Form & Function: Creating Email TemplatesAndrea Robertson, Business AnalystAdvanced Solutions International

Slides & resources:bit.ly/niugnola17-email

Communication Suite Overview

1Form2Function3

Agenda

bit.ly/niugnola17-email

Comm. Suite Overview

Sending communications

From notification pages

From process automation tasks

From an account page

From an IQA query

Composing communications

Reviewing sent communications

Communication logs

Advanced email dashboard(Plus feature)

Individual's interaction log

Form

Have a default template

Without default template

With default template

Keep a library of templates & images

Use placeholder images & text

[Mini Tip]Did you know that you can edit images in iMIS?

Always have a call to action

Think about your previews

Must have a verified Google+ Page

Customize your From field

[Mini Tip]Your preview text doesn't have to display in your email body

Customize your From field

Use CSS to hide the text in the email body

Keep it simple

of email opens occur on mobile

Source: litmus.com

Responsive capabilities are severely limited by

email clients

So how can you make your emails mobile-friendly?

Simple layouts✔

Concise text✔

Clear calls to action✔

Take note of emails that you like

(and copy them shamelessly)

Function

Check your communication type

Don't forget the manage preferences link

This is really, super important, y'all.

Why?

Also...

it's the law!

(Also required by law: your physical address!)

There are just a few communication types users

can't opt out of...

Direct communications[Type: Default]

1Billing notices[Type: Billing]

2Order confirmations & shipping notices[Type: Shipping]

3

Use Advanced Email sparingly

Think of Advanced Email as a health check for your emails...

... you don't want false positives.

When should you useAdvanced Email?

Campaign appeals✔

Newsletters✔

Event invitations✔

When should you not useAdvanced Email?

Direct communications✘

Billing notices✘

Order confirmations & shipping notices

✘

Use the right source codes

Don't override the "to" field

✔

✘

Send it from their account page instead!

Test, test, test!

Always use the preview button

BCC yourself

...occasionally

Warning: you will get one email per recipient!

Test your templates in different clients

iPhone 33%

Gmail 20%

iPad 13%

Android 9%

Apple Mail 7%

Most popular clients (2016)

Source: litmus.com

Outlook 6%

Outlook.com 5%

Yahoo! 2%

Windows Mail 1%

Windows Live Mail 1%

Most popular clients (2016)

Source: litmus.com

Demo

Some excellent resourcesInformation● 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

Thank you!

bit.ly/niugnola17-email

Andrea Robertson

ProductOwners@advsol.com

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