalid email addresses and bounces.

    • Clicks per unique open - The percentage of unique subscribers who opened a campaigned and clicked inside. Formula: (Unique clicks / Unique opens)*100

    • Total opens (Open rate) - The amount of opens (unique) for this campaign. The open rate is included in brackets for reference.

    • Total clicks (Click rate) - The amount of clicks (unique) for this campaign. The click rate is included in brackets for reference.

    • Last opened - The date and time the last subscriber opened the email.

    • Last clicked - The date and time the last subscriber clicked a link.

    • Unsubscribed (Unsubscribe rate) - The amount of subscribers who unsubscribed from all email

    • Spam complaints - The amount of people who lodged a spam complaint.

    • Forwarded - The amount of forwards of this email using the forward feature.

    • Viewed online (unique) - The amount of unique times this campaign was viewed using the view online link.

    • Reacted (Reaction rate) - The amount of subscribers who reacted to this campaign. This also includes the reaction rate. Formula: (Reactions / Emails received)*100

    • Sentiment - The overall sentiment of the campaign based on reactions.

    • Additional information that may be shown for an email campaign related of an e-commerce data source integration (like Shopify):

      • Orders (order rate) - the amount of orders attributed to this email campaign. This is the total amount of orders attributed and the percentage of subscribers who received the email and ordered.

      • Revenue - This is the total sum of revenue attributed to this email campaign based on attribution settings.

Organize campaigns with folders

As your list of campaigns grows, you can create folders to organize and group your individual campaigns together. When organizing campaigns with folders:

  • Different types of campaigns (i.e. email, playbook, sms) can be added to a single folder.

  • A campaign can only belong to a single folder at any given time.

  • Folders cannot be nested.