9. Design a Template
• Think before you leap!
• Copy from Notepad, not Word
• HTML vs plain text
• Backgrounds & Graphics
• Are you “responsive” for that 60% using smart
phones?
• Think of the preview pane
14. If you choose a stock template…
• Select the Category
• Assign a Name
• Click Edit
15. • Hoover over an icon to see what it does
• A = Edit Text
16. • Fill in the text
• Use the formatting bar
(yes, I agree it’s ANNOYING
• Sample: blank if you don’t want a “preview”
• Add Merge fields (envelope)
• Add Hyperlinks (anchor)
• Add Documents (letter)
• Click Return to Layout Mode when you’re finished editing.
• Click the Save icon early and often!
17. The Tabs
• Styles: Changes colors of background, fonts
and borders. (D&D)
• Layout: Drag item to template to create
additional columns, places for graphics,
coupons, etc. (D&D)
• Images: Upload graphics and then drag
them to replace an existing image or add a
new one to a graphics box. (D&D)
• Files: Upload a file. You can then link to it
when editing a template. (A)
18. Change a Color
• Pick a color
• (Optional) click Add Color
• Drag & Drop on to your template
19.
20.
21.
22.
23. Ready, Set, SEND!
• This is the easy part!
• HINT: Consider sending to a “test
group” that includes your Outlook,
Gmail & Yahoo addresses
• Send From if you have a Team Account
• Feel free to send a test to
blog@techbenders.com
• Schedule Send
• Add the Subject Line and think about it!
• Select your Template
• Click OK.
24. I’ve sent my template – Now What???
1. Get the Results into Act!
2. Look at AEM Reports
3. Look at Call List and History List
27. Take Advantage of the Call List!
• Select all contacts (Ctrl + A)
• Create a history (not really necessary)
• Schedule an Activity
• Create a Lookup
30. Take Care of Your Opt-Outs
• Fill in “optout” in the History List
• Create a Lookup (right-click in the
History List)
• Edit/Replace Field to update your
contacts