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Working with Marketing Email Templates

Outcomes offers two types of Email Templates to communicate with applicants and other contacts.

  • System Email Templates are designed to send transactional emails that alert the recipients of relevant information. These basic, notification-style messages are typically used to send out quick updates.
  • Marketing Email Templates (described below) allow you to design richer emails that can be linked to your Campaigns. You can manage these emails and track your recipients' engagement.

Creating Marketing Email Templates

Video: Creating Marketing Email Templates
Webinar: Working with the Email Designer

To create an Email Template:

  1. Open the Marketing view and click Templates from the Navigation Panel.

    Marketing email templates
  2. On this page, you can view and manage your existing Email Templates. Use the dropdown at the top of the page to switch between active and inactive templates. To create a new template, click the plus sign at the top right.
  3. Select a design for your Email Template. You can use the Email Designer (recommended) or the Classic HTML Editor.

    Creating an Email Template using the Email Designer
  4. From the Email Designer section, select from the following options:
    • Educational: starts with a preconfigured template with many design elements already added. This helps you get familiarized with many of the available options when designing your emails. It also allows you to get started quicker with a new template by simply modifying the existing content.
    • 2 Column Responsive: starts with a template containing a few elements common in marketing emails. From there, you can add the text, images, links, and other content of your choice. As with other emails created using the Email Designer, the responsive layout of these emails modifies to fit the recipients' screen size.
    • Empty Template: starts with a blank slate, allowing you to design your email from the beginning.
       
  5. From the Classic HTML Editor section, you can select an option that allows you to create an email template without the advanced options featured in the Email Designer section. You can also select the Custom Template option to design an email without any preconfigured layout, allowing you to add your own HTML content.

    Using the Classic HTML editor for an email template

Designing Your Email

  1. After selecting a template type, you can begin configuring your email. At the top of the page, give your template an internal name and subject. The subject is what displays to the recipients of your email.
  2. Leave the default settings, or click Customize Email Headers to configure your From Address, From Name, Reply-To Address, and Reply-To Name.
  3. Configure the content of your Email Template. Content Blocks, available from the Content tab on the right, are design elements you can add to your email template. When designing your email template, you can drop Content Blocks into rows. If you selected a preconfigured layout, there are several rows already available for you to modify.
  4. If you'd like to add an attachment to your Email Template, you can do so while configuring a campaign.
  5. Use the icon at the top left to switch between Desktop and Mobile view. This helps you predict how your email will appear for recipients using different display sizes.
Working with Rows
  1. As you build an email template, Content Blocks are organized by Rows. Emails you create using the Email Designer are responsive, meaning they adjust to the recipients' screen size. For this to work best, use multiple rows in your design.
  2. To add a new row to your template, select the Rows tab from the menu on the left and drag your desired layout into your template.

    Adding rows to a template
  3. Once you've added a row, you can click and hold the drag handle to move it to reorder it.
  4. Continue adding rows as desired.
  5. Click a row to add an internal comment to it, save it for use in another template, delete it, or copy it.

    Row options on an email template
Working with Content Blocks
  1. Once you have one or more rows in your email template, you can drag and drop Content Blocks into them.

    Drag content blocks from the right into your rows
  2. Once a Content Bock is in place, you can click on it to move it, delete it, or copy it.
  3. When you're done editing the template, click Save Changes.
Working with Images

While designing your emails, you have access to an image editor that allows you to crop, rotate, resize, or apply filters and other enhancements to any image.

To add a new image, drag the IMAGE Content Block into your email template. For the best results, select an image that has a file size of 1 MB or less. When you insert an image or select an existing image in your template, you can modify it by clicking Apply effects & more.

Apply effects to images

Working with Videos

Using the Video Content Block, you can easily share your videos. Once you copy and paste the URL of your video from YouTube or Vimeo, the email editor pulls in the cover image for the video, overlays a play icon on top of it, and creates a link to the video content.

Adding a video to your email template

Using the options under CONTENT PROPERTIES, you can modify the appearance of the play icon and video block.

When embedding videos, keep in mind:

  • Actual videos are not embedded into the email. Instead, the cover image becomes a link to the video's location.
  • Videos hosted by Vimeo only work if they are set to Public.

Working with Merge Fields

When creating an Email Template in Outcomes, you can add variables, or merge fields. Variables allow you to customize your message, making it unique to each recipient. Among other things, you may add variables to insert data such as:

  • Applicant's Name
  • Applicant's Program
  • Applicant's Standardized Test Information
  • Applicant's GPAs
  • Applicant's Letters of Recommendation (LOR) Status

To add a variable to your email template:

  1. Click into a Content Block including text.
  2. When the text editor menu appears, click Merge Tags.
  3. Select the variable you want to use. Note that not all fields are available to use as variables here. To ensure the merge field will work correctly, only use options listed in this dropdown.

    Adding merge tags to an email

In this example, upon receiving the message, the applicant.givenName variable will appear as the applicant's first name, according to their application.

Working with Email Responsiveness

The emails you create are responsive, meaning that their layout automatically adjusts to fit the recipients' screen size. To understand how an email will appear to recipients viewing it on a mobile device, use the Desktop/Mobile toggle. Toggling from Desktop view to Mobile view

Working the Classic HTML Editor

Review the legend below to learn about the options available within the Classic HTML Editor.

        Email template legend

  1. Display the template in web view.
  2. Display the template in tablet view.
  3. Display the template in smartphone view.
  4. Configure your header image. Double click to open a window allowing you to browse for an image or drag-and-drop it.
  5. Preview your template.
  6. Open full-screen mode to work with more editing options.
  7. Configure the template using JavaScript.
  8. Undo your previous action.
  9. Redo your undone action.
  10. Clean the image to restart with a blank slate.
  11. Configure the body of your message.
Adding Variables to the Classic HTML Editor

To add merge fields to your email template, paste the variable inside brackets.

        Classic HTML Template with variables

If you know the name of the field you'd like to use as a variable, you can begin typing the field name, activating the Type-Ahead feature. When you start typing a variable, the interface presents you with available options that can complete your variable entry. For example, if you start typing "applicant", you're presented with the applicant category of fields.

Inserting variables into email template

After clicking applicant, you're presented with the field options within the applicant category.

Inserting another variable into an email template

Using this method, you can select the fields you'd like to include as variables in your email.

Editing in Full-Screen Mode

In full-screen mode, you can add new sections to your email template by dragging them from the Content Menu on the right and placing them in the email layout area.

Viewing an email template in full view

editing-email-template-full-screen.png

  1. Style Manager: Select one of your existing email template components and click this icon to view the style options associated with this component.
  2. Trait Manager: Click this icon to work with your selected component's settings.
  3. Line View Editor: Click this icon to see your components listed line-by-line.
  4. Content Menu: Click this icon to view the list of available elements to drag into your email template.

Once your template is configured, click Save Changes at the top right.

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