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1. Supported Channels
2. Email & Web Page Builder
Two Editing Modes
Regular Letter (Rich Text)
HTML Letter (Visual Builder)
Opening the Visual Builder
Available Components
Styling Every Component
Template Gallery
Landing Pages
Email Campaigns
Newsletters
E-Commerce
Responsive Preview
Component Tree
3. WhatsApp Template System
Template Components
Configuring a WhatsApp Event
Per-Language Template Support
4. SMS Campaign Design
Configuring an SMS Event
5. Social Media Channels
Designing a Social Post
Channel-Specific Previews
6. Collaboration Channels — Slack & Microsoft Teams
Capabilities
7. AI-Powered Content Generation
AI Image Generator
AI Video Generator
8. Multilingual Campaign Support
What Can Be Localised
9. Campaign Settings & Tracking
UTM & Analytics Tracking
10. Media Management
Upload Methods
Drag & Drop
File Picker
Media Library
AI Generation
File Type Restrictions by Channel
11. Campaign Timeline Designer
How to Use the Timeline
Quick Reference — Design Capabilities by Channel
A complete guide to designing campaign content across all supported channels — from drag-and-drop email builders to WhatsApp templates, social media posts, and AI-powered content generation.
SurveyAnalytica supports 13 channels organised into four categories. Each campaign event targets a single channel and can be scheduled independently on the campaign timeline.
| Channel | Category | Editor Type | Media | Templates | Variables |
|---|---|---|---|---|---|
| Messaging | Visual drag-and-drop builder + Rich text | Inline images, attachments | 100+ pre-built | Full HTML personalisation | |
| Messaging | Template selector | Header media (image, video, PDF) | Meta-approved templates | {{1}}, {{2}} placeholders | |
| SMS | Messaging | Plain text | Optional MMS image/video | — | Text only |
| Slack | Messaging | Rich text (Quill) | — | — | Formatting |
| Microsoft Teams | Messaging | Rich text (Quill) | — | — | Formatting |
| Facebook Messenger | Messaging | Text area | — | — | — |
| Social | Text area | Image / video | — | — | |
| Twitter / X | Social | Text area | Image / video | — | — |
| Social | Text area | Image / video | — | — | |
| Social | Text area | Image / video | — | — | |
| Google Ads | Social | Text area | Image / video | — | — |
| Web | Web | Visual drag-and-drop builder | Full media support | 100+ pre-built | Full HTML |
| Survey / Form | Web | Visual drag-and-drop builder | Full media support | Survey templates | Form variables |
The visual campaign builder is a full drag-and-drop design environment for creating emails, landing pages, and web content. It opens as a full-screen editor and provides a component palette, live preview, and granular style controls.
When configuring an email event, you can choose between:
A WYSIWYG rich-text editor powered by Quill. Suitable for simple, text-forward emails with basic formatting — bold, italic, lists, links, and inline images.
A full drag-and-drop design environment. Drag layout blocks and content components onto a canvas, style them visually, and preview on desktop or mobile. This mode stores the output as htmlDesign and is recommended for branded, visually rich emails.
Drag any of the following components from the palette onto the canvas. Components can be nested inside layout blocks.
Select any component on the canvas to open its style panel. Available controls include:
| Style Category | Controls |
|---|---|
| Typography | Font family, size, weight, style (italic), line height, letter spacing, text alignment |
| Colours | Text colour, background colour with colour picker and hex/RGB input |
| Spacing | Padding (top, right, bottom, left) and margin controls with px values |
| Layout | Width, height, alignment, flex direction, justify/align settings |
| Background | Solid colour, gradient builder, background image URL |
| Borders | Style (solid, dashed, dotted), width, colour, and border-radius per corner |
| Shadows | Drop shadow and inset shadow with x/y offset, blur, spread, colour |
Start from scratch or choose from 100+ pre-built templates across 14 categories:
SaaS, technology, product launch, and conversion-focused landing page layouts.
Promotional emails, announcements, welcome series, and transactional layouts.
Multi-section newsletter layouts with headers, article cards, and footer blocks.
Product showcases, cart abandonment, order confirmation, and promotional sale templates.
Additional categories include: Blog, Events, Portfolio, Restaurant & Food, Real Estate, Healthcare, Education, Non-Profit, and more. Templates support multiple languages (EN, FR, IT, DE, ES, RU, HI).
While editing, toggle between Desktop, Mobile, and Tablet views to see how your design adapts. The preview updates in real time as you make changes. Device frame mockups replicate the look of actual screens.
A hierarchical tree view of your design structure is available alongside the canvas. Click any node to select the component, drag to reorder, and expand or collapse sections. This is useful for navigating complex, deeply-nested layouts.
WhatsApp Business messages require Meta-approved templates. SurveyAnalytica lets you select, configure, and preview templates directly within the campaign builder — including per-language variants, header media, body variables, and interactive buttons.
| Component | Supported Types | Description |
|---|---|---|
| Header | TEXT, IMAGE, VIDEO, DOCUMENT, LOCATION | Top section of the message. Text headers can contain one variable. Media headers accept uploaded or library files. |
| Body | Text with {{n}} placeholders | Main message content. Supports numbered variables ({{1}}, {{2}}, etc.) that are filled per-contact or per-language during distribution. |
| Footer | Plain text | Optional small-print line below the body, typically used for disclaimers or branding. |
| Buttons | URL, QUICK_REPLY, FLOW, PHONE_NUMBER, COPY_CODE | Up to 3 interactive buttons. URL buttons can have a dynamic suffix variable. Quick Reply buttons return a payload to your system. |
WhatsApp templates can be configured independently for each campaign language. When you switch the language dropdown in the event panel:
SMS events use a simple text editor with a character counter. You can optionally attach media for MMS delivery.
Facebook, Twitter/X, Instagram, LinkedIn, and Google Ads events share a common design pattern: a text area for post content plus optional image or video upload.
Each social channel has a pixel-accurate preview that replicates the platform’s native look:
Send rich-text messages to Slack channels or Microsoft Teams channels directly from your campaign. Both channels use a Quill-based rich text editor with full formatting support.
| Feature | Slack | Microsoft Teams |
|---|---|---|
| Editor | Rich text (Quill WYSIWYG) | Rich text (Quill WYSIWYG) |
| Formatting | Bold, italic, lists, links, code blocks | Bold, italic, lists, links, code blocks |
| Preview | Full Slack workspace mockup with sidebar and channel list | Full Teams interface with rail nav and chat area |
| Multilingual | Yes — per-language message variants | Yes — per-language message variants |
Every channel that supports media includes built-in AI Image and AI Video generators. These tools use your campaign content as context to create on-brand visual assets without leaving the editor.
| Option | Values |
|---|---|
| Mode | Custom prompt — describe the image you want. Content-based — auto-generates from the event’s subject, message, or HTML design. |
| Style | Professional, Minimalist, Vibrant, Creative, Modern |
| Size | Square 1:1 (1024 × 1024) — ideal for social media. Landscape 16:9 (1792 × 1024) — headers & banners. Portrait 9:16 (1024 × 1792) — stories & vertical content. |
| Logo Overlay | Toggle on/off. Upload a logo URL. Position: Top-Left, Top-Right, Bottom-Left, Bottom-Right, or Centre. |
Generates short video or GIF content from your campaign text. The output is automatically inserted into the event’s media field. Available on SMS, social, and email channels.
Every text field in the campaign builder supports per-language variants. This means you can create a single campaign that delivers localised content to each audience segment.
| Field | Storage |
|---|---|
| Email subject | Map<language, string> |
| Email body / HTML design | Map<language, string> |
| WhatsApp template selection | Map<language, templateId> |
| WhatsApp header media | Map<language, media[]> |
| WhatsApp variable values | Map<language, {header, body, buttons}> |
| WhatsApp API payload | Map<language, payload> |
| SMS / social post text | Map<language, string> |
| Slack / Teams message | Map<language, string> |
Global campaign settings are accessible from the settings dialog and apply to the entire campaign regardless of channel.
| Setting | Description |
|---|---|
| Campaign Name | Internal name for identifying the campaign |
| Description | Optional multilingual description for internal reference |
| Campaign Goal | Multilingual goal statement for tracking objectives |
| Budget | Budget amount with configurable currency (default USD) |
| KPIs | Key performance indicators to track against |
| Start / End Date | Campaign date range (also configurable at launch) |
Enable tracking to append UTM parameters to all links in the campaign:
| Parameter | Description |
|---|---|
| Google Analytics ID | Your GA tracking ID |
| UTM Source | Traffic source identifier (e.g., “newsletter”) |
| UTM Medium | Marketing medium (e.g., “email”, “sms”) |
| UTM Campaign | Campaign name for GA reporting |
All channels share a unified media upload and library system. Media can be uploaded fresh, selected from the library, or generated with AI.
Drag files directly onto the upload zone in the event configuration panel.
Click the upload area to open the native file browser.
Browse previously uploaded assets and reuse them across campaigns.
Generate images or videos with the built-in AI tools and insert directly.
| Channel | Accepted File Types |
|---|---|
| WhatsApp Header (Image) | .jpeg, .jpg, .png |
| WhatsApp Header (Video) | .mp4 |
| WhatsApp Header (Document) | |
| Email Attachments | Any file type |
| SMS (MMS) | image/*, video/* |
| Social Media | image/*, video/* |
The timeline designer is a grid-based visual tool for orchestrating when each event fires across channels. It appears in both the Distribution and Preview & Testing tabs.
| Channel | Design Editor | Media Support | Templates | AI Generation | Multilingual | Preview |
|---|---|---|---|---|---|---|
| Drag-and-drop builder + Rich text | Inline images, attachments | 100+ | Image, Video | Yes | Desktop + Mobile | |
| Web | Drag-and-drop builder | Full media | 100+ | Image, Video | Yes | Desktop + Mobile |
| Template selector + variable editor | Header (image, video, PDF) | Meta-approved | Image | Yes (per-template) | Phone mockup | |
| SMS | Text field + 160-char counter | MMS (image, video) | — | Image, Video | Yes | iMessage mockup |
| Text area | Image / video | — | Image, Video | Yes | Feed post | |
| Twitter / X | Text area | Image / video | — | Image, Video | Yes | Tweet |
| Text area | Image / video | — | Image, Video | Yes | Feed post | |
| Text area | Image / video | — | Image, Video | Yes | Feed post | |
| Slack | Rich text (Quill) | — | — | — | Yes | Workspace mockup |
| Microsoft Teams | Rich text (Quill) | — | — | — | Yes | Teams mockup |
| Messenger | Text area | — | — | — | Yes | Chat mockup |
| Survey / Form | Drag-and-drop builder | Full media | Survey templates | — | Yes | Desktop + Mobile |