When you choose to create a new email, you will be presented with three options:
- My Templates
- Custom HTML
A collection of templates made by you to save for future use. They can be as detailed or bare-boned as you prefer. A common one is a header & footer combination that is used on marketing emails.
These are templates that we have created for you to leverage our drag & drop builder. Using these templates saves you a considerable amount of time, as it gives you a working "skeleton" to start from. Just fill in the blanks!
If you enjoy writing HTML, or have content that has already been coded from your design team- Custom HTML builder is for you. You can paste in the original HTML and see the email render! Another use of the Custom HTML builder is to create emails that look more like they were sent from a personal email, rather than a marketing email.
First and foremost, we need to define a few things:
- Email Name: This is the label that you will see on the “My Emails” page in Net-Results. Be descriptive here, so that you and your team know exactly what’s in the email.
- Email Subject: The subject line you want to appear for this particular message.
- From Label: This is user 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 Owners First & 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 you are unsure if this setting has been enabled for your account.
- Subscription: This is used to define the type of category of this email. Such as whether it’s a Newsletter or Special Offer. For more details on this, click through to our Subscriptions Documentation.
- 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.
- Store in Folder: Choose which folder this email will be stored in. Folders help you stay organized. Click for more on Folders.
- 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 a Postal address or Unsubscribe Message. This should only be enabled if your content is not marketing.
Build Your Email Blueprint. You will see a few tabs beside “Email Settings” over to the right of the building area, they are listed below:
- My Library
The Palette Tab consists of two options:
Rows which make up the blueprint of the email. Rows help you design the structure of the email before adding in the different types of content you would like.
Blocks are what you add to rows. Blocks dictate the type of content that you would like to.
CS Quick Tip: It is easiest to plan out what rows you are going to want to add to your email & then add the blocks to each row. If you add multiple blocks to one row, you will not be able to add a row in-between those blocks if a design change is needed to be made.
The My Library tab is especially useful for saving blocks of content. Use cases for this could include a header or footer for an email. If your company uses the same header & footer for all emails, create them one time and save to My Library.
CS Quick Tip: Blocks save to your library are NOT global. Meaning, if an edit is made to that block, it will not update across all emails.
The Styles tab is where you can add overarching design rules to your email. These styles can be added on the Page level or on each section of the email (Preview, Header, Body, Footer).
CS Quick Tip: Styles that you add on the block level will override the styles being applied on the Styles tab.
To add an image to your email, hit browse on the image block or browse on the right-hand side after you have dropped the image block in the row.
When you add an image, you are also able to hyperlink it to a webpage. When adding a link to an image, you can also assign a UTM term to that link. Need to learn more about UTM Tagging? Click here.
Have an image to use as your CTA? Check out our blog post on CTA Do’s and Dont’s.
As part of the CAN-SPAM Act, it is required that a Postal Address & Unsubscribe Message are in your email.
Have you seen this alert when you save your email?
That’s because there is no “Unsubscribe” personalized field in your email. Just like adding a personalized field for first name, you need to add one for Unsubscribe & Postal Address.
- Add a text block to your footer.
- Select “Personalized Fields” & under the “Email Fields” section, select Postal Address & then Unsubscribe Message.
- The Unsubscribe Message will allow you to select a Landing Page. The only landing pages that will be available to be selected are those that have a form on them that has a “Subscription Management” form field on it.
There is also an option to add a Footer block. Adding this block automatically adds your postal address & an unsubscribe link to your footer. Using this option allows for a one-click unsubscribe.
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.
Ready to send out a test email? Check out our Email Preferences Blog Post!
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