HOW TO CREATE AND SEND AN EXACTTARGET TEMPLATE-BASED

Transcription

1 HOW TO CREATE AND SEND AN EXACTTARGET TEMPLATE-BASED *For questions or requests for a custom template build, please contact the D2C Marketing Services Team at [email protected]

2 Contents 1. Creating Your Template-Based 2. Selecting Content Areas 3. Editing & Saving Content Areas 4. Sending Your

3 Creating Your Template-Based Step 1: Go to Content > My s > Create > and select Template Based Step 2: Select the appropriate template from the My Templates Folder

4 Step 3: Fill in the required fields ( name and subject) and SAVE. Your template will now be displayed on the next screen

5 Selecting Content Areas Step 1: Select the grey bar at the bottom of your screen to toggle to the content areas, and a window will pop up at the bottom of your screen. Step 2: Go To: Shared Contents > WMI > Content Areas for RD Templates (you are able to view all content modules by selecting the grey arrows on either side of the content boxes).

6 Step 3: Drag and Drop the content area by clicking the content box with your mouse and dragging it into the appropriate content area (noted as centre1-centre9)

7 Editing Content Areas Part 1 Pre-built content areas can be edited in two ways: 1) Using the WYZYWYG or 2) Editing the HTML of the selected content area. Step 1: Hover over the content area you d like to edit and right-click, then select Modify Content from the pop-up menu.

8 A new browser window will open containing the content area you selected to edit with two options to edit: 1) Use the WYZYWYG or 2) HTML. Choose by selecting the tabs as indicated in the top right corner of the browser window. Editing Content Areas Part 2 - Text, Links, Images and Buttons EDITING TEXT: To edit TEXT in a pre-built content area, use the WYZYWYG. Type directly into the content area or you can copy/paste your new copy into the content area. *Please note: when copy/pasting you will need to use Notepad (or some equivalent) to copy/paste your text into and out of in order to remove any previous formatting that might present, BEFORE you copy/paste into the WYZYWYG. This will keep the formatting as specified in the content area you are modifying.

9 EDITING IMAGES: Step 1: Hover your mouse over the image, right-click, and select Image Properties. A new box will pop up where you can edit various aspects of the image. Image Properties Key: TAB 1 - GENERAL File: You can choose the desired image from the Portfolio folder (Please note that you ll have to upload images manually before selecting as a file) or you can paste in the URL where you might otherwise be hosting your image directly into the img src= in the HTML of the content area. Tooltip: This edits the Alt Tag in the HTML. It will be the text that is displayed when images are not rendered or when a user hovers their mouse of the image or button in a browser window. Image Size: Edit the size of the image by Width and Height, or you can restore the image to the original size as it was uploaded to ExactTarget or as hosted elsewhere. Border: Allows you to add a border and edit thickness and color.

10 TAB 2 - LAYOUT Alignment: You can left or right align the image, if desired. Padding: Adjusts the space on top/bottom and left/right of the image. TAB 3 - LINK PROPERTIES (You can also adjust the link properties by right-clicking on the image and selecting link properties ) Link to: You can select from the following link description: - Secure Website ( - Website ( - Address (mailto:) - Bookmark - Microsite - Forward to a Friend - Other *Please note: when making a website selection make sure to select the starting URL that matches your link, other delays or errors in page loading may occur. Link URL: Make sure to leave out the or when pasting in the link URL since it s already specified in the Link to above. Conversion Link Tracking: Please leave this unchecked. This should only be checked when using Web Analytics within ExactTarget, and is not relevant to Site Catalyst tracking in Omniture. Link Tooltip: This is also used to change the Alt Tag for the image. You can leave blank if you ve specified the ToolTip in the General tab of the Images Properties. Tracking Alias: This is a unique name that ExactTarget uses to track an individual link. This is also helpful in reporting on the send as well. This is a mandatory field. Editing the tracking alias in the image properties will also update the alias title within the HTML. See screenshot:

11 Editing Text links: You can edit a text link by placing your mouse on the hyperlinked text and right-clicking. A separate box will pop up and you can edit the link properties for the hyperlink text.

12 Editing Buttons: - Edit the text of a button by clicking the text and typing in the desired Call-To-Action language you desire. - Edit the link properties of the button by placing your mouse over the button text and right-clicking to change the link properties.

13 Sending Your Before sending your , you will need to create a Delivery Profile in order to suppress the ExactTarget Header/Footer that is usually automatically appended to the . Alternatively, you can have the auto-appended header/footer shut off completely for templates-based s within the artist Business Unit. (Please contact the D2C Marketing Services team ([email protected]) if you d like to have the header/footer suppressed automatically for a business unit). Step 1: Creating a Delivery Profile: At the top left of your screen Select Admin. Under the Send Management Option, SELECT Delivery Profile, then click Create.

14 Step 2: Title your delivery profile and select the radio button for none for the header and footer in the delivery information. Click Save.

15 Step 3: Check the box next to the you d like to send and perform a Guided Send. At the Set Send Options page select the Select a send Classification radio button and check off overwrite delivery profile with: box and select the delivery profile you created to suppress the header/footer. Continue the rest of the send process as you normally would. If you are sending a live send to a test list, make sure to check the box for Suppress this send from reports. This way the is not recorded in the tracking reports.

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