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WebPlatform Documentation

Email-Html Template

Introduction

The Email-Html Template is used to create the email template. You can create email designs without any technical knowledge with the use of the What You See Is What You Get (WYSIWYG) editor. Advanced users can switch to the HTML tab to manually enter code.

Adding Links

You can add text links to an email template by selecting the "Insert Text Links" button in the editor banner, this will display a new window.

The following options are required to be configured:

  • Link Name - The link name is used when monitoring and analysing an email blast campaign. The name should be clear and identifiable.
  • Display Text - This is the text that will be visible in the email and the recipient will click to display the link.
  • Link To - This drop-down has 2 option; WebAddress and Document.
    • WebAddress - This option allows you to link to a webpage. First select the protocol your web address is associated with then enter your URL into the field below.
    • Document - This option allows you to provide a link to a downloadable document. You will only be able to select documents that have been uploaded into the email package so ensure that you have uploaded the document first.
  • Track Link - The track link options determines if you keep track of when a recipient of an email clicks the link. Selecting the checkbox enables track and deselecting disables tracking.
  • Target(Open Link In) - This option determines how the link will open when clicked. New window will open the URL/document in a new tab whereas Same window will load the link within the window the link has been clicked in.

Adding images to emails

You can add images to an email template by selecting the "Insert Images" button in the editor banner, this will display a new window. You can select images that have been added to the email package. Select the image to add into the email and click the "Insert Selected Image" button.

Formatting Images

To edit an image, select the image within the image selection window the following formatting options will become available:

  • Alignment - Determines how the image will align within the email. Options: left & right.
  • Lock Aspect Ratio - The aspect ratio of an image is the ratio of its width to its height. Selecting this option will ensure the original aspect ratio is maintained however, if you deselect this option then you have the freedom to set the width and height properties independently. It is recommended that you maintain the original images aspect ratio, changing it will cause distortion and warping.
  • Width - Adjusts the images width. This is set in pixels (px). If Lock Aspect Ratio has been selected then changing this value will automatically adjust the height.
  • Height - Adjusts the images height. This is set in pixels (px). If Lock Aspect Ratio has been selected then changing this value will automatically adjust the width.
  • Border - This will add a border around the selected image and the number will determine the thickness of the border ( value in pixels). Setting the value to 0 will remove the border.
  • Alt Text - If the image cannot be displayed then the text entered into the Alt Text field will be displayed in its place. This should always be set for emails as clients such as Outlook will block images by default.

Add/Edit Hyperlink

The Add/Edit Hyperlink tab allows you to add a link to your image from the image select window. The following options are required to be configured:

  • Link Name - The link name is used when monitoring and analysing an email blast campaign. The name should be clear and identifiable.
  • Link To - This drop-down has 2 option; WebAddress and Document.
    • WebAddress - This option allows you to link to a webpage. First select the protocol your web address is associated with then enter your URL into the field below.
    • Document - This option allows you to provide a link to a downloadable document. You will only be able to select documents that have been uploaded into the email package so ensure that you have uploaded the document first.
  • Track Link - The track link options determines if you keep track of when a recipient of an email clicks the link. Selecting the checkbox enables track and deselecting disables tracking.
  • Target(Open Link In) - This option determines how the link will open when clicked. New window will open the URL/document in a new tab whereas Same window will load the link within the window the link has been clicked in.

Adding an unsubscribe link

When you create a new Email-Html Template asset an unsubscribe link is added to the page by default with the text "Unsubscribe". However, you can add a custom unsubscribe link by selecting the Unsubscribe button in the editor banner, this will produce a new window.

The first field is mandatory and requires you to select a page from the micro-site that is part of the package. The display text field determines what text is displayed in the email and will be the text the recipient will click to unsubscribe.

Once done, click the "insert Link" button and the unsubscribe link will be added to the email.

InBox Inspection

The InBox Inspection tool is used to validate your email template with the 6 most used email clients. The following clients are checked:

  • AOL
  • Gmail
  • Hotmail
  • Outlook 2003
  • Outlook 2007
  • Yahoo

If your email validates successfully, you will be notified with the message "The email should display correctly".

You can see what the email will look like at the bottom of the window.

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