A message contains a template as well as all the pieces necessary for a deployment. This includes the subject line, from address, text versions and tracking. When creating a message, you can start from scratch and paste in your own HTML code or you can use one of the templates located with CONNECT. A content editor is still provided in both situations so that you can easily make edits to the content.


Messages also allow you to edit/test a template before deployment. This is your chance to see what recipients will see.


This section will walk you through the steps of setting up or editing an email message.


1.  Click the "Create new message" button in the Compose tab


Click the



2.  Fill in the message name, select/create a campaign and select a template (if required). Once finished, click Save



  • Tip: The Message name should describe the specific message. 


  • For example, an eAlert you are deploying on January 5, 2013 to your customer list might be called "eAlert_Customers_01052013". 


  • The "campaign" is the umbrella under which messages are placed, so name your campaigns more broadly. 
    • In this example, you could use the campaign name: eAlerts_January 2013.

  • HTML Editor
    • Visual Editor - Create your HTML template easily using What You See Is What You Get (WYSIWYG). 
    • Text Editor - Create your HTML template using your own HTML code

3.  Select Envelope. Type in the Subject Line



  • NOTE: Use the actual subject line. CONNECT will automatically place "Test-" in front of the subject line when testing the message.


  • TIP: Ideally keep your subject lines close to 30 characters including spaces. 
    • This will prevent your subject line from being cut short in certain email clients and can improve your open rates.


1. CONNECT allows user to insert dynamic variables in their subject line which populates according to the email record. Click '##' to select the field of choice such as email, first name and/or last name and specify other properties as well. A pop up appears as the one shown below.





2. User could add their own logic to change the subject line based on who is receiving it. Click on 'Add Logic' button to display a pop up. Here, user could use if-else logic to dynamically populate subject line based on receiving email information. An Add Logic pop up is displayed below.



For more in-depth information on Dynamic Subject line. Click here



4.  Select the Reply-To Address


Select the Reply-To Address



  • NOTE: To create a new reply-to address, simply click on the "Create new" link located under the drop-down menu and type in the desired address.

5.  Select the From Address and From Name




Select the From Address and From Name


  • The from name will auto populate with the name you selected at setup. However, you may change this for adhoc campaigns.
  • To create a new from address or from name, simply click on the "Create New" link located under the drop-down menu and type in the desired address.



6.  Select HTML. If this message has a template, follow these steps


Select HTML. If this message has a template, follow these steps



  1. The template will automatically populate within the Template Editor for you to begin making changes.
  2. Using the template editor, make all necessary changes to the template. (See "Using the Template Editor")
  3. Click the Save button when you are finished making changes.



7.  If the message has no template, follow these steps


If the message has no template, follow these steps


  • First, you will need to locate the HTML code for your template. If your template is saved as an HTML file on your computer, open it in an internet browser. 
  • If the template is hosted on an external link, open that link in your internet browser. 
  • Once you have the template open in your browser, follow the browser specific instructions below: 
    • Internet Explorer: Right click anywhere in the message and select "View Source". Select all (CTRL+A) of the code and then select copy (CTRL+C).
    • Mozilla Firefox and Google Chrome: Right click anywhere in the message (except a clickable link) and select "View Page Source”. Select all (CTRL+A) of the code and then select copy (CTRL+C).
  • Once you have copied the code, click the HTML tab on the template editor in UMPIRE, place your cursor in the empty text box and select paste (CTRL+V).
  • Click the Save button, BEFORE switching away from the HTML tab.

8.  Select Text. Generate the text version or paste in your own


Select Text. Generate the text version or paste in your own



  • Text versions allow individuals who have HTML content turned off in their email client, or are viewing your email in an older smartphone, to read the message.
  • Setting up a text version in CONNECT could not be easier. 
    • Simply click the "Generate Text Version" button and CONNECT will automatically pull all text, alt text, and links from your template and populate them in a simple format in the text box. 
    • It will also automatically populate the text version at the recommended 40-character width.
  • You might wish to make changes to the text version to clean it up using spaces and dividers.
  • Click Save when finished.
  • NOTE: If you have already created a text version outside of the tool, you can simply copy and paste the text version in and edit it like you would any text document.



9.  Click Preview. Review your message by adjusting the screen size and trying real customer data.


Click Preview. Review your message by adjusting the screen size and trying real customer data.


  1. Contacts - This feature allows you to select contacts that are in your DataMart and see how the message would look to them with there dynamic information.
  2. Required DataMart Fields - This feature allows you to type in values for the DataMart fields that have been used in the dynamic content and preview what the template looks like when a contact has those values.
  3. Combination - This feature allows you to easily cycle through the different combinations of content that are available in the template. Note: This does not take into account the logic used.
  4. Screen Width - This feature allows you to simulate different screen widths and how your template reacts to them. Note: This does not simulate device specific behaviour.

    

       If you would like a more in depth look at the Preview step and it's feature, click here.



10.  Click "Click Tracking". Update the link names in Click Tracking


Click


  • By default, CONNECT will automatically apply tracking to all of your links1
  • The click tracking section of the message set-up is mainly to ensure that all of your link names are generated the way you would like them to be.


  • Link names are automatically created based on the alternative text of the image or the text of the link. 
  • However, if you have multiple links using the same text (ie. "click here"), you can alter the link names so they can be tracked separately. 
  • For example, "Click here_First article".


      1. This does not include mailto or anchor links as they cannot be tracked by any means.