Creating emails that will prompt your clients and prospects to click on them and engage with your institution is, without a shadow of a doubt, a challenge. With SAM's email editors, we aim to provide you with an easy to use tool that will help you promote that engagement. This emails will later be linked later to a campaign.
In the email template menu, within the Audience Management module, you'll be able to find all the email templates that might already have been created by your institution.
As you can see above in the picture, you can delete, duplicate or archive any of the email templates. You can also edit them by:
- Selecting one line and clicking on the Edit message button: this will display on a pop up window directly the email template.
- Or by double clicking on the line: this will display on a pop up window both the configuration (name, title...) of the email and the template.
We'll see later how to send an email test ("Send test message" button). But first we are going to create a new email template by clicking on the "New" button.
Here you'll be able to select a few different options:
- The type of message template and its language
Tracking des liens
Tous les liens se trouvant dans votre modèle seront traqués automatiquement par SAM.
Lorsque votre modèle d'email avec ses liens est utilisé dans le cadre d'une campagne, SAM va marquer vos urls au moment où les emails sont envoyés. C'est ce marquage qui va permettre d'associer les campagnes marketing aux ventes faites sur Internet.
Désinscription
Le lien de désinscription est automatiquement ajouté dans les emails. (et cela même si vous le supprimez du modèle d'email).
Voir dans le navigateur
Le lien "voir dans le navigateur" est automatiquement ajouté dans les emails (et cela même si vous le supprimez du modèle d'émail).
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- , which are merely informative.
4. SecuTix Audience Management has a WYSIWYG editor to create and modify your emails. You can therefore:
- Create a simple email text
- Create a visually attracting email, in order to optimize your emails' opening and click rates.
- Import an HTML you have produced in your favourite editor with a simple copy-paste operation
- Add the links that will be automatically tracked
- Add dynamic fields
5. You can determine the sender email address of your email as well as the "Reply To" email address.
6. Test your email in order to verify if it really meets your expectations.
- By clicking on the button "send a test email", you can choose your contact to ensure that the data of the latter are used to replace the dynamic values of your email template.
- In this pop-up, you will also have to choose the point of sale in which this campaign will be connected. This allows defining URL tracking and also, it determines on which sale point the contact is redirected in case of unsubscription.
7. The following step in our process is the creation of a target.
Link Tracking
Every link found in your template will be automatically tracked down by the SAM.
Whenever your email template together with its links are used in a campaign, the SAM module will mark your URLs at the time when the emails are sent. This marking will enable the association of marketing campaigns with the sales carried out on internet.
Unsubscription
An unsubscription link is automatically added in your emails (even if you delete it from the email template).
View in the browser
The "View in the browser" link is automatically added in your emails (even if you delete it from the email template).
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- Tester votre email afin de vérifier si ce dernier correspond bien à vos attentes.
- En cliquant sur le bouton "envoyer un email test", vous pouvez choisir votre contact afin que les données de ce dernier soient utilisées pour remplacer les valeurs dynamiques de votre modèle d'email
- Vous devrez également choisir dans cette pop-up le point de vente auquel cette campagne sera reliée. Cela permet de définir le tracking des URLs et aussi de déterminer sur quel point de vente le contact est redirigé en cas de désinscription.
7. L'étape suivante dans notre processus et la création d'une cible
- And the email editor type:
- The basic email editor: Recommended only for copy-pasting an HTML formatted email.
- The designer email editor (NEW): This is the email editor we are going to explain how to use in this training unit.
If you don't have the option to select the editor, this means that the Designer editor hasn't been activated yet in your Institution.
Since HTML is a language and not a file format, automatic migration of old templates is not possible. As part of the activation pack, our service team will convert for free one of your current templates to the new Designer email editor, including creating re-usable rows.
Once these are selected, click on "Next", and the screen that you can see here (screenshot on the right) will be displayed.
It is possible to include a set of dynamic fields in the Subject* of the email. This functionality is a great asset that can turn any generic email into something way more personalized and attractive, and this will increase the probability of your email being opened. These are the dynamic fields you can add:
- Name: $!campaignData.contact.firstName
- Family name: $!campaignData.contact.lastName
- Email: $!campaignData.contact.emailAddress.emailAddress
- Contact number: $!campaignData.contact.contactNumber
- Official name of the structure: $!campaignData.contact.structure.structureName
- Structure name: $!campaignData.contact.structure.addressName1
- Letter salutation: $!campaignData.contact.letterBodySalutation
- Address salutation: $!campaignData.contact.addressSalutation
- Gender: $!campaignData.contact.gender
- Age: $!campaignData.contact.age
You can see an example on the left.
You can check in the contact file the exact correspondence of the fields. Remember that if you decide to introduce a dynamic field in the subject, and that information is not available in the contact file, the display will not be successful.
Above you can see an example of a dynamic field on the subject of an email template. $!campaignData.contact.firstName will be replaced by the first name of the client.
After introducing all the required information* and saving, the Email menu on the left will be unlocked.
Be smart with the way you choose the internal name of your email template, as it will be accessible to the whole institution, and not only your organization. It will be easier afterwards to filter them and sort them out. For example, you could always start them with the acronym of your organization and then the email template name of your choosing.
Click here to continue the training unit and explore the Designer email editor.