Add campaign design to the place where your customers manage audiences, content, and approvals. Polotno SDK connects CRM data to controlled templates for images, video, and print. Your users can edit a design, approve a generated version, or run the full process through automation.
Keep campaign production inside your platform
An external design tool breaks the connection between campaign data and creative output. A customer exports a list, copies values into a design, downloads files, and uploads them into your platform again. Each change starts another round of manual work.
An embedded editor keeps the campaign, template, customer data, and final assets in one workflow. Your application controls access and saves each design with the related campaign or account.
Turn CRM data into campaign assets
Polotno stores designs as structured JSON. Your system can map CRM fields to text, images, colors, and other template values.
A campaign workflow can follow these steps:
- A marketer selects a segment, account list, or product feed.
- Your application loads an approved campaign template.
- CRM fields fill the template with names, offers, images, and local details.
- A marketer reviews one version or edits selected fields.
- Your render service creates the channel and audience variants.
- Your application attaches each output to the campaign record.
This model supports a single asset and a batch of personalized outputs. The direct mail automation guide follows the process from CRM segment to personalized postcard.
Give marketing teams controlled editing
Campaign teams need freedom within clear limits. Lock logos, legal text, layout structure, and brand colors. Leave names, offers, images, and calls to action open for editing.
Your application can load different controls for a marketer, agency partner, account manager, or approver. The user management feature shows how product roles can control access inside the editor.
Manage templates as campaign records
Store each template with an owner, status, version, and allowed channels. Your backend can decide which accounts or regions can use it. A design remains editable because your database stores the source JSON with the rendered asset.
Teams can update a template once and use it for later campaign runs. The brand locking guide covers locked elements, design tokens, and validation rules.
Produce assets for each channel
One campaign may need social images, ad banners, email headers, short video, and print files. Polotno can render these outputs from related templates and shared campaign data.
- Generate account-based ads from CRM fields.
- Create localized social assets from one campaign record.
- Build sales proposals with customer names and product images.
- Produce postcards or event materials from a contact segment.
- Update campaign assets after a price or offer changes.
Use design workflow automation for template updates and repeated production. Use render and export tools for image, video, and document output.
Add review and proofing to the existing workflow
Your product can use its current comments, status fields, and permissions for creative review. Store the source design and rendered proof under the same campaign record. Reviewers can approve an exact version before your system publishes or prints it.
The web-to-print proofing guide explains versioned proofs, approval records, and final file checks.
A proven content automation model
Someli.ai uses Polotno as the design layer in its marketing content platform. The team integrated it in three weeks. Automation and controlled templates let one designer support more than 50 client accounts.
Brand Ninja uses JSON templates and cloud rendering for AI-generated social content. The company launched its image and video workflow in one week.
FAQs
Can CRM fields fill a design template?
Yes. Your application can map contact, account, campaign, or product fields to values in the design JSON.
Can users edit a generated campaign asset?
Yes. Load the generated design in the editor and expose only the fields that the user can change.
Can we regenerate assets after campaign data changes?
Yes. Update the mapped values and render a new version from the same template.
Can we keep approvals in our platform?
Yes. Store design versions, proof files, comments, and approval status in your existing campaign workflow.
Can we create personalized assets in batches?
Yes. Your backend can apply many records to a template and queue each output for rendering.
Where does customer data live?
Your CRM can remain the source of customer data. Pass only the values and assets required for the design and selected rendering process.
