Skip to main content
The builder is where a campaign gets its content. It is a drag-and-drop email editor: blocks on the right, the email in the middle, and a placeholder menu for inserting each recipient’s own data. Built for people who send member emails without writing HTML and still need the result to survive Outlook, Gmail, and a phone screen. Replaces hand-built HTML emails and the “paste from Word and hope” workflow. Email builder with the design canvas in the middle, the content block palette on the right, and the Placeholders dropdown in the toolbar above the canvas

​
Opening the editor

Open a draft campaign and switch to the Content tab. Content saves automatically while you work, and the toolbar shows Saving and then Saved; Save forces it. The same editor opens standalone when you create or edit a template. The editor loads inside the page from Orgo’s canonical app domain, so it works the same on a custom domain.

​
Blocks

Drag a block from the right-hand palette onto the canvas, then click it to edit its content and styling. The side tabs are Content (the palette above), Blocks, Body, and Uploads. The toolbar has undo and redo, a desktop and mobile preview toggle, and a full preview.
Stock image search and the Facebook, Google, and Unsplash integrations are switched off. Upload your images or paste their URLs.

​
Placeholders

Placeholders in the toolbar copies a token to your clipboard; paste it anywhere in the design and it is replaced per recipient at send time. A campaign attached to an event gets eight more: {eventTitle}, {eventDescription}, {eventDateBegin}, {eventDateEnd}, {eventTimezone}, {eventLocation}, {eventRegisterUrl}, and {eventAgendaUrl}. Event dates are rendered in the recipient’s own timezone where they have one, otherwise the event’s, otherwise the organization’s. Notes that save people time:
  • Both {firstName} and {{firstName}} work.
  • Placeholders work inside link URLs as well as in text. {unsubscribeUrl} and {preferencesUrl} become a bare URL inside an href and a ready-made link when used on their own.
  • Anything that does not resolve for a given recipient (a phone number they never filled in) is replaced with nothing, not left as raw text.
  • {eventAgendaUrl} only resolves for recipients with a confirmed registration for that event.
  • If the design contains no {unsubscribeUrl}, Orgo appends an unsubscribe footer automatically before sending.
Always use Send test to your email before a real send: it renders the placeholders against your own record, so an empty field shows up immediately.

​
Templates

Administration → COMMUNICATION → Campaign templates holds the reusable designs. They are filtered by All, Orgo (the designs that ship with the platform), and Custom (yours), with a badge on each card. Email templates gallery with All, Orgo and Custom tabs and template cards showing rendered previews Hovering a card offers:
  • Start Campaign, which opens the create form with that template preselected
  • Preview, a full-size render
  • Duplicate, which copies it into a new custom template you can edit
  • Edit and Delete, on your own templates only
Orgo templates cannot be edited or deleted; duplicate one and change the copy. Blank is not a template, it is the “start from scratch” card. Templates are shared across the whole organization, and local communication managers can read, create, and edit them so they can build their own center’s campaigns. Picking a template while creating a campaign replaces the design only. The title, subject, sender name, reply-to, and audience you already chose are kept. New campaign form scrolled to the recipient options, with the recipient count on the selected one and the Choose a template carousel below them

​
Troubleshooting

It was almost certainly misspelled or is not in the list above. Copy it from the Placeholders menu rather than typing it, and check the case: {firstname} is not {firstName}.
Mail clients strip modern CSS. Keep to the blocks, avoid pasting styled content from a word processor, and check the mobile preview before sending. Test sends are the only reliable check.
Build it once, save it as a template, then use Start Campaign from the template each month. Duplicate campaign on a sent campaign is the other route, and it also carries the settings across.