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Table of Contents About High Impact email 5... 1 What's new in HIE 5?... 1 New Templates... 1 Installation... 3 Installation... 3 Launching HIE 5... 3 Product Activation... 4 Working with Templates... 5 Templates Overview... 5 Browsing and Selecting Templates... 5 Adding more Templates... 6 Importing Templates... 7 Creating emails... 8 Creating emails Overview... 8 Using Template Editor... 8 Template Editor - File tab... 10 Template Editor - Edit tab... 11 Template Editor - Insert tab... 12 Template Editor - Format tab... 16 Template Editor - Table tab... 17 Template Editor - Tools tab... 19 Selecting Recipients... 20 Sending emails... 21 Managing Stationery... 23 Stationery Overview... 23 Creating and Managing Stationery... 24 Managing Profiles... 25 Profiles Overview... 25 Adding a Profile... 26 Editing a Profile... 28 Deleting a Profile... 28 Profile Images... 28 Using Photo Editor... 32 Photo Editor Overview... 32 Launching Photo Editor... 32 Inserting Images... 32 Cropping Images... 33 Resizing Images... 34 Moving / Rotating Images... 37 Replacing / Deleting Images... 39 Applying Effects... 39 Using Layers... 46 Working with Text... 48 Working with Shapes... 52 Working with Masks... 56 Working with Embellishments... 58 Using Scheduled email Manager... 61 Scheduler Overview... 61 Scheduling emails... 61 ii
Table of Contents Managing Scheduled emails... 62 Using ReadyShare... 63 ReadyShare Overview... 63 ReadyShare Manager... 63 Uploading files via ReadyShare... 64 Using FTP Server... 67 FTP Server Overview... 67 FTP Manager... 67 Uploading files via FTP Server... 68 Working with Mailing Lists... 71 Mailing Lists Overview... 71 Creating a Mailing List... 71 Managing Mailing Lists... 73 Managing Contacts... 74 Customizing Subscription Templates... 75 Using Color Theme Manager... 78 Color Theme Manager Overview... 78 Adding and Editing Themes... 78 Using Color Manager... 80 Color Manager Overview... 80 Adding and Editing Colors... 81 Setting Preferences... 83 Preferences Overview... 83 General options... 83 Email Client options... 84 ReadyShare options... 84 FTP Client options... 85 Import / Export options... 85 Insert Link options... 86 Appendix... 88 System Requirements... 88 Uninstalling HIE 5... 88 iii
About High Impact email 5 High Impact email 5 helps you create great looking, graphical HTML emails with minimum effort and without the need for any programming. HIE 5 is an easy-to-use and a powerful way to enhance your personal and business email correspondence. As a companion to email clients such as Outlook, Outlook Express, and ACT!, HIE 5 provides a library of professional ready-to-use templates for every occasion. Each template can be customized to fit your needs. Save time. Don't waste time formatting and editing emails from scratch. HIE 5 is the fastest and simplest do-it-yourself email marketing tool available today. Get creative, get noticed, and start seeing results with just a few simple clicks. It's really this simple: Step 1: Select a template from more 1,600 professionally designed HTML email templates, suitable for business communication, newsletters, promotions, memos, advertisements, and more. HIE 5 automatically inserts your contact information, company logo, business portrait and signature as required. Step 2: Use the Template Editor, Photo Editor and Color Theme Manager to customize your templates using images, text, hyperlinks, and more. Change the colors of any theme-ready template. Click to apply color themes that match your company, or a seasonal theme or mood. Step 3: Insert emerge fields that customize your message to the contacts on your list. Personalize subject lines, salutations and more. Insert links to view your message directly on the web. Step 4: Automatically send great looking, personalized HTML emails using Outlook, Outlook Express and ACT!... What's new in HIE 5? New Templates HIE 5 includes now includes more than 1,600 professionally designed templates, perfect for all situations. More than 500 new templates have been added specifically for HIE 5. Enhanced Template Editor The advanced Template Editor in HIE 5 allows you to easily customize HTML email templates. Change color themes... add extra images... include mail merge features. Template Editor has it all. Enhanced Photo Editor The Photo Editor has been completely overhauled for HIE 5. Apply a wide range of effects to your images, and edit them so that they compliment your emails perfectly. ReadyShare Manager In HIE5, ReadyShare Manager has been enhanced to support all kinds of file types. Store your images and documents online and link to them in your emails. HIE 5 provides 1024KB of free online storage, and it's easy to upgrade your Service Level to get more space.. FTP Manager Now, the new FTP Manager feature gives you the option of using your own FTP server (as well as ReadyShare) to host your files and images online. Subscribe / Unsubscribe 1
High Impact email 5 With HIE 5's advanced mailing list features, your recipients can now easily subscribe (or unsubscribe) to your mailing lists. (This feature is specific to HIE 5 Platinum ONLY.) Tables Present your data more effectively: use the enhanced Template Editor to easily add HTML tables to your emails. 2
Installation Installation HIE 5 is installed from a single file: HighImpactEmail5.exe. This file can be found in the location where HIE 5 was downloaded, or on your HIE 5 CD (if you have one). Double-click the file to start installation. 1. View License Agreement. Click I accept the terms of the License Agreement and click Next to continue.(click Print to print a copy of the Agreement.) 2. Choose Destination Location. Browse to select the destination folder where HIE 5 will be installed, or keep the default value - C:\Program Files\High Impact Email 5\. Click Next to continue. 3. Select email Program. HIE 5 searches your system for compatible email clients installed on your system. Select your preferred email program, and Next to continue. HIE 5 works only with one email program at a time. To change your default program later, adjust the Email Client options. 4. ReadyShare account. If you do not already have a ReadyShare account, select Create a new ReadyShare account and click Next. Enter your email address and a password. Retype your password for confirmation, then click Next to proceed. If you already have a ReadyShare account, select I already have a ReadyShare account and click Next. Your account details are displayed (if known). Alternatively, enter your ReadyShare account details manually, and click Next to proceed. In order for ReadyShare registration to complete successfully, your computer must be connected to the internet when you launch HIE 5 for the first time. 5. Enter Profile Information. Enter your Profile details and click Next to continue. See Profiles Overview for more information about Profiles. You can also create more Profiles later. 6. HIE 5 completes installation. Click Finish to exit the installer. If the Start High Impact email option is selected, the application will launch. Launching HIE 5 There are several ways to launch HIE 5. You can use any of the following methods: Double-click the High Impact email 5 shortcut on your desktop. Click Start, then click High Impact email 5. Click Start, then click Programs High Impact email 5 Professional Start High Impact email 5 Professional. From Microsoft Outlook, click Start High Impact email 5 on the Outlook toolbar. From ACT!, click the HIE 5 icon on the ACT! toolbar. 3
Product Activation Installation HIE 5 is initially installed as a fully-featured 30-day trial version. The full version is activated using an unlock code. When HIE 5 is started, the Activation box is displayed. If you already have an Unlock Code (e.g. provided at time of purchase), activate your copy of HIE 5 by clicking Enter Unlock Code. Enter your code (including hyphens, e.g. A1B2-3C4D-E5F6-G7H8) and click Activate. HIE 5 is upgraded to the full version and you will no longer be prompted to Activate the product. If you do not already have an code, click Get Unlock Code. Your web browser will open a page on the KMT website from where you can purchase a code. Alternatively, click Trial Version to skip the activation process for the time being. HIE 5 remains fully functional for 30 days from installation. After 30 days, a valid Unlock Code must be entered in order to continue using HIE 5. 4
Working with Templates Templates Overview HIE 5 includes many professionally designed HTML templates which can be used as a basis for your emails. These templates cover a wide range of topics and themes, from Business Stationery to Newsletters to Holiday Greetings and more. You can also import HTML templates created using other programs and convert them for use in HIE 5. Start exploring HIE 5 templates from the Template Browser landing page, displayed when HIE is launched. Templates are also an important part of setting up Stationery for use within Outlook, Outlook Express, Windows Mail and ACT! 6. Browsing and Selecting Templates The Template Browser landing page is displayed whenever HIE 5 is launched. Within the Template Browser, there are several ways to find the right template for you. You can find a template based on its name, file type or category. Template Browser landing page Browsing Templates by Category 5
Working with Templates All templates are arranged into categories (e.g. Stationery, Calendars, Business Announcements). Use the tree view on the left-hand side of the Template Browser to browse templates by category. Template categories can be navigated and expanded to view subcategories. To expand a category and view its subcategories, click to the left of the category. To collapse a category and hide its subcategories, click to the left of the category. To view the templates in a category, click on the category in the Template Folder Tree. All templates in that category are displayed in the main window of the Template Browser. Template Views There are several different Template views available, selected using the View list. List - view Template filenames only. Small Thumbnail - show small-sized graphical previews of each template, allowing you to make a selection based on a visual comparison. Medium Thumbnail - show medium-sized graphical previews of each template. Large Thumbnail - show large-sized graphical previews of each template. Theme-Ready - show only templates optimized for use with the HIE 5 Theme Manager. To view a full-size preview of a particular template, right-click a template thumbnail or list entry and select Preview. Template Preview You can move back and forth between Template previews using the Previous and Next buttons. Click Select Template to choose the template and proceed to the Email Editor [ADD LINK]. or Close to return to the Template Browser. Locating a Template using Search Each Template is also associated with several descriptive keywords. To search for a specific template type, enter your search criteria in the text box and click Search. Matching templates (if any) are shown. Adding more Templates 6
Working with Templates Although HIE 5 already provides more than 1,600 professionally produced templates as standard, you can also purchase additional template 'packs', arranged into themes.. This enables you to get specialist templates particularly relevant to your organization. To find out more, click Get More Templates from the Template Browser landing page, or from the Template Manager menu, click Get More Templates. Importing Templates If you have an HTML email template created by another program, you can import it into HIE 5. You can also add elements from your Profile, such as logo and portrait images. Please note that some imported HTML designs will not be 100% compatible with High Impact email. Caution: HTML Templates from Word and Publisher. HTML templates created by Microsoft Word and Publisher are not recommended for use with HIE due to specific coding used by these products. To import an HTML Template 1. From the Template Browser landing page, click Template Manager Import Template. 2. Locate the.htm or.html template to import and click Open. Following a successful import, the template is displayed in the Template Editor. 3. You can now add Profile Tags to your template. Profile Tags are placeholders that tell the template where to import text and images included in your Profile (e.g. full name, portrait, logo, signature). Place the cursor at the desired position in the template, then on the Tools tab click Merge Tags. Select the appropriate Profile Tag (e.g. 'logo') from the list. The value or image from your default Profile is imported and added to your template. 4. Repeat with the remaining Profile Tags as required. 5. Click Save to finish the import process, or Back to return to the Template Select page. Your default Profile will be used when adding Profile Tags to your imported template. For more information about Profiles, click here. 7
Creating emails Creating emails Overview HIE 5 enables you to create and send your emails in just a few simple steps. First, use Template Browser to select a template. Then use Template Editor to edit your content and images as required, before selecting your recipients. Finally, send your mail. It's that easy! Of course, you can also use HIE 5's advanced features to edit your images, apply color themes, work with mailing lists and schedule your emails. Using Template Editor Once you have selected a Template using the Template Browser, it is opened in the Template Editor. File tab Edit tab Insert tab Format tab Table tab Tools tab 8
Creating emails Template Editor Edit view This is the default view, giving a WYSIWYG ('what you see is what you get') view. HTML view To see the underlying HTML code, click HTML. The code is displayed and can be edited directly. Click Edit to return to the standard WYSIWYG view. Insert a link to view your email in a web browser When this option is selected, recipients can click on a link to view the email directly as an HTML page in their browser. This is useful if they have images turned off in their email client. From the list, select a message to be displayed along with the link. See Insert Link options for more information about this customizing and formatting these messages. Preview To see a preview of your email as it would appear to a recipient, click the Preview icon ( ). 9
Click Back to return to discard any changes and return to the Template Browser. Creating emails Once you have finished making your edits, you can select recipients and / or send the email, or set the email as stationery. Template Editor - File tab The File tab contains a range of controls directly related to your selected Template. Template Editor - File tab Save Template Click Save Template. Enter a name for your Template and click OK. The Template is saved in the 'My High Impact emails' folder. Save As Image To save your Template as an image (JPG or BMP format), click Save As Image. Browse to select the location where you want the image to be created, and click Save. Create posters and flyers. Use the Save As Image option to create images that can be used in posters and flyers to augment your email communication. Print Click Print. Adjust options from the Print dialog box, and click OK. Print Preview To view a preview of how your Template will look when printed, click Print Preview. Use the Zoom In and Zoom Out controls to adjust the view, and click Print to print your Template. Clicking Close returns to the Template Editor. Print Setup Click Print Setup to adjust your printer options. Click OK to save your changes, or Cancel to return to the Template Editor. 10
Creating emails Set as Stationery See Creating and Managing Stationery for more information about the Set as Stationery option. Template Editor - Edit tab The Edit tab contains useful controls to help while editing your HIE Templates. Template Editor - File tab Copy Select the text and / or image(s) to be copied and click Copy. The item(s) are added to the clipboard. Cut Select the text and / or image(s) to be cut and click Cut. The item(s) are removed from your Template and are added to the clipboard. Paste Place your cursor at the location where you want your text and / or image(s) to be placed and click Paste. The item(s) are copied from your clipboard to your Template. Delete Select the text and / or image(s) to be removed and click Delete. The item(s) are removed from your Template. Undo / Redo Click Undo to undo your last action. Following an Undo operation, click Redo to apply that action again. You can Undo / Redo multiple actions. Properties Click Properties to adjust properties for your Template. The Properties box is displayed, featuring several tabs. 11
Creating emails Template Properties General tab Appearance tab Styles tab Advanced tab <META> Element tab Template Editor - Insert tab The Insert tab contains controls enabling you to add a variety of images and elements to your Templates. It also contains the Merge Fields button, enabling you to insert merged fields from contact records into your emails. Insert tab Before using any of the insert functions, place your cursor at the point where you want the action to be applied. Image Click Image. You will be prompted to select a source for your image: either from your computer (or digital camera, disk drive, or network), from your FTP account, or from your ReadyShare account. If inserting a file held on your computer, you will be prompted to select and upload your image. See Uploading images for more details. If inserting a file held on your FTP account, use FTP Manager to locate your file. If inserting a file held on your ReadyShare account, use ReadyShare Manager to locate your file. File Link To insert a link to a file, click File Link. Select a source for your image: either from your computer (or digital camera, disk drive, or network), from your FTP account, or from your ReadyShare account. If linking to a file held on your computer, you will be prompted to select and upload your image. See Uploading images for more details. If linking to a file held on your FTP account, use FTP Manager to locate your file. If linking to a file held on your ReadyShare account, use ReadyShare Manager to locate your file. 12
Grid Line Click Grid Line to toggle Grid Lines on and off. Grid Lines show you the different sections of your Template - however they will not be shown on your final email (or image). Creating emails Hyperlink To insert a link to an HTML page (e.g. a website), click Hyperlink. Enter the URL and optional settings, and click OK to insert the link. Bookmark To insert a bookmark to a particular point in your email, click Bookmark. Horizontal Line Click Horizontal Line to add a horizontal separator across the currently selected section. Symbol To insert a symbol character into your Template (e.g.,,, ) click Symbol. All available characters are shown - select one and click Insert. Click Close to return to the Template Editor. Date Time Click Date Time to insert the current date and / or time into your Template. Different formats are shown - select one and click OK. Attachment To send one or more attachments with your file, click Attachment. The Attach Files(s) box is displayed. Click Browse to locate a file to be attached, then click Add to add it to the list. (Click Remove to remove a file from the list.) Once all files have been selected, click OK. 13
Creating emails Merge Fields To insert a field from your email contact records, click Merge Fields. Select a field to be inserted (e.g. 'First Name') and if required, enter a default value to be used if there is no data for that field on a particular contact record. For example, you might want a personalized greeting in your email. You could type "Dear " in the Template Editor, then click Merge Fields to insert the First Name field from your email contacts, with a default value of "friend". Cursor placed where the Merged Field is to be added 14
Creating emails Selecting the field to be merged, along with the default value Template Editor indicating the Merged Field The final email, as recipient "John" sees it When the recipients on your Mailing List receive the email, they will each have a personalized greeting, e.g. "Dear John", "Dear Lisa". If the First Name field is blank for any of your contacts, they will see "Dear friend" instead. Subscribe Link This feature is specific to HIE 5 Platinum ONLY. To include a link that enables recipients to subscribe to a particular Mailing List, click Subscribe Link. For example, you might want to send out an email to all your contacts inviting them to subscribe to a newsletter. You could create a Mailing List to contain details about all subscribers, and then insert a Subscribe Link in your email. When recipients click on the link, they are asked to complete a brief form. Subscription form Once they have completed the form and clicked Subscribe, recipients are added to the Mailing List. Refer to See Subscription Updates for more details about tracking subscriptions. 15
Template Editor - Format tab Creating emails The Format tab contains controls enabling you to vary font and paragraph styles. Font To change the Font properties for text in your Template, select the text to be adjusted and click Font. The Character Style box is displayed. To change the font type, select a font from the Primary font list. You can also use the Font color and Background color options to change the appearance of the font. You can also apply effects such as bold, italic, underline, and strikethrough using the checkboxes. The Preview area illustrates how the text will appear after applying the selected changes. Click Apply to apply the changes and continue working with the Character Style box, or click OK to apply the changes and return to the Template Editor. Bold / Italic / Underline Place the edit cursor at the point where you want the effect to start (or select the text to be changed) and click Bold, Italic and / or Underline. Change Case Select the text to be changed and click Change Case. Select one of the following options and click OK to apply the effect. Sentence case (first character of each sentence is upper case) lower case (all characters are lower case) UPPER CASE (all characters are upper case) Title Case (first character of each word is upper case) toggle case (switch all upper case characters to lower case, and vice versa) Align Left / Align Center / Align Right Select the text to be aligned and click Align Left, Align Center or Align Right to apply the appropriate effect. 16
Creating emails Decrease Indent / Increase Indent Select the text to be adjusted and click Decrease Indent or Increase Indent to decrease / increase the indentation. Bullets To create a bulleted list in your template (or to apply bullets to selected text) click Bullets.. Numbering To create a numbered list in your template (or to apply numbers to selected text) click Numbering. Template Editor - Table tab The Table tab contains controls enabling you to add and edit tables within your Templates. Table Ribbon To quickly add a basic table, click Table Ribbon. Drag to select the size of the table (e.g. 3 rows by 7 columns). The table is added to your Template at the current edit cursor position. Insert Table To specify more advanced options when adding or editing a table, click Insert Table. The Table Properties box is displayed. From here you can adjust the size and layout of your table, along with settings for borders and an optional background color or image. 17
Creating emails Click Style to adjust font, layout, text, box, and border properties. Click Apply to apply the changes while keeping the dialog box open, or OK to apply the changes and return to the Template Editor. Click Cancel to return without making changes. Insert Row / Column To insert additional rows or columns into the currently selected table, click Insert Row / Column. From the Insert Rows or Columns box, select the options your require, and click OK to make the changes. Delete Row / Column 18
Creating emails To delete rows or columns from the currently selected table, click Delete Row / Column. From the Delete Rows or Columns box, select the options your require, and click OK to make the changes. Template Editor - Tools tab The Tools tab contains tools to help you check and edit your text, apply themes and colors, and schedule your emails. Find / Replace To find a specific word or phrase in your template, click Find. The Find / Replace box is displayed. Adjust your search options and click Find Next to look for the next instance of the word or phrase. To replace a specific word or phrase in your template, click Replace from the Tools tab, or check the Replace with option on the Find / Replace box. Ensure both the Find and Replace with fields are populated, and click Replace to search for and replace the word or phrase (or Replace All to replace all instances throughout the template). 19
Color Theme See Color Manager for information about this function. Creating emails Schedule Email See Scheduling emails for information about this function. Selecting Recipients HIE 5 supports sending emails to Mailing Lists and also to individual recipients. To add individual recipients In the Individuals field, enter one or more email addresses, separated by semicolons or commas - e.g. 'johnnyr@acadabaz.com; lisaj@acadabaz.com; robbien@acadabaz.com'. To add Mailing List(s) Click Mailing List(s) to select one or more Mailing Lists. The Mailing Lists page is displayed. Use the checkboxes to select your lists, then click OK to return to the Template Editor. Mailing Lists To view all contacts in a particular list, select the list and click View Contacts. Select or clear the checkboxes to add or remove contacts from the current recipient list. (They will not be removed permanently from the Mailing List.) To search for a specific contact, click Search Contact. Enter the search filters and click Search. All matching contacts are listed (if any). 20
Creating emails See Sending emails for information about sending your emails once all recipients have been selected. Sending emails Once you have finished editing your email and have selected your recipients, you are ready to send your email. From the Template Editor, click Send Mail. If the Mailing List(s) field contains one or more values, then the email is sent directly (or scheduled as required). When using Microsoft Windows Mail as your default email client, you may see the following warning when sending an email to a Mailing List: To suppress this warning, from Windows Mail's Tools menu, click Options. Ensure that the 'Warn me when other applications try to send mail as me' checkbox is cleared. The warning message will no longer appear. If the Mailing List(s) field is empty, then the email is opened in the compose window of your default email client. 21
Creating emails Template opened in Outlook's compose window Make any further changes to your email as required, then add recipients to the To:, CC: and / or BCC: fields before sending as normal (e.g. in Outlook, click Send). 22
Managing Stationery Stationery Overview HIE 5 ships with hundreds of ready-made templates. These templates can be easily adapted to use as default 'Stationery' for every new email message. Using Stationery is a great way to give a smart, consistent look to emails. You can even share Stationery across your organization. Templates are provided for many different categories, such as Business Letterheads, Postcards, Promotions, Greetings Cards, Announcements and many more. Example of Stationery applied to an Outlook email Harness the power of HIE 5 Stationery. Using Stationery is a great way to harness the power of HIE 5 templates from within your regular Outlook, Outlook Express, Windows Mail or ACT! email client. Set up default stationery for common use, and then select alternative stationery as and when required. The HIE 5 Template Browser lists all available templates in a tree view, with thumbnail image previews. 23
Creating and Managing Stationery Managing Stationery In order to create Stationery to be applied when creating new emails, it is necessary to first select a Template. You can then customize this as required. 1. Select a Template from the HIE 5 Template Landing Page. 2. Using the Template Editor, customize the Template as required. 3. From the File tab on the toolbar, click Set as Stationery. 4. You are then asked 'Do you want to make this your default [email client] stationery?' If you select Yes, then the Stationery will be used by default each time you create a new email. If you select No, then the Stationery will be added to your email client's stationery folder. 5. Click Finish to return to the HIE 5 Template Landing Page, or Back to return to the Template Editor to make further changes. If your default profile is set to Always apply this Profile during new mail and stationery creation, then your Profile information will automatically be added to your new Stationery. See Profiles Overview for more details. 24
Managing Profiles Profiles Overview HIE 5 uses Profiles to store your details, which can be automatically added to any new emails and Stationery you create. Profiles contain details such as your name, designation, contact details, photo portrait, company logo, signature and so on. You can have a single default Profile, or you can create multiple Profiles for different situations (such as business correspondence or personal emails.) Profile information is not sent to TemplateZone, nor shared with anyone else. Example Profile 25
Managing Profiles New email based on 'Cyan Skyline' stationery, with Profile information applied Save time with Profiles. You can use Profiles to automatically include your details in every new email. Make sure the Always apply this profile during new mail and stationery creation option is checked if you want a single Profile to be used consistently. Adding a Profile During HIE installation, you are prompted to create a default Profile. However, you can also create additional Profiles later on. Adding a Profile during HIE installation 26
Managing Profiles Setup - Add Profile Information Enter your details as required, and click Next to continue the installation process. After HIE 5 is installed, you can add Profile Images to your Profile. Adding additional Profiles Click Profiles from the HIE 5 Template Landing Page, then click Add from the Manage Your Profiles screen. The New Profile - Enter Information screen is displayed. New Profile - Enter Information In the Profile Name field, enter a name for this particular Profile (e.g. 'Personal Communication', 'Business Profile'), then enter your details as required. Click Next to continue. You are then prompted to add images - your portrait, company logo and signature - to your profile. Refer to Profile Images for further information. Click Finish to save your new Profile and return to the Manage Your Profiles screen. 27
Editing a Profile Managing Profiles To edit a Profile: 1. Click Profile from the HIE 5 Template Browser landing [age. 2. The Manage Your Profiles screen is displayed. Select the individual Profile you'd like to edit (e.g. 'MyProfile') from the Profiles list, and click Edit. 3. The Edit Profile screen is displayed. Update the Profile details as required, and click Finish to save the changes, or Back to return to the Manage Your Profiles screen without saving. Edit Profile To rename a Profile, select the Profile from the Profiles list, click Rename and enter the new name in the text field. Deleting a Profile To delete a Profile, click Profile from the HIE 5 Template Landing Page. The Manage Your Profiles screen is displayed. Select the individual Profile you'd like to delete from the Profiles list, and click Delete. The default Profile cannot be deleted. Select or create a new default profile, then delete the old one. Profile Images Each profile can include images for your personal portrait, signature, and company logo. From the Manage Your Profiles screen, select a Profile from the Profiles list. From the preview window. click on an individual image socket to add an appropriate image. 28
Managing Profiles Profile Preview You are also prompted to add Profile Images when creating a new Profile. Assign Profile Image (during Add Profile process) When assigning each image, you are presented with several options: From my computer (or a digital camera, disk drive, or network) Browse to locate the image you'd like use (JPEG, GIF, PNG formats are supported). Use Photo Editor to crop or otherwise edit your image. Click Finish to proceed. The Image Attributes window is displayed. 29
Managing Profiles Image Attributes File name - change the provided name if required ALT text - enter 'alternate' text that is displayed in your email if images are turned off Hyperlink - enter a valid web address (URL) if you want your image to link to a web page Image quality - range 1-100, Low / Medium / High / Maximum (higher values are better quality, but result in a larger file size) File type - JPG (default) or GIF Click Save to complete. For most users, the default values will be fine. From my own web server / URL Enter a URL path to your image, e.g. HTTP://www.acadabaz.com/upload/images/logo.jpg. Click Test URL to check the path and display a preview. NOTE: You will not be able to scale or resize the image using Photo Editor. It may be better to use the 'From my computer' option. From my FTP account Opens FTP Manager. Browse to locate the image you'd like to use. Click Next to continue. From my ReadyShare account Opens ReadyShare Manager. Browse to locate the image you'd like to use. Click Next to continue. I do not want to assign my [logo / portrait / signature] now Select this option to skip adding the current image (logo, portrait or signature). I do not want to assign any images now 30
Managing Profiles Select this option to skip adding any images. The 'From my computer' option allows you to resize the image with Photo Editor, making it suitable for your HIE 5 templates and stationery. 31
Using Photo Editor Photo Editor Overview HIE 5 includes Photo Editor - a powerful tool for editing images within your templates and profiles. Insert images and photos from your computer, scanner or digital camera Edit photos and images easily: rotate, crop, resize, and apply special effects Add text, shapes, masks and embellishments to your images Edit and manage images within your Profile(s) The Photo Editor has been completely overhauled for HIE 5. Apply a wide range of effects to your images, and edit them so that they compliment your emails perfectly. Launching Photo Editor Photo Editor is launched automatically in the following scenarios: Double clicking on an image socket while using the Template Editor. During the Insert Image process, when the image is selected 'My Computer'. During the Insert Link flow, if an image is selected from 'My Computer'. Whenever an image is uploaded using ReadyShare. Whenever an image is uploaded using FTP Server. When adding logo, portrait, or signature images for a Profile, if the image is selected from 'My Computer'. To summarize, whenever an image is inserted or uploaded from your computer (or camera), then Photo Editor is launched. Inserting Images 32
To insert an image into Photo Editor, from the Tools panel, click Insert Image. Alternatively, from the main menu bar, click Image Image Insert Image. Using Photo Editor Browse to locate the replacement image (JPEG, GIF, PNG formats are supported), and click Open. You can then resize, crop, move, rotate or apply effects to the image as required. Cropping Images It is often useful to crop images within templates. Cropping can perform two major functions: 1. Remove excess portions of the image that may distract from the image's main focus. 2. Trim the image so that matches the dimensions of the Photo Socket into which it is being inserted. Cropping is different from resizing. Cropping will trim an image, whereas resizing will retain all parts of the image. The Crop / Resize window is automatically opened whenever you insert or upload an image using HIE 5. To open the Crop / Resize window from within Photo Editor itself (e.g. if you are editing a pre-supplied image within a template), select an individual image (or image element), and from the Image menu, click Image Edit / Crop Image. The selected image is displayed in the window. Crop / Resize window From the Crop Options list, select either Moveable Crop or Move Crop & Image. 33
Using Photo Editor You can now use the crop box to crop the image as required. The crop box is a red rectangle with a handle at the midpoint of each of the four edges. Crop box adjusted To adjust the crop box, click and drag one of the handles. This will change the size, but not the shape, of the crop box. This ensures that your cropped image retains its original height-to-width ratio. Click OK to apply the crop and return to the standard Photo Editor window. Resize as required. Once the crop has been applied, you image will occupy less room in your template. You may now want to resize the image so that it fills the available space properly. Positioning some or all of the crop box outside the boundary of the image will result in transparent space being added to the image in that area. Resizing Images There are two ways to resize an image within a Template (or Profile): From within Photo Editor main window Click on the image (or image element) that you want to resize. You can now use the handles to resize the image as required. The handles are arranged around the image, with a handle at each corner and at the midpoint of each edge. 34
Using Photo Editor Photo Editor main window, image selected To adjust the image size, click and drag one of the handles. (To maintain the image height-to-width ratio when resizing, hold down the SHIFT key while dragging.) Using the Crop / Resize window The Crop / Resize window is automatically opened whenever you insert or upload an image using HIE 5. To open the Crop / Resize window from within Photo Editor itself (e.g. if you are editing a pre-supplied image within a template), select an individual image (or image element), and from the Image menu, click Image Edit / Crop Image. The selected image is displayed in the window. 35
Using Photo Editor Crop / Resize window From the Crop Options list, select either Moveable Image or Move Crop & Image. Click on the image to be resized. You can now use the handles to resize the image as required. The handles are arranged around the image, with a handle at each corner and at the midpoint of each edge. 36
Resized image Using Photo Editor To adjust the image size, click and drag one of the handles, or drag the Size slider. Drag the slider to the left to reduce the size of the image, or drag the slider to the right to increase the size of the image. Size slider To maintain the image height-to-width ratio when resizing, hold down the SHIFT key while dragging. Click OK to resize the image and return to the standard Photo Editor window. Resize to Fit. By default, you cannot drag the handles to increase the size of the image beyond its original size. If you do want to increase the size beyond this, then increase the size of the crop box, then click Resize to Fit. The image expands to fill the entire crop box. Resizing is different from cropping. Resizing retains all parts of the image, whereas cropping will trim it. Moving / Rotating Images Moving Images To move an image (or image element), click and drag to the new position. Alternatively, click the image and use the arrow keys to move the image to the desired position. You can only click and drag an image if its layer is unlocked. See Locking / Unlocking Layers for more information. Rotating Images There are two ways to rotate an image within a Template (or Profile): Using the rotate handle Click on the image (or image element) to be rotated. The rotate handle is visible. 37
Using Photo Editor Rotate handle (highlighted) Drag the rotate handle on the image in the direction you want to rotate it. Click outside the image to set the rotation. Rotated image Using the Tools panel / Image menu Select the image (or image element) to be rotated. From either the Tools panel or the Image menu, click Rotate and select one of the following options: 90º clockwise Rotate by 180º Rotate by 90º counter-clockwise Rotate by Angle If Rotate by Angle is selected, adjust the Angle in the Rotate box, then click OK. 38
Using Photo Editor Replacing / Deleting Images Replacing an Image There are two ways to replace an image within a template: From the Photo Editor main window Select the image to be replaced, then from the Image menu, click Image Change / Replace Image. Browse to locate the replacement image (JPEG, GIF, PNG formats are supported), and click Open. From the Crop / Resize window Click Change Image. Browse to locate the replacement image (JPEG, GIF, PNG formats are supported), and click Open. Deleting an Image There are three ways to delete an image within a template: Select the image within Photo Editor, then press the DELETE key. Select the image within Photo Editor, then click the Cut icon. Right-click the image layer in the Objects / Layers window, and click Delete. Applying Effects HIE 5's Photo Editor enables you to apply a wide range of special effects to images. To apply an effect, first select the image (or image element) to which the effect will be applied. Then, select an effect from the Tools panel's Effects menu, or the Effects menu on the main menu bar. The following effects can be applied: Blur Two different Blur effects are available: 39
Motion Blur Using Photo Editor Gives a similar effect to taking a picture of a moving object with a fixed exposure time. From the Motion Blur box, select a dimension value (3-255). The higher the number, the greater the blurring effect. Original image (detail) Motion Blur effect (Dimension = 50) Gaussian Blur Gives hazy effect to the selected image. From the Gaussian Blur box, select a value (1-255). The higher the number, the greater the blurring effect. Gaussian Blur effect (Value = 5) Noise Four different Noise effects are available: Median Noise Reduces noise in an image, by searching for pixels that differ too much from adjacent pixels. These 'noisy' pixels are replaced with the median color value of the surrounding pixels. Useful for reducing unwanted motion effects. From the Median Noise box, select a Filter Size value (1-100). The higher the value, the greater the size of the median filter. 40
Add Noise Using Photo Editor Simulates effect of shooting a picture on high-speed film by adding random pixels to the image. From the Add Noise box, select an amount value (1-2000) and the channel or channels to be affected. The higher the value, the greater the noise effect. Original image (detail) Add Noise (Value = 1000) Max Pixelates the image by adjusting each color value to the maximum value under the filter (i.e. brighten the colors). From the Max box, select the filter size value. The higher the value, the more pronounced the pixilation. Max Noise (Filter Size = 5) Min Pixelates the image by adjusting each color value to the minimum value under the filter (i.e. darken the colors). From the Min box, select the filter size value. The higher the value, the more pronounced the pixilation. 41
Using Photo Editor Min Noise (Filter Size = 5) Sharpen Two different Sharpen effects are available: Unsharp Mask Sharpens an image by increasing contrast along the edges - lighter pixels get lighter, darker pixels get darker. From the Unsharp Mask box, select an amount value (1-500) and threshold value (1-255). The higher the amount, the greater the sharpening effect. The lower the threshold. the greater the contrast applied. Sharpen Focuses an image to improve its clarity. Useful to correct blurry images. From the Sharpen box, select an amount value (1-500), intensity value (1-100) and the channel or channels to be affected. The higher the amount and intensity, the greater the sharpen effect. Edge Detect Two different Edge Detect effects are available: Edge Detect Identifies and emphasizes edges within an image. From the Edge Detect box, select an intensity value, type (gradient, laplacian, or Prewitt), direction (top, bottom, left, or right) and the channel or channels to be affected. The higher the intensity, the greater the effect. Original image (detail) 42
Using Photo Editor Image with Laplacian Edge Detection applied (detail) Edge Detection types. Gradient edge detection is an effective detector for sharp edges where the pixel color levels change over space very rapidly. However, Laplacian edge detection may be more suitable for images where the color variation is more gradual (e.g. most photographs).. Canny Edge Detect Identifies and emphasizes edges within an image using the Canny algorithm. Useful for creating 'color-by-numbers' style images. From the Canny Edge Detect box, select the low hysteresis value, high hysteresis value, and sigma value. Original image (detail) Image with Canny Edge Detection applied (detail) Low hysteresis = 10, High hysteresis = 50, Sigma = 1 Oilify Gives an oil-painting effect to the image. From the Oilify box, select the dimension value (1-500) and max density value (1-255). The higher the dimension value, the less detailed the image. 43
Using Photo Editor Original image (detail) Image with Oilify effect (detail) Dimension = 500, Max Density = 10 Image with Oilify effect (detail) Dimension = 3, Max Density = 255 Emboss Makes a image appear 'raised' or 'stamped' by tracing the edges with a darker color. From the Emboss box, select an angle, depth value (to recess the edges) and elevation value (to raise the surface). It may be necessary to experiment to get the desired effect - use the Undo button if required. Original image (detail) 44
Using Photo Editor Emboss effect (Angle = 5, Depth = 20, Height = 80) Emboss effect (Angle = 5, Depth = 80, Height = 20) Mosaic Clumps pixels into square blocks, giving a pixilation effect resembling a mosaic. All pixels within a single block are the same color. From the Mosaic box, entire a tile size (in pixels). The higher the value, the larger the individual blocks. Original image (detail) Mosaic effect (Tile Size = 10 pixels) Shear 45
Using Photo Editor Distorts an image at an angle, giving a slanting effect. From the Shear box, select the shearing angle (1-45º), background color, and direction (horizontal or vertical). The higher the angle, the greater the shear effect. 45º horizontal shear, blue background Using Layers Photo Editor uses 'Layers' to manage the different elements and objects that make up a composite image. Every image, mask, shape, or text object is assigned to a layer. For example, the image below is made up of three photos, a mask layer (the filmstrip), and three 'play button' images. Photo Editor with image open 46
Using Photo Editor Composite image (detail) The individual Layers are listed in the Objects / Layers window. Layers are listed in reverse order, i.e. layers towards the back of the composite image are shown at the top of the list, whereas layers towards the front of the image are shown at the bottom. In this example, the photos are further back and the 'play buttons' are towards the front. Objects / Layers Window Adjusting the order of Layers To move a layer forwards (i.e. to move it towards the front of the layer stack), click the layer in the Objects / Layers window and drag it towards the bottom of the list. Alternatively, click on the image or object to be moved forwards, and on the Tool panel's Layers menu, click Bring Forward or Bring to Front. To move a layer backwards (i.e. to move it towards the rear of the layer stack), click the layer in the Objects / Layers window and drag it towards the top of the list. Alternatively, click on the image or object to be moved backwards, and on the Tool panel's Layers menu, click Send Backward or Send to Back. Deleting Layers To delete a layer, right-click the layer on the Objects / Layers window and click Delete. Alternatively, click on the image or object to be deleted, and click the Cut icon or press the DELETE key. Locking / Unlocking Layers 47
Using Photo Editor Each layer can be either 'locked' or 'unlocked'. A locked layer cannot be moved or rotated, whereas an unlocked layer can. To toggle locking for a layer, click the Lock icon next to the layer in the Objects / Layers window. Working with Text Photo Editor enables you to add (or edit) text appearing along with your images. Many templates already include default text along with images, which can be customized to meet your requirements. To insert text There are two ways to add text using Photo Editor: From the Tools panel, click Insert Text. From the Text menu on the main menu bar, click Insert Text. A text object is added as the top layer of the image, with the default text 'This is sample text'. Default text object Click on the text object to edit, then enter the updated text. Click outside the object to confirm the changes. To edit text Click on the text object to edit, then enter the updated text. Click outside the object to confirm the changes. To increase the size of a text object, click and drag the object handles. To change text color Click on the text object to edit, then from the Text menu, click Change Text Color. Use the Color dialog box to select a new color and click OK. To format text Click on the text object to edit, then from the Text menu, click Format Text. The Font dialog box is displayed. 48
Using Photo Editor Font dialog box Adjust the Font, Font Style (e.g. Regular, Bold, Italic) and Size (in points) as required. You can also apply effects such as strikeout and underline using the checkboxes. Click OK to apply the changes. To move / rotate text To move a text object, click and drag to the new position. Alternatively, click the text object and use the arrow keys to move the image to the desired position. You can only click and drag a text object if its layer is unlocked. See Locking / Unlocking Layers for more information. To rotate a text object, first click on it. The rotate handle is visible. Rotate handle (highlighted) Drag the rotate handle on the text object in the direction you want to rotate it. Click outside the object to set the rotation. 49
Using Photo Editor Rotated text To align text Click on the text object to align, then from the Text menu, click Align and either Align Left, Align Center, or Align Right. To edit text transparency / add borders By default, all text objects are surrounded by a transparent block. To give a 'highlighting' effect, this block can be customized to change the transparency level and also the background color. Click on the text object for which you want to adjust the transparency, then from the Text menu, click Edit Transparency. The Edit Transparency dialog box is displayed. 50
Using Photo Editor Edit Transparency dialog box Adjust the fill color and transparency level, border color and transparency level, and border thickness (in pixels) as required. Click OK to apply the changes. To restore to the default 100% transparent block, click Clear Background. Text with transparency effects applied Text borders. Use the Edit Transparency feature to apply a border to a text object. Select the Show Border checkbox, pick a border color and pixel width and set the percentage to 100% (solid). 51
Using Photo Editor Text with border applied (black 100% solid, 1 pixel width) When you return to Template Editor, the text added in Photo Editor is rendered as part of the image. Should you need to make any changes, this text can only be edited within Photo Editor. Working with Shapes Photo Editor enables you to insert and edit shapes (circles / ovals, rectangles, and lines) appearing along with your images. To insert circles From the Tools panel, click Insert Shape Circle. Circle Properties From the properties box, adjust the circle's fill color and transparency level, border color and transparency level, and border thickness (in pixels) as required. Click OK to apply the changes. A circle object is added as the top layer of the image. Click and drag the object's handles to resize the circle. 52
Using Photo Editor Circle added - click and drag the handles to resize To insert lines From the Tools panel, click Insert Shape Line. Line Properties From the properties box, adjust the line's color and transparency level, and thickness (in pixels) as required. Click OK to apply the changes. A line object is added as the top layer of the image. Click and drag the object's handles to resize or rotate the line. 53
Using Photo Editor Line added - click and drag the handles to resize / rotate To insert rectangles From the Tools panel, click Insert Shape Rectangle. Rectangle Properties From the properties box, adjust the rectangle's fill color and transparency level, border color and transparency level, and border thickness (in pixels) as required. Click OK to apply the changes. A rectangle object is added as the top layer of the image. Click and drag the object's handles to resize the rectangle. 54
Using Photo Editor Rectangle added - click and drag the handles to resize To resize / rotate / move shapes Resize shapes by clicking and dragging on the handles surrounding the object. Rotate circles and rectangles by dragging the rotate handle on the object in the direction you want to rotate. Click outside the object to set the rotation. Rotate lines by clicking on the object and moving the cursor up or down, then click again to set the rotation. Move shapes by first clicking on the object, then dragging it to the new location (or moving it with the arrow keys). You can only click and drag to move an object if it is unlocked. See Using Layers for more information about locking layers. To edit a shape's color properties Right-click on a shape and click Edit Transparency. From the properties box, adjust the colors and transparency levels as required, then click OK to apply the changes. Combine shapes and text. Jazz up your images with a combination of text and shapes. For example, add text within a colored shape - great for highlights and announcing special offers, for example. 55
Using Photo Editor Combination of shapes and text added to an image Working with Masks Photo Editor enables you to add special 'masks' to your images. Masks are overlays that can sit above other layers, but that have cutout areas revealing the image(s) beneath. You can use a mask to give different special effects to your images, e.g. 'postcard' or 'filmstrip' masks. To add a mask to an image, from the Tools panel, click Masks. The Masks browser is displayed. 56
Using Photo Editor Masks browser HIE 5 provides many different masks for you to choose from. Select one to apply, and click OK. The mask is applied to the image as the topmost layer. Click to select the mask, then click and drag the handles to resize the mask as required. Original image 57
Using Photo Editor Image with 'postcard' mask applied Masks can also be moved, rotated, locked, and deleted just like other image objects. Working with Embellishments Photo Editor enables you to add special 'embellishments' to your images. Embellishments are pre-designed graphical objects (such as tags, labels, speech bubbles and symbols) that can be placed on top of images. To add an embellishment to an image, from the Tools panel, click Embellishments. The Embellishments browser is displayed. 58
Using Photo Editor Embellishments browser HIE 5 provides many different embellishments for you to choose from. Select one to apply, and click OK. The embellishment is applied to the image as the topmost layer. Click to select the embellishment, then click and drag the handles to resize it as required. 59
Original image Using Photo Editor Image with embellishments and text added Embellishments can also be moved, rotated, locked, and deleted just like other image objects. 60
Using Scheduled email Manager Scheduler Overview HIE 5 enables you to schedule your emails, sending them at a specific date and time - ideal for marketing mailshots, newsletters or seasonal greetings. You can also send emails in batches (e.g. 50 mails at a time). See Scheduling emails for instructions on how to schedule your emails. Send in batches. If you have a large mailing list, use the Scheduled email Manager to send out your emails in smaller batches (e.g. 50 contacts at a time). This may help reduce the likelihood of your targeted emails being incorrectly marked as spam or junk mail. Scheduling emails From Template Editor's Tools tab, click Schedule Email. The Schedule Email dialog box is displayed. At least one entry must be present in the Mailing Lists: field in order to schedule an email. Emails to individual email addresses cannot be scheduled. See Mailing Lists Overview for more details about working with Mailing Lists. Schedule Email In the Send emails section, enter the date and time for when you would like your email to be sent. In the How emails will be sent section, select one of the available options. 'Send all at once' will send the email to all contacts in the Mailing List simultaneously. Alternatively, you can specify a number of emails to be sent at periodic intervals (for example, Send 25 emails every 10 minutes). 61
Using Scheduled email Manager Send in batches. If you have a large mailing list, use the Scheduled email Merge Manager to send out your emails in smaller batches (e.g. 50 contacts at a time). This can help reduce the likelihood of your targeted emails being incorrectly marked as spam or junk mail. Managing Scheduled emails To edit and delete your Scheduled emails, from the Template Browser landing page, click email Merge Manager Scheduled emails. The Scheduled email Merge Manager page is displayed. Scheduled email Merge Manager To edit a Scheduled email Highlight the Scheduled email by selecting it with a single click (not a double click). Click Edit. Update the fields in the lower half of the page. Click Save to apply your changes, or Cancel to return without saving changes. To delete a Scheduled email Highlight the Scheduled email by selecting it with a single click (not a double click). Click Delete. You will be prompted to confirm. If an Scheduled email is already in progress, click Refresh to view the latest statistics (e.g. 'Contacts Sent', 'Contacts Pending'). To return to the Template Browser, click Close. 62
Using ReadyShare ReadyShare Overview ReadyShare is an image hosting service integrated with High Impact email, enabling you to easily insert and manage images in your HTML emails. Every HIE 5 user receives 1MB of free web space no strings attached for life. But ReadyShare isn t just web space. It provides a streamlined way of resizing images, uploading images, and referencing images for email. Without HIE 5 and ReadyShare, it would take 3 programs (a photo editor, an FTP client and an HTML editor) to do what ReadyShare manages in 3 simple steps. ReadyShare Manager Use ReadyShare Manager to upload and manage your files on the ReadyShare server. It's similar to using Windows Explorer to manage files on your PC, except that ReadyShare files are stored remotely on the ReadyShare server. To open ReadyShare Manager, from the Template Browser landing page, click ReadyShare/FTP Manager ReadyShare. ReadyShare Manager 63