AI-powered 5-step wizard that creates eDM campaign briefs. Pulls market intelligence from the Travel Intent Dashboard and past campaign performance to generate data-informed copy, then exports a ready-to-submit Word document.
"Turn travel intent signals into a campaign brief that matches our eDM template — with AI-generated copy."
The wizard matches the PPHG eDM Campaign Briefing Template 2023, so the output is ready for creative team review.
The left sidebar that provides real-time context as you build your brief.
The left panel updates automatically as you select a property and market. It pulls from two data sources:
Travel Intent data — trending topics, seasonality peaks, and market signals from the dashboard.
Campaign Performance data — historical open/click rates and winning subject lines for that property.
Use this context to inform your messaging. If "Cherry Blossom Season" is trending from Japan, lead with that theme.
Signal card: If you click "Create Brief" from a What's Next card in the Travel Intent Dashboard, the signal context carries over automatically.
Basic setup — who's sending, what type, and when.
Campaign name is auto-generated based on property, market, and date — but you can edit it.
Property selection is critical — it determines which market intelligence loads in the context panel and which markets are available in Step 2.
Send Time Optimization (toggle) — when enabled, Salesforce Marketing Cloud picks the optimal send time per recipient rather than sending at a fixed time.
Requester & Approval fields at the bottom track who requested the campaign and the approval chain.
Define who receives this campaign.
Target Market dropdown is populated from the property's source markets in the Travel Intent data. Selecting a market updates the context panel with that market's trends.
Segment options: Leisure travellers, business travellers, loyalty members, or all contacts.
Region is auto-filled based on market — Japan → Asia Pacific, UK → Europe, etc.
Seed List — internal email addresses that receive a test copy before the live send.
Suppression List — contacts to exclude (recent unsubscribers, recent purchasers, etc.).
The main creative — subject line, hero image, copy, and CTA.
Template type determines the email layout:
Single — hero only, no sub-offers. Step 4 is skipped.
Stacked — hero + up to 4 sub-offers stacked vertically below.
Mixed — hero + sub-hero block + up to 4 sub-offers in a mixed layout.
AI Generation — click "Generate Text with AI" and Gemini writes the subject line, pre-header, headline, body copy, and CTA based on your property, market, and the trending topics from the context panel.
Subject line — 50 character limit. The AI optimises for open rate.
Hero image — drag-and-drop upload. Stored in-browser (not uploaded anywhere). Included in Word export.
AI Requires Gemini API key from Home page Settings.
Additional content blocks below the hero. Skipped for Single template.
This step is conditional — it only appears if you selected Stacked or Mixed template in Step 3. For Single, the wizard skips straight to Review.
Stacked layout: Each sub-offer has a title and image, stacked vertically below the hero.
Mixed layout: Includes a sub-hero block plus sub-offers with title, copy, image, and CTA in a richer layout.
AI Generation creates sub-offer content that complements the hero — it reads the hero headline and trending topics to suggest related offers.
Example: If hero is "Cherry Blossom Escape", sub-offers might be: Spa Package, Dining Experience, Cultural Tours, Early Bird Rate.
Preview everything, then export as Word doc or copy to clipboard.
Review shows all fields from Steps 1–4 in a read-only summary. Each section has an "Edit" link that jumps back to that step.
Export as Word generates a .docx file with:
• Formatted sections matching the PPHG eDM template
• Embedded images (hero + sub-offers) with correct aspect ratios
• Timestamped footer
Copy to Clipboard copies a plain-text version for pasting into emails or Slack.
Note: Images are stored in-browser only (base64). They're embedded in the Word doc but not uploaded anywhere.
The Word export uses the docx library via CDN — no server required.