Create New, blank, simple Emails that look like personalized Emails or Dynamic formatted Emails with unlimited HTML formatting.
New Email or Duplicate Existing Email
- Campaign (Required - Enabled to Send Email)
- Email Subject (Required - Can be Changed Later)
- Sender (Required - Can be Changed Later)
- Committee (Optional)
- Event (Optional)
- Description (Optional)
Duplicate Sent or Draft Emails with the Duplicate button
Once you have Template(s) matching your Website(s), Graphics pack(s), Themes, etc.
Easily Duplicate Emails and then Modify to match current Objective so you your Emails Match and you don't spend time modifying the Graphics or setting up New Emails each Time.
- Event Invites
- Announcements
- Updates
- Call Time Requests
- etc.
Email Templates - Included - Great starting points
Create a New Email and Check out / Review the Email Templates.
Update / Change the Templates and make them your own.
Choose an Email Template, Modify, Save and Duplicate over and over.
Custom Email Templates - Designed to Help - For a Fee
Our Team can Help you Create a New, Custom Email Template to Match your Initiative.
Once it's created you an Duplicate and Change it as you like.
Original Design & 1 Alteration included in Service.
What is the Purpose of the Email Template(s) you would like?
- General Letters / Notifications
- Event Invites
Do you have:
- Existing Email Template that you would like Recreated?
- Logos, Scanned Signature and other Art that you would like to Include?
- Graphics Pack / Colors to Use?
Would you like the template to look like your Website? Please share URL.
Text Spacing
Similar to Word and other Text Editors- a Standard "Return / Enter" or "Carriage Return" Creates a "Double Space."
Double Space is great for separating Sentences and Paragraphs.
- "Return" = "Double Space"
- "Shift" + "Return" = "Single Space" (Signatures & Footers)
Make Sure to Save!
Unsubscribe Links
By default your Emails will have "Unsubscribe" links at the bottom of your Email Templates. You need to send "Test" Emails or Scheduled / Send Not Emails to see the links. (Not visible in the Email Creation View)
Suggestion:
Add or make sure there are a number of "Carriage Returns" at the bottom of your Email Templates to move the Unsubscribe links down and below your Email. (Below the Fold)
Removing Unsubscribe:
If you have a Dedicated IP Address you can remove the "Unsubscribe" link if your Emails match the requirements of the Can Spam Act.
This allows you to Email Major Donors, Lobbyists, etc. with Emails looking like they are Personal - not Email Blasts.
Send Test Emails to Review your Email
Review Formatting, Images, Test Links, etc.
Spell Check Email Content
Embedded Spell Check
- Click the "Spell Check" button
- Select "Enable SCAYT"
Mac: Imbedded Spell Checker
- Edit > Spelling and Grammar > Show Spelling and Grammar
- Quick Keys: "Command" + "Colon"
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Dynamic Variables -
Personalized Contact Info from Recipient Contact Profile
Customize Emails for your Recipients - Get Better Delivery and more Opens
Email Recipients are much more likely to Open Email if they see their Name or content customized to the recipient.
Dynamic Variables Insert Contact info from the Recipient Contact Profile into Emails Uniquely per Email.
Dynamic Variables can be added to:
• Email Body
• Email Subject (Needs to be Copy/Pasted into Subject from Email Body)
What Shows in Emails:
Scheduled / Send Now Emails
- If the Dynamic Variable is not populated on the Recipient Contact, the Variable is left blank.
Test Emails
- If there is no Email match in the Account the [Variable] name shows in the Test Email.
- If there is a match, the Variable is populated with the [Variable] name so you can see where it will show
- Note: If you are sending "Test Emails" to Donors make sure that the Recipient has a Matching Email in your Contacts database and that the "Variable" field being used is populated.
Suggested Email Intros before Dynamic Variables:
• Good afternoon [salutation],
• Good morning [formal],
• Hello [name],
Most Common:
[salutation] & [first_name]
Insert Dynamic Variables
[prefix]
[name] (First & Last Name)
[first_name]
[last_name]
[salutation]
[formal] (Formal Salutation)
[title]
[company]
[employer]
[occupation]
[spouse]
Insert Images & PDF's
Related Article: (Please do review the Details)
Emails Images, PDFs (Attachments), Links to Videos and Hyperlinks
Images and PDF's are stored in the Media Library.
Upload Images & PDF's from Emails or the Media Library (Medial Library is Campaign Specific)
Insert Images & Insert PDF's into Email once they are Uploaded
Place Your Cursor where you want the Image or PDF to go In your Email & Click Insert Button.
Email Links to Websites, PDF Download Links & Email Links
Any Image or Text can be made into a HTML Link or Email Link
Images
Once an Image is added to Email - you can add Links from "Link" or "Image Properties"
Link
- Highlight the Image and Click the "Link"
- In "Link" pop-up: Choose URL or Email Link Types
- Fill In Form & Save
Image Properties
- "Double Click" or "Right Click" on the Image to Open Image Properties
- Click the "Link" Tab and you can Add the URL to Link to
Inserting Tables
Email Perimeters, Borders, Columns & Rows
Tables are how you can add structure to your Emails.
"Perimeter" Tables allow your content to be centered and all a standardized width.
You can Start with an "Email Template" with Tables or build your Email from scratch.
We suggest 400 - 800px (Pixels) for the perimeter so that your Email will read well on all Devices from Phones, Tablets and Computers.
Border Size = 0 for Transparent Table perimeters (Not Visible)
Adjust Table Outline Colors, Etc.
First Add a Table or use an Email Template
Table > Table Properties > Advanced: Style
background-color:rgb(255, 255, 255);border-spacing:0px !important;border:0px solid rgb(226, 226, 226);box-shadow:rgba(0, 0, 0, 0.1) 0px 1px 2px 0px;line-height:1.5;margin:0px auto;max-width:600px;width:600px;
Horizontal Break Lines
Horizontal Break lines are great, easy ways to separate sections of Emails. They fit into Tables they are surrounded by.
We cannot change the color of a horizontal line interactively using the built-in horizontal line feature.
Background Colors outside of Email Table
Start with a Grey Background Template to make it easier.
Sample:
Source: Line 6 (Make sure to Save and use Templates so you don't goof up your work)
<table align="center" cellpadding="0" cellspacing="0" style="background-color:rgb(213, 213, 213); border-spacing:0px !important; font-family:helvetica; font-size:16px; padding:20px 0px 10px; width:100%">
style="background-color:rgb(213, 213, 213)
You can Edit Formatting in App from Source.
We suggest to Copy Source Text to a Text Editor to Modify. (Or just a blank Local Email)
One line or the whole content.
You can Modify the Entire Email in an HTML Editor if you prefer.
You and your Graphics Team can also add HTML to the Editor from Source -Just make sure to review and Test!
Test Emails:
Email Delivery & Content Test Sites
Send Test Emails to Evaluate Content, Links, Domains, etc.