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Form & Function: Creating Email Templates Andrea Robertson, Business Analyst Advanced Solutions International Slides & resources: bit.ly/niugnola17-email
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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
Strategic Partners
Corporate PartnersAmericaneagle.com • Ascension Technology Solutions, LLC • Association Technologies, Inc. • Bursting Silver
CadmiumCD • enSYNC Corporation • Informz • ISG Solutions • MemberPrime • RSM US LLP • Visual Antidote
Event PartnersArmstrong Enterprise Communications • Computer System Innovations • C Systems Global • iFINITY
Intuitive Business Concepts • Lane Services, LLC • Source of Knowledge (Official Recording Partner) • TGD
Communications
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