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© Blue State Digital | Proprietary and Confidential

Welcome!How the Pros Build EmailsA BSD Tools Mailer Deep Dive Training

1© Blue State Digital | Proprietary and Confidential

© Blue State Digital | Proprietary and Confidential

Hi, I’m Gillea.Director of CommunityGallison@bluestatedigital.com

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© Blue State Digital | Proprietary and Confidential

Hi, I’m Seth.SVP, Client Servicesand Tech Sales

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© Blue State Digital | Proprietary and Confidential

Hi, I’m Natieka.Communications Associate(aka Email Nerd)

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© Blue State Digital | Proprietary and Confidential

1Get your sh*t in order

© Blue State Digital | Proprietary and Confidential 5

© Blue State Digital | Proprietary and Confidential

Before you even open the mailer1. Create a calendar. Ideally, all emails are planned

(even when they’re rapid response)2. Refer to your calendar: is there a test, who are the

recipients, any updates?

Get organized

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© Blue State Digital | Proprietary and Confidential

Get organized

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© Blue State Digital | Proprietary and Confidential

Before you even open the mailerDraft the email, using good habits:● Get approval on the email BEFORE you get to the

mailer (and try not to use Word!)● Gather all of your assets and get to building

Get organized

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© Blue State Digital | Proprietary and Confidential 9

© Blue State Digital | Proprietary and Confidential

2Let’s build an email, shall we?

© Blue State Digital | Proprietary and Confidential 10

© Blue State Digital | Proprietary and Confidential

Now, let’s head to the mailer. Here’s what we’ll cover:

1. Create mailing name2. Enter campaign source code—important for tracking!3. Set recipients to your own email (in case of disaster)4. Enter sender and subject line5. Code the email by hand—HTML + Plain text6. Build pages with pre-approved copy7. Insert shortcut links8. Preview and sample

Let’s build an email!

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© Blue State Digital | Proprietary and Confidential

Let’s build an email!

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Off to the mailer we go...

© Blue State Digital | Proprietary and Confidential 13

Let’s review an email!

© Blue State Digital | Proprietary and Confidential

Let’s build an email!

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Now, back to the mailer...

1. Send off to internal team and decision makers for approval—no edits after this point...

2. Set up query or constituent groups3. Send/Schedule!

© Blue State Digital | Proprietary and Confidential

Ask us anything.

© Blue State Digital | Proprietary and Confidential 15

© Blue State Digital | Proprietary and Confidential

Appendix

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© Blue State Digital | Proprietary and Confidential

Anatomy of a great email

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Appendix

© Blue State Digital | Proprietary and Confidential

First paragraph: Grab their attention.Try to keep it to one sentence - one line, if possible.

© Blue State Digital | Proprietary and Confidential

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Anatomy of an email

© Blue State Digital | Proprietary and Confidential

Second paragraph: Explain why you’re emailing.Don’t include too many facts and figures just yet, keep it simple.

© Blue State Digital | Proprietary and Confidential

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Anatomy of an email

© Blue State Digital | Proprietary and Confidential

Third/fourth paragraphs: Introduce the action.Explain what people should do and the impact it will make.

Make sure the link is prominent and visible “above the fold.”

© Blue State Digital | Proprietary and Confidential

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Anatomy of an email

© Blue State Digital | Proprietary and Confidential

LinksLinks should be stand-alone (not inside paragraphs)

Give people several chances to click

Give them a variety of options: Hyperlinked text, naked URLs and clickable images or buttons.

© Blue State Digital | Proprietary and Confidential

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Anatomy of an email

© Blue State Digital | Proprietary and Confidential

© Blue State Digital | Proprietary and Confidential

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1: Grab their attention

2: Explain why you’re emailing

3: Introduce the action

Stand-alone links

Anatomy of an email

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