form & function: creating email templates
TRANSCRIPT
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Form & Function: Creating Email TemplatesAndrea Robertson, Business AnalystAdvanced Solutions International
Slides & resources:bit.ly/niugnola17-email
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Communication Suite Overview
1Form2Function3
Agenda
bit.ly/niugnola17-email
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Comm. Suite Overview
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Sending communications
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From notification pages
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From process automation tasks
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From an account page
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From an IQA query
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Composing communications
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Reviewing sent communications
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Communication logs
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Advanced email dashboard(Plus feature)
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Individual's interaction log
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Form
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Have a default template
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Without default template
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With default template
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Keep a library of templates & images
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Use placeholder images & text
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[Mini Tip]Did you know that you can edit images in iMIS?
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Always have a call to action
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Think about your previews
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Must have a verified Google+ Page
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Customize your From field
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[Mini Tip]Your preview text doesn't have to display in your email body
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Customize your From field
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Use CSS to hide the text in the email body
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Keep it simple
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of email opens occur on mobile
Source: litmus.com
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Responsive capabilities are severely limited by
email clients
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So how can you make your emails mobile-friendly?
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Simple layouts✔
Concise text✔
Clear calls to action✔
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Take note of emails that you like
(and copy them shamelessly)
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Function
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Check your communication type
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Don't forget the manage preferences link
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This is really, super important, y'all.
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Why?
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Also...
it's the law!
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(Also required by law: your physical address!)
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There are just a few communication types users
can't opt out of...
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Direct communications[Type: Default]
1Billing notices[Type: Billing]
2Order confirmations & shipping notices[Type: Shipping]
3
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Use Advanced Email sparingly
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Think of Advanced Email as a health check for your emails...
... you don't want false positives.
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When should you useAdvanced Email?
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Campaign appeals✔
Newsletters✔
Event invitations✔
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When should you not useAdvanced Email?
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Direct communications✘
Billing notices✘
Order confirmations & shipping notices
✘
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Use the right source codes
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Don't override the "to" field
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✔
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✘
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Send it from their account page instead!
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Test, test, test!
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Always use the preview button
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BCC yourself
...occasionally
Warning: you will get one email per recipient!
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Test your templates in different clients
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iPhone 33%
Gmail 20%
iPad 13%
Android 9%
Apple Mail 7%
Most popular clients (2016)
Source: litmus.com
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Outlook 6%
Outlook.com 5%
Yahoo! 2%
Windows Mail 1%
Windows Live Mail 1%
Most popular clients (2016)
Source: litmus.com
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Demo
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Some excellent resourcesInformation● Litmus.com● Campaign Monitor● Responsive Email
Patterns
Tools● PutsMail● Mailinator● Responsive Email
Resources
Free templates● Cerberus● Email Blueprints● Foundation● Open Source Email
Templates
Free images● Unsplash● Pexels● Death to Stock● Pixlr Editor (online
image editor)● Placehold.it
and of course… help.imis.com
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