In the modern world, everyone is familiar with the use and ubiquity of email. From personal messages to sales offers to academic communications, billions of people receive email every day. Dealer Engage ’s email campaign platform makes it easy to design, schedule, and send customized communications that will best capture your audience’s engagement.
Enter the email dashboard and create a new project. Name your project and hit Next. Next, select your email template. You can choose from a number of pre-made templates, or select a blank page in order to create a new one from scratch. After you’ve selected your template, click Next. This will bring you into the Simple Editor. From this screen, you can add different elements to your template, such as text blocks, social links, or images. Clicking on every element in the email template will bring up a submenu on the left hand side featuring things you can change in that element.
Pro Tip: A merge tag is a handy little piece of code that will allow you to personalize your communications with multiple people. Merge tags can be created in the design view in any element by writing the desired content surrounded by two percentage signs on each side. If the content is longer than one word, include underscores between words. Mere tags can only be based on the column names of the data collected in the CRM; you cannot make custom merge tags. An example of a functional Merge Tag would be %%Sample_Merge_Tag%%, depending on the column name it is reflective of.
Above the email template is a collection of elements that you are able to drag and drop into your email. Most of these elements share common functions, including the ability to increase or decrease the padding (or space) around them, change the height and width of the various elements, and add a border to your elements. These options can be changed in the black elements menu on the left-hand side of the screen that appears whenever you select an element in the template. These options can be modified through the use of an element’s associated dropdown menus, sliders, or fields.
The body element allows you to choose how the base of the email looks, ranging from color to size. Clicking the space outside your project will give you access to the menu where you can make these changes.
The optin reminder element defines the parameters of a brief message reminding the contact why they are receiving the email. Click the optin reminder element in a message and you will be able to edit the text that is displayed by editing the Message Text field in the element settings.
The header element titles your email. Click on the header element to open the element options menu, which will allow you to change the Default Style to make it a Header, SubHeading, or Divider.
The text editor element creates a blank space to add text to your email. Click on any text field to open up the element settings for the text editor, and double-click to open up the editor proper. The text editor allows you to view the HTML markup of your message, include Merge Tags in a text field, insert an image or a table, add bullet points, make a list, or stylize your text however you choose to, whether through font, size, alignment, or color. To leave the editor, click back on the project.
The image block element allows you to add a single image, either for linking externally or decoration. Upon dragging it in to your template, press the Choose Image button to open a window to see the images you have previously uploaded. In this window, you can upload new images, refresh the collection of images, and sort them by different view settings. The image grid element lets you create a grid of images that can each lead to separate websites. You can add alternate text and change the width and height of each individual image. Place your images in your connect just as you would a standalone image, and you can add links and alt text in the element settings by clicking on the element in the template, and inserting the desired values in the Alt Text and Link URL fields.
The caption grid element is much the same as the image grid, with the key difference being that it allows you to caption and explain your images. Insert your images as you have been, and in the element settings, you can specify the image alignment, which text to caption which image with, and the alignment for that test.
The caption left, right, and below elements allow you to place an image and specify where the caption surrounding it will be. The difference between these elements and the caption grid is that you will be able to create and modify your text within the text editor as opposed to being restricted to the element settings.
The divider element, self-explanatory as it is, creates a line in your email to break it into separate parts. Drag it into your project where you would like a horizontal line inserted. Please note that you cannot use it to create vertical lines.
The social sharing element will let you share your email over a number of social media websites, including Facebook, Twitter, LinkedIn, and more. You can link these accounts from the Social Media tab of the Email dashboard. In the element settings, click on which icons you would like the element to include; networks with a white background are active and networks with a black background are inactive.
The RSS content element allows you to add a link to an RSS feed into your email. Drag the element into your project and a window will prompt you for the link to an RSS feed. Using Merge Tags, it will automatically propagate the Header, Date, and Body of the RSS feed into your email.