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Form & Function: Creating Email Templates

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How to create great emails using iMIS Communication Suite. Presentation originally given at NiUG New Orleans 2017.

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Form & Function: Creating Email Templates

  1. 1. Form & Function: Creating Email Templates Andrea Robertson, Business Analyst Advanced Solutions International Slides & resources: bit.ly/niugnola17-email
  2. 2. Communication Suite Overview 1 Form2 Function3 Agenda bit.ly/niugnola17-email
  3. 3. Comm. Suite Overview
  4. 4. Sending communications
  5. 5. From notification pages
  6. 6. From process automation tasks
  7. 7. From an account page
  8. 8. From an IQA query
  9. 9. Composing communications
  10. 10. Reviewing sent communications
  11. 11. Communication logs
  12. 12. Advanced email dashboard (Plus feature)
  13. 13. Individual's interaction log
  14. 14. Form
  15. 15. Have a default template
  16. 16. Without default template
  17. 17. With default template
  18. 18. Keep a library of templates & images
  19. 19. Use placeholder images & text
  20. 20. [Mini Tip] Did you know that you can edit images in iMIS?
  21. 21. Always have a call to action
  22. 22. Think about your previews
  23. 23. Must have a verified Google+ Page
  24. 24. Customize your From field
  25. 25. [Mini Tip] Your preview text doesn't have to display in your email body
  26. 26. Customize your From field
  27. 27. Use CSS to hide the text in the email body
  28. 28. Keep it simple
  29. 29. of email opens occur on mobile Source: litmus.com
  30. 30. Responsive capabilities are severely limited by email clients
  31. 31. So how can you make your emails mobile-friendly?
  32. 32. Simple layouts✔ Concise text✔ Clear calls to action✔
  33. 33. Take note of emails that you like (and copy them shamelessly)
  34. 34. Function
  35. 35. Check your communication type
  36. 36. Don't forget the manage preferences link
  37. 37. This is really, super important, y'all.
  38. 38. Why?
  39. 39. Also... it's the law!
  40. 40. (Also required by law: your physical address!)
  41. 41. There are just a few communication types users can't opt out of...
  42. 42. Direct communications [Type: Default] 1 Billing notices [Type: Billing] 2 Order confirmations & shipping notices [Type: Shipping] 3
  43. 43. Use Advanced Email sparingly
  44. 44. Think of Advanced Email as a health check for your emails... ... you don't want false positives.
  45. 45. When should you use Advanced Email?
  46. 46. Campaign appeals✔ Newsletters✔ Event invitations✔
  47. 47. When should you not use Advanced Email?
  48. 48. Direct communications✘ Billing notices✘ Order confirmations & shipping notices ✘
  49. 49. Use the right source codes
  50. 50. Don't override the "to" field
  51. 51.
  52. 52.
  53. 53. Send it from their account page instead!
  54. 54. Test, test, test!
  55. 55. Always use the preview button
  56. 56. BCC yourself ...occasionally Warning: you will get one email per recipient!
  57. 57. Test your templates in different clients
  58. 58. iPhone 33% Gmail 20% iPad 13% Android 9% Apple Mail 7% Most popular clients (2016) Source: litmus.com
  59. 59. Outlook 6% Outlook.com 5% Yahoo! 2% Windows Mail 1% Windows Live Mail 1% Most popular clients (2016) Source: litmus.com
  60. 60. Demo
  61. 61. Some excellent resources Information ● 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
  62. 62. Thank you! bit.ly/niugnola17-email Andrea Robertson ProductOwners@advsol.com
  63. 63. Strategic Partners Corporate Partners Americaneagle.com • Ascension Technology Solutions, LLC • Association Technologies, Inc. • Bursting Silver CadmiumCD • enSYNC Corporation • Informz • ISG Solutions • MemberPrime • RSM US LLP • Visual Antidote Event Partners Armstrong Enterprise Communications • Computer System Innovations • C Systems Global • iFINITY Intuitive Business Concepts • Lane Services, LLC • Source of Knowledge (Official Recording Partner) • TGD Thank You To Our Sponsors

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