1 19000057079 2016-11-08T10:56:27-05:00 The Compose Screen 19000146449 false The Compose Screen 8 2018-03-16T10:15:25-04:00 1 1 2016-11-08T10:59:22-05:00 0 1 The template editor provides an array of tools to help edit your template right in Connect. The template editor also provides all the necessary functions to create an email template from scratch although this requires a bit more expertise on your part.  Editing Text Editing text with the template editor is easy and provides a lot of the same functionality as any word processor software. Here are the functions you can perform when editing your template copy.   1.Paragraph Editing - Change the paragraph style, font or font size 2.Text Decoration - Highlight text and choose bold, italic, underline, or strike-through 3.Alignment - Align the text left, center or right 4.Colour - Change the colour of your font or the background colour 5.Lists - Create a bullet or numbered list Link Management The template editor makes link management simple. You can apply a link in seconds by highlighting the text or clicking the image you wish to link, clicking the Insert Link button and pasting in the URL. (UMPIRE will automatically track clicks on your links.)   1.Link Insertion/Removal - Buttons for inserting/removing a link into the text/image you have selected 2.URL - Text box where you will paste the URL you wish to link to 3.Target - Choose from the drop-down list where the link will point to. For email, choose "New Window" to ensure the link operates properly within the Webmail client or desktop email client. 4.All Properties - Provides extra functions such as anchor links and email address links. Image Management The image management system that CONNECT provides, allows the user to not only host their images within the tool, but place them in any template they see fit.   Image Insertion - The Insert Image button allows you to insert an image where you have placed the cursor in the template editor or change an image you already have selected. Image Selection - The pop up that appears when you have decided to insert an image, will display all of the available images you have stored in your Image Library. Insert Image - Once you have made the selection of which image you would like to insert, you simply click the Insert Image button and the image you selected will appear in your template.   <div dir="ltr"> <p>The template editor provides an array of tools to help edit your template right in Connect. The template editor also provides all the necessary functions to create an email template from scratch although this requires a bit more expertise on your part. </p> <p><span style="font-size: large;"><strong><br></strong></span></p> <p><span style="font-size: large;"><strong>Editing Text</strong></span></p> <p><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/19001533188/original/blob1478621089163.png?1478621089" class="inline-image fr-dii fr-draggable" data-id="19001533188" alt="blob1478621089163.png" title="blob1478621089163.png"></p> <p>Editing text with the template editor is easy and provides a lot of the same functionality as any word processor software. Here are the functions you can perform when editing your template copy.</p> <p> </p> <p>1.<strong>Paragraph Editing</strong> - Change the paragraph style, font or font size</p> <p>2.<strong>Text Decoration</strong> - Highlight text and choose bold, italic, underline, or strike-through</p> <p>3.<strong>Alignment</strong> - Align the text left, center or right</p> <p>4.<strong>Colour</strong> - Change the colour of your font or the background colour</p> <p>5.<strong>Lists</strong> - Create a bullet or numbered list</p> <p><br></p> <p><b style="font-size: large;">Link Management</b></p> <p><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/19001533209/original/blob1478621189790.png?1478621189" class="inline-image fr-dii fr-draggable" data-id="19001533209" alt="blob1478621189790.png" title="blob1478621189790.png"><br></p> <p>The template editor makes link management simple. You can apply a link in seconds by highlighting the text or clicking the image you wish to link, clicking the Insert Link button and pasting in the URL. (UMPIRE will automatically track clicks on your links.)</p> <p> </p> <p>1.<strong>Link Insertion/Removal</strong> - Buttons for inserting/removing a link into the text/image you have selected</p> <p>2.<strong>URL</strong> - Text box where you will paste the URL you wish to link to</p> <p>3.<strong>Target </strong>- Choose from the drop-down list where the link will point to. For email, choose "New Window" to ensure the link operates properly within the Webmail client or desktop email client.</p> <p>4.<strong>All Properties</strong> - Provides extra functions such as anchor links and email address links.</p> <p><br></p> <h2 style="box-sizing: border-box; margin-top: 20px; margin-bottom: 10px; font-size: 20px; line-height: 1.1;"><strong>Image Management</strong></h2> <div><img class="fr-dib fr-draggable" src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/19010298565/original/48a-qun4MsgIr6FMDqJUYGJSv-OfTNEBRw.jpg?1498160648" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/19010298565/original/48a-qun4MsgIr6FMDqJUYGJSv-OfTNEBRw.jpg?1498160648" data-fileid="19010298565" data-uniquekey="1498160208866" style="width: 759px; height: 321.75px;"></div> <div> <p>The image management system that CONNECT provides, allows the user to not only host their images within the tool, but place them in any template they see fit.<br style="box-sizing: border-box;"> </p> <ol style="box-sizing: border-box; margin-bottom: 10px; margin-left: 15px; font-size: 14px; list-style-position: inside;"> <li style="box-sizing: border-box; font-size: 14px; outline-style: none; outline-width: initial;"> <strong>Image Insertion</strong> - The Insert Image button allows you to insert an image where you have placed the cursor in the template editor or change an image you already have selected.</li> <li style="box-sizing: border-box; font-size: 14px; outline-style: none; outline-width: initial;"> <strong>Image Selection</strong> - The pop up that appears when you have decided to insert an image, will display all of the available images you have stored in your Image Library.</li> <li style="box-sizing: border-box; font-size: 14px; outline-style: none; outline-width: initial;"> <strong>Insert Image</strong> - Once you have made the selection of which image you would like to insert, you simply click the Insert Image button and the image you selected will appear in your template.</li> </ol> </div> </div> 19000146449 197 19000025184 2017-06-23T14:57:34-04:00 19004478153 1 2 0 1 How to use the Template Editor 2016-11-08T10:59:22-05:00 19000412568 1 2017-01-19T16:10:27-05:00 1 0 Previewing a message is a great way to verify the message you are about to use is correct and to instantly see the changes you have made to the message.  If you are using dynamic variables or content, it is a great way to verify that the logic and variables you used will work with the data you have collected for your contacts.  Below are multiple options throughout the system for previewing your message. 1.  The Preview Step At any time while setting up a message, you can switch to the "Preview" step and review what your message looks like in different situations. Below are some of the options you have access to. Contacts - This feature allows you to select contacts that are in your DataMart and see how the message would look to them with their dynamic information. 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. 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. 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 its feature, click here. 2.  Selecting Contacts for Previewing If you would like to view what your message will look like to other contacts in your DataMart, you can select contacts and load their data into the message to see how it will render with their information. When selecting contacts, you have access to the following options: Fields required - This section lists the fields used in your message as both Dynamic Variables and in dynamic content logic. This will help you determine which fields are important to your message. DataMart fields - This section allows you to add/remove different DataMart fields from the contact grid on the right side of the screen.  Each field is filterable and ca be sorted, so if you would like to find a specific group of contacts, you can do that using any field. Select contacts - At any point, you can select contacts to add to the left on the left panel. These will be the contacts you will carry back to the preview screen. Once back at the preview screen, you will be able to select them and see what the message will look like to them when they receive it. 3.  For a quick preview, you can click on the icon located next to the Message Name on the Email Messages tab under Compose. <p>Previewing a message is a great way to verify the message you are about to use is correct and to instantly see the changes you have made to the message. </p><p><br></p><p>If you are using dynamic variables or content, it is a great way to verify that the logic and variables you used will work with the data you have collected for your contacts. </p><p><br></p><p>Below are multiple options throughout the system for previewing your message.</p><hr><h2>1.  The Preview Step</h2><p><br></p><p><img class="fr-dii fr-draggable" alt="The Preview Step" src="https://inboxmarketercorp.desk.com/customer/portal/attachments/671340"></p><p><br></p><p>At any time while setting up a message, you can switch to the "Preview" step and review what your message looks like in different situations. Below are some of the options you have access to.</p><ol> <li> <strong>Contacts</strong> - This feature allows you to select contacts that are in your DataMart and see how the message would look to them with their dynamic information.</li> <li> <strong>Required DataMart Fields</strong> - 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.</li> <li> <strong>Combination</strong> - This feature allows you to easily cycle through the different combinations of content that are available in the template. <ul><li> <strong>Note</strong>: This does not take into account the logic used.</li></ul> </li> <li> <strong>Screen Width</strong> - This feature allows you to simulate different screen widths and how your template reacts to them. Note: This does not simulate device specific behaviour.</li> </ol><p>If you would like a more in depth look at the Preview step and its feature,<span> </span><a href="https://support.umpiredigital.com/entries/22885461" target="_blank">click here.</a></p><hr><h2>2.  Selecting Contacts for Previewing</h2><p><br></p><p><img class="fr-dii fr-draggable" alt="Selecting contacts for previewing" src="https://inboxmarketercorp.desk.com/customer/portal/attachments/671341"></p><p><br></p><p>If you would like to view what your message will look like to other contacts in your DataMart, you can select contacts and load their data into the message to see how it will render with their information.</p><p><br></p><p>When selecting contacts, you have access to the following options:</p><ol> <li> <strong>Fields required</strong> - This section lists the fields used in your message as both Dynamic Variables and in dynamic content logic. This will help you determine which fields are important to your message.</li> <li> <strong>DataMart fields</strong> - This section allows you to add/remove different DataMart fields from the contact grid on the right side of the screen. <ul><li>Each field is filterable and ca be sorted, so if you would like to find a specific group of contacts, you can do that using any field.</li></ul> </li> <li> <strong>Select contacts</strong> - At any point, you can select contacts to add to the left on the left panel. These will be the contacts you will carry back to the preview screen. Once back at the preview screen, you will be able to select them and see what the message will look like to them when they receive it.</li> </ol><hr><h2>3.  For a quick preview, you can click on the icon located next to the Message Name on the Email Messages tab under Compose.</h2><p><br></p><p><img class="fr-dii fr-draggable" alt="For a quick preview, you can click on the icon located next to the Message Name on the Email Messages tab under Compose." src="https://inboxmarketercorp.desk.com/customer/portal/attachments/671342"></p><p><br></p> 19000146449 126 19000043043 2018-01-15T11:12:04-05:00 19010004040 3 2 1 0 How to Preview a Message 2017-01-19T16:10:27-05:00 19002521488 1 2017-01-20T09:34:37-05:00 0 0 Testing your messages is a very important process in quality assurance. We recommend thoroughly testing every message that you set up. Below are the steps necessary to send out test messages. 1.  Click on the "Test" step 2.  If required, select your Stakeholders Note: Do not have any Stakeholders set up? Click Here. 3.  If required, select your Test Accounts Note: Do not have any Test Accounts set up? Click Here. 4.  If required, select contacts for Dynamic Testing Click "Select Contact" 5.  OPTIONAL: Type in a Prefix for the Subject Line to Track Versions This option allows you to save a value in the Test step so that if you make changes later, you can change the version and that version will appear in the subject line. Example: Test - V1 - Subject line goes here 6.  OPTIONAL: Select Creative Type to Send Tips:  Email clients such as Microsoft Outlook, make it very difficult for email marketers to preview the text version when they are testing their email.  By sending yourself just the Text Version, it now becomes easy. Subject prefix for testing: This field allows you to place a value in your subject line for testing purposes.  For example, if I place "Version1" in this field, my subject line will look like "Test - Version 1 - Subject line text goes here".  This comes in handy when you are working with similar looking messages. 7.  Click Either "Send" or "Send 250ok Test Deployment" Send Test - the "Send" button will send a copy of the current message to the user's email address. 250ok - the "Send 250ok Test Deployment" button will verify if email addresses are legitimate. Note: If you selected contacts for dynamic testing, the tool will notify you of how many emails will be sent to the selected Stakeholders, Test accounts and yourself. 8.  OPTIONAL: Viewing the Results of your Tests Navigate to the "Deploy" section and change the "Type" selector to "Tests". <p>Testing your messages is a very important process in quality assurance. We recommend thoroughly testing every message that you set up. Below are the steps necessary to send out test messages.</p><hr><h2>1.  Click on the "Test" step</h2><p><br></p><p><img class="fr-dib fr-draggable fr-fil" src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/19004033973/original/HF_f-qO8kEX3m4rORCeVgbWsub1CVQ6bXQ?1485285069" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/19004033973/original/HF_f-qO8kEX3m4rORCeVgbWsub1CVQ6bXQ?1485285069" data-fileid="19004033973" data-uniquekey="1485285064330"></p><p><br></p><hr><p><br></p><h2>2.  If required, select your Stakeholders</h2><p><br></p><p><img class="fr-dib fr-draggable" src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/19004030359/original/RcWS17X6Mew-DjA0epg_aU-2HvU2X8fu2A?1485278471" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/19004030359/original/RcWS17X6Mew-DjA0epg_aU-2HvU2X8fu2A?1485278471" data-fileid="19004030359" data-uniquekey="1485277966983" style="width: 1334px; height: 219.571px;"></p><p><br></p><p><br></p><ul><li>Note:<span> </span>Do not have any Stakeholders set up?<span> </span><a href="http://support.inboxmarketer.com/support/solutions/articles/19000043015-how-to-upload-records-as-stakeholders-test-accounts-and-seeds" target="_blank">Click Here</a>.</li></ul><p><br></p><hr><h2>3.  If required, select your Test Accounts</h2><p><br></p><p><img class="fr-dib fr-draggable" src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/19004032422/original/TIddSZWmnKpCgP1RTsiB9XVN6BfhQUNd-w?1485282044" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/19004032422/original/TIddSZWmnKpCgP1RTsiB9XVN6BfhQUNd-w?1485282044" data-fileid="19004032422" data-uniquekey="1485277966983" style="width: 1344px; height: 211.858px;"></p><p><br></p><ul><li> <strong>Note</strong>:<span> </span>Do not have any Test Accounts set up?<span> </span><a href="https://support.umpiredigital.com/entries/22913342" target="_blank">Click Here</a>.</li></ul><p><br></p><hr><h2>4.  If required, select contacts for Dynamic Testing</h2><p><br></p><p><img class="fr-dib fr-draggable fr-fil" src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/19004032660/original/GQvvAhJN3cPJd_ty1z3K5TkLr6a98Ighqw?1485282470" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/19004032660/original/GQvvAhJN3cPJd_ty1z3K5TkLr6a98Ighqw?1485282470" data-fileid="19004032660" data-uniquekey="1485277966983"></p><ul><li>Click "Select Contact"</li></ul><p><br></p><p><img src="https://inboxmarketercorp.desk.com/customer/portal/attachments/671350" alt="If required, select contacts for dynamic testing" class="fr-dii fr-draggable"></p><p><br></p><hr><h2>5.  OPTIONAL: Type in a Prefix for the Subject Line to Track Versions</h2><p><br></p><p><img class="fr-dib fr-draggable" src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/19010298120/original/WkOvMDh5ItiQDTiRO82pKH8qiqF6BKnD_Q.jpg?1498159964" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/19010298120/original/WkOvMDh5ItiQDTiRO82pKH8qiqF6BKnD_Q.jpg?1498159964" data-fileid="19010298120" data-uniquekey="1498159852236" style="width: 754px; height: 98.5282px;"></p><p><br></p><p><br></p><ul><li>This option allows you to save a value in the Test step so that if you make changes later, you can change the version and that version will appear in the subject line.<ul><li> <strong>Example</strong>: Test - V1 - Subject line goes here</li></ul> </li></ul><hr><h2>6.  OPTIONAL: Select Creative Type to Send</h2><p><br></p><p><img class="fr-dib fr-draggable" src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/19010298230/original/2m1fmxlVpdZb9go8m9OqJouSccvz-ay7jw.jpg?1498160158" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/19010298230/original/2m1fmxlVpdZb9go8m9OqJouSccvz-ay7jw.jpg?1498160158" data-fileid="19010298230" data-uniquekey="1498159852236" style="width: 763px; height: 145.077px;"></p><p><br></p><p><br></p><ul><li>Tips:<span> </span><ul> <li>Email clients such as Microsoft Outlook, make it very difficult for email marketers to preview the text version when they are testing their email. </li> <li>By sending yourself just the Text Version, it now becomes easy.<span> </span><strong>Subject prefix for testing: </strong>This field allows you to place a value in your subject line for testing purposes. </li> <li>For example, if I place "Version1" in this field, my subject line will look like "Test - Version 1 - Subject line text goes here". </li> <li>This comes in handy when you are working with similar looking messages.</li> </ul> </li></ul><p><br></p><hr><h2>7.  Click Either "Send" or "Send 250ok Test Deployment"</h2><p><br></p><p><img class="fr-dib fr-draggable" src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/19004033109/original/EmvVI0fPItbRQnkEr8a6QhdWAuNc1Xhdfg?1485283410" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/19004033109/original/EmvVI0fPItbRQnkEr8a6QhdWAuNc1Xhdfg?1485283410" data-fileid="19004033109" data-uniquekey="1485277966983" style="width: 1318px; height: 144.348px;"></p><p><br></p><ul> <li> <strong>Send Test</strong> - the "Send" button will send a copy of the current message to the user's email address.</li> <li> <strong>250ok </strong>- the "Send 250ok Test Deployment" button will verify if email addresses are legitimate.</li> <li> <strong>Note</strong>:<span> </span>If you selected contacts for dynamic testing, the tool will notify you of how many emails will be sent to the selected Stakeholders, Test accounts and yourself.</li> </ul><p><br></p><hr><h2>8.  OPTIONAL: Viewing the Results of your Tests</h2><p><br></p><p><img src="https://inboxmarketercorp.desk.com/customer/portal/attachments/671355" alt="OPTIONAL: Viewing the Results of your Tests" class="fr-dii fr-draggable"></p><p><br></p><ul><li>Navigate to the "Deploy" section and change the "Type" selector to "Tests".</li></ul><p><br></p> 19000146449 126 19000043093 2017-06-22T15:36:11-04:00 19004478153 4 2 0 0 How to Test a Message 2017-01-20T09:34:37-05:00 19002521488 1 2017-01-20T09:40:29-05:00 0 0 The Enabled/Disabled status allows you to place messages that you are no longer using in the background (Disabled) or return them to normal view (Enabled). 1.  Disable/Enable a Message Click on this icon to INSTANTLY change the status of a message to Enabled/Disabled.  2.  OPTIONAL: Change the Enabled status in the Message Details note: Navigate to the Email messages screen and in the Details pane, you will find the option to change the Enabled Status. Click Save once finished. <p>The Enabled/Disabled status allows you to place messages that you are no longer using in the background (Disabled) or return them to normal view (Enabled).</p><hr><h2>1.  Disable/Enable a Message</h2><p><br></p><p><img src="https://inboxmarketercorp.desk.com/customer/portal/attachments/597930" alt="Disable/Enable a Message" class="fr-dii fr-draggable"></p><p><br></p><ul><li>Click on this icon to INSTANTLY change the status of a message to Enabled/Disabled. </li></ul><hr><p><br></p><h2>2.  OPTIONAL: Change the Enabled status in the Message Details</h2><p><img class="fr-dib fr-draggable fr-fil" src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/19008191488/original/GH8nAq-p9EY8H7nVZz5k-9ti09y_m0ZMjg.jpg?1494009732" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/19008191488/original/GH8nAq-p9EY8H7nVZz5k-9ti09y_m0ZMjg.jpg?1494009732" data-fileid="19008191488" data-uniquekey="1494009514610"></p><p><br></p><p><br></p><ul><li> <strong>note:</strong><span> </span>Navigate to the <strong>Email messages</strong> screen and in the <strong>Details </strong>pane, you will find the option to change the Enabled Status. Click<span> </span><strong>Save</strong><span> </span>once finished.</li></ul> 19000146449 95 19000043094 2017-05-05T14:44:36-04:00 19004478153 5 2 0 0 How to Disable/Enable a Message 2017-01-20T09:40:29-05:00 19002521488 1 2017-01-20T09:52:57-05:00 0 0 If you are looking to use images in your templates and messages, the image library provides a place to host your images and the Template editor allows you to easily access and insert them. 1.  First the image must be uploaded to the system. To do this, click “Upload Image” in the Image library 2.  Fill out the Name and Alternative Text and Select the image file you wish to upload. Tip:  The alternative text will be the text that appears when images are disabled in email clients.  Be sure to be descriptive or use the text within the image if it applies.  Click “Upload Image” once you are finished. 3.  The next step requires you to be in the template or message you wish to place the image within. 4.  Select the Area you wish to Place the Image In Tip: If you're having trouble finding the “cell” in which to place the images, make sure the “Show Borders” setting is enabled. 5.  Select the Image you wish to Place in the Selected Area Click on the small icon with "landscape" image on it. (See image below)  This will open a small toolbar of images that could be potentially inserted in the selected area. Click the desired image (it will be highlighted), this enables the insert image button. Click on the insert image button and the new image will be inserted in the selected area of message. Tip  hover over the small icons above the editing canvas area, a small hover drop down will display the name of the editing tool. Tip: If you're having trouble finding the “cell” in which to place the images, make sure the “Show Borders” setting is enabled. <p>If you are looking to use images in your templates and messages, the image library provides a place to host your images and the Template editor allows you to easily access and insert them.</p><hr><p><br></p><h2>1.  First the image must be uploaded to the system. To do this, click “Upload Image” in the Image library</h2><p><br></p><p><img class="fr-dii fr-draggable" src="https://inboxmarketercorp.desk.com/customer/portal/attachments/672742"></p><p><br></p><hr><h2>2.  Fill out the Name and Alternative Text and Select the image file you wish to upload.</h2><p><br></p><p><img class="fr-dii fr-draggable" src="https://inboxmarketercorp.desk.com/customer/portal/attachments/672743"></p><p><br></p><ul><li>Tip:<span> </span><ul> <li>The alternative text will be the text that appears when images are disabled in email clients. </li> <li>Be sure to be descriptive or use the text within the image if it applies. </li> <li>Click “Upload Image” once you are finished.</li> </ul> </li></ul><p><br></p><hr><p><br></p><h2>3.  The next step requires you to be in the template or message you wish to place the image within.</h2><p><br></p><p><img class="fr-dii fr-draggable" alt="The next step requires you to be in the template or message you wish to place the image within." src="https://inboxmarketercorp.desk.com/customer/portal/attachments/672745"></p><p><br></p><hr><h2>4.  Select the Area you wish to Place the Image In</h2><p><img class="fr-dii fr-draggable" src="https://inboxmarketercorp.desk.com/customer/portal/attachments/672746"></p><p><br></p><ul><li> <strong>Tip</strong>:<span> </span>If you're having trouble finding the “cell” in which to place the images, make sure the “Show Borders” setting is enabled.</li></ul><hr><h2>5.  Select the Image you wish to Place in the Selected Area</h2><ul> <li>Click on the small icon with "landscape" image on it. (See image below)<img class="fr-dib fr-draggable fr-fil" src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/19008132922/original/i7Re9INddIhdgx5kpve-48dqyzorp-Qzzw.jpg?1493922100" data-uniquekey="1493921113369" data-fileid="19008132922" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/19008132922/original/i7Re9INddIhdgx5kpve-48dqyzorp-Qzzw.jpg?1493922100"> </li> <li>This will open a small toolbar of images that could be potentially inserted in the selected area.</li> </ul><p><br></p><p><img class="fr-dib fr-draggable fr-fil" style="width: 476px; height: 331.854px;" src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/19008133177/original/IRTU5TwjpTuhMzvNKku5QSf0S81pEFzTfw.png?1493922402" data-uniquekey="1493921113369" data-fileid="19008133177" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/19008133177/original/IRTU5TwjpTuhMzvNKku5QSf0S81pEFzTfw.png?1493922402"></p><p><br></p><ul> <li>Click the desired image (it will be highlighted), this enables the insert image button.</li> <li>Click on the insert image button and the new image will be inserted in the selected area of message.</li> </ul><p><br></p><ul><li> <strong>Tip</strong>  hover over the small icons above the editing canvas area, a small hover drop down will display the name of the editing tool.</li></ul><p><br></p><p><img class="fr-dii fr-draggable" alt="Select the image you wish to place in the selected area" src="https://inboxmarketercorp.desk.com/customer/portal/attachments/672747"></p><p><br></p><p><br></p><ul><li> <strong>Tip</strong>:<span> </span>If you're having trouble finding the “cell” in which to place the images, make sure the “Show Borders” setting is enabled.</li></ul><p><br></p> 19000146449 92 19000043099 2018-01-15T11:18:51-05:00 19010004040 6 2 0 0 How to Upload and Insert an Image 2017-01-20T09:52:57-05:00 19002521488 1 2017-01-20T10:06:21-05:00 0 0 Duplicating a message or template is a great way to save time and effort in CONNECT. This tutorial will show you the simple steps in doing this. 1.  Navigate to the Message/Template you would like to Duplicate 2.  Click the “Save As” button located above the Template Editor 3.  Provide a new message/template name and click “Save As”. <p>Duplicating a message or template is a great way to save time and effort in CONNECT. This tutorial will show you the simple steps in doing this.</p><hr><h2>1.  Navigate to the Message/Template you would like to Duplicate</h2><p><br></p><p><img src="https://inboxmarketercorp.desk.com/customer/portal/attachments/671609" alt="Navigate to the Message/Template you would like to duplicate" class="fr-dii fr-draggable"></p><p><br></p><hr><h2>2.  Click the “Save As” button located above the Template Editor</h2><p><br></p><p><img src="https://inboxmarketercorp.desk.com/customer/portal/attachments/671610" class="fr-dii fr-draggable"></p><p><br></p><hr><h2>3.  Provide a new message/template name and click “Save As”.</h2><p><br></p><img src="https://inboxmarketercorp.desk.com/customer/portal/attachments/671613" alt="Provide a new message/template name and click “Save As”." class="fr-dii fr-draggable"> 19000146449 62 19000043103 2017-01-20T10:06:21-05:00 19002521488 7 2 0 0 How to Duplicate a Message/Template 2017-01-20T10:06:21-05:00 19002521488 1 2017-01-20T10:52:51-05:00 0 0 This feature offers the possibility to create Dynamic Subject Line based on the data that was collected from your customers or users, You can either use a dynamic variable or add a logic. 1.  Click ## "Insert a Dynamic Variable" button         Go to Compose > Envelope   In the envelope tab: Click on the ## button 2.  Select your Fields In the popup window, different options are available Select a field : You can choose which DataMart field you would like to pull and display dynamically. Select a format : This allows you to reformat the data (eg. Switching All caps into lower case) Default value : If the data field was not provided or collected, we can choose to display a default value eg. "Customer" Click Insert 3.  Click on Add Logic 4.  Add Logic Explained In the popup window, different options are available The IF statement is the first condition based on the DataMart fields. The ELSE/IF statement is the following condition based on the DataMart fields. The ELSE statement will display the value added in the text box if the above conditions are false Click Insert 5.  Logic Example In this logic , we would like to display the recipient firstname in the subject line as well as giving 10% OFF to anyone from Toronto If they are not form Toronto, they would get 20% OFF.  You are able to add an endless number of layers to your logic in order to create a highly personalized email. <p>This feature offers the possibility to create Dynamic Subject Line based on the data that was collected from your customers or users, You can either use a dynamic variable or add a logic.</p><hr><h2>1.  Click ## "Insert a Dynamic Variable" button</h2><p>        Go to Compose &gt; Envelope </p><p><br></p><p><img class="fr-dib fr-draggable" src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/19010429088/original/KcG3Loh7tt1zwjgb2gqSLTHMNcTokiZwIQ.jpg?1498496929" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/19010429088/original/KcG3Loh7tt1zwjgb2gqSLTHMNcTokiZwIQ.jpg?1498496929" data-fileid="19010429088" data-uniquekey="1498496723676" style="width: 619px; height: 241.032px;"></p><p><br></p><ul><li> In the envelope tab:<ul><li>Click on the ## button</li></ul> </li></ul><p><br></p><hr><h2>2.  Select your Fields</h2><p><br></p><p><img src="https://inboxmarketercorp.desk.com/customer/portal/attachments/671630" alt="Select your fields" class="fr-dii fr-draggable"></p><p><br></p><p>In the popup window, different options are available</p><ol> <li>Select a field : You can choose which DataMart field you would like to pull and display dynamically.</li> <li>Select a format : This allows you to reformat the data (eg. Switching All caps into lower case)</li> <li>Default value : If the data field was not provided or collected, we can choose to display a default value eg. "Customer"</li> <li>Click Insert</li> </ol><hr><h2>3.  Click on Add Logic</h2><p><br></p><p><img src="https://inboxmarketercorp.desk.com/customer/portal/attachments/671642" alt="Click on Add Logic" class="fr-dii fr-draggable"></p><p><br></p><hr><h2>4.  Add Logic Explained</h2><p><br></p><p><img src="https://inboxmarketercorp.desk.com/customer/portal/attachments/671632" alt="Add logic explained" class="fr-dii fr-draggable"></p><p><br></p><p><br></p><p>In the popup window, different options are available</p><ol> <li>The IF statement is the first condition based on the DataMart fields.</li> <li>The ELSE/IF statement is the following condition based on the DataMart fields.</li> <li>The ELSE statement will display the value added in the text box if the above conditions are false</li> <li>Click Insert</li> </ol><hr><h2>5.  Logic Example</h2><p><br></p><p><img src="https://inboxmarketercorp.desk.com/customer/portal/attachments/671633" alt="Logic Example " class="fr-dii fr-draggable"></p><p><br></p><ul> <li>In this logic , we would like to display the recipient firstname in the subject line as well as giving 10% OFF to anyone from Toronto If they are not form Toronto, they would get 20% OFF. </li> <li>You are able to add an endless number of layers to your logic in order to create a highly personalized email.</li> </ul> 19000146449 74 19000043108 2017-06-26T13:09:57-04:00 19004478153 8 2 0 0 How to Create a Dynamic Subject Line 2017-01-20T10:52:51-05:00 19002521488 1 2017-01-20T11:19:38-05:00 0 0 When building a message or template, you might come across a situation where you want to display an offer or image to the recipient based on their preferences or the demographic information you have collected on them.  Dynamic Content allows you to create IF/ELSE statements to help dictate which recipients will receive which pieces of content in the message. 1.  Place the cursor where you'd like the dynamic content to appear OR select the content you'd like to replace with Dynamic Content statement. 2.  Click the "Dynamic Content" button in the Editor Bar 3.  Name the Dynamic Content section This will be used to show where it is in the template and for reporting later on. 4.  Define the "IF" statement or copy logic from an existing Dynamic Content piece Select a field first, then an operator and then finally a value.  You can also add in an AND statement or Create an OR group to help further target.  For more information on targeting, visit the Segmentation article. Alert: If you copy from an existing Dynamic Content piece, it will overwrite any work you have done already in the Dynamic Content piece, so make sure to do this first. 5.  Select the Content Type The different content types are: Text - Text only, no formatting or styling can be defined. It will use the default styling of the section it is placed in. Image - Image only, no formatting or styling can be defined. It will use the default styling of the section it is placed in. Block - This allows you to place an entire block of HTML code where the variable is placed.  This allows for endless possibilities and you are able to use a Visual editor to make changes. 6.  OPTIONAL: Define additional "ELSE IF" statements This will provide a new section with the same options as the IF statement.  You will need to identify how to target contacts and provide content as well.  You can add as many ELSE IF's as you like. 7.  If required, define content for the "ELSE" statement The ELSE statement is the default option if the recipient of the message does not meet any of the IF or ELSE IF statements identified in the Dynamic Content. There is a 4th content type you can use for this statement.  If you do not want anything shown when they do not meeting the IF/ELSE IF criteria, then keep the default option "Blank".  Otherwise, you can select a content type and follow the same procedure. 8.  Finally, click "Insert" to place the variable in the message or template   9.  The Dynamic Content variable will appear in the template highlighted green By clicking on the variable, you can make edits to the Dynamic Content and update the variable with those edits. <p>When building a message or template, you might come across a situation where you want to display an offer or image to the recipient based on their preferences or the demographic information you have collected on them. </p><p><br></p><p>Dynamic Content allows you to create IF/ELSE statements to help dictate which recipients will receive which pieces of content in the message.</p><hr><h2>1.  Place the cursor where you'd like the dynamic content to appear OR select the content you'd like to replace with Dynamic Content statement.</h2><p><br></p><p><img class="fr-dii fr-draggable" alt="Place the cursor where you'd like the dynamic content to appear OR select the content you'd like to replace with Dynamic Content statement." src="https://inboxmarketercorp.desk.com/customer/portal/attachments/672209"></p><p><br></p><hr><h2>2.  Click the "Dynamic Content" button in the Editor Bar</h2><p><br></p><p><img class="fr-dii fr-draggable" alt="Click the " src="https://inboxmarketercorp.desk.com/customer/portal/attachments/672212"></p><p><br></p><hr><h2>3.  Name the Dynamic Content section</h2><p><br></p><p><img class="fr-dii fr-draggable" alt="Name the Dynamic Content section" src="https://inboxmarketercorp.desk.com/customer/portal/attachments/672214"></p><p><br></p><ul><li>This will be used to show where it is in the template and for reporting later on.</li></ul><p><br></p><hr><h2>4.  Define the "IF" statement or copy logic from an existing Dynamic Content piece</h2><p><br></p><p><img class="fr-dii fr-draggable" alt="Define the " src="https://inboxmarketercorp.desk.com/customer/portal/attachments/672225"></p><p><br></p><ul> <li>Select a field first, then an operator and then finally a value. </li> <li>You can also add in an AND statement or Create an OR group to help further target. </li> <li>For more information on targeting, visit the<span> </span><a href="https://support.umpiredigital.com/entries/22903031" target="_blank">Segmentation article.</a> </li> </ul><p><br></p><ul><li> <strong>Alert</strong>:<span> </span>If you copy from an existing Dynamic Content piece, it will overwrite any work you have done already in the Dynamic Content piece, so make sure to do this first.</li></ul><hr><h2>5.  Select the Content Type</h2><p><br></p><p><img class="fr-dii fr-draggable" alt="Select the content type" src="https://inboxmarketercorp.desk.com/customer/portal/attachments/672226"></p><p><br></p><p>The different content types are:</p><ul> <li> <strong>Text</strong> - Text only, no formatting or styling can be defined. It will use the default styling of the section it is placed in.</li> <li> <strong>Image</strong> - Image only, no formatting or styling can be defined. It will use the default styling of the section it is placed in.</li> <li> <strong>Block</strong> - This allows you to place an entire block of HTML code where the variable is placed. <ul><li>This allows for endless possibilities and you are able to use a Visual editor to make changes.</li></ul> </li> </ul><hr><h2>6.  OPTIONAL: Define additional "ELSE IF" statements</h2><p><br></p><p><img class="fr-dii fr-draggable" alt="OPTIONAL: Define additional " src="https://inboxmarketercorp.desk.com/customer/portal/attachments/672227"></p><p><br></p><p><br></p><ul> <li>This will provide a new section with the same options as the IF statement. </li> <li>You will need to identify how to target contacts and provide content as well. </li> <li>You can add as many ELSE IF's as you like.</li> </ul><hr><h2>7.  If required, define content for the "ELSE" statement</h2><p><br></p><p><img class="fr-dii fr-draggable" alt="If required, define content for the " src="https://inboxmarketercorp.desk.com/customer/portal/attachments/672228"></p><p><br></p><ul><li>The ELSE statement is the default option if the recipient of the message does not meet any of the IF or ELSE IF statements identified in the Dynamic Content.</li></ul><p><br></p><ul> <li>There is a 4th content type you can use for this statement. </li> <li>If you do not want anything shown when they do not meeting the IF/ELSE IF criteria, then keep the default option "Blank". </li> <li>Otherwise, you can select a content type and follow the same procedure.</li> </ul><hr><h2>8.  Finally, click "Insert" to place the variable in the message or template</h2><p> </p><p><img class="fr-dii fr-draggable" alt="Finally, click " src="https://inboxmarketercorp.desk.com/customer/portal/attachments/672229"></p><p><br></p><hr><h2>9.  The Dynamic Content variable will appear in the template highlighted green</h2><p><br></p><p><img class="fr-dii fr-draggable" alt="The Dynamic Content variable will appear in the template highlighted green" src="https://inboxmarketercorp.desk.com/customer/portal/attachments/672230"></p><p><br></p><ul><li>By clicking on the variable, you can make edits to the Dynamic Content and update the variable with those edits.</li></ul> 19000146449 125 19000043116 2018-01-15T11:25:31-05:00 19010004040 9 2 0 0 How to Provide Targeted Information using Dynamic Content 2017-01-20T11:19:38-05:00 19002521488 1 2017-01-20T11:40:58-05:00 0 1 PREREQUISITE : Dynamic Content Allows the user to create dynamic content statements without needing to know the syntax.  A new syntax has been created in the system which allows developers to keep all content and logic within one document. Syntax ##FirstName## ##FirstName Format="Firstlettercapital"## ##FirstName Default=“Customer"## ##FirstName Format="Firstlettercapital" Default=“Customer"## Data Types for Format Email – No formatting options Text – ALLCAPS, lowercase, Firstlettercapital, EachWordFirstLetterCapital Number – WholeNumber, OneDecimal, TwoDecimal Date – MM/dd/yyyy, MM-dd-yyyy, MMMM dd, yyyy, MMM dd, yyyy Dynamic Content Syntax. ###variablename###  if (field[FieldName] operator “value” ) { “Content” } else if (field[FieldName] operator “value” ) { “Content” }  else { “Content” } ###/variablename### Logic Breakdown (Part 1) if (field[FieldName] operator “value” )  FieldName has to match the one in CONNECT, Operators are different depending on the Field type (i.e. Email, Text, Date, Number)  You can have as many else if’s as needed Logic Breakdown (Part 2) Email/Text Operators: equals, is_not, begins_with, contains, not_contain, is_empty, not_empty Number/Date Operators: ==, !=, greater, greater_or_equal, less, less_or_equal, is_empty, not_empty  AND/OR Statements: if ((field[ ] ) && (field[ ] ))  if ((field[ ] ) || (field[ ] )) if (((field[ ] ) && (field[ ] )) || (field[ ] )) For Each Statements: Use the for.each statement by itself: for.each({"test data"}) for.each({block "<table><tr><td>Some text</td></tr></table>"}) for.each({image: "<img src="http://imagefile.jpg">"}) Or combined with an IF statement: if(condition) {block "for.each({"test data"})"} if(condition) {block "for.each({block "<table><tr><td>Some text</td></tr></table>"})"} if(condition) {block "for.each({image: "<img src="http://imagefile.jpg">"})"} Content Types Text: Should only contain text, no HTML. Example: { “Here is some text” } Image: Should only contain an image tag. Example: { image”<img src=“http://imagefile.jpg”>” } Block: Can contain anything including code. Example : { block”<table><tr><td>Some text</td></tr></table>” } Web and Text Versions Web versions Continue to use the ##webversionurl## tag and Connect will handle the rest. If the client would like different content on their web version vs email message, you can use the following: if (content[type] == “email” ) or if (content[type] == “webversion”) Text Versions Use the “Auto Generate Text Version” option in CONNECT or leave it to the AM. No separate text version logic required. <p><strong>PREREQUISITE</strong> : <a href="http://inboxmarketer.freshdesk.com/support/solutions/articles/19000043116-how-to-provide-targeted-information-using-dynamic-content">Dynamic Content</a></p><p>Allows the user to create dynamic content statements without needing to know the syntax. </p><p>A new syntax has been created in the system which allows developers to keep all content and logic within one document.</p><hr><h2>Syntax</h2><p><br></p><ul><li>##FirstName##</li><li>##FirstName Format="Firstlettercapital"##</li><li>##FirstName Default=“Customer"##</li><li>##FirstName Format="Firstlettercapital" Default=“Customer"##</li></ul><hr><h2>Data Types for Format</h2><ul><li>Email – No formatting options</li><li>Text – ALLCAPS, lowercase, Firstlettercapital, EachWordFirstLetterCapital</li><li>Number – WholeNumber, OneDecimal, TwoDecimal</li><li>Date – MM/dd/yyyy, MM-dd-yyyy, MMMM dd, yyyy, MMM dd, yyyy</li></ul><hr><h2>Dynamic Content Syntax.</h2><p><br></p><pre data-code-brush="html" rel="highlighter">###variablename###  if (field[FieldName] operator “value” ) { “Content” } else if (field[FieldName] operator “value” ) { “Content” }  else { “Content” } ###/variablename###</pre><hr><h2>Logic Breakdown (Part 1)</h2><p><br></p><pre data-code-brush="html" rel="highlighter">if (field[FieldName] operator “value” ) </pre><p><br></p><ul><li>FieldName has to match the one in CONNECT, Operators are different depending on the Field type (i.e. Email, Text, Date, Number) </li><li>You can have as many else if’s as needed</li></ul><hr><h2>Logic Breakdown (Part 2)</h2><p><br></p><h3>Email/Text Operators:</h3><pre data-code-brush="text" rel="highlighter">equals, is_not, begins_with, contains, not_contain, is_empty, not_empty </pre><p><br></p><h3>Number/Date Operators:</h3><pre data-code-brush="html" rel="highlighter">==, !=, greater, greater_or_equal, less, less_or_equal, is_empty, not_empty </pre><p><br></p><h3>AND/OR Statements:</h3><pre data-code-brush="html" rel="highlighter">if ((field[ ] ) &amp;&amp; (field[ ] )) </pre><p><br></p><pre data-code-brush="html" rel="highlighter">if ((field[ ] ) || (field[ ] ))</pre><p><br></p><pre data-code-brush="html" rel="highlighter">if (((field[ ] ) &amp;&amp; (field[ ] )) || (field[ ] ))</pre><p><br></p><h3>For Each Statements:</h3><h3><p>Use the for.each statement by itself:</p><pre data-code-brush="html" rel="highlighter">for.each({"test data"}) for.each({block "&lt;table&gt;&lt;tr&gt;&lt;td&gt;Some text&lt;/td&gt;&lt;/tr&gt;&lt;/table&gt;"}) for.each({image: "&lt;img src="http://imagefile.jpg"&gt;"})</pre><p>Or combined with an IF statement:</p><pre data-code-brush="html" rel="highlighter">if(condition) {block "for.each({"test data"})"} if(condition) {block "for.each({block "&lt;table&gt;&lt;tr&gt;&lt;td&gt;Some text&lt;/td&gt;&lt;/tr&gt;&lt;/table&gt;"})"} if(condition) {block "for.each({image: "&lt;img src="http://imagefile.jpg"&gt;"})"}</pre><p><br></p></h3><h2>Content Types</h2><p><br></p><p>Text: Should only contain text, no HTML.</p><p><br></p><p>Example:</p><pre data-code-brush="html" rel="highlighter">{ “Here is some text” }</pre><p><br></p><p>Image: Should only contain an image tag.</p><p><br></p><p>Example:</p><pre data-code-brush="html" rel="highlighter">{ image”&lt;img src=“http://imagefile.jpg”&gt;” }</pre><p><br></p><p>Block: Can contain anything including code.</p><p><br></p><p>Example :</p><pre data-code-brush="html" rel="highlighter">{ block”&lt;table&gt;&lt;tr&gt;&lt;td&gt;Some text&lt;/td&gt;&lt;/tr&gt;&lt;/table&gt;” }</pre><hr><h2>Web and Text Versions</h2><p><strong>Web versions</strong></p><ul><li>Continue to use the ##webversionurl## tag and Connect will handle the rest.</li><li>If the client would like different content on their web version vs email message, you can use the following:</li></ul><p><br></p><pre data-code-brush="html" rel="highlighter">if (content[type] == “email” ) or if (content[type] == “webversion”)</pre><p><br></p><p><strong>Text Versions</strong></p><ul><li>Use the “Auto Generate Text Version” option in CONNECT or leave it to the AM.</li><li>No separate text version logic required.</li></ul> 19000146449 211 19000043120 2019-05-10T14:56:59-04:00 19000412568 10 2 0 1 Dynamic Content Syntax 2017-01-20T11:40:58-05:00 19002521488 1 2017-01-23T09:39:11-05:00 0 0 Dynamic variables are a great way to personalize your message with information you've collected in your DataMart about the user (Name, Address, Recent Purchases, etc.).  This will help you engage your customers on a much more personal level. 1.  The ## Tag To pull information from the DataMart into your message, it is as easy as placing the "Field Name" in where you would like the information to appear in your template. Adding ## in front of and after the Field name to label it as a Dynamic Variable (see example).  This will work in the subject line as well. 2.  Field Names To view the available fields in your DataMart and the Field Name that needs to be referenced in your message, follow these steps:   Click on the Target Tab Click on the Manage Fields Button The fields names are located under the Name header. <p>Dynamic variables are a great way to personalize your message with information you've collected in your DataMart about the user (Name, Address, Recent Purchases, etc.). </p><p><br></p><p>This will help you engage your customers on a much more personal level.</p><hr><h2>1.  The ## Tag</h2><p><img class="fr-dii fr-draggable" alt="The ## Tag" src="https://inboxmarketercorp.desk.com/customer/portal/attachments/672345"></p><ul> <li>To pull information from the DataMart into your message, it is as easy as placing the "Field Name" in where you would like the information to appear in your template.</li> <li>Adding ## in front of and after the Field name to label it as a Dynamic Variable (see example). </li> <li>This will work in the subject line as well.</li> </ul><hr><h2>2.  Field Names</h2><p><br></p><p><img class="fr-dii fr-draggable" alt="Field Names" src="https://inboxmarketercorp.desk.com/customer/portal/attachments/672347"></p><p><br></p><p>To view the available fields in your DataMart and the Field Name that needs to be referenced in your message, follow these steps:</p><p> </p><ol> <li>Click on the Target Tab</li> <li>Click on the Manage Fields Button</li> <li>The fields names are located under the Name header.</li> </ol><hr> 19000146449 100 19000043289 2018-01-15T11:37:18-05:00 19010004040 11 2 0 0 How to Use Fields for Dynamic Content 2017-01-23T09:39:11-05:00 19002521488 1 2017-01-23T10:18:05-05:00 0 0 Web Forms are a great way to collect new subscribers for each subscription you have in your DataMart or just collecting customer data for later use.  This tutorial goes over the standard method for creating a web form. 1.  To begin, navigate to the Compose tab and click on the Web Forms tab 2.  Click "Create new Web Form" 3.  Type in the Web Form Name 4.  The Form will Automatically collect the UniqueID field Assigned to your DataMart The field type will also be automatically assigned to be "Simpletext" and the field will be required when a subscriber fills out your form.  5.  Add any additional fields you would like your form to Collect Indicate the type of field and if it is required. 6.  Select the Submit Action you would like the form to use when new contacts Submit their information through your Form. "Always add to this subscription" This submit action will add new contacts, with the permission level chosen, to the subscription you choose when subscribers simply fill out the form and clicking the submit button. "Include opt-in checkbox" This submit action will place a checkbox on your web form above the submit button that, when the submit button is clicked, will submit the contact into your DataMart with an explicit permission level (if checked). Note: Make sure to fill out the "Opt-in text displayed" field with a line of copy that indicates what the user is opt-ing into by checking the box displayed. (ie. To subscribe to our Monthly Newsletter.) 7.  Select the Permission level for records added by the form to that subscription If the web form indicates that the user submitting the form will be "signed up" or "opted in" to a specific publication, then select explicit.  If the web form is to collect user information but not subscribe the user to a specific publication, select implied. 8.  OPTIONAL: Select the landing page you would like the form to redirect to after a user has successfully submitted data The page you select here will appear once the user has finished the web form and clicked the submit button. 9.  Type in the text you would like placed in the "Submit" button 10.  Click "Save Web Form" This completes the steps required to create the form.  In order to have the form appear on a landing page, you will need to complete the next steps. 11.  Navigate to "Landing Pages' 12.  Select the landing page you would like to insert in the Web Form 13.  Place the cursor in your landing page where you would like the web form to appear 14.  Click the "Insert Web Form" option in the editor 15.  Select the name of the web form you set up earlier and click "Insert" 16.  This will insert the web form tag into your landing page 17.  Click "Save" and then click "Preview" to open the landing page in your browser 18.  The Result Using your web form Now that you've built a great looking landing page and web form, you can begin to use the URL provided through your email messages or your website. A common use for the landing page tool is to display the page on your website using an iFrame. <p>Web Forms are a great way to collect new subscribers for each subscription you have in your DataMart or just collecting customer data for later use. </p><p><br></p><p>This tutorial goes over the standard method for creating a web form.</p><hr><h2>1.  To begin, navigate to the Compose tab and click on the Web Forms tab</h2><p><br></p><p><img class="fr-dii fr-draggable" alt="To begin, navigate to the Compose tab and click on the Web Forms tab" src="https://inboxmarketercorp.desk.com/customer/portal/attachments/672526"></p><hr><h2>2.  Click "Create new Web Form"</h2><p><br></p><p><img class="fr-dii fr-draggable" alt="Click " src="https://inboxmarketercorp.desk.com/customer/portal/attachments/672527"></p><hr><h2>3.  Type in the Web Form Name</h2><p><br></p><p><img class="fr-dii fr-draggable" alt="Type in the web form name" src="https://inboxmarketercorp.desk.com/customer/portal/attachments/672529"></p><p><br></p><hr><h2>4.  The Form will Automatically collect the UniqueID field Assigned to your DataMart</h2><p><br></p><p><img class="fr-dii fr-draggable" alt="The form will automatically collect the UniqueID field assigned to your Datamart" src="https://inboxmarketercorp.desk.com/customer/portal/attachments/672532"></p><p><br></p><ul><li>The field type will also be automatically assigned to be "Simpletext" and the field will be required when a subscriber fills out your form. </li></ul><hr><h2>5.  Add any additional fields you would like your form to Collect</h2><p><br></p><p><img class="fr-dii fr-draggable" alt="Add any additional fields you would like your form to collect. Also indicate the type of field and if it is required." src="https://inboxmarketercorp.desk.com/customer/portal/attachments/672798"></p><p><br></p><ul><li>Indicate the type of field and if it is required.</li></ul><hr><p><br></p><h2>6.  Select the Submit Action you would like the form to use when new contacts Submit their information through your Form.</h2><p><br></p><p><img class="fr-dii fr-draggable" alt="Select the submit action you would like the form to use when new contacts are submit their information through your form." src="https://inboxmarketercorp.desk.com/customer/portal/attachments/672802"></p><p><br></p><ul> <li> <strong>"Always add to this subscription"</strong><ul><li>This submit action will add new contacts, with the permission level chosen, to the subscription you choose when subscribers simply fill out the form and clicking the submit button.</li></ul> </li> <li> <strong>"Include opt-in checkbox"</strong><ul><li>This submit action will place a checkbox on your web form above the submit button that, when the submit button is clicked, will submit the contact into your DataMart with an explicit permission level (if checked).</li></ul> </li> </ul><p><br></p><ul><li> <strong>Note</strong>:<span> </span>Make sure to fill out the "Opt-in text displayed" field with a line of copy that indicates what the user is opt-ing into by checking the box displayed. (ie. To subscribe to our Monthly Newsletter.)</li></ul><hr><h2>7.  Select the Permission level for records added by the form to that subscription</h2><p><br></p><p><img class="fr-dii fr-draggable" alt="Select the permssion level for records added by the form to that subscription" src="https://inboxmarketercorp.desk.com/customer/portal/attachments/672805"></p><p><br></p><ul> <li>If the web form indicates that the user submitting the form will be "signed up" or "opted in" to a specific publication, then select<span> </span><strong>explicit</strong>. </li> <li>If the web form is to collect user information but not subscribe the user to a specific publication, select<span> </span><strong>implied</strong>.</li> </ul><p><br></p><hr><p><a href="javascript%3Avoid(0)"></a></p><h2>8.  OPTIONAL: Select the landing page you would like the form to redirect to after a user has successfully submitted data</h2><p><br></p><p><img class="fr-dii fr-draggable" alt="OPTIONAL: Select the landing page you would like the form to redirect to after a user has succesfully submitted data" src="https://inboxmarketercorp.desk.com/customer/portal/attachments/672808"></p><ul><li>The page you select here will appear once the user has finished the web form and clicked the submit button.</li></ul><p><br></p><hr><p><a href="javascript%3Avoid(0)"><br></a></p><h2>9.  Type in the text you would like placed in the "Submit" button</h2><p><br></p><p><img class="fr-dii fr-draggable" alt="Type in the text you would like placed in the " src="https://inboxmarketercorp.desk.com/customer/portal/attachments/672810"></p><p><br></p><hr><h2>10.  Click "Save Web Form"</h2><p><br></p><p><img class="fr-dii fr-draggable" alt="Click " src="https://inboxmarketercorp.desk.com/customer/portal/attachments/672811"></p><p><br></p><p><br></p><ul> <li>This completes the steps required to create the form. </li> <li>In order to have the form appear on a landing page, you will need to complete the next steps.</li> </ul><hr><h2>11.  Navigate to "Landing Pages'</h2><p><br></p><p><img class="fr-dii fr-draggable" alt="Navigate to " src="https://inboxmarketercorp.desk.com/customer/portal/attachments/672580"></p><p><br></p><hr><h2>12.  Select the landing page you would like to insert in the Web Form</h2><p><br></p><p><img class="fr-dii fr-draggable" alt="Select the landing page you would like to insert the web form" src="https://inboxmarketercorp.desk.com/customer/portal/attachments/672581"></p><p><br></p><hr><h2>13.  Place the cursor in your landing page where you would like the web form to appear</h2><p><br></p><p><img class="fr-dii fr-draggable" alt="Place the cursor in your landing page where you would like the web form to appear" src="https://inboxmarketercorp.desk.com/customer/portal/attachments/672582"></p><p><br></p><hr><h2>14.  Click the "Insert Web Form" option in the editor</h2><p><br></p><p><img class="fr-dii fr-draggable" alt="Click the " src="https://inboxmarketercorp.desk.com/customer/portal/attachments/672584"></p><p><br></p><hr><h2>15.  Select the name of the web form you set up earlier and click "Insert"</h2><p><br></p><p><img class="fr-dii fr-draggable" alt="Select the name of the web form you set up earlier and click " src="https://inboxmarketercorp.desk.com/customer/portal/attachments/672585"></p><p><br></p><hr><h2>16.  This will insert the web form tag into your landing page</h2><p><br></p><p><img class="fr-dii fr-draggable" alt="This will insert the web form tag into your landing page" src="https://inboxmarketercorp.desk.com/customer/portal/attachments/672586"></p><p><br></p><hr><h2>17.  Click "Save" and then click "Preview" to open the landing page in your browser</h2><p><br></p><p><img class="fr-dii fr-draggable" alt="Click " src="https://inboxmarketercorp.desk.com/customer/portal/attachments/672591"></p><p><br></p><hr><h2>18.  The Result</h2><p><br></p><p><img class="fr-dii fr-draggable" alt="The Result" src="https://inboxmarketercorp.desk.com/customer/portal/attachments/672596"></p><hr><h2>Using your web form</h2><p><br></p><ul><li>Now that you've built a great looking landing page and web form, you can begin to use the URL provided through your email messages or your website.</li></ul><p><br></p><ul><li>A common use for the landing page tool is to display the page on your website using an iFrame.</li></ul> 19000146449 146 19000043296 2018-01-15T11:41:42-05:00 19010004040 12 2 0 0 How to Create a Web Form 2017-01-23T10:18:05-05:00 19002521488 1 2017-01-23T11:29:10-05:00 0 0 Update: add customised unsubscribe button text and post confirmation text In the landing page feature, you are able to set up an unsubscribe page to include in your email campaigns and manage your opt-outs.  This tutorial covers the process of setting up an unsubscribe page in CONNECT. 1.  Begin by creating a new Landing Page 2.  Enter a Title for the Landing Page 3.  Select the domain you would like the unsubscribe page hosted on 4.  Select "This landing page is an Unsubscribe page" 5.  Paste in the landing page HTML code, click "View HTML" If there is already landing page code in the editor, move on to the "Variables" step. 6.  Paste in the HTML code and click "Update" 7.  Variables The following variables are required in the landing page for the Unsubscribe page to be valid: ##email##  This will display the email address that will be unsubscribed. ##subscription##  This will display the subscription the email address will be unsubscribe from.  This is determined by the subscription chosen when the email was deployed. ##forms:unsubscribe## This will display a button for the visitor to click and unsubscribe the ##email## from the ##subscription## UPDATE:     CONNECT also allows users to add custom text to the unsubscribe button and post-unsubscribe text confirmation. ##forms:unsubscribe Value="Se désabonner" Confirmation="désabonnement réussi"## Value - this parameter allows user to add custom text for unsubscribe button. Confirmation - Once, the user has clicked on the unsubscribe button, a confirmation appears. CONNECT allows user to customise the text that appears to confirm if they unsubscribed successfully. An additional variable is available and is optional for communities that are not sending to Canadian contacts.  If a community is sending to Canadian contacts, under CASL, the user must offer the user a way to unsubscribe from all of their email communications. ##forms:unsubscribe-all## This will display a button for the visitor to click and unsubscribe the ##email## from ALL subscriptions they are currently subscribed to. <p><strong>Update: add customised unsubscribe button text and post confirmation text</strong></p><p><br></p><p>In the landing page feature, you are able to set up an unsubscribe page to include in your email campaigns and manage your opt-outs. </p><p><br></p><p>This tutorial covers the process of setting up an unsubscribe page in CONNECT.</p><hr><h2>1.  Begin by creating a new Landing Page</h2><p><br></p><p><img src="https://inboxmarketercorp.desk.com/customer/portal/attachments/672353" alt="Begin by creating a new landing page" class="fr-dii fr-draggable"></p><p><br></p><hr><h2>2.  Enter a Title for the Landing Page</h2><p><br></p><p><img src="https://inboxmarketercorp.desk.com/customer/portal/attachments/672355" alt="Enter a title for the landing page" class="fr-dii fr-draggable"></p><p><br></p><hr><h2>3.  Select the domain you would like the unsubscribe page hosted on</h2><p><br></p><p><img src="https://inboxmarketercorp.desk.com/customer/portal/attachments/672356" alt="Select the domain you would like the unsubscribe page hosted on" class="fr-dii fr-draggable"></p><p><br></p><hr><h2>4.  Select "This landing page is an Unsubscribe page"</h2><p><br></p><p><img src="https://inboxmarketercorp.desk.com/customer/portal/attachments/672366" alt="Select " class="fr-dii fr-draggable"></p><hr><h2>5.  Paste in the landing page HTML code, click "View HTML"</h2><p><br></p><p><img src="https://inboxmarketercorp.desk.com/customer/portal/attachments/672369" alt="To paste in the landing page HTML code, click " class="fr-dii fr-draggable"></p><ul><li>If there is already landing page code in the editor, move on to the "Variables" step.</li></ul><hr><h2>6.  Paste in the HTML code and click "Update"</h2><p><br></p><p><img src="https://inboxmarketercorp.desk.com/customer/portal/attachments/672371" alt="Paste in the HTML code and click " class="fr-dii fr-draggable"></p><p><br></p><hr><h2>7.  Variables</h2><p><br></p><p><img src="https://inboxmarketercorp.desk.com/customer/portal/attachments/672372" alt="Variables" class="fr-dii fr-draggable"></p><p><br></p><p><br></p><p>The following variables are required in the landing page for the Unsubscribe page to be valid:</p><ul> <li> <strong>##email##</strong> <ul><li>This will display the email address that will be unsubscribed.</li></ul> </li> <li> <strong>##subscription##</strong> <ul> <li>This will display the subscription the email address will be unsubscribe from. </li> <li>This is determined by the subscription chosen when the email was deployed.</li> </ul> </li> <li> <strong>##forms:unsubscribe##</strong><ul><li>This will display a button for the visitor to click and unsubscribe the <strong>##email##</strong> from the <strong>##subscription##</strong> </li></ul> </li> </ul><p><br></p><p><strong>UPDATE:</strong></p><p>    CONNECT also allows users to add custom text to the unsubscribe button and post-unsubscribe text confirmation.</p><ul><li><strong>##forms:unsubscribe Value="Se désabonner" Confirmation="désabonnement réussi"##</strong></li></ul><p><br></p><ul> <li> <strong>Value</strong> - this parameter allows user to add custom text for unsubscribe button.</li> <li> <strong>Confirmation</strong> - Once, the user has clicked on the unsubscribe button, a confirmation appears. CONNECT allows user to customise the text that appears to confirm if they unsubscribed successfully.</li> </ul><p><br></p><p>An additional variable is available and is optional for communities that are not sending to Canadian contacts. </p><p>If a community is sending to Canadian contacts, under CASL, the user must offer the user a way to unsubscribe from all of their email communications.</p><ul><li> <strong>##forms:unsubscribe-all##</strong><ul><li>This will display a button for the visitor to click and unsubscribe the <strong>##email##</strong> from ALL subscriptions they are currently subscribed to.</li></ul> </li></ul> 19000146449 113 19000043304 2017-07-17T10:59:24-04:00 19004478153 14 2 0 0 How to Create an Unsubscribe Page (Update: add customised unsubscribe button text and post confirmation text) 2017-01-23T11:29:10-05:00 19002521488 1 2017-01-23T11:34:59-05:00 0 0 The From Address is one of the most important parts of your email campaign.  It identifies who you are to not only your customers but the ISP's (Gmail, Hotmail, etc.) as well.  And with any identity, it also indicates your reputation in the space as well. If your a proper email sender who follows all the rules, or a spammer who they should block.  Below we will discuss specific parts of the from address that might help you decide what to use. 1.  The Sending Domain The Sending Domain holds your identity. Consider it your passport to the email space, it holds where you've been and you need it to get where you want to go.  You can also configure this domain to use special records that, if used properly, will confirm to ISP's that you are a legitimate email sender.  The domain is the last half of your email address, that piece after the "@" symbol.  For example, if your email address is "support@umpiredigital.com", then your domain would be "umpiredigital.com". 2.  The Local Part The Local Part of your from address is more for show and can be used to identify the type of email that they will be receiving or what to expect from that address.  In most cases, email senders use things like "email@" or "newsletter@". One thing to stay away from is "info@".  This type of address is commonly flagged as Junk in a lot Junk Filters in products like Hotmail or Outlook.  You can also use something more personal if your email calls for it, like "Jennifer@" and so forth.  The great thing about the Local Part in email sending in CONNECT is that the Local Part can be whatever you want it to be, even if it's not a valid email address.  The important piece for you to able to send is the Sending Domain and this must be set up by CONNECT Support in order for your emails to be deployed. For more information on dynamic creation of From and Reply-To addresses: Click Here <p>The From Address is one of the most important parts of your email campaign. </p><p><br></p><p>It identifies who you are to not only your customers but the ISP's (Gmail, Hotmail, etc.) as well. </p><p><br></p><p>And with any identity, it also indicates your reputation in the space as well. If your a proper email sender who follows all the rules, or a spammer who they should block. </p><p><br></p><p>Below we will discuss specific parts of the from address that might help you decide what to use.</p><hr><h2>1.  The Sending Domain</h2><p><br></p><p><img class="fr-dib fr-draggable" src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/19010351769/original/UIusx2Qjsa9mYRWbNCsABo8R0f8q340p7w?1498246853" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/19010351769/original/UIusx2Qjsa9mYRWbNCsABo8R0f8q340p7w?1498246853" data-fileid="19010351769" data-uniquekey="1498246712512" style="width: 674px; height: 99.8407px;"></p><p><br></p><ul> <li>The Sending Domain holds your identity. Consider it your passport to the email space, it holds where you've been and you need it to get where you want to go. </li> <li>You can also configure this domain to use special records that, if used properly, will confirm to ISP's that you are a legitimate email sender. </li> <li>The domain is the last half of your email address, that piece after the "@" symbol. </li> <li>For example, if your email address is "support@umpiredigital.com", then your domain would be "umpiredigital.com".</li> </ul><p><br></p><hr><h2>2.  The Local Part</h2><p><br></p><p><img class="fr-dib fr-draggable" src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/19010351794/original/8HiGjKfpR_qWF8gu5ZR-2gvIpLi07ddIhQ?1498246910" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/19010351794/original/8HiGjKfpR_qWF8gu5ZR-2gvIpLi07ddIhQ?1498246910" data-fileid="19010351794" data-uniquekey="1498246712512" style="width: 739px; height: 102.594px;"></p><p><br></p><ul> <li>The Local Part of your from address is more for show and can be used to identify the type of email that they will be receiving or what to expect from that address. </li> <li>In most cases, email senders use things like "email@" or "newsletter@". One thing to stay away from is "info@". </li> <li>This type of address is commonly flagged as Junk in a lot Junk Filters in products like Hotmail or Outlook. </li> <li>You can also use something more personal if your email calls for it, like "Jennifer@" and so forth. </li> <li>The great thing about the Local Part in email sending in CONNECT is that the Local Part can be whatever you want it to be, even if it's not a valid email address. </li> <li>The important piece for you to able to send is the Sending Domain and this must be set up by CONNECT Support in order for your emails to be deployed.</li> </ul><p><br></p><p>For more information on dynamic creation of From and Reply-To addresses: <a href="http://support.inboxmarketer.com/solution/articles/19000060535-dynamic-editing-of-envelope-section" target="_blank">Click Here</a></p> 19000146449 50 19000043305 2017-06-26T13:15:29-04:00 19004478153 15 2 0 0 The From Address 2017-01-23T11:34:59-05:00 19002521488 1 2017-01-23T11:53:12-05:00 0 0 Whether you're looking to add some fresh color to your template or wish to change colors of the default templates to match your brand, this tutorial will help you change both the background color of specific areas of your message or the entire message. Alert: This tutorial only applies to emails built using tables (For an example, take a look at one of the default templates located in the Email Templates section of your CONNECT community.) 1.  Place your cursor or click anywhere in the area you wish to change.      Click on "Cell Properties" which should appear at the bottom of the editor. Note: If the "Cell Properties" option does not appear, try clicking in another section of the area until it does. 2.  Click on the Table Properties tab 3.  Click on the Background Color option and select a color. Click OK when finished. Tip: If you have a custom color you would like to use, make sure to have the "Hex" color code (ie. #FFFFFF = White).  Then in the color selector, choose "Add Custom Color" and enter the code. 4.  Changing the Background Color of the Entire Message This requires you to switch to the HTML mode in the Template editor.  Locate the tag within your message. To set the background color add in bgcolor="COLOR" inside the tag, so that it looks like this: <body bgcolor="black"> or <body bgcolor="#FFFFFF"> <p>Whether you're looking to add some fresh color to your template or wish to change colors of the default templates to match your brand, this tutorial will help you change both the background color of specific areas of your message or the entire message.</p><p><br></p><ul><li> <strong>Alert</strong>:<span> </span>This tutorial only applies to emails built using tables (For an example, take a look at one of the default templates located in the Email Templates section of your CONNECT community.)</li></ul><hr><h2>1.  Place your cursor or click anywhere in the area you wish to change. </h2><h2>    Click on "Cell Properties" which should appear at the bottom of the editor.</h2><p><br></p><p><img class="fr-dii fr-draggable" alt="Place your cursor or click anywhere in the area you wish to change. Click on " src="https://inboxmarketercorp.desk.com/customer/portal/attachments/594111"></p><p><br></p><ul><li> <strong>Note</strong>:<span> </span>If the "Cell Properties" option does not appear, try clicking in another section of the area until it does.</li></ul><hr><h2>2.  Click on the Table Properties tab</h2><p><br></p><p><img class="fr-dii fr-draggable" alt="Click on the Table Properties tab" src="https://inboxmarketercorp.desk.com/customer/portal/attachments/594112"></p><p><br></p><hr><h2>3.  Click on the Background Color option and select a color. Click OK when finished.</h2><p><br></p><p><img class="fr-dii fr-draggable" alt="Click on the Background Color option and select a color. Click OK when finished." src="https://inboxmarketercorp.desk.com/customer/portal/attachments/594113"></p><p><br></p><ul> <li> <strong>Tip</strong>:<span> </span>If you have a custom color you would like to use, make sure to have the "Hex" color code (ie. #FFFFFF = White). </li> <li>Then in the color selector, choose "Add Custom Color" and enter the code.</li> </ul><hr><h2>4.  Changing the Background Color of the Entire Message</h2><p><img class="fr-dii fr-draggable" alt="Changing the background color of the entire message" src="https://inboxmarketercorp.desk.com/customer/portal/attachments/594117"></p><p><br></p><ul> <li>This requires you to switch to the HTML mode in the Template editor. </li> <li>Locate the tag within your message. To set the background color add in bgcolor="COLOR" inside the tag, so that it looks like this: &lt;body bgcolor="black"&gt; or &lt;body bgcolor="#FFFFFF"&gt;</li> </ul><p><br></p><p><br></p> 19000146449 44 19000043307 2018-01-15T11:54:59-05:00 19010004040 16 2 0 0 How to Change Background Colors of a Message or Template 2017-01-23T11:53:12-05:00 19002521488 1 2017-01-23T12:00:40-05:00 0 0 Follow this tutorial to setup your message's click tracking in a way that will make your reports easier to read. 1.  Change the Link Names to reflect what they are naming Tip: Use a name that describes not only what the link is but where the link is in the message.  This works effectively when you have the same link text or image (ie. Click Here) in multiple locations in your message and need to separate them out in reporting. 2.  All changes are highlighted in Yellow 3.  Save your work once finished <p>Follow this tutorial to setup your message's click tracking in a way that will make your reports easier to read.</p><hr><h2>1.  Change the Link Names to reflect what they are naming</h2><p><br></p><p><img src="https://inboxmarketercorp.desk.com/customer/portal/attachments/596895" alt="Change the Link Names to reflect what they are naming" class="fr-dii fr-draggable"></p><p><br></p><ul> <li> <strong>Tip</strong>:<span> </span>Use a name that describes not only what the link is but where the link is in the message. </li> <li>This works effectively when you have the same link text or image (ie. Click Here) in multiple locations in your message and need to separate them out in reporting.</li> </ul><hr><p><a href="javascript%3Avoid(0)"></a></p><h2>2.  All changes are highlighted in Yellow</h2><p><br></p><p><img src="https://inboxmarketercorp.desk.com/customer/portal/attachments/596898" alt="All changes are highlighted in Yellow" class="fr-dii fr-draggable"></p><p><br></p><hr><h2>3.  Save your work once finished</h2><p><br></p><img src="https://inboxmarketercorp.desk.com/customer/portal/attachments/596926" alt="Save your work once finished" class="fr-dii fr-draggable"> 19000146449 53 19000043311 2017-01-23T12:01:02-05:00 19002521488 17 2 0 0 How to Set Up Effective Click Tracking 2017-01-23T12:00:40-05:00 19002521488 1 2017-01-23T14:08:04-05:00 0 0 Currently, the insertion of Anchor Tags in email templates using IE8 requires a few extra steps due to comparability issues.  Provided, are steps to help guide you through this process. 1.  In the message you wish to insert the Anchor Tag, highlight the text at the point at which you would like the Anchor to scroll to 2.  Click the Insert Link button 3.  In the popup, ignore all fields and simply click "OK" 4.  Place the cursor within the linked area and click on the "Hyperlink Manager" button in the bottom right corner. Alert: Do not highlight the text 5.  Click the "Anchor" Tab 6.  Type in a name for the Anchor Point. Click "OK" Alert: Do not use spaces in the name. You may use underscores ( _ ) to replace spaces. 7.  Highlight the text that will be the link triggers the scroll to the Anchor Point 8.  Click the Insert Link button 9.  In the popup, ignore all fields and simply click "OK" 10.  Put the text cursor within the linked area and click on the "Hyperlink Manager" button in the bottom right corner You will see the text you highlighted become a link.  11.  Select the Anchor Point Name that you created earlier In the pop up, click the "Existing Anchor" drop down. 12.  The URL will change to the Anchor Point name with a # in front of it. Click OK once finished. 13.  Click Save once all editing has been completed <p>Currently, the insertion of Anchor Tags in email templates using IE8 requires a few extra steps due to comparability issues. </p><p><br></p><p>Provided, are steps to help guide you through this process.</p><hr><h2>1.  In the message you wish to insert the Anchor Tag, highlight the text at the point at which you would like the Anchor to scroll to</h2><p><br></p><p><img class="fr-dib fr-draggable" src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/19003984316/original/NMTaaLw5H_3lez2FICa1TPLBpJw_XSnjyQ?1485196169" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/19003984316/original/NMTaaLw5H_3lez2FICa1TPLBpJw_XSnjyQ?1485196169" data-fileid="19003984316" data-uniquekey="1485190872946" style="width: 769px; height: 344.36px;"></p><p><br></p><hr><h2>2.  Click the Insert Link button</h2><p><br></p><p><img class="fr-dib fr-draggable" src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/19003984438/original/3PU_76LaMnKNhDCWbbkIMWhvFQ1CTKAW0g?1485196386" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/19003984438/original/3PU_76LaMnKNhDCWbbkIMWhvFQ1CTKAW0g?1485196386" data-fileid="19003984438" data-uniquekey="1485190872946" style="width: 710px; height: 285.742px;"></p><p><br></p><hr><h2>3.  In the popup, ignore all fields and simply click "OK"</h2><p><br></p><p><img class="fr-dib fr-draggable" src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/19003984717/original/11aHrOqwfSToB418zpNP5svAgjowSrGuww?1485196877" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/19003984717/original/11aHrOqwfSToB418zpNP5svAgjowSrGuww?1485196877" data-fileid="19003984717" data-uniquekey="1485190872946" style="width: 661px; height: 444.186px;"></p><p><br></p><hr><p><br></p><h2>4.  Place the cursor within the linked area and click on the "Hyperlink Manager" button in the bottom right corner.</h2><p><br></p><p><img class="fr-dib fr-draggable" src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/19003984882/original/l1im2YkuMvb47FdzE3g6HgastYoU9UIUHg?1485197192" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/19003984882/original/l1im2YkuMvb47FdzE3g6HgastYoU9UIUHg?1485197192" data-fileid="19003984882" data-uniquekey="1485190872946" style="width: 1037px; height: 350.522px;"></p><p><br></p><ul><li> <strong>Alert</strong>:<span> </span>Do not highlight the text</li></ul><p><br></p><hr><h2>5.  Click the "Anchor" Tab</h2><p><br></p><p><img class="fr-dib fr-draggable" src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/19003985016/original/F8Fr2LrWFktIRaVMbSOzaTEnMpOr6U4k0A?1485197439" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/19003985016/original/F8Fr2LrWFktIRaVMbSOzaTEnMpOr6U4k0A?1485197439" data-fileid="19003985016" data-uniquekey="1485190872946" style="width: 657px; height: 487.593px;"></p><p><br></p><hr><h2>6.  Type in a name for the Anchor Point. Click "OK"</h2><p><br></p><p><img class="fr-dib fr-draggable" src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/19003985043/original/-2YfHXM0uFrkWgMKkoGEB-Of0F0IWk71Ew?1485197486" style="width: 655px; height: 520.859px;" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/19003985043/original/-2YfHXM0uFrkWgMKkoGEB-Of0F0IWk71Ew?1485197486" data-fileid="19003985043" data-uniquekey="1485190872946"></p><p><br></p><ul><li> <strong>Alert</strong>:<span> </span>Do not use spaces in the name. You may use underscores ( _ ) to replace spaces.</li></ul><hr><h2>7.  Highlight the text that will be the link triggers the scroll to the Anchor Point</h2><p><br></p><p><img class="fr-dib fr-draggable" src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/19003985142/original/Fn8kp1ssBR4jxKLKd6v1f0OJpjap7M9l7Q?1485197633" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/19003985142/original/Fn8kp1ssBR4jxKLKd6v1f0OJpjap7M9l7Q?1485197633" data-fileid="19003985142" data-uniquekey="1485190872946" style="width: 652px; height: 311.103px;"></p><p><br></p><p><br></p><hr><h2>8.  Click the Insert Link button</h2><p><br></p><p><img class="fr-dib fr-draggable" src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/19003985156/original/W_Yt1N__4eTQwwYhj1ocvFRuo4Xtyr7PgA?1485197668" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/19003985156/original/W_Yt1N__4eTQwwYhj1ocvFRuo4Xtyr7PgA?1485197668" data-fileid="19003985156" data-uniquekey="1485190872946" style="width: 713px; height: 286.495px;"></p><p><br></p><hr><h2>9.  In the popup, ignore all fields and simply click "OK"</h2><p><br></p><p><img class="fr-dib fr-draggable" src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/19003985187/original/xPWKuOvEU5zW4nufgDHWrfO1_aAq6uyJfA?1485197711" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/19003985187/original/xPWKuOvEU5zW4nufgDHWrfO1_aAq6uyJfA?1485197711" data-fileid="19003985187" data-uniquekey="1485190872946" style="width: 694px; height: 430.852px;"></p><p><br></p><hr><h2>10.  Put the text cursor within the linked area and click on the "Hyperlink Manager" button in the bottom right corner</h2><p><br></p><p><img class="fr-dib fr-draggable" src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/19003985223/original/U3LzHgwuLuVhRkvJe8lbZxJoo-fc0nrhDA?1485197781" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/19003985223/original/U3LzHgwuLuVhRkvJe8lbZxJoo-fc0nrhDA?1485197781" data-fileid="19003985223" data-uniquekey="1485190872946" style="width: 654px; height: 474.797px;"></p><p><br></p><ul><li>You will see the text you highlighted become a link. </li></ul><hr><h2>11.  Select the Anchor Point Name that you created earlier</h2><p><br></p><p><img class="fr-dib fr-draggable" src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/19003985397/original/5Wa85_sCxk1FrsksQpH1CF-zpyze9p01Zg?1485197978" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/19003985397/original/5Wa85_sCxk1FrsksQpH1CF-zpyze9p01Zg?1485197978" data-fileid="19003985397" data-uniquekey="1485190872946" style="width: 702px; height: 533.694px;"></p><p><br></p><ul><li>In the pop up, click the "Existing Anchor" drop down.</li></ul><hr><p><br></p><h2>12.  The URL will change to the Anchor Point name with a # in front of it. Click OK once finished.</h2><p><br></p><p><img class="fr-dib fr-draggable" src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/19003985531/original/4L5RTjpPk36C9iwOgicxvAWC8p2xLZ6-8w?1485198285" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/19003985531/original/4L5RTjpPk36C9iwOgicxvAWC8p2xLZ6-8w?1485198285" data-fileid="19003985531" data-uniquekey="1485190872946" style="width: 669px; height: 529.732px;"></p><p><br></p><hr><h2>13.  Click Save once all editing has been completed</h2><p><br></p><p><img class="fr-dib fr-draggable" src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/19003985541/original/TNEpoAQzuO74K3kkeMpXNxZrFt0KFtfYZg?1485198321" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/19003985541/original/TNEpoAQzuO74K3kkeMpXNxZrFt0KFtfYZg?1485198321" data-fileid="19003985541" data-uniquekey="1485190872946" style="width: 701px; height: 408.224px;"></p> 19000146449 55 19000043326 2017-06-22T16:00:19-04:00 19004478153 18 2 0 0 How to Insert an Anchor Tag on IE8 2017-01-23T14:08:04-05:00 19002521488 1 2017-01-23T14:23:47-05:00 0 0 One of the most common items in an HTML email message is the "Online" or web version.  This version is generally a copy of your HTML email, hosted online so that if a customer has trouble viewing your email, they can click on the web version link and view the email in their browser instead.  It is best practice to place this link at the top of your email so it's easy to access.  CONNECT has a feature that by placing a specific tag as the URL of your web version link, you can trigger CONNECT to automatically create a web version and place a URL back into your email at the time of deployment. 1.  The URL tag To have CONNECT automatically create web versions for you at the time of deployment, you must use the special variable ##webversionurl## as the URL (see example on left). If you are coding the message yourself, you can use this variable as the "href" as seen in the example to the left. 2.  Removing the web version link from the web version A common request for web versions is to remove the web version link, from the web version.  CONNECT has a specific HTML tag that it uses to detect what HTML code to remove when creating the web version.  Any code placed between the tag will be completely removed from the web version (see example on left).  This step requires some HTML knowledge and if you are having any trouble with this part, please contact CONNECT Support for aid. <p>One of the most common items in an HTML email message is the "Online" or web version. </p><p><br></p><p>This version is generally a copy of your HTML email, hosted online so that if a customer has trouble viewing your email, they can click on the web version link and view the email in their browser instead. </p><p><br></p><p>It is best practice to place this link at the top of your email so it's easy to access. </p><p><br></p><p>CONNECT has a feature that by placing a specific tag as the URL of your web version link, you can trigger CONNECT to automatically create a web version and place a URL back into your email at the time of deployment.</p><p><br></p><hr><h2>1.  The URL tag</h2><p><br></p><p><img class="fr-dib fr-draggable" src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/19003985858/original/mDp5VcanHzFB3OeZ2NmCehXZFQxonYRGKQ?1485198887" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/19003985858/original/mDp5VcanHzFB3OeZ2NmCehXZFQxonYRGKQ?1485198887" data-fileid="19003985858" data-uniquekey="1485198802507" style="width: 811px; height: 621.597px;"></p><p><br></p><ul> <li>To have CONNECT automatically create web versions for you at the time of deployment, you must use the special variable ##webversionurl## as the URL (see example on left).</li> <li>If you are coding the message yourself, you can use this variable as the "href" as seen in the example to the left.</li> </ul><hr><h2>2.  Removing the web version link from the web version</h2><p><br></p><p><img class="fr-dib fr-draggable" src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/19003985904/original/nHuaTJoU_-qVcRDURnSkqB2JWSvKZM14Xg?1485198954" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/19003985904/original/nHuaTJoU_-qVcRDURnSkqB2JWSvKZM14Xg?1485198954" data-fileid="19003985904" data-uniquekey="1485198802507" style="width: 816px; height: 232.777px;"></p><p><br></p><ul> <li>A common request for web versions is to remove the web version link, from the web version. </li> <li>CONNECT has a specific HTML tag that it uses to detect what HTML code to remove when creating the web version. </li> <li>Any code placed between the tag<span> </span>will be completely removed from the web version (see example on left). </li> <li>This step requires some HTML knowledge and if you are having any trouble with this part, please contact CONNECT Support for aid.</li> </ul> 19000146449 80 19000043331 2017-01-23T14:23:47-05:00 19002521488 19 2 0 0 Automatic Web Versions 2017-01-23T14:23:47-05:00 19002521488 1 2018-03-16T12:08:05-04:00 0 0 Personalize your emails even further by inserting the information in your Data extension. This can be used for displaying preferred location information or the customer's assigned customer rep. This can create a more one-to-one experience - the type that converts. Tutorial Please note: To try out the feature, click the full screen icon in the tutorial. The first step is to open your&nbsp;<span class=""><i><b>Email message</b></i></span>&nbsp;and click the&nbsp;<span class=""><i><b>Data extensions&nbsp;</b></i>selection drop down.</span> Check one or more <b><i>Data extension&nbsp;</i></b><i></i>you would like to use in your message. Close <b><i>Data extensions&nbsp;</i></b><i></i>list&nbsp;when done Click <span class="component"><i><b>HTML</b></i></span> Click the&nbsp;<b><i>location&nbsp;</i></b><i></i>in the content where you would like to insert the information from your Data Extension. Click <span class=""><i><b>Insert Dynamic Variable</b></i></span> Click <span class=""><i><b>Data extension</b></i></span> Click <span class=""><i><b>Data extensions </b></i>drop down</span> Select <span class=""><i><b>Data extension</b></i></span> Click <span class=""><i><b>Select a field&nbsp;</b></i>drop down</span> Select <span class=""><i><b>field</b></i></span> Click <span class=""><i><b>Select a format&nbsp;</b></i>drop down</span> Select <span class=""><i><b>Format option</b></i></span> Click <span class=""><i><b>Default value</b></i></span> Type **** in <span class=""><i><b>Default value</b></i></span> Click <span class="component"><i><b>Insert</b></i></span> Data extension variable will be inserted into the template Place your <b><i>cursor</i></b> in the template Click <span class=""><i><b>Insert Dynamic Content</b></i></span> Click <span class=""><i><b>Name</b></i></span> Type **** in <span class="component"><i><b>Name</b></i></span> Click <span class="component"><i><b>Datamart</b></i></span> Select <span class=""><i><b>Data extension</b></i></span> Click <span class="component"><i><b>Select</b></i></span> Select <span class=""><i><b>Data extension field</b></i></span> Click <span class="component"><i><b>value</b></i> text box</span> Type **** in <span class=""><i><b>value</b></i></span> Click <span class=""><i><b>Content&nbsp;</b></i>area</span> Type **** in <span class=""><i><b>Content</b></i></span> Click <span class="component"><i><b>Insert</b></i></span> Click <span class="component"><i><b>Save</b></i></span> That's it. You're done. <p style="margin: 0 0 20px 0;">Personalize your emails even further by inserting the information in your Data extension. This can be used for displaying preferred location information or the customer's assigned customer rep. This can create a more one-to-one experience - the type that converts.</p><h2>Tutorial</h2><p style="font-style: italic"><strong>Please note:</strong> To try out the feature, click the full screen icon<img class="fr-draggable fr-dii" src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/19023013727/original/7c8Kd-RxsCOBK3MVhWftqhQ2A2W04x1OYg.png?1521215556" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/19023013727/original/7c8Kd-RxsCOBK3MVhWftqhQ2A2W04x1OYg.png?1521215556" data-fileid="19023013727" data-uniquekey="1521215482153"> in the tutorial.</p><p style="font-style: italic"><br></p><p style="border: 2px solid #ebebeb; min-width: 100%; border-bottom: 0 none; height: 501px;"><iframe style="border: 0 none; min-width: 100%" src="https://www.iorad.com/player/117203/Leveraging-Data-Extensions-in-your-email-content?src=iframe" width="100%" height="500px" allowfullscreen="true" sandbox="allow-scripts allow-forms allow-same-origin allow-presentation"></iframe></p><p style="display: none;"><br></p><p style="display: none;">The first step is to open your&amp;nbsp;&lt;span class=""&gt;&lt;i&gt;&lt;b&gt;Email message&lt;/b&gt;&lt;/i&gt;&lt;/span&gt;&amp;nbsp;and click the&amp;nbsp;&lt;span class=""&gt;&lt;i&gt;&lt;b&gt;Data extensions&amp;nbsp;&lt;/b&gt;&lt;/i&gt;selection drop down.&lt;/span&gt;</p><p style="display: none;">Check one or more &lt;b&gt;&lt;i&gt;Data extension&amp;nbsp;&lt;/i&gt;&lt;/b&gt;&lt;i&gt;&lt;/i&gt;you would like to use in your message.</p><p style="display: none;">Close &lt;b&gt;&lt;i&gt;Data extensions&amp;nbsp;&lt;/i&gt;&lt;/b&gt;&lt;i&gt;&lt;/i&gt;list&amp;nbsp;when done</p><p style="display: none;">Click &lt;span class="component"&gt;&lt;i&gt;&lt;b&gt;HTML&lt;/b&gt;&lt;/i&gt;&lt;/span&gt;</p><p style="display: none;">Click the&amp;nbsp;&lt;b&gt;&lt;i&gt;location&amp;nbsp;&lt;/i&gt;&lt;/b&gt;&lt;i&gt;&lt;/i&gt;in the content where you would like to insert the information from your Data Extension.</p><p style="display: none;">Click &lt;span class=""&gt;&lt;i&gt;&lt;b&gt;Insert Dynamic Variable&lt;/b&gt;&lt;/i&gt;&lt;/span&gt;</p><p style="display: none;">Click &lt;span class=""&gt;&lt;i&gt;&lt;b&gt;Data extension&lt;/b&gt;&lt;/i&gt;&lt;/span&gt;</p><p style="display: none;">Click &lt;span class=""&gt;&lt;i&gt;&lt;b&gt;Data extensions &lt;/b&gt;&lt;/i&gt;drop down&lt;/span&gt;</p><p style="display: none;">Select &lt;span class=""&gt;&lt;i&gt;&lt;b&gt;Data extension&lt;/b&gt;&lt;/i&gt;&lt;/span&gt;</p><p style="display: none;">Click &lt;span class=""&gt;&lt;i&gt;&lt;b&gt;Select a field&amp;nbsp;&lt;/b&gt;&lt;/i&gt;drop down&lt;/span&gt;</p><p style="display: none;">Select &lt;span class=""&gt;&lt;i&gt;&lt;b&gt;field&lt;/b&gt;&lt;/i&gt;&lt;/span&gt;</p><p style="display: none;">Click &lt;span class=""&gt;&lt;i&gt;&lt;b&gt;Select a format&amp;nbsp;&lt;/b&gt;&lt;/i&gt;drop down&lt;/span&gt;</p><p style="display: none;">Select &lt;span class=""&gt;&lt;i&gt;&lt;b&gt;Format option&lt;/b&gt;&lt;/i&gt;&lt;/span&gt;</p><p style="display: none;">Click &lt;span class=""&gt;&lt;i&gt;&lt;b&gt;Default value&lt;/b&gt;&lt;/i&gt;&lt;/span&gt;</p><p style="display: none;">Type **** in &lt;span class=""&gt;&lt;i&gt;&lt;b&gt;Default value&lt;/b&gt;&lt;/i&gt;&lt;/span&gt;</p><p style="display: none;">Click &lt;span class="component"&gt;&lt;i&gt;&lt;b&gt;Insert&lt;/b&gt;&lt;/i&gt;&lt;/span&gt;</p><p style="display: none;">Data extension variable will be inserted into the template</p><p style="display: none;">Place your &lt;b&gt;&lt;i&gt;cursor&lt;/i&gt;&lt;/b&gt; in the template</p><p style="display: none;">Click &lt;span class=""&gt;&lt;i&gt;&lt;b&gt;Insert Dynamic Content&lt;/b&gt;&lt;/i&gt;&lt;/span&gt;</p><p style="display: none;">Click &lt;span class=""&gt;&lt;i&gt;&lt;b&gt;Name&lt;/b&gt;&lt;/i&gt;&lt;/span&gt;</p><p style="display: none;">Type **** in &lt;span class="component"&gt;&lt;i&gt;&lt;b&gt;Name&lt;/b&gt;&lt;/i&gt;&lt;/span&gt;</p><p style="display: none;">Click &lt;span class="component"&gt;&lt;i&gt;&lt;b&gt;Datamart&lt;/b&gt;&lt;/i&gt;&lt;/span&gt;</p><p style="display: none;">Select &lt;span class=""&gt;&lt;i&gt;&lt;b&gt;Data extension&lt;/b&gt;&lt;/i&gt;&lt;/span&gt;</p><p style="display: none;">Click &lt;span class="component"&gt;&lt;i&gt;&lt;b&gt;Select&lt;/b&gt;&lt;/i&gt;&lt;/span&gt;</p><p style="display: none;">Select &lt;span class=""&gt;&lt;i&gt;&lt;b&gt;Data extension field&lt;/b&gt;&lt;/i&gt;&lt;/span&gt;</p><p style="display: none;">Click &lt;span class="component"&gt;&lt;i&gt;&lt;b&gt;value&lt;/b&gt;&lt;/i&gt; text box&lt;/span&gt;</p><p style="display: none;">Type **** in &lt;span class=""&gt;&lt;i&gt;&lt;b&gt;value&lt;/b&gt;&lt;/i&gt;&lt;/span&gt;</p><p style="display: none;">Click &lt;span class=""&gt;&lt;i&gt;&lt;b&gt;Content&amp;nbsp;&lt;/b&gt;&lt;/i&gt;area&lt;/span&gt;</p><p style="display: none;">Type **** in &lt;span class=""&gt;&lt;i&gt;&lt;b&gt;Content&lt;/b&gt;&lt;/i&gt;&lt;/span&gt;</p><p style="display: none;">Click &lt;span class="component"&gt;&lt;i&gt;&lt;b&gt;Insert&lt;/b&gt;&lt;/i&gt;&lt;/span&gt;</p><p style="display: none;">Click &lt;span class="component"&gt;&lt;i&gt;&lt;b&gt;Save&lt;/b&gt;&lt;/i&gt;&lt;/span&gt;</p><p style="display: none;">That's it. You're done.</p><p><br></p> 19000146449 49 19000079466 2018-03-19T13:45:30-04:00 19000599524 21 2 0 0 Leveraging Data Extensions in your email content 2018-03-16T12:08:05-04:00 19000599524 1 2018-06-26T11:54:02-04:00 0 0 Personalize your emails even further by inserting the information in your Data extension. This can be used for displaying preferred location information or the customer's assigned customer rep. This can create a more one-to-one experience - the type that converts. Tutorial Please note: To try out the feature, click the full screen icon in the tutorial. Step 1: The first step is to go to the Compose section and click the Templates tab and with your mouse, hover over Create new template Step 2: Click Drag & Drop Step 3: Click Template name Step 4: Type **** in Template name Step 5: Click Edit content Step 6: The Drag & drop editor has 3 sections to take note of The first section is the toolbar which contains options to save and Finish using the editor and to Undo changes you have made Step 7: This section is the template edit and preview pane This is where you will be able to view your template as you drag new content in or edit existing content Step 8: Finally, the right pane provides different options to either drag in new Content, add additional Rows,change global Body settings or change additional options for content you select in your template Step 9: To build our template, first we will add in the Rows we need Click Row Step 10: With your mouse, click and drag the different types of Rows you will need, then drop them into the Template Step 11: Next, we will drag in the Content blocks we wish to add to each of the rows Click Content Step 12: With your mouse, click and drag the Content blocks you want. To start we will use a Text block. Drag and then drop it into the section of the Row you want Step 13: Click the Text block Step 14: The inline editor will provide multiple options for editing your text content Lets start by entering some Text Step 15: Type **** in Text block Step 16: To add more blocks, click Content Step 17: Next, we will add another Text block to demonstrate adding links Step 18: Click Text block Step 19: Type **** in Text Step 20: Click Align right Step 21: Highlight text and click Insert/edit link Step 22: Type **** in Url Step 23: Click Target Step 24: Click New window Step 25: Click Ok Step 26: Now we will style our link. Highlight the text and apply the settings you want like changing the color Click Text Color dropdown Step 27: Click Royal blue Step 28: Now let's try an Image content block Click Content Step 29: With your mouse, click and drag Image, then drop it in the Template Step 30: Click Image block Step 31: Click Image Uploader to select your file You may also drag and drop a file to the editor if that is easier Please note: Maximum file size is 1 MB Step 32: Now we will build an article in our template. This will consist of a header and body copy. To do this, we will want to drag in two Text blocks Click Content Step 33: With your mouse, click and drag Text, then drop it in the Template. Do this twice Step 34: For the header, we will use multiple text styling options Click Text block Step 35: Type **** in Text Step 36: Click Font Sizes Step 37: Click 30px Step 38: Click Font color Step 39: Click Royal blue Step 40: Click Bold Step 41: We will leave the other text block as a placeholder for later.  Step 42: Let's add in one more row for our footer. Click Row Step 43: With your mouse, click and drag Row, then drop it in the Template Step 44: Now lets add a Divider block and another Text block Click Content Step 45: With your mouse, click and drag Divider, then drop it in the Template Step 46: With your mouse, click and drag Text, then drop it on highlight Step 47: Click and enter Content Step 48: Now that we have the content laid out, we will want to adjust positioning and background colors of our template. To get started, click the first Row Step 49: To change the background color of the content sections, we want to change the Columns Background setting. Click the Color Step 50: Change to White Step 51: Next lets remove the Padding around the content. Click Minus until it's zero Step 52: Now do the same thing for each Row.  Step 53: Finally, we will add some padding around the content to space things out. Click Content Step 54: Click the Plus symbol under Container Padding Step 55: Repeat for each content block Step 56: You can also specifically adjust padding on one or more sides of your Content block. Click Content block Step 57: Click More Options Step 58: Adjust the padding for the side you want Step 59: Then repeat for the other side. Step 60: Continue to add and edit as much content you need until you are happy with the result. Step 61: Once you are done, click Finish Step 62: Click Save Step 63: That's it. You're done. <p style="margin: 0 0 20px 0;">Personalize your emails even further by inserting the information in your Data extension. This can be used for displaying preferred location information or the customer's assigned customer rep. This can create a more one-to-one experience - the type that converts.</p><h2>Tutorial</h2><p style="font-style: italic"><strong>Please note:</strong> To try out the feature, click the full screen icon<img class="fr-draggable fr-dii" src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/19023013727/original/7c8Kd-RxsCOBK3MVhWftqhQ2A2W04x1OYg.png?1521215556" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/19023013727/original/7c8Kd-RxsCOBK3MVhWftqhQ2A2W04x1OYg.png?1521215556" data-fileid="19023013727" data-uniquekey="1521215482153"> in the tutorial.</p><p style="font-style: italic"><br></p><p style="border: 2px solid #ebebeb; min-width: 100%; border-bottom: 0 none; height: 501px;"><iframe style="border: 0 none; border-bottom: 2px solid #ebebeb; min-width: 100%" src="https://www.iorad.com/player/131103/How-to-build-a-Drag---Drop-template?src=iframe" width="100%" height="500px" allowfullscreen="true" sandbox="allow-scripts allow-forms allow-same-origin allow-presentation"></iframe></p><p style="display: none;"><br></p><p style="display: none;"><strong>Step 1</strong>: The first step is to go to the <strong>Compose</strong> section and click the <span class="component"><em><strong>Templates</strong></em></span> tab and with your mouse, hover over <span class="component"><em><strong>Create new template</strong></em></span></p><p style="display: none;"><strong>Step 2</strong>: Click <span class="component"><em><strong>Drag &amp; Drop</strong></em></span></p><p style="display: none;"><strong>Step 3</strong>: Click <span class="component"><em><strong>Template name</strong></em></span></p><p style="display: none;"><strong>Step 4</strong>: Type **** in <span class="component"><em><strong>Template name</strong></em></span></p><p style="display: none;"><strong>Step 5</strong>: Click <span class="component"><em><strong>Edit content</strong></em></span></p><p style="display: none;"><strong>Step 6</strong>: The Drag &amp; drop editor has 3 sections to take note of<br><br>The first section is the toolbar which contains options to save and <strong>Finish</strong> using the editor and to <strong>Undo</strong> changes you have made</p><p style="display: none;"><strong>Step 7</strong>: This section is the template edit and preview pane<br><br>This is where you will be able to view your template as you <strong>drag</strong> new content in or <strong>edit</strong> existing content</p><p style="display: none;"><strong>Step 8</strong>: Finally, the right pane provides different options to either drag in new <strong>Content</strong>, add additional <strong>Rows</strong>,change global <strong>Body</strong> settings or change <strong>additional options</strong> for content you select in your template<br></p><p style="display: none;"><strong>Step 9</strong>: To build our template, first we will add in the <strong>Rows</strong> we need<br><br>Click <span class="component"><em><strong>Row</strong></em></span></p><p style="display: none;"><strong>Step 10</strong>: With your mouse, click and drag the different types of <font color="#ff625f">Rows</font> you will need, then drop them into the <span class="component"><em><strong>Template</strong></em></span></p><p style="display: none;"><strong>Step 11</strong>: Next, we will drag in the <strong>Content blocks</strong> we wish to add to each of the rows<br><br>Click <span class="component"><em><strong>Content</strong></em></span></p><p style="display: none;"><strong>Step 12</strong>: With your mouse, click and drag the <strong>Content blocks</strong> you want. To start we will use a <span class="component"><em><strong>Text block</strong></em></span>. Drag and then drop it into the section of the <strong>Row </strong>you want</p><p style="display: none;"><strong>Step 13</strong>: Click the <span class="component"><em><strong>Text block</strong></em></span></p><p style="display: none;"><strong>Step 14</strong>: The inline editor will provide multiple options for editing your text content<br><br>Lets start by entering some <strong>Text</strong></p><p style="display: none;"><strong>Step 15</strong>: Type **** in <span class="component"><em><strong>Text</strong> block</em></span></p><p style="display: none;"><strong>Step 16</strong>: To add more blocks, click <span class="component"><em><strong>Content</strong></em></span></p><p style="display: none;"><strong>Step 17</strong>: Next, we will add another <strong>Text block</strong> to demonstrate adding links</p><p style="display: none;"><strong>Step 18</strong>: Click <span class="component"><em><strong>Text block</strong></em></span></p><p style="display: none;"><strong>Step 19</strong>: Type **** in <span class="component"><em><strong>Text</strong></em></span></p><p style="display: none;"><strong>Step 20</strong>: Click <span class="component"><em><strong>Align right</strong></em></span></p><p style="display: none;"><strong>Step 21</strong>: Highlight text and click <span class="component"><em><strong>Insert/edit link</strong></em></span></p><p style="display: none;"><strong>Step 22</strong>: Type **** in <span class="component"><em><strong>Url</strong></em></span></p><p style="display: none;"><strong>Step 23</strong>: Click <span class="component"><em><strong>Target</strong></em></span></p><p style="display: none;"><strong>Step 24</strong>: Click <span class="component"><em><strong>New window</strong></em></span></p><p style="display: none;"><strong>Step 25</strong>: Click <span class="component"><em><strong>Ok</strong></em></span></p><p style="display: none;"><strong>Step 26</strong>: Now we will style our link. Highlight the text and apply the settings you want like changing the color<br><br>Click <span><strong>Text Color</strong> </span>dropdown</p><p style="display: none;"><strong>Step 27</strong>: Click <span class="component"><em><strong>Royal blue</strong></em></span></p><p style="display: none;"><strong>Step 28</strong>: Now let's try an <strong>Image</strong> content block<br><br>Click <span class="component"><em><strong>Content</strong></em></span></p><p style="display: none;"><strong>Step 29</strong>: With your mouse, click and drag <span class="component"><em><strong>Image</strong></em></span>, then drop it in the <span class="component"><em><strong>Template</strong></em></span></p><p style="display: none;"><strong>Step 30</strong>: Click <span class="component"><em><strong>Image block</strong></em></span></p><p style="display: none;"><strong>Step 31</strong>: Click <span class="component"><em><strong>Image Uploader </strong>to select your file<br><br>You may also drag and drop a file to the editor if that is easier<br><br><strong>Please note: </strong>Maximum file size is 1 MB</em></span></p><p style="display: none;"><strong>Step 32</strong>: Now we will build an article in our template. This will consist of a header and body copy. To do this, we will want to drag in two <strong>Text</strong> blocks<br><br>Click <span class="component"><em><strong>Content</strong></em></span></p><p style="display: none;"><strong>Step 33</strong>: With your mouse, click and drag <span class="component"><em><strong>Text</strong></em></span>, then drop it in the <span class="component"><em><strong>Template</strong>. <strong>Do this twice</strong></em></span></p><p style="display: none;"><strong>Step 34</strong>: For the header, we will use multiple text styling options<br><br>Click <span class="component"><em><strong>Text block</strong></em></span></p><p style="display: none;"><strong>Step 35</strong>: Type **** in <span class="component"><em><strong>Text</strong></em></span></p><p style="display: none;"><strong>Step 36</strong>: Click <span class="component"><em><strong>Font Sizes</strong></em></span></p><p style="display: none;"><strong>Step 37</strong>: Click <span class="component"><em><strong>30px</strong></em></span></p><p style="display: none;"><strong>Step 38</strong>: Click <span class="component"><em><strong>Font color</strong></em></span></p><p style="display: none;"><strong>Step 39</strong>: Click <span class="component"><em><strong>Royal blue</strong></em></span></p><p style="display: none;"><strong>Step 40</strong>: Click <span class="component"><em><strong>Bold</strong></em></span></p><p style="display: none;"><strong>Step 41</strong>: We will leave the other text block as a placeholder for later. </p><p style="display: none;"><strong>Step 42</strong>: Let's add in one more row for our footer.<br><br>Click <span class="component"><em><strong>Row</strong></em></span></p><p style="display: none;"><strong>Step 43</strong>: With your mouse, click and drag <span class="component"><em><strong>Row</strong></em></span>, then drop it in the <span class="component"><em><strong>Template</strong></em></span></p><p style="display: none;"><strong>Step 44</strong>: Now lets add a <strong>Divider</strong> block and another Text block<br><br>Click <span class="component"><em><strong>Content</strong></em></span></p><p style="display: none;"><strong>Step 45</strong>: With your mouse, click and drag <span class="component"><em><strong>Divider</strong></em></span>, then drop it in the <span class="component"><em><strong>Template</strong></em></span></p><p style="display: none;"><strong>Step 46</strong>: With your mouse, click and drag <span class="component"><em><strong>Text</strong></em></span>, then drop it on <span class="component"><em><strong>highlight</strong></em></span></p><p style="display: none;"><strong>Step 47</strong>: Click and enter <span class="component"><em><strong>Content</strong></em></span></p><p style="display: none;"><strong>Step 48</strong>: Now that we have the content laid out, we will want to adjust positioning and background colors of our template.<br><br>To get started, click the first <span class="component"><em><strong>Row</strong></em></span></p><p style="display: none;"><strong>Step 49</strong>: To change the background color of the content sections, we want to change the <strong>Columns Background</strong> setting.<br><br>Click the <span class="component"><em><strong>Color</strong></em></span></p><p style="display: none;"><strong>Step 50</strong>: Change to <strong>White</strong></p><p style="display: none;"><strong>Step 51</strong>: Next lets remove the Padding around the content.<br><br>Click <span class="component"><em><strong>Minus</strong> until it's zero</em></span></p><p style="display: none;"><strong>Step 52</strong>: Now do the same thing for each <strong>Row</strong>. </p><p style="display: none;"><strong>Step 53</strong>: Finally, we will add some padding around the content to space things out.<br><br>Click <span class="component"><em><strong>Content</strong></em></span></p><p style="display: none;"><strong>Step 54</strong>: Click the <span class="component"><em><strong>Plus</strong> symbol<strong> </strong>under <strong>Container </strong><strong>Padding</strong></em></span></p><p style="display: none;"><strong>Step 55</strong>: Repeat for each <strong>content block</strong></p><p style="display: none;"><strong>Step 56</strong>: You can also specifically adjust padding on one or more sides of your Content block.<br><br>Click <span class="component"><em><strong>Content block</strong></em></span></p><p style="display: none;"><strong>Step 57</strong>: Click <strong>More Options</strong></p><p style="display: none;"><strong>Step 58</strong>: Adjust the <strong>padding</strong> for the side you want</p><p style="display: none;"><strong>Step 59</strong>: Then repeat for the other side.</p><p style="display: none;"><strong>Step 60</strong>: Continue to add and edit as much content you need until you are happy with the result.</p><p style="display: none;"><strong>Step 61</strong>: Once you are done, click <span class="component"><em><strong>Finish</strong></em></span></p><p style="display: none;"><strong>Step 62</strong>: Click <span class="component"><em><strong>Save</strong></em></span></p><p style="display: none;"><strong>Step 63</strong>: That's it. You're done.</p><p><br></p> 19000146449 34 19000086413 2018-06-26T11:59:38-04:00 19000599524 22 2 0 0 How to build a Drag & Drop template 2018-06-26T11:54:02-04:00 19000599524 1 2018-06-26T11:55:33-04:00 0 0 Personalize your emails even further by inserting the information in your Data extension. This can be used for displaying preferred location information or the customer's assigned customer rep. This can create a more one-to-one experience - the type that converts. Tutorial Please note: To try out the feature, click the full screen icon in the tutorial. Step 1: The first step is to open Messages in the Compose section and click Create new message -> Standard Step 2: Click Message name Step 3: Type **** in Message name Step 4: Click Campaign name Step 5: Select Campaign Step 6: Click Drag & Drop Step 7: Click Template Step 8: Select Template Step 9: Click Save Step 10: Click Content Step 11: Click Edit content Step 12: Make all the edits necessary for this specific message. Step 13: Click Finish Step 14: Click View code Step 15: Optional: Review the HTML code outputted by the editor Step 16: Click View content to return to visual view Step 17: Click Save Step 18: That's it. You're done. <p style="margin: 0 0 20px 0;">Personalize your emails even further by inserting the information in your Data extension. This can be used for displaying preferred location information or the customer's assigned customer rep. This can create a more one-to-one experience - the type that converts.</p><h2>Tutorial</h2><p style="font-style: italic"><strong>Please note:</strong> To try out the feature, click the full screen icon<img class="fr-draggable fr-dii" src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/19023013727/original/7c8Kd-RxsCOBK3MVhWftqhQ2A2W04x1OYg.png?1521215556" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/19023013727/original/7c8Kd-RxsCOBK3MVhWftqhQ2A2W04x1OYg.png?1521215556" data-fileid="19023013727" data-uniquekey="1521215482153"> in the tutorial.</p><p style="font-style: italic"><br></p><p style="border: 2px solid #ebebeb; min-width: 100%; border-bottom: 0 none; height: 501px;"><iframe style="border: 0 none; border-bottom: 2px solid #ebebeb; min-width: 100%" src="https://www.iorad.com/player/132959/How-to-create-a-message-with-Drag---Drop-editor?src=iframe" width="100%" height="500px" allowfullscreen="true" sandbox="allow-scripts allow-forms allow-same-origin allow-presentation"></iframe></p><p style="display: none;"><br></p><p style="display: none;"><strong>Step 1</strong>: The first step is to open <span class="component"><em><strong>Messages</strong></em></span> in the Compose section and click <span class="component"><em><strong>Create new message -&gt; Standard</strong></em></span></p><p style="display: none;"><strong>Step 2</strong>: Click <span class="component"><em><strong>Message name</strong></em></span></p><p style="display: none;"><strong>Step 3</strong>: Type **** in <span class="component"><em><strong>Message name</strong></em></span></p><p style="display: none;"><strong>Step 4</strong>: Click <span class="component"><em><strong>Campaign name</strong></em></span></p><p style="display: none;"><strong>Step 5</strong>: Select <span class="component"><em><strong>Campaign</strong></em></span></p><p style="display: none;"><strong>Step 6</strong>: Click <span class="component"><em><strong>Drag &amp; Drop</strong></em></span></p><p style="display: none;"><strong>Step 7</strong>: Click <span class="component"><em><strong>Template</strong></em></span></p><p style="display: none;"><strong>Step 8</strong>: Select <span class="component"><em><strong>Template</strong></em></span></p><p style="display: none;"><strong>Step 9</strong>: Click <span class="component"><em><strong>Save</strong></em></span></p><p style="display: none;"><strong>Step 10</strong>: Click <span class="component"><em><strong>Content</strong></em></span></p><p style="display: none;"><strong>Step 11</strong>: Click <span class="component"><em><strong>Edit content</strong></em></span></p><p style="display: none;"><strong>Step 12</strong>: Make all the edits necessary for this specific message.</p><p style="display: none;"><strong>Step 13</strong>: Click <span class="component"><em><strong>Finish</strong></em></span></p><p style="display: none;"><strong>Step 14</strong>: Click <span class="component"><em><strong>View code</strong></em></span></p><p style="display: none;"><strong>Step 15</strong>: <span><strong>Optional:</strong> </span>Review the HTML code outputted by the editor<br></p><p style="display: none;"><strong>Step 16</strong>: Click <strong>View content</strong> to return to visual view</p><p style="display: none;"><strong>Step 17</strong>: Click <span class="component"><em><strong>Save</strong></em></span></p><p style="display: none;"><strong>Step 18</strong>: That's it. You're done.<br></p><p><br></p> 19000146449 18 19000086414 2018-06-26T12:01:15-04:00 19000599524 23 2 0 0 How to create a message with the Drag & Drop builder 2018-06-26T11:55:33-04:00 19000599524