Basic Document Setup
Prior to sending out any email the structure of the email body must be set up. To do this go to Menu, Setup > Documents > Email Campaign Documents.
If you want to put this document in a folder that has not currently been made you will need to create the folder before creating the document. New folders can be set up by selecting the new folder (
) option on the documents page.
You can choose to either create a New HTML document or duplicate (
) and modify an existing document.
To create a new document click on the New Document Tab
The document editor works like a normal word processor, use the options across the top of the window to format your email in the desired way.
If you would prefer to input HTML code then click on the source button (
) in the top left of the editor. This will allow you to enter standard HTML code. To preview the code click on source button again to return to the WYSIWYG (What You See Is What You Get) view.
There are a number of pre-defined merge fields available in the text editor. These can be selected from the relevant drop down boxes and inserted.
Any database field not listed here can also be merged into a document. Instructions for doing this can be found here.
Area Unsubscribe
In order to comply with the Directive on Privacy and Electronic Communications in Europe and the CAN-SPAM Act of 2003 in the United States it is necessary to include an unsubscribe link in all marketing emails.
You will not be able to save an email document without including an unsubscribe link.
On your document highlight the text that you want to appear as the unsubscribe link.
From the Campaign Links drop down select Area Unsubscribe (at the bottom of the list). This will turn the selected text into an unsubscribe link.
If the email recipient clicks on this link they will be automatically unsubscribed from all future email campaigns sent from this Database Area.
Campaign Unsubscribe
In addition to the required unsubscribe option there is also an optional Campaign unsubscribe link.
On your document highlight the text that you want to appear as the unsubscribe link.
From the Campaign Links drop down select Campaign Unsubscribe (Second from the bottom of the list). This will turn the selected text into a Campaign unsubscribe link.
If the email recipient clicks on this link they will be automatically unsubscribed from this campaign; they will not receive emails sent from any subsequent campaign steps.
It is mandatory to have an area unsubscribe, however, you can additionally add the campaign unsubscribe if customers only want to unsubscribe from that particular campaign instead of all future Campaigns in this Area.
Area unsubscribe will only unsubscribe them from that database area, and not all areas.
Link Setup
There are two kinds of links that can be added to an email document, tracked links and untracked links.
Untracked Links
The system allows for tracking of when and how often a link is clicked, on the occasions that you do not wish to see this you should set up your links in the following way.
On your document highlight the text that you want to appear as a link.
Click the Link icon on the toolbar.
Enter the URL that you wish to link to in the URL box.
Click on OK to insert the link.
The other options given to you in this popup should not need to be changed as the Contact that clicks the link will have settings on their PC which will determine how the link is opened.
Tracked Links
In order to track links additional information must be transmitted to the system alongside the link URL. Links that require tracking should be set up in the following way.
On your document highlight the text that you want to appear as a link.
From the Campaign Links drop down select Campaign Link X, where X is the number of the link you are editing. (1 for the first link, 2 for the 2nd link etc). This will turn the selected text into a trackable link.
The destination URL of the tracked links will be set up in the Email Campaign Management area, information regarding this can be found here.
Finishing touches
Once you have finished editing the document, enter a document name (for your reference), you must also select a folder in which to save the document.
Click Save to save the document.
Next Step: Contact name selection