Emails

From Net-Results Support

Creating great-looking, mobile-responsive emails in Net-Results is now easier than ever before! With our Drag and Drop Email Builder, we've completely changed the game. With our new builder, you can:

  • Create fantastic-looking emails in minutes, no HTML knowledge required.
  • Create emails that use Responsive Design styling.
  • Check your content against common spam triggers.
  • Start with a layout, template, theme, or use your own HTML -- it's your choice!

Training Video


Creating A New Email

Upon launching the Email Builder using the Create New option, your first choice will be whether to create a Drag and Drop Builder email based on one of our templates or to build a Custom HTML email. Starting from a predefined template saves you considerable time, as it gives you a working "skeleton" to start from; all you need to do is fill in the blanks. However, if you enjoy writing HTML or have content that's already been coded, we completely understand and provide an option for that as well.

Once you choose a starting point, the screen is split into two panels. Note that the right panel may be hidden if your screen/window size is too small.

The Drag and Drop Builder is split into a left Canvas area while the right contains the Builder Tools. The Canvas is where you will drop things like text boxes and images, rearrange them, and choose to edit them. The Builder Tools area is where you will make the changes, such as style a paragraph of text to be blue or choose which image will display.

Important: If you're using the Grammarly Chrome extension, please disable it while working in the Email Builder. While Grammarly is geat at identifying our poor grammar, it's not great at assessing HTML and CSS. So when used in conjunction with our Email Builder, we recommend disabling it.

Email Settings

First and foremost, you will need to define your Email's settings:

  • Email Name: A label so you can tell this email apart from all the other Emails you will create.
  • Email Subject: The subject line you want to appear for this particular message.
  • From Label: This is used to specify "who" the Email is from. Typically it contains a person's name, a company name, or both. With an integrated CRM system, it's very effective to personalize this field with the Lead Owner's first and last name.
  • Reply To Address: The address where any replies to the Email will be sent. This is different than the From Address, and is subject to our Domain Branding setting. Please contact Support if this setting has not been enabled for you.
  • Subscription: This is used to define the type or category of this Email, such as whether it's a Newsletter or Special Offer. For more details on this, you can read more about Subscriptions here, or scroll down to review the different unsubscribe link behaviors.
  • Role: This is used to privatize the Email to one User. If you set the Role to you, no other Users will be able to see/modify/use this Email. Usually there is no reason to modify this setting from the default choice.
  • Store In Folder: Choose which Folder this Email will be stored in. Folders help you stay organized and can be access on the My Emails page.
  • Enable as a CRM Template: This option allows the content you're creating to be sent as a Conversation Email (via integrated CRM system or API only).
  • Transactional Email: This option allows the email to be sent without Postal Address or Unsubscribe Message. This should only be enabled if your content is not marketing related.


Email Composition

The Palette tab is like a painter's palette, but rather than colorful splotches of paint it contains the content blocks that you may drag and drop onto the Canvas. We've provided all the elements you need to create great looking emails quickly.

The Styles tab allows you to control fonts, their colors and sizing, background colors for the regions of your email, spacing of various elements, and default settings for commonly used blocks such as headings (<h1>, <h2>, etc.) and links. Each block you drag and drop will also have its own controls for styling that are local to that element, and these will slightly vary depending on which you're using.

We've divided your Emails into 4 regions: Preview, Header, Body, and Footer. Each offers their own independent style controls. You also have the ability to control settings for the "Page" itself, which sets styling for the email as a whole (such as an overall background color). Many of our templates have default styling already applied so you can get started quickly and easily.

Remember, if you dropped something in the wrong place, simply click and drag it where you wanted it to be. Hovering over a dropped element will give you an additional set of options, including to duplicate, modify, or delete that element.

Postal Address and Unsubscribe Message

Unsubscribe messages inside of email footers are common and ubiquitous because CAN-SPAM requires that all marketing messages contain a postal address and a method to unsubscribe. To this end, Net-Results enforces that these are always present on all non-transactional emails. This means if you do not insert them, they are automatically appended to the bottom of your content to ensure this requirement is met.

While this is convenient, the appended defaults are not styled and cannot be modified. If you wish your postal address was slightly different, or if you would like to use custom unsubscribe verbiage, or if you would like to style/format them, the best thing to do is add the Postal Address and Unsubscribe Message fields via the Personalized Fields drop-down. Behind the scenes, this tells Net-Results that you are using a valid address and unsubscribe information so that the system defaults do not need to be appended. If you use the Footer element from the Palette, it adds these fields for you.

Unsubscribe Link Behaviors

By default, Net-Results utilizes a one-click unsubscribe. With no Subscription selected for an Email, a click on the Unsubscribe Link will immediately and globally opt out that Contact. They become an Unsubscribed Contact and are unmailable from that point forward.

Choosing a Subscription for your Email enables Preference Center functionality, and the one-click unsubscribe is no longer used for that Email. Whether you use the default unsubscribe verbiage or use the Personalized Fields drop-down to add an Unsubscribe Message, a click of the unsubscribe link will drive them to a system-generated Preference Center page where they can opt-out of any of your Subscriptions or they can choose to globally opt-out.

Finally, by using an Net-Results Landing Page with a Form Builder form on it that has the Subscription Management field added to it, you can fully customize their preference center or unsubscribe experience. Brand it, choose a color scheme, or even add some playful verbiage if you like.

Adding Personalization

Any Standard or Custom Contact Attribute in Net-Results can be inserted into an Email's Subject, From Label, and message body by inserting a personalization reference. The easiest way to do this is using the Personalized Fields drop-down while editing a Text element, though you can type it directly into the content if you know the name of the field.

Note that when you select a field via the drop-down, a modal will appear requesting that you specify a default value. The default value will be used if the referenced field is empty. If you wish nothing to display if the field is blank, you must remove the default value after inserting the reference.

Personalization doesn't only apply to the message body, either. To personalize the Subject Line, From Label, or Reply To Address, use this same step then cut and paste the generated text or simply type in the syntax: {FIELD_NAME|default value}

Important things to remember when personalizing:

  • The field name must be in all-caps.
  • The default value can be left blank except when used in the Reply To Address, its default value must be a valid email address. For example, you might use {LEAD_OWNER_EMAIL_ADDRESS|sales@mydomain.com}.
  • Personalization is conditional to whether the field is blank or not, it cannot display multiple different values based on conditions or who the email is being sent to.
  • Personalization can be inserted into links to make dynamic URLs, as well as to load specific URLs and images. However, any HTML stored within a field will be displayed as text.
  • Nested personalization (referencing a field inside another field) is not supported.
  • If you use the same Personalized Field in multiple locations on your Email, you must use the same default value for each instance of it.

Automatic UTM Tagging of Links

Enabling Automatic UTM Tagging

You may need to enable UTM tagging on the Account Settings screen (click on your email address in the top-right corner in Net-Results. Look for "UTM TAGGING SETTINGS" and toggle on/off auto-tagging links for your as you like. UTM tags may be configured during the creation of Campaigns and when building Emails.

Tip: UTM tags are visible in every URL they are linked with. We recommend you use appropriate naming conventions because they are visible by both you and your prospects.

UTMEmailSettings.gif

With Net-Results auto-tagging links in your emails and campaigns, you will save time by having us do the heavy lifting for you. Rather than building your own URLs, we will create the URLs associated with your UTM tags for you automatically. Using your own custom tags isn't a problem either, simply delete the auto-populated tags with your own custom tags and Net-Results will take care of the rest.

UTM Content

You may assign a value to your UTM Content tag within the “Email Settings” panel (screenshot to the right). This field will auto-populate with the name of your email and have the ability to delete the auto-populated value with any value you'd like.

UTM Term

You will find the UTM Term label when adding a hyperlink to your email. Any dragable block that you can add a hyperlink to, you can add a UTM Term to (Custom HTML emails are no exception).

UTMTerm.png

NOTE: You are able to configure UTM Campaign, Source and Medium under the “Campaign Settings” tab in your Campaign. This feature is supported in both Nurturing and Drip type campaigns.

Best Practices for Custom HTML

  • Avoid including any type of Javascript or Form code in content intended to be an email. At best these are stripped out, or they will be displayed as plain text, while at worst they can cause the message to go directly to spam.
  • Avoid using <div> tags and <span> tags for alignment; using <table> structures will keep your content rendering faithfully across different mail clients (Outlook vs. Gmail vs. everyone else).
  • Avoid pasting pre-formatted content into the editor. This would include content from PDFs, Microsoft Word, or HTML pages. Either paste source code or, if you must paste content, "filter" it through a plain text editor like Notepad to remove any formatting. This is done by pasting it into Notepad, then copy it from there and paste it into the editor.
  • HTML5 is a great standard to adhere to.
  • CSS is fine, so feel free to use classes and id's if you want. Even things that need to be calculated will work, if you're making a Responsive Design email, but inline styles are always better for email HTML (there are even tools on the Internet that will convert your style block to inline styles). Be aware that certain mail clients, especially web clients like Gmail, will strip out specs that affect the entire <body> like backgrounds or background images.
  • Test how your email renders in as many mail clients as you have access to, or use a service like Email On Acid or Litmus.
  • Always validate your HTML (as invalid HTML usually winds up in the spam folder).

What is Responsive Design?

Responsive Design is a set of styling specifications (CSS) that allows your email content to automatically scale to the size of the device it's being viewed on. This means the same set of content will be sent to all recipients, but if it's viewed on a desktop mail client (or browser) it will appear one way, and it will appear differently on a mobile or tablet. This is provided for every email you build in the Drag and Drop Builder; for Custom HTML emails you will need to provide the responsive CSS specifications yourself.

Desktop and Mobile Preview