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Effective HTML Email and Newsletters
Richard Downs

Effective HTML Email and Newsletters

with Tim Slavin

 


This course provides hands-on training on all aspects of email marketing, from crafting emails and setting up effective marketing campaigns to managing spam filters and evaluating delivery services. Author Tim Slavin introduces the fundamentals of email marketing, including the differences between HTML email and web pages, how to code emails that display properly on receipt, and ways to stay current with HTML email standards and capabilities. The course includes several project-oriented tutorials on creating multi-column newsletter layouts and multi-product offer emails, and also explains how to automate email creation, test emails prior to delivery, outsource campaigns, and address common coding problems.
Topics include:
  • Understanding MIME types
  • Reducing spam potential in an email or email list
  • Creating content for email campaigns
  • Understanding the design constraints of HTML emails
  • Building email address lists
  • Understanding the ideal coding process
  • Designing a plain text email from an HTML email
  • Deciding how and when to test an email
  • Sending email with canned templates
  • Troubleshooting layout, spacing, and image issues
  • Adding video to email

show more

author
Tim Slavin
subject
Business, Online Marketing, Web, Email Marketing
level
Appropriate for all
duration
2h 24m
released
Jun 22, 2011

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Introduction
Welcome
00:04Hi! I'm Tim Slavin, and welcome to Effective HTML Email and Newsletters.
00:09In this course, I'll be covering several main topics, the differences between
00:14web pages and HTML emails, display problems with email software,
00:19email marketing basics, including how to avoid creating spam, and common coding issues.
00:25I'll also walk you through the creation of single-, double-, and multicolumn HTML
00:30email newsletters from beginning to end.
00:33In addition, I'll show you how to send email with several email delivery services.
00:38Plus I'll show you how to automatically create email newsletters from your web
00:43site content using WordPress and ExpressionEngine, as well as two services that
00:48generate emails from your web site RSS feed.
00:52If you have questions about email content, design, and coding, you'll find
00:57answers in Effective HTML Email and Newsletters.
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Using the exercise files
00:00If you have access to the exercise file for this course, you can drag the folder
00:05to your computer desktop, as I have here. I'll point out some key exercise files
00:10that you might find useful.
00:15In chapter 1 you can find the MIME type exercise that we show in the fourth
00:20video. Chapter 2 has an Editorial- Calendar. Chapter 4 has all the files related
00:29to our 1-column email project. Chapter 5 has all the files for our
00:342-column email project, and chapter 6 has all the folders and files for the
00:41multi-product email project.
00:44Chapter 7, chapter 7 has the text email files, specifically examples of text
00:52emails, as well as the project that we created. Chapter 8 has the two templates:
00:59one for automating email newsletter creation in WordPress in chapter 8 the
01:04third video, and the other for automating emails in ExpressionEngine.
01:11And finally, Chapter 11 has code examples to fix a variety of problems that you
01:16might encounter as you code email.
01:19If you don't have the exercise files, you can use your own files.
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1. Exploring HTML Email
Understanding differences between HTML email and web pages
00:00Here's a web page.
00:02Here's an HTML email. Wouldn't it be great if they were the same? You could pop
00:06your web page into an email, hit the Send button, and be done.
00:10However, HTML email is not a web page.
00:13In fact, while web pages and HTML email look the same, they're very different
00:17when you look at their code.
00:19Let's explore some of the differences between web pages and HTML email.
00:23First, let's look at how they're viewed. Web pages appear on computer screens with
00:28web browsers; HTML email is viewed in email software.
00:32Email software is much more limited, visually, as well; you see much less than you do of a web page.
00:38Second, let's compare code. The web page code is much more clean and easy to read
00:42then the HTML email code, isn't it?
00:45Let's look deeper into the code.
00:47Web page styles are put into a style sheet, while you see that HTML email puts
00:51styles all over the place.
00:53Finally, let's look at this HTML email as it appears in different email
00:57software. While web browsers today display web pages mostly the same way,
01:02that's not true for HTML email, as you can see. They are big differences is in
01:07how HTML email displays.
01:10This course will explore these differences in great detail as we show you how to
01:13code HTML email, how to create and plan email campaigns, and everything you need
01:18to know to do email marketing.
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Seeing how HTML email displays in different email programs
00:01In the prior video, we saw how HTML email is not a web page sent as an email.
00:06Now, let's dig more deeply into how one email can be different when viewed in
00:11different email software.
00:13Here is one HTML email viewed in several different email software clients:
00:19Gmail, Outlook 2003, and Outlook 2010.
00:25While they mostly look the same, there are some key visual differences, aren't there?
00:29For example, the background is missing and one of these emails.
00:33The key difference between email software is the software they use to
00:37display HTML email.
00:40The older the software used to display HTML in an email, the more problems you
00:45will find when you send email to people with that software.
00:49Let's dig a little deeper into the code of an actual HTML email.
00:53In this case, we'll use Google Chrome, so that we can view the code.
00:57As you can see, here is the text, "Link to web page version."
01:04I'll scroll down, so you can see that's the text right there. Push this back up.
01:12This is the sum total of the code for the email in the email software we saw a moment ago.
01:20This single table contains this entire plum-colored email.
01:24Now, let's look at the code above and below it.
01:29You'll notice that almost all of the code around this HTML email, it can be variable.
01:37There's no way to predict whether there will be a little code around our HTML email or not.
01:43What are the reasons for the differences in the way that HTML email software renders?
01:48HTML email, for one,
01:51there are no standards for email display.
01:54In addition, services like Gmail must protect themselves from harmful code.
01:59It's also the case that some services have to fix broken HTML code in the
02:04emails that are sent.
02:07Finally, some email software use old rendering software for HTML.
02:14How can you code HTML email that will work across all email software?
02:19The answer is to use HTML tables.
02:22You wrap HTML tables around your email like nested Russian dolls.
02:28You put one HTML table inside of another.
02:30For example, with this HTML table, the initial table is 99% wide and nested within
02:39it is another table that is the width of the actual email.
02:44And if we were to click down, we would find additional tables that contain all of
02:50the content within the email.
02:53Using HTML tables protects your email, no matter what happens when your email is
02:58displayed with an inferior HTML rendering engine,
03:01and no matter what happens with the code that is wrapped around the HTML email you send.
03:07We now have a greater understanding about how HTML email is different from web
03:12pages, and the challenges we face as we create code and send email, and how to use
03:17HTML tables to protect your emails.
03:20In our next video, let's look at how to keep up with the changes in how email
03:25is displayed.
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Finding Acid tests and compatibility checklists
00:01We've seen how HTML email is not a web page sent as an email, and how HTML email
00:07looks different in different email software.
00:10Now, let's explore how to find out what email software does with HTML email.
00:15First, there are a few online resources where you can find how email software
00:20displays different HTML and CSS properties.
00:23Here is the most comprehensive resource for when you have questions about
00:28whether or not Notes or other email software supports a specific property.
00:33This page is an article at the Campaign Monitor email delivery service, and they
00:39maintain a list of test results for different web browsers for all different CSS
00:45selectors and styles.
00:48For example, you can see that the border property works in Outlook 2000 and
00:562003, is somewhat questionable in Live Hotmail, but it displays fine in all of these others.
01:03It doesn't display well in Lotus Notes 6 and 7.
01:07This article is an excellent resource if you have a very specific question about
01:12whether or not a style works, or if you're testing your HTML email software and
01:17you see that a style is not working and you want to confirm that in fact the
01:20problem is with the email software.
01:23Another useful resource is the Email Standards Project web site which tracks how
01:28different email software supports CSS and HTML properties.
01:34The Email Standards Project also uses an acid test email,
01:37a single email that contains the most commonly used HTML and CSS.
01:43The acid test is used to test email software fairly across a range of HTML and CSS styles.
01:52You can see how one email appears in many different email software clients.
01:58Here's what an acid test report looks like for Lotus Notes 8.
02:02It's easy to find an answer about what a specific email software client does support.
02:06For example, Lotus Notes 8 doesn't support the border property or line-height.
02:17The campaign monitor and email standards web sites are some of the best ways
02:22to find out if email software used by your readers supports a given CSS or HTML property.
02:28The next step in understanding HTML email is to talk about what exactly
02:32is email.
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Understanding MIME types: HTML vs plain text
00:00So, what is email?
00:02It's what shows up in my inbox, right? Well, not exactly.
00:06Like web pages, email is both content and code used to organize and display that content.
00:11In this video, let's explore exactly what HTML email and plain text email are made
00:16of, and how it impacts your email deliveries.
00:20If you don't know, the Internet is made up of interlocking standards for web
00:24pages, email, video, and all the rest. There are two types of email:
00:29plain text and HTML.
00:32These are called MIME types, for Multipurpose Internet Mail Extensions.
00:37MIME describes his standards for creating and sending email on the Internet.
00:42You might see the HTML version or the plaintext version and not realize that
00:47hidden in the exact same email is the other version.
00:50All email, whether it's text or HTML, is made up of certain blocks.
00:57The first block that you'll see in the code is the header data.
01:01The second significant block is the content type description for the email, and a
01:07boundary definition.
01:09This definition number is unique to each email, and you'll notice when I
01:14highlight this number, Notepad++ highlights all the other instances.
01:21In other words, this boundary is being used to separate the text email portion
01:25from the HTML email portion and then end the definition of the email.
01:31Here we have the first boundary, and right beneath it we defined this portion of
01:35the email as a text email.
01:38Now, we put in text email here.
01:41That content will look something like this, a very straightforward text email.
01:51Then we set the boundary again within our email.
01:55This time we define it as text HTML, and then we put the HTML underneath this
02:01boundary, and that HTML will look something like this.
02:07Finally, we close off the boundary for the bottom of the email.
02:12Every single multipart email that includes an HTML email and a text email has
02:18this basic structure.
02:20If you want to help yourself avoid being labeled as a spammer, you will send a
02:25text email version of every HTML email you send, and the reason is that most
02:30spammers don't bother to send text email versions.
02:34Now that we understand the basic structure of a multipart email that contains
02:39both text and HTML, let's look at an actual email.
02:43Now, this is not meant to frighten anybody, but let's look at the structure.
02:51If you notice--we'll scroll down here, all the way down to here--this
02:57corresponds in our structure to the mail header data.
03:01This information is simply giving you the date the message was sent, where it
03:05was sent, who it was sent to, all of the information about this email.
03:10And notice here we have our content type defined as multipart, the same structure as here.
03:18And if we were to scroll down in this email, you would find the bottom of the
03:23text email right here. This is the border where the HTML email starts.
03:32This is the border for the text email. And down at the very bottom of the email
03:41is the last instance of this marker that defines the areas of our email.
03:49Happily, we don't have to dig any further into MIME types to understand that when
03:53we send an HTML email, we also should send a plain text version.
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Exploring the future of HTML email
00:00Now that we have a greater idea of how email works and how email differs from web
00:05pages, let's talk for a few minutes about the future of email.
00:08One big change already happening is the integration of social media with email.
00:13Companies that deliver email have started to integrate social media into email marketing.
00:18You can see, for example, how people on your list interact with email, Facebook,
00:22Twitter, and other channels.
00:24MailChimp and HubSpot are two companies combining email marketing with
00:28social media marketing.
00:30Once HTML email software uses the latest web browser software to display HTML
00:36and CSS, the next big leap will be in typography.
00:40Web fonts allow web pages to show fonts that are not part of the core fonts
00:43included with web browsers.
00:45For example, TypeKit allows you to put fonts into your web pages that used to be
00:50limited to print publications.
00:53In the future, this font capability also should be available in HTML email.
00:59Another future trend has to do with video and email.
01:03Today you can send video in some email software; for example, Mac Mail
01:08will display video.
01:09Later in this course, we'll explore a particular solution for displaying video in email.
01:17This article at Campaign Monitor, for example, tests out all the different email
01:23software and their ability to display video.
01:26In the future, all of these email clients should be able to display video.
01:31While HTML email is somewhat limited today compared with web browsers, in the
01:35near future the two media will begin to converge.
01:38Email will still be popular for its asynchronicity:
01:42you can read email when you want, and email is ease of use.
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2. Email Marketing Basics
Defining spam
00:00How did this innocent HTML email wind up in my spam folder?
00:04Let's explore spam: the email version.
00:07Before 1978, spam was a bland canned meat sold during World War II.
00:12With the growth of the Internet in the early 1990s, unsolicited emails started to
00:16skyrocket and became known as spam.
00:19What is email spam, and how does it affect the emails we've sent?
00:23Let's explore answers to both these questions.
00:26Email spam is obvious.
00:28You didn't request the email and often enough, responding to the email exposes
00:32you to fraud and theft.
00:33It's unlikely the email saying you've inherited a million dollars is actually true.
00:39Email spam is big business.
00:41Enough people click and buy products that warrant the minor expense spammers need
00:45to create and send the emails to hundreds of millions of people.
00:49Hackers send spam by enslaving thousands of private computers, perhaps even your computer.
00:55These enslaved computer are called botnets, and they're used to send millions of spam emails.
01:01People like you who send legitimate emails have to worry about being labeled as spammers.
01:06The best way to avoid this fate, don't do what spammers do.
01:10Here are common ways spammers reveal themselves in their emails.
01:13For example, they send HTML email alone with no plain text version, or they
01:20include images in the email that tell spammers your email account is real and
01:25active, or they'll send links with odd URLs that you can tell are clearly
01:30false. And here are all the possible layers your email must go through to
01:35arrive at an email address.
01:37With a better idea of spam and how it works, let's look again at my innocent email.
01:42Do you notice a few things that might have triggered as spam filter?
01:45Words like free, win, prize all got out email trapped in a spam filter.
01:52Spam is both a burden and an opportunity.
01:55As we will see, many of the solutions to spam involve working more closely with
01:59people who receive your emails.
02:01In this chapter, I'll show you how not to be labeled as a spammer.
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Examining legal issues with permission-based email
00:00Sending spam is illegal, and people sometimes go to jail for spamming.
00:05Even though I'm not a lawyer and this is not legal advice,
00:08I want to point out the guidelines your emails must follow, and show where you
00:12can get more information.
00:14Emails sent in the United States are governed by the CAN-SPAM law.
00:18This law has numerous elements, but they all boil down to a very simple
00:22concept: be honest. Don't have false or misleading From or Reply to addresses
00:27in your email, for example.
00:29Don't use deceptive subject lines.
00:31Identify your message as an ad if it's in fact an ad.
00:35Tell readers where you are located, and let readers opt out in a timely fashion,
00:40usually at that moment that they opt out or very soon after.
00:44In Europe, the European Union has several laws which follow the same guidelines
00:49as CAN-SPAM. Basically, be honest. In addition, the European laws require the
00:54email sender to have a prior commercial relationship with the recipient of their emails.
00:59The primary takeaway from both the CAN- SPAM law and the European Union laws is
01:05to identify yourself and your business in your emails while providing a
01:09legitimate way for you readers to opt out of your email list.
01:13Tell readers how you got their address, make the unsubscribe link easy to find,
01:19and include your name, address and phone number. With an idea of the minimum
01:23that you need to include in your emails to avoid being labeled as a spammer,
01:28let's talk in the next video about how to design an HTML email.
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Planning email campaigns
00:00In this age of Facebook, Twitter, Groupon, and many other "ons", email marketing
00:05may seem old school, may seem a less modern way to reach people.
00:09However, email marketing is still vastly bigger than social media in terms of
00:13its impact, spending, and satisfaction.
00:15While not everybody is on Twitter, almost everybody has email.
00:20In addition, if you're a local business, the chances of every person walking
00:24into your store having an email address is far, far greater than those people
00:29having Twitter accounts as well.
00:31Reaching those customers with email is far more effective.
00:35Email marketing is like any other marketing activity;
00:38you need to plan ahead to achieve success over time.
00:41Here are the key steps to plan an effective use of email.
00:45First, what do you want to achieve?
00:47How do you measure success and failure?
00:49Next, who do you want to reach, and how often?
00:52How will you track your results?
00:54Where will you get your email addresses?
00:57Also consider how you might tie in your email marketing with other
01:01marketing your business does.
01:02For example, do you want to use email to drive people to your web site?
01:06Do you want to reuse content from your emails on your Facebook page, or do you
01:11want to keep your content separate?
01:13Write down your answers to these questions in a document and then come back
01:16later to see how you did.
01:18For example, you might come back every month, or certainly once a year, to compare
01:24your plan against your actual results.
01:26Planning ahead will make your email marketing efforts much more efficient
01:30and more effective.
01:32Next, we'll show how to create content for your email campaigns.
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Creating content for email campaigns
00:00Once you plan your email marketing efforts, the next step is to make sure you'll
00:04have enough content for your readers.
00:06Great content doesn't happen by magic.
00:09It also requires careful planning and realistic goals.
00:13The first step to creating great contents is to be realistic about what you can and cannot do.
00:18You may want to send a weekly email on newsletter, for example, but only have
00:21time to publish once a month.
00:23It's better to plan for content once a month than to fail to publish, or barely
00:27publish, once a week.
00:29The second key step is to find a way to organize content you do want to create.
00:33Your choices are paper or calendar or spreadsheet.
00:36If you use paper, you want to have a single sheet of paper for each email you
00:41send, and on each piece of paper you write down these story ideas and any details
00:45you need, like URLs and so forth.
00:48If you use calendars, it's pretty much the same way. For each date on the
00:52calendar that you plan to send an email,
00:53you write out the information, your story ideas, any other data.
00:57For spreadsheets, you would have columns for each of the elements that you want to track.
01:02Organizing your story ideas and managing them in a single place is called
01:06an editorial calendar.
01:08One big question is, what to track?
01:11Story ideas you want to track, at the very, very least. You also want to track
01:14the due date and the publication date.
01:17You might or might not want to track the writer name.
01:19For example, if you're the only writer, it's really not useful to keep writing
01:23your name into a spreadsheet or a calendar over and over again.
01:28You also might want to track clicks to find out over time what content performs the best.
01:34But it's important to note that not every detail has to be tracked; you should
01:38only track what matters absolutely the most to you to get content out the door.
01:43Once you have a way to organize and track your ideas for email content, you will
01:47need to think about where to get ideas and content for your emails.
01:50This mostly depends on your readers. What will make your emails valuable to them?
01:55Ask your readers and your customers, what do they need to know?
01:59Create lists of sites that cover your topics and then review those sites
02:03periodically to find stories that you can link to from your emails.
02:06Create Google News alerts for your topics, and organize all of your ideas into
02:12themes to find more ideas.
02:14For example, you might want to interview people who are subject matter experts.
02:18Great content for email doesn't happen.
02:21Creating an editorial calendar and keeping it current is the best way to ensure
02:26your emails stay relevant to your readers, and relevant content is the best way to
02:30meet the needs of your readers and to meet your own goals.
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Understanding design constraints of HTML email
00:00If you like a good design challenge, HTML is an interesting design problem to solve.
00:06The main design constraint with email is the window size you use to view an email.
00:11Typically, there's not much room to see anything in your email. And think about
00:15when your email first arrives in your reader's inbox--that's part of your
00:19design problem as well.
00:20Email design is not simply creating pretty stuff; email design also includes the
00:25copy, the From name, the subject line-- it's all of these details, and more.
00:29For example, if you start your subject line with the same text, your readers
00:34will find it easy to sort by subject line and find your emails in their inbox.
00:38There are other issues to design around as well.
00:41For example, an email with a dark background has to be sure the fonts stayed
00:45lighter colored no matter what software is used to view the email. And what
00:49happens if images are turned off?
00:51In this email, for example, we cannot see all of the images.
00:56If we click here, however, our email displays perfectly.
01:01In addition to these practical problems that have to do with the email software,
01:05there are also three basic HTML design layouts you'll work with.
01:09There is a single-column design, which is typically for announcements.
01:14There is a two-column design, which typically is used for newsletters, and
01:19there's a multicolumn, three columns, sometimes four columns, that's used for
01:22products, typically a 3x3 or 3x5 grid.
01:27What layout design you work with depends on your goals, the same as your web
01:31page design or print ad or brochure design.
01:34But email design is limited by number of factors, for example, how the email is
01:40first viewed as a list when it is received in someone's inbox.
01:45That determines if readers will open your email and if your email is opened, what
01:50it looks like in the viewport.
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Designing effective HTML email
00:00Email design is limited primarily by the software used to view your email--
00:05most times images will be off by default, for example--and your design needs to
00:10make it easy for readers to scan content whether your email is HTML or text.
00:16The first place to start with possible email designs is your own web site design.
00:21Distill the web page design into a grid and key elements,
00:25for example, logo, top navigation, and content columns.
00:29Your goal is to convert your web page design into a grid and a series
00:34of interlocking boxes.
00:36If you want to start from scratch with an email design, there are three
00:40essential designs used in email:
00:43one column, which is typically for announcements; two-column designs, which
00:47are typically for newsletters; and multicolumn product emails, which have
00:52multiple columns and rows.
00:54All three essential email designs use a single HTML table to wrap around HTML
01:00tables and rows and columns that will make up your email design.
01:03In this case, for example, we have a single box around the email,
01:09we have a box around the header, a box around the navigation area, boxes to hold
01:14the products, and at the bottom, a box for the footer.
01:17Each of these boxes will be in HTML table or in a HTML table cell or a table row.
01:24Not everything should go into the email design,
01:27however. You have less horizontal width in an email,
01:30so you might need to shorten the number of links in the top navigation of your email.
01:35The tight horizontal space also limits the width of any side column if you
01:39choose a two-column design.
01:42Here's a plain text email design.
01:44The main changes here have to do with no images and displaying navigation links
01:49vertically instead of horizontally,
01:51yet both the web page and the plaintext version have to use whitespace
01:55effectively to succeed.
01:57A clean design for your emails is one of several must-haves for an effective
02:01email and email marketing campaign.
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Building email address lists
00:00Your list of email addresses is a key element of successful email marketing.
00:06Let's talk about how to create that list of email addresses.
00:10First, one common way to collect email addresses is to add a sign-up box on your web site.
00:16Most, perhaps all, email delivery services make it easy to use their code on your web site.
00:21Here we will look at iContact, which is one email delivery service.
00:26Once logged in to iContact, click the My Contacts tab. On the right, click Sign-up Forms.
00:34We've created a sign-up form already.
00:37If you need to create a sign-up form, click the Create HTML Form button.
00:43In this case, we click the View HTML.
00:46This calls up a text area with all the code we need for the sign-up box.
00:51I'll highlight it, right-mouse-click, Copy, and then open Notepad++. Into a file
00:57that I've already created, I'll paste the code.
01:00I will save the code and go over to the web browser.
01:06I have here this page that I called up in Notepad. Right-mouse-click, hit Reload.
01:12I now have the sign-up form.
01:15Typically, the sign up box will be somewhere on your web site,
01:18for example, on the right column or in the top right of your web page design.
01:25Let's add an email address.
01:30And we click the Submit button as if we were on your web site.
01:34iContact returns this confirmation page with information about how to stop
01:39receiving email and how to ensure email gets to you.
01:44Another way to collect email addresses, perhaps the best way to collect email
01:48addresses, is in person.
01:49For example, a restaurant might have a small postcard that they tuck into their
01:54bill when they hand it to customers, or a flower shop might have postcards or a
01:58notebook by the register and then encourage people to sign up while they wait in line.
02:03In addition, it's also extremely important to practice good email hygiene.
02:08For example, if an email address bounces more than twice, remove it.
02:14Chances are that email address no longer works.
02:17In addition, you might remove email addresses that don't open your email in the
02:21past three to six months.
02:23Chances are they are no longer interested.
02:25Finally, you might also consider removing email addresses that did not click a
02:30link in the past six months, whether or not they opened their email.
02:35The single most important fact about lists of email addresses has to do
02:39with reader interest.
02:41A list of 50 readers who email you back, blog your content, share your emails
02:47with friends, and buy your products, those 50 readers will beat 5,000 readers who
02:52will never open your email.
02:54Numbers really don't matter.
02:55What matters is interest and activity generated by your emails.
02:59The final message on email addresses is to never buy a list from someone else.
03:04Many email delivery services won't let you send emails to those lists, and
03:09many of the addresses are no longer used, or the people are not interested to hear from you.
03:14Bottom line: be careful how you collect your email addresses and do what you can to keep
03:19your readers interested, opening your emails, clicking your links, and sharing
03:23your emails.
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3. Getting Started with Projects
Choosing tools for coding HTML email
00:00To begin coding our HTML email projects, we will need to choose a software tool
00:05to create your emails.
00:07What are your options?
00:09You can use a template from an email delivery service,
00:11you can do the coding yourself, or you can use a web site publishing tool like
00:15WordPress or ExpressionEngine to automate the creation of your HTML emails.
00:21Which option to create emails works best?
00:24That depends on you.
00:25Let's briefly discuss each option.
00:28With an email delivery service, you can start with a template, then modify it
00:32to meet your needs,
00:33for example, to add your logo and links.
00:36This works great if you find a template that meets your own needs.
00:39If you use software to publish your web site, for example, like WordPress, you
00:44can use a template to display your site content as an email.
00:47We will show you how, later in this video course.
00:50The third option is what I do, hand code.
00:53Well, I might start with a web page file,
00:55I adapt it in an HTML editor by hand.
00:59You certainly can use Dreamweaver and other more complex tools, but a simple HTML
01:05editor often works best and provides the most control.
01:09Some HTML editors to look at are Coda, Notepad, Notepad++, Crimson Monkey,
01:15TextEdit, TextWrangler, and there are perhaps 3,000 other options.
01:20This course assumes you want to create, then code, your own unique HTML
01:25email designs.
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Coding email versus coding web pages
00:00Before you begin coding an HTML email, it's important to keep in mind these
00:05critical differences between HTML email and web pages.
00:09For example, in an HTML email, all CSS is coded inline down to the lowest
00:16possible level as table data cells, paragraph tags, image tags, and so forth.
00:22In a web page, however, all your CSS can be rolled up neatly into one or more style sheets.
00:28And HTML uses nested HTML table layouts, while web pages use div layouts with CSS.
00:35Emails cannot have JavaScript, and image links must be absolute, with images
00:40stored on a remote server.
00:42Your fonts in an email also are limited to Arial, Helvetica, Times New Roman,
00:47and whatever might be on the reader's computer.
00:49It's a very, very small set.
00:51With web pages, almost any font is possible if you use services like TypeKit.
00:56Email software often is not standards compliant and you need to keep that in
01:01mind when you make choices about what to use with CSS or HTML.
01:07If you keep these differences in mind as you code HTML emails, you should save
01:12lots of time and stress.
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Preventing problems with email coding
00:00Before we start to code HTML emails, here are a few tips to keep in mind as you code.
00:06You want to set margins to the lowest possible level within your HTML tables.
00:10For example, you want to set your margins not at the table level;
00:15you want to set it at all the TD levels.
00:18For example, if you have white space around the paragraph tag or white space
00:22around an image, most likely you want to start by putting your margins at the TD level.
00:28If that doesn't work in your testing then try it at the paragraph level or the image level.
00:34Also be aware that floats don't work with most email software, and padding
00:40doesn't work with some email software.
00:42When you design your HTML table layout, use as few HTML tables as possible.
00:48The less complexity there is, the less there is to break.
00:52All your image tags will need to have these styles:
00:55borders set to none and display is set to block.
00:58Hotmail, for example, will add a gap below images that don't have display set
01:03to block, and Outlook email software often will set borders around images
01:09unless you set border to none.
01:11If you see something broken in your testing that is related to cascading
01:15style sheets, check your semicolons and check that you have double quotes to
01:20start and end your style declarations.
01:22If your layout is broken, always use border = 1 in the table tags as you build
01:28your HTML email layout.
01:31I always set border = 0 and set it to 1 while I create my layout.
01:37In addition, and this will sound crazy, you want to alphabetize your CSS definitions.
01:43Color, for example, is defined before font, and the reason is very, very simple:
01:48HTML emails become clotted with a massive amount of inline CSS.
01:54If you need to go into a particular part of your HTML email to find and correct
02:00a CSS style, if is far easier if you know that all of your style definitions are
02:06neatly alphabetized.
02:07Finally, when you define your Inline CSS, you cannot use shorthand.
02:13These are the most common inline CSS styles that you will use that are often
02:18turned into shorthand in web pages, and I encourage you to type out or copy these
02:25declarations somewhere in your text editor, so you can quickly copy and paste
02:29them into your code and adjust them as needed.
02:32For example, fonts needs to be broken out in the font-family, font-size,
02:37font-weight, and line-height.
02:39And your margins and paddings need to be set to zero for margin top,
02:44right, bottom, and left.
02:46Let's get started with our projects.
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Understanding the ideal coding process
00:00Before we start creating emails, let's look at the ideal process to create emails.
00:05This process will minimize errors and make it much easier for you to create emails.
00:10The first step is to plan your HTML email layout.
00:14This involves converting your design into a grid, identifying what colors are in
00:18the design, for example background colors, and sizing the widths and the heights
00:22that you'll need to replicate in your HTML tables.
00:26The second step is to code your layout in HTML tables, then you add content to
00:31your HTML table layout, then you add inline styles. And you can add inline styles
00:36either by hand, which is my preferred method because I like total control, or you
00:40can create CSS styles within your file and use Premailer.
00:45Premailer is an online service that takes CSS styles and puts them inside of
00:51paragraph tags, table data tags, and so forth.
00:54It converts your class and ID declarations into actual inline CSS.
01:00My preference, however, is to do inline styles by hand, so that I have complete
01:05control. I can organize my styles alphabetically, for example.
01:09In this course, all styles will be added inline by hand.
01:13Let's look at this email-creation process in detail.
01:17The first step is to plan your layout.
01:19Essentially, you take your design and you turn it into a grid.
01:23This grid then is converted into an HTML table.
01:27For example, this is the table layout code for one of the projects we'll do shortly.
01:32Once you have your table layout, then you add content, for example, your
01:36navigation links with basic HTML tags. After that, you add the inline styles,
01:43again by hand or with Premailer--it's your choice.
01:47In this course, all inline styles will be done by hand. That's it.
01:52That's the process that we will follow in each of our projects.
01:55Now, let's get ready to create some emails.
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4. Creating a Single-Column Email Newsletter
Planning
00:00As we saw in earlier videos, there are three basic email designs:
00:04one-column, two-column, and multicolumn product emails.
00:08In this video, I will show you the planning process before you code.
00:14When I start to plan a design, to turn it into code, I begin with the JPEG
00:19image of the email, and then I use Photoshop to determine the different
00:23elements of the design.
00:25For example, what is the plum-colored background,
00:29its hexadecimal color?
00:31I also use the Marquee tool to determine the widths of different elements,
00:35including the email.
00:36The email width needs to be under 600 pixels, so in this case it's fine.
00:41And then I determine the widths of all the different boxes. And what this does
00:45is this gives me an idea of where the design will need to go in terms of
00:51coding tables, how many tables, which tables are nested inside of other
00:54tables, and so forth.
00:56Now that we've planned out the code and the basic elements, colors, lengths,
01:02widths, et cetera, of this design, we will begin to actually code.
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Coding HTML tables
00:00In this video, we'll code a one-column HTML email.
00:04Typically, this design is used to send an announcement or advertise a single product.
00:09Here's the email, in JPEG format, that we'll code.
00:13Now, as we did in earlier videos, let's convert this design to a grid and call
00:17out the design elements: the logo, header, content area, and footer.
00:21The first step is to focus our eyes an inch or two off the screen, so we can begin
00:26to see this design not as a design, but as a set of blocks.
00:31Then what we'll do is put a grid around the most common elements, and we have a set of boxes.
00:37So, let's look first at this large box that goes around all of the email itself.
00:43You'll also notice that the plum color is a box in itself, so the email is a box
00:49and the plum color is a box.
00:50So let's look at these boxes in HTML code. We'll start there.
00:54I'm using Notepad++, and I'm using it to highlight different tables.
01:01So here we have the pseudo body table, which represents the plum-color area that
01:07is around the email box.
01:09The next table that gets nested inside is a wrapper table that contains the
01:14email itself, and this represents this box that goes around the footer and
01:19around the News area.
01:21Now let's look at the News area and the footer as they sit within this box that
01:27contains the HTML email.
01:29In Notepad++, let's unclick this table, and you'll see that we have a table here
01:35that represents the start of the actual email.
01:37Above it, we have generic information, a link to a newsletter version if one
01:42exists, and a brief note about how people became readers of your email and how
01:48they can unsubscribe.
01:49So at the start of the email, you'll notice that we have HTML tables and table data cells.
01:57This first table data cell contains a background image, so that's the entire
02:01design that we have attached to this larger box.
02:06So instead of cutting up the image into many images, we've created a single
02:10background image to make it simple.
02:12Now let's focus on the News box.
02:15Here's the News table, and it's nestled within that larger HTML email.
02:21And you can see that it's very straightforward.
02:23It has a width, just whatever is needed.
02:26You'll see here in this design, we don't need the width to be the full length.
02:30It only needs to go across perhaps halfway. And then the other point to
02:35mention here is that we've started HTML tags, in this case the paragraph or P tag, on one line,
02:42we put the content on the second line, and we've closed the paragraph tag on a third line.
02:47This is simply good coding practice, as you'll discover, because this allows
02:52non-technical people to update code in your HTML email without getting
02:57tripped up with the HTML.
02:59They can focus simply on typing content here.
03:02So let's look at the last element of this design, which is the footer.
03:06Here in our design we created four boxes within a larger footer table. In fact,
03:13however, we only need three.
03:14We need one area for the links on the left, we need a middle table to give us
03:20some space over this image of the bottles, and then we need a third area, which
03:24are the links off to the right, that are wider.
03:27So let's see what that'd look like in code.
03:29Let's scroll down, and here's the footer table.
03:33This is the first area where we have the links that go here in the lower-left
03:39corner of the footer for Tours, Find a Store, et cetera.
03:42The next area, we've created a blank space, and we've put in the HTML code for
03:48that, the ASCII character code, and we've forced it to be a width of 70 pixels,
03:55and that represents this middle space with the bottle images, so we're basically
03:59layering our table over the images in the footer.
04:03Finally, we have a wider area here in our table that has a pixel width of 200,
04:10so that we have plenty of room for our links.
04:12Now, it's not expected that you know HTML brilliantly to understand all of this HTML.
04:19There are other courses on lynda.com that can help you learn basic HTML.
04:23At this point, however, we've created a very basic table structure that
04:27corresponds to our design as a grid.
04:30In the next lesson, we will take this basic HTML table code and we will begin
04:36to add content.
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Adding content
00:01In the last video, we coded the layout of this one-column email.
00:05We used HTML tables to create boxes so that we can begin to put content into those boxes.
00:11Let's now work on adding content.
00:14If you remember, we used Notepad++ to code the tables.
00:18One of the features of Notepad++ is that it allows you to roll out tables.
00:23So we started first with this pseudo body table, then we had a wrapper table to
00:28contain the email, and then the email code itself.
00:34So, let's begin to add content.
00:36As we noted in a prior video, we have basic HTML p, or paragraph, tags on one
00:42line, the content on the second line, and the paragraph tag closed on the third line.
00:48This allows non-technical people to come in and add content and change content.
00:53If you were to put it all together as a single stream, it becomes very, very
00:56difficult to maintain your content within an HTML email template.
01:01So the first type of content we add is at the top of the wrapper table for HTML
01:06email, and it's typically two pieces of content.
01:09If you have a link to a web page version of your newsletter, it's very good
01:13idea to put that at the very top, in case people don't get the rest of your
01:17email for some reason.
01:19In addition, it's a good practice to create a message that tells people how you
01:24got their email address and where they can unsubscribe.
01:29Both of these messages tend to calm people down and keep them from hitting the
01:33spam button in their email software.
01:35So let's scroll down a little bit further into our HTML table, to the content.
01:41So if you recall, we had divided our design into a series of boxes, and we've now
01:47added content into this box in the upper left, directly under News.
01:52We've created a heading1 tag, and you see that we close it on a second line, and
01:58in between is the actual heading.
02:00We've done the same thing for paragraph tags and for the anchor tags, for the links.
02:07I also would point out that we're using, for bold, we are using the b tag.
02:12In the same way that HTML email newsletters require you to use HTML tables to
02:18structure the layout of the email, you also need to use the older HTML tags for
02:23bold, italics, break, etc.
02:27So here we've got the bold tag around a phone number, and we're using break tags.
02:33The reason to use these older HTML tags has to do with the fact that some HTML
02:38email, like Lotus Notes, requires the older tags.
02:42So here we have added in the content to our News section in the HTML table.
02:47Now let's look at the footer.
02:49If you recall, we have in the footer a set of links over here:
02:54Tour, Find a Store, Contact, Shop Online.
02:57Then on the right, we have the FAQ and Support links.
03:01In between, we just have dead space to layer over the bottles, to make sure that
03:06our footer links don't fold over the bottle image.
03:11So let's look at the footer/end code.
03:12You can see that again we have the paragraph tag on a single line, the link
03:19anchor tag on a single line,
03:21we've got the text, and then we close them all off.
03:24We've simply repeated this process for each of these links on the left.
03:27We again have our blank space 70 pixels wide to accommodate the picture of the
03:33bottles that we're layering this over.
03:37Then finally, on our third and right-hand table in the footer, we follow the same pattern.
03:42We have a paragraph tag on one line.
03:45We have the text wrapped in bold.
03:47If we really wanted to, we could put this, or break this up, into single lines.
03:52We have our anchor tag here in a single line.
03:55We can type in the link.
04:00As before, you'll see that we close the anchor tag and the paragraph tag on separate lines.
04:05You want to repeat this process for all of the links in the footer, and then the
04:09last piece of content is down here.
04:12We again start with the paragraph tag on its own line.
04:16We have individual lines for the content.
04:18We use the old-style HTML break tags.
04:21We have the link, and we have copyright and privacy policy information.
04:26The final thing to note about copy is that the email service you use to
04:31deliver your emails will add the unsubscribe link at the bottom of all of your
04:36emails automatically;
04:37therefore, you don't need to worry about it at this point.
04:40With these basic copy elements in place, the next video will show how to style
04:45this HTML email to make it already to send.
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Adding inline CSS
00:01In the prior two videos, we worked to code this one-column HTML email.
00:06Let's finish coding this email.
00:08Because email software can display HTML email code differently, the next step is
00:13to style parts of the email, so that it will display fine no matter what
00:17email software is used to display it.
00:20We use Cascading Style Sheets styles, or CSS styles, to make this happen.
00:25First we'll look at our code for our email.
00:28If you notice in the head area of our email, we don't have a reference to a CSS style sheet.
00:36The reason is that HTML emails do not use style sheets, either inside the email
00:42or outside as a reference, the way that web pages do.
00:45The reason for that is very simple.
00:47Quite a lot of HTML email software gets rid of style sheets, or ignores an
00:52override style sheets.
00:54Instead, we need to use our CSS styles within each of our HTML tags within the
00:59body of our email, and that's what we'll begin to do.
01:02If you recall, we took our one-column email,
01:05we turned the design into a set of HTML tables,
01:09we had a large box, this plum-colored area, and we had a box that contained the email,
01:16and against that, we have the background image.
01:19Then we had a box for News content, and we had a box for the footer links.
01:23So let's tackle first styling the background image for this larger box.
01:29The first thing we'll do is we'll create an inline style.
01:32We'll actually use HTML table code for this.
01:36We're going to do use this simple background= element for the HTML table.
01:42In addition, because of Outlook 2007, 2010, and Google Mail not handling
01:48background images well, or the same, what we'll do is we'll code specifically for
01:53those situations, and that starts up here with the body tag.
01:57We'll add this style with these values.
02:01The second step is to add specific code for Microsoft Outlook, and that's
02:07what this code is here.
02:08A key point in this code is that there are two instances where you need to note
02:13the height and the width of the image:
02:15here for the height, and you see it replicated up here, highlighted up here, and
02:20then also for the width up here.
02:23All the rest of this code can remain the same, and these are all in the exercise files.
02:28Now, we put this code for Outlook above where our content begins, as I've noted
02:34in the actual file.
02:36So then we add our content, we've added our copy, and then down here at the end
02:41of our content, we will finish off this Outlook-specific code by adding these three lines.
02:48Next, let's style another part of our design.
02:52Let's look at this News box.
02:54There's content in it that needs to be styled, and then in the box itself we'll see
02:58has been styled to make it work.
03:00So let's go back up here to the start of our News content and you'll see here
03:06this is the beginning of the News box.
03:08You'll see that we've added CSS styles here.
03:13Specifically, we've set the margin-top to 170 pixels.
03:18This represents the distance from the top of the large box all the way down to
03:22the top of our content box.
03:25Then we've also set the margin-left to 17 pixels, and this represents the
03:31distance from the left edge of this large box to the content box.
03:36So, we've styled the table box for the News.
03:40Then for the content inside of our News box, or HTML table, we have
03:44a heading1 style, and we've defined a whole series of styles.
03:48They look very complex, but in fact they are really quite simple.
03:52We've defined the color, then we defined all the font styles, all the elements,
03:57so what's the font-family, the font-size, the font-weight, the line-height of the fonts.
04:02In addition we've set all the margin and padding all to 0, except for the
04:07padding-bottom of 10%, and if you look at our design, you'll see that in
04:12fact there's a thin amount of spacing between there.
04:17Then we have our content for the heading in a single line, and we close off our heading tag.
04:23You see that we follow the same approach for the paragraph tags in our content area.
04:27We define a whole set of styles here, starting with the color, then the
04:32font-family, the font-size, the line- height, and then the margin and padding settings.
04:38As an aside, what I do for CSS styles, I tend to alphabetize them.
04:43So color here begins with a letter C, that goes at the beginning, line-height
04:47that goes after fonts, etc.
04:49It makes it lot easier to find what you need to change if you in fact you have
04:53to come back and change your code.
04:54So we close off our paragraph tag there.
04:57So the third element that we're going to style is the footer table.
05:01You'll see that we do the same strategy.
05:04On the table data cell, we have a whole set of styles.
05:07You'll see up here for the table itself,
05:11we set the margin-top to 125 and the margin-left to 90.
05:16If we go back to our original image, you'll see that this represents this space
05:21from here, the bottom of the news, to the top of the footer, and this is the
05:25indent for the footer table.
05:27So this is all calculated in that planning session where I take a single page of
05:31paper and I map out all of the height and width and everything.
05:34It makes it easy when actually sit down to code to figure out what to put in
05:38for these CSS styles.
05:41Then we go to the paragraph tags within the footer, and again they should look
05:45very familiar by now.
05:47We define the color, we define the font-family, the size, the margin-left, and
05:51padding, and all of those values set to 0.
05:55The anchor tag, we set to a color because we want it to be a little bit
05:58different in its design.
06:00We can also set up a link here, and then as we scroll down, we'll repeat these CSS styles
06:09for every one of the paragraph tags and then as appropriate for each of the links.
06:15Again, we keep our content on its own separate line so that it makes it easy to
06:20keep content separate from all of this heavy-duty inline CSS.
06:24Finally, we get down here, and you can see we've done the same thing.
06:28We've styled the paragraph tags, we've styled the anchor tags, and we have a
06:32complete one-column HTML email in code. The process we followed is used every time
06:39you need to create an HTML email, no matter how complex the design.
06:43In future videos, we'll show how to design a two-column HTML email, as well as a
06:48multiproduct HTML email.
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5. Creating a Two-Column Email Newsletter
Planning
00:00In this video, we'll look at how to plan to code a two-column HTML email.
00:06Typically, this two-column design is used to send an email newsletter.
00:11The first step in planning a two-column HTML email design is to print out the JPEG,
00:17or to call it up in Photoshop with a lot of white space around, and
00:21then use Photoshop to pick out the colors, to use the Marquee tool to determine
00:26the width of all the elements, and to note all the details on the side of the
00:31printout or on the side of your Photoshop file.
00:34Now, that we know all of the details about our two-column HTML email, in the next
00:39step, we'll begin to turn it into code.
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Coding HTML tables
00:01There are three basic email designs: one-column, two-column, and multicolumn product emails.
00:06In this video, we'll code a two-column HTML email.
00:10Typically, this design is used to send an email newsletter.
00:15Here's the email in JPEG format that we'll code.
00:18The first thing we'll do is reduce this design into a series of boxes that we
00:23can then convert into HTML tables.
00:26So we'll focus on this design about an inch or two off of the screen, and then
00:30we'll reduce the elements of the design into boxes.
00:36The first box, the largest box, is this brown color that it wraps everything.
00:42The second box wraps the entire HTML email.
00:45There are additional boxes for the header, for the content area, and for the footer.
00:50Within the content area, you'll see that we have a column that is the same height
00:54as five rows on the right, so we'll need to account for that.
00:58In the footer, you'll see that while we have one box, in fact the box is divided
01:03up into five different spaces.
01:06So let's look at the code.
01:07First of all, we'll start with this pseudo body table.
01:10This acts like our HTML body tag.
01:13It corresponds to the dark brown box that wraps around our HTML email.
01:19In addition, we have a wrapper table for the email, and that corresponds to the
01:24box that contains the header, the content area, and the footer of our email.
01:29Within this wrapper table, we have a third table nested inside that contains all
01:36the elements of the email, starting with the header and then the content area and
01:43then when we scroll down, the footer table.
01:48Within the email content area, we have a single left column that is the same
01:53height as five rows on the right.
01:56Within HTML tables, a rowspan is used to span several different rows, in this case five rows.
02:04We've typed in 'Content goes here', so we can see what that is.
02:07We've typed in the 'Tours Logo Here' so that we can see where that is placed.
02:11Here is what all our tables look like when I display it in Firefox, or any web browser.
02:18You can see, we have the table header, we have a content area, and we have a footer.
02:24Within the content area, you can see that we have a left column that extends the
02:29height of five rows on the right.
02:32So everything appears to be set up for us right now.
02:35Now that we've coded the layout our two-column email, in the next video we'll
02:40add copy.
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Adding content
00:01In the last video, we coded the layout of a two-column HTML email.
00:05Let's work now on adding content.
00:07This is where we left off.
00:09We had a very straightforward HTML table layout, with the header, the content
00:14area, and the footer all clearly defined.
00:18If we go back to our original design, you'll see some differences of course.
00:21For example, the EXPLORE CALIFORNIA block should be aligned to the right.
00:26We need all of these images and content.
00:28We need smaller fonts, et cetera.
00:30But let's begin with the content.
00:32We begin with the pseudo body table and the wrapper table for the HTML email.
00:38Next, we'll add copy, so we add a link to the web page version of the
00:44newsletter if it exists.
00:46It tells readers how you got their email address and where they can unsubscribe
00:50if they want to do so.
00:52In the email itself, we add copy for the left-column area.
00:58We know, if we go back to the original design, that the W is to be large and to have color.
01:04We won't deal with the color or the size today, but we can add a span around the
01:09letter W to remind us that we need to style this later.
01:12In addition, there is a pale green MONTHLY SPECIALS box.
01:16I have created a single image that will link to a MONTHLY SPECIALS page.
01:21Alternatively, you could code this as a table, but we'll leave it as an image.
01:26We add in the Tour header Package image that is at the top of the right column
01:32in the content area.
01:34Then we'll add each of the tours, their logo, and their copy.
01:39You can see that each instance of a Tour Package image copy and EXPLORE link
01:45make up a single HTML table that is nested within the table data cell.
01:51If you go back to the table here where we left off, you'll see that we have the
01:56tour image as a block and the tour copy as a block, but it's still nested within
02:01the larger table data cell.
02:03After we add all of the images and the copy and the links for each of the tours,
02:09we then move down to the footer table.
02:11If you recall, in our design the footer has two blocks of text and links and
02:18three blocks on the right-hand side for books with a BUY button for each book.
02:23Here in the footer, you can see we've added content.
02:25We've put the paragraph tag and the anchor tag on their own individual lines,
02:29the copy on its own individual line, and
02:32then we close off the anchor tag and close off the paragraph tag.
02:35This allows non-technical people to easily go into your email newsletter
02:39template to change headings, links, et cetera, without getting involved in the code.
02:45Scroll down here.
02:46You'll see that we've added the second block of content and links, the FAQs and Support.
02:52Then we've added content for each of the books.
02:55This code is very much the same for each of the books; the only difference are
02:58the images and the URLs.
03:01We also use a target="_blank" for each of the links, so that if this email is
03:06viewed in Hotmail it will open a brand-new window instead of opening your web
03:10site within Hotmail.
03:12Finally, at the bottom we've added the copy for EXPLORE CALIFORNIA. This is all
03:17the information that email marketers need to add to comply with the US CAN-SPAM
03:22law to avoid being labeled as spammers.
03:25This is the final result once we've added all of our copy.
03:30If you compare this with our final design, you'll see, for example, the EXPLORE
03:34links are to the right.
03:35This is what we'll deal with in the next video.
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Adding inline CSS
00:01In two earlier videos, we've worked to code this two-column HTML email.
00:05Let's finish the coding of this email by adding CSS styles.
00:10This is the email that we are trying to code.
00:13If you recall, this is where we left off with our HTML coding. We had created
00:18tables to hold our email design together, and we had added copy.
00:24However, there's a lot of styling that needs to be done before our design looks
00:29like our finish result.
00:30For example, we need a large colored W, so let's go into the code.
00:35Earlier, we had set a span around the letter W, because we knew we were going to
00:41come back and add these styles.
00:43We've added color, and we've added the font-size to 20.
00:47We've also gone up to the paragraph that holds this letter W and we've made the
00:52line-height to 18 pixels.
00:54This ensures that even though the letter W is bigger than other letters in
00:58that content area, in fact, it won't throw off the spacing between the lines of content.
01:04The next area we needed to work on as to do with the tour descriptions on the
01:09right side of the content.
01:11Each tour description has a logo, copy, and then an Explore link that when
01:16clicked, provides more information.
01:18So let's work on that area next.
01:21If you recall, when we set up the table layout in HTML, we put each of these tour
01:26descriptions as a table within a larger table data cell.
01:30So in our table that represents our tour information, we have a table data cell
01:36that includes an image that we've added.
01:38The second table data cell in our table that explains each of these tours
01:44contains the copy, and so we've added the copy earlier, but now we've added these
01:48styles. We've defined the color of the font, the font-family, the font-size,
01:53line-height, and then the margin and padding values.
01:57In addition, for the Explore link we've also defined the paragraph style,
02:03and we've set text-align to right. This will ensure that the small explore
02:07links float to the right. And we repeated this for every single one of the tour descriptions.
02:14Another area that we needed to style is the footer.
02:18The link colors, for example, are too dark.
02:21So let's go to our footer table in our code.
02:24You'll see that we still have the link names, but now we've added a whole set of
02:29styles above for the paragraph tag, including the color set to white and the
02:34font-size set to 10 pixels and the margin and padding set to 0, and then we
02:40repeat this for each of the links in the footer boxes.
02:43When we go back, you'll see there are three books and our BUY buttons are fine,
02:49so we don't really need to do anything more than to define very basic styles for them.
02:55We've set the margin and paddings to 0, and we've included the images.
03:00Finally, the last bit of content to style is in the footer. Where we left off,
03:05all of this information was centered.
03:07Now, it needs to be floated to the right to meet our final design. So here we
03:12have added a style to the paragraph tag and as with the Explore buttons, we've
03:17put text-align equals right.
03:20We've also defined the font-size, the font-family, and the color, and then we
03:25repeat the CSS styles for the final copyright paragraph.
03:30Now that we've coded the CSS styles, we have a design of our HTML email that is
03:37very, very close to the original design.
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6. Creating a Multi-Product Offer Email
Planning
00:00As we saw in earlier videos, there are three basic HTML email designs:
00:05one-column, two-column, and multicolumn product emails.
00:08In this video, we'll show how to plan for a multicolumn product email.
00:14The first step is to take a JPEG of the HTML email to be coded and take this
00:20JPEG into Photoshop, set it against a white background, and print out the
00:25result--or you can continue to work in Photoshop.
00:29In either case, you use the Photoshop Eyedropper tool to determine the background
00:33colors, border colors, and other colors used within the HTML email.
00:39In addition, in Photoshop you use the Marquee tool to determine the height and
00:44width of different elements.
00:45For example, in this multiproduct email, the height and width of the product is
00:52130 pixels wide and 165 pixels high.
00:56I've also defined the color for the pink in Special Occasions Bouquets
01:01and Baskets heading.
01:03When you have all of the details defined for your HTML email, the next step is
01:08to define the HTML table layout for that email.
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Coding HTML tables
00:00In this video, we'll code the multicolumn product email.
00:03Typically, this design is used to advertise multiple products.
00:07Here's the email in JPEG format that we will code.
00:11As we did with earlier videos, let's convert this designed to a grid and call
00:15out the design elements:
00:16the logo, the header, the content area, the side column, and the footer.
00:19The way we do that is to focus our eyes about two inches off the computer
00:25screen and begin to see this design as a series of boxes and blocks and then we add a grid.
00:33We have a larger email, which is the background color, which is our main box. Within
00:39that, we have a box for the email itself that contains all the elements of the email.
00:44Then we have a box for the header, the navigation links, for the special message area,
00:49and then for the products themselves as a table, and we have a box at the
00:54bottom for the footer.
00:55Let's see how this looks in code.
00:58To start with, we have the pseudo body table which acts like the HTML body tag,
01:03and we have within it the wrapper table that will contain HTML email.
01:08These two boxes, the pseudo body table corresponds to the light blue background
01:13around the HTML design, and the wrapper table corresponds to the large table that
01:20contains the HTML email itself.
01:23Within the table that contains the email, we have a header and we have a navigation row.
01:31We have the navigation links here, and we have the header image already in place here.
01:38In the next row, we have headline copy.
01:42This corresponds to this Special Occasion Bouquets and Baskets area of the email.
01:48After that, we need a table to hold each of the products.
01:53So we have set up a 3x2 product table. It has three columns and two rows.
01:59As you can see, it's very, very straightforward.
02:03In the planning stage, we set up our design, we measured out each of these
02:08products' cells, and we determined that they are 130 pixels wide and 165 pixels
02:14high. And within each, for now we've added 'Product here' as copy, so that we can
02:18see what this looks like.
02:21At the bottom of this product table, we have another Special offer copy.
02:27Here, its mention code for 50% off delivery, and then the last row in our table
02:33is for the footer, and that also is very simple. It's a single-table data cell
02:38with an image. And then finally at the bottom, we have the company address.
02:46Finally, I have opened this HTML email in Firefox to show how all the different
02:52HTML tables go together to create our HTML multiproduct email.
02:57Now that we've coded the layout of our multicolumn product email, in the next
03:02video, we'll add content.
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Adding content
00:00In the last video, we coded the layout of a multi-column product email using HTML tables.
00:06Let's work now on adding content.
00:09This is where we left off,
00:11a series of nested HTML tables that generally form the structure and the design
00:16that we want for our HTML email. The next step is to add copy.
00:21The first copy we add are the two little bits of copy at the very top of the email.
00:27This is a link to the web page version of the email, if it exists, and a
00:33short note to the reader to remind them how you got their email address and
00:37how they can unsubscribe.
00:41And the next bit of copy we add are the navigation links.
00:47In addition, after the navigation links, we add the heading for Special
00:53Occasion Bouquets and Baskets, and we add the tagline, 'Send them that perfect
00:58gift to brighten their day'.
01:01Within the three-column, two-row product table that we set up, we add each of
01:07the images, and we add the name of the product, and we add the price.
01:15If you recall in our original design, the price has a different color from the
01:19name of the product.
01:21For each product, we need to type in the name of the product, the amount of the
01:26product, and we need to put a span around the amount.
01:30Once we have the copy for one product, then we repeat that for the other five products.
01:38We have a paragraph tag. We have the image.
01:40We have the product name, a very simple break tag, a span around the price, and we
01:46close the paragraph tag.
01:50Underneath the product table, we have a very short bit of offer copy.
01:55In addition, part of that copy is colored, so we add a span around that
02:02special promo code.
02:07In this design, the footer has no copy, so we don't need to worry about that.
02:12And the final bit of copy we add is the company name and phone number and email
02:16address, as well as the copyright and the privacy policy.
02:20And this is the result of adding copy to our HTML table layout.
02:25In a later movie, we will tighten up this design further using CSS styles to
02:30make this HTML email identical to the original JPEG of our multiproduct email.
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Adding images
00:00In this video, we continue to code the multicolumn product email.
00:04Specifically, I want to talk about images in HTML email.
00:09So far, to make it easier to maintain your HTML email, we've placed our p tags,
00:16or paragraph tags, on a single line, as well as our anchor tags.
00:21Images are a little bit different, however. If you put an image on the same line
00:27within an HTML table data cell, Lotus Notes, and older versions of HTML email
00:34software, will add a gap.
00:36So it's best to in-line all of your image tags within the table data cell, so
00:43that it is a single string of copy.
00:46The second point to make about images in HTML emails is to point out that all
00:50images should be placed on a web server available over the Internet.
00:55This will ensure that your images can display whenever someone opens up your email.
01:00In the next video, we will finish off our multicolumn product email by
01:05adding inline CSS styles.
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Adding inline CSS
00:00In the prior videos, we've work to code this multicolumn product email.
00:04Let's finish coding this email.
00:06Here is where we left off.
00:08As you can see, we have all of the elements:
00:10We have the copy. We have the email structured as a table so our layout works.
00:16However, our final result has a number of differences that are very important
00:21that we need to code.
00:22Specifically, we need to use CSS styles inline.
00:26Let's begin with the navigation links.
00:29The navigation links are made up of a single HTML paragraph, or p, tag that
00:34surrounds several anchor tags, or links.
00:38We start by styling the paragraph tag, and we define the color,
00:45we define the font-family, font-size, the line-height, and then we have the
00:49typical margin and padding settings to 0.
00:51In addition, we have set the text alignment to center, so that the navigation
00:56links center within that area of the HTML email.
01:01For each link, we set the color of the link to white, we align it in the center,
01:10and we set the margin-right to 25 pixels.
01:14We also set the text-decoration to none.
01:17With HTML email, unlike web pages, you cannot set code so that hover makes the
01:24link underlined or not underlined.
01:27Therefore in HTML email, you have a choice of either using underlines or not,
01:32text-decoration set to none or underline.
01:36The second part of the HTML email will refine with CSS styles our colors.
01:42The original email design has several colors used for the copy.
01:47For example, this heading about Special Occasion Bouquets and Baskets is pink,
01:52the tagline underneath is blue, and then for each of the products,
01:56the product names are blue and the prices are red to pink.
02:01Finally, with colors there is a promo code below the products that is a color
02:06and needs to be styled.
02:08Let's start with the heading. We have our h1,
02:11heading1 style, and we style the color to the pink, and we set the font-family,
02:18the font-size, to a large size,
02:20the font-weight to normal instead of bold, so it looks clean.
02:24We set the line-height, and we set the margin and padding to 0.
02:29One brief mention about line-height:
02:31the space between Special Occasion Bouquets and Baskets and the tagline
02:35underneath can be defined in any number of ways.
02:38We can use margin, we can use padding, or we can use line-height.
02:42In this case, I've chosen line-height because it seems more reliable to me in Outlook.
02:48The next bit we color is the actual tagline.
02:53As with the heading, we define a color, the font-family, the font-size, the
02:58font-style--in this case italic.
03:00We set the font-weight to normal, as we did with the heading, and we set the
03:04line-height to 14, the same as the font size.
03:11The next bit to color are the product names and the product price. Because each
03:17of our products are wrapped in a single paragraph, or p, tag,
03:23we define the color of the product name at the paragraph level.
03:28So we define the color, the font-family; font-size, we want font-weight as normal,
03:34not bold; and we set the line-height; and we set margin and padding to 0.
03:39In addition, we set the text-align to center.
03:44To color the price, we take the span that we had added earlier and this time we
03:49add the actual color.
03:51Then we add these inline CSS styles to every one of the products.
04:06In addition to coloring the heading the tagline, each of the product names, and
04:10the product prices, we also need to color the promo code.
04:14We set up earlier a span around our promo code of flowers4u, and now we add the style color.
04:23Your last bit of coloring has to do with the background color behind the email.
04:29We've added a bgcolor value, which is an HTML table element, a very pale blue.
04:38We've added a very light blue background color that comes from these
04:42flowers, hydrangea deluxe.
04:44The last bit of styling we need to do are the borders around each of the products.
04:50For now, we have set these border styles at the image level, so that every image
04:57will have a thin two-pixel border around it.
05:00And this is the result of our HTML table layouts, adding the copy, adding
05:07the CSS styles.
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7. Creating a Plain Text Email
Designing a plain text email
00:00In addition to knowing how to design and code HTML email, it also is important
00:05to learn how to design and code a plain text email.
00:08Both plain text and HTML email design have severe limitations that
00:12designers must work around.
00:13For example, with plain text email, the limitation are no images.
00:18All the content is vertical.
00:20You cannot move content around to emphasize important content.
00:23You can't increase font sizes, for example, and you can't use color.
00:27For example, this is the two-column HTML email that we created earlier in one of our projects.
00:34This is the HTML email version, and this is the raw output as text.
00:39For example, here at the top of our HTML email, we have a link to web page
00:45version. In the notepad, it's the same text size as all of the copy.
00:52In addition, the large W that's colored over here with the copy is the same as all
00:59of the other characters and all of the other text in that bit of copy.
01:03Furthermore, the header, the logo, is non-existent.
01:07Furthermore, when we scroll down to each of the tour descriptions, we have a
01:11logo, we have a description, and we have a link to explore more information.
01:16Here, in the text version, we simply have artifacts about the images,
01:21we have the text, and then we have a link to the Explorer button, but not the link
01:26itself, just a mention of the image.
01:31So, how do you design a plain text email?
01:34I would start with the headings.
01:35For example, you can put headings in all caps, or you can put headings mixed
01:40case, or you could have all your headings lowercase.
01:44You even can add characters to the right, in this case a dash.
01:53In addition, you can use divider characters.
01:56Dividers are any of the non-alphabetic characters on your keyboard,
02:01for example, single quote, exclamation point, et cetera.
02:06A number of these might be interesting, visually, as ways to divide the space
02:11within a plain text email.
02:14You can even use numbers.
02:18The final constraint you face as a designer has to do with the width of your text.
02:23With Notepad++, you can tell the number of characters width that your text
02:28email is by looking at the column information down at the bottom of the Notepad++ editor.
02:35You want to be somewhere between 60 and 80 characters wide on your plain text
02:39email to avoid line wraps that HTML email software often puts in with plain text email.
02:46It's better to do the line wraps yourself then to have email software do it for
02:51you and wreck your design.
02:52I tried for 65 characters wide on all my plain text.
02:56In this case, we can see that it is 68 characters wide.
03:00So now we are ready to apply some of these design ideas.
03:04Let's say that we start with a few dividers.
03:18You can see that if we use a lot of white space, this gives us a lot more room
03:24and makes it easier to scan.
03:26We also, if we wanted to put it up closer, we could do that as well.
03:30Furthermore, if there's a link here, we can add white space, or we can put it directly under.
03:36We can wrap the link in a divider, or we can remove the dividers.
03:42In addition, we can use characters here, the divider characters, to set off the
03:47link, and we can actually use more text.
03:50The only difficulty with this approach is that the links sometimes are so wide
03:54that they may be wider than your 60 to 80 characters.
03:57You don't want links to break into the next line, in other words.
04:03And down here, finally, is a third way to treat links, which is to treat them as
04:08footnotes, to wrap characters around them and assign a number, and then to put
04:12the links down at the bottom.
04:14This only works however, for my taste, if the links are close to the description
04:19so that if a reader finds information they want to learn more about, they can
04:23click immediately on a link to go to a web site to learn more.
04:27If you put all of your links down at the bottom of your text email, the problem is
04:31the reader then has to remember the number as they scroll down.
04:36Designing a plain text email requires skill and thought to succeed.
04:40In the next video, we'll apply some of these solutions to a natural plain text
04:43email based on our two-column email project which we completed earlier.
Collapse this transcript
Designing a plain text email from an HTML email
00:00In addition to knowing how to design and code HTML email, it's also important to
00:04learn how to code a plain text email.
00:07In the video earlier, we learned some basic design techniques for our plain text email.
00:12We'll start with the same copy we used to create our HTML two-column email in an earlier video.
00:19If you recall, this email has text at the top, a header image of course, copy on
00:25the left, and then a series of tour package information.
00:29Here's the plain text version output as is.
00:32As you can see, there is a lot to be done.
00:34We can begin by separating the link to the web page version of the newsletter
00:40and the notice about where we got their email address. Let's use some dashes as a divider up here.
00:49Next, we'll turn the Explore California tags into an actual headline, call it New Tours.
00:58We've added some space here to make it a little bit more legible to read.
01:05In the MONTHLY SPECIALS, we're using all caps for the MONTHLY SPECIALS, down
01:12here, and we have a link, and we're using the phrase 'link:'
01:19to make it easy for people to find links.
01:24For TOUR PACKAGES, which is another section up here in our HTML email design,
01:29we'll also use all caps. For the headline for each tour, we're using mixed case
01:36and we have description underneath, and then we have a Learn More link.
01:40We also have double space between each of the tours.
01:44In our HTML email, the footer has a whole set of links that are text links, as well as books.
01:51Here we simply have the link title and then underneath it, the link.
01:58For the books, we have a buy message with a link where people can buy the book.
02:05Finally, at the bottom, we have the information about Explore California as a
02:10single block of text.
02:12We treat the Contact Us for More Information as a section heading, and we have
02:17the copyright message.
02:19We also can link to a privacy policy if we wanted.
02:23Finally, we'll use the dividers that we had at the top and we use them to
02:26separate out the legal disclaimer.
02:29For me, designing plain text email is a lot more engaging a problem to solve
02:34than designing a web page, or even an HTML email.
02:37Once you have design solutions that work, converting the text of an HTML
02:41email is quite simple.
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8. Creating Email Automatically
Automating HTML email creation
00:00If you publish a web site using software and your emails include content from
00:05your web site, it is possible to automate the creation of your email
00:09newsletters, both in HTML and plain text.
00:13When should you automate?
00:14Automating email creation does take time to set up.
00:17If you publish emails every few months, it might not be worth the effort.
00:21What tool should you use?
00:23Almost any web site publishing tool works if it uses its templates to
00:27display your web pages.
00:28For example, earlier we created this two-column HTML email.
00:34In one possible web site publishing tool called WordPress, we can use categories
00:39to organize all of our content for email newsletters.
00:43We simply categorize all the content we want to appear in our email newsletter
00:48with the Email Newsletter category.
00:51Then we create a page called Newsletter.
00:59We then use a template assigned to this newsletter page, Email Newsletter, we
01:09update, and then when we view the page, you see that we have the Explore
01:16California two-column ad, in this case with one piece of content, and all of
01:21this content has been generated dynamically.
01:24We could have four completely different stories in six months, but each week when
01:28we want to generate each email newsletter, we just go to the URL for our
01:33newsletter that is generated by our publishing tool,
01:37we view source, copy and paste all of the code, and then copy and paste into our
01:43email delivery service.
01:45Some email delivery services also let you just use the URL, which makes it even simpler.
01:50Automating the creation of your emails might be useful.
01:54If so, the next few videos show you how to use categories to organize content
01:58for your emails, and then how to automate your email creation with specific web
02:02site publishing software.
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Automating HTML email by category
00:00In an earlier project, we hand- coded this HTML two-column email.
00:06If you publish a web site with software then you might want to automate the
00:10creation of your emails using the same publishing software, both HTML and plain text.
00:15Instead of hand coding, you want to let your web site publishing tool do the work.
00:20To explain how to automate the creation of your emails, for now, we'll show the
00:24process in WordPress.
00:26Here's how easy you can make newsletter creation once you set up the system.
00:30Later on, we can look at how to do the task in more detail with other publishing tools.
00:35Automating email creation has three parts at least:
00:38categories, pages, and templates.
00:41Categories are used to tag content. For example, here we have a story Cycle
00:46California Tours, and we've tagged it with the category Email Newsletter.
00:50Templates display content tagged with the Email Newsletter category, and the
00:54pages then use the template to display their content.
00:58With an understanding of how to automate email now, let's look at step-by-step
01:02instructions for common web site publishing tools.
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Automating HTML email with WordPress
00:00Having discussed concepts, let's look at using WordPress to automate the
00:04creation of emails.
00:06To automate email newsletters with WordPress, we will follow these steps.
00:10We will create a category called Newsletter, and we will get the ID.
00:13We will create posts, tag each post with the Newsletter category, and add custom
00:18fields, two of them: one called explore link icon and the other, image thumbnail.
00:23Third, we will create a template with the name Email Newsletter.
00:25We will use query_post to display their most recent entries tagged with
00:30category Newsletter.
00:32And finally, we will create a page, we will assign the template Email Newsletter
00:35to that page, and we will publish.
00:38Let's look at each of these steps now.
00:40The first step is to create a category called Email or Email Newsletter.
00:45In this case we've used the phrase Email Newsletter.
00:48If we click the Email Newsletter link, we see the Edit Category page, and up in
00:53the URL there is a value call tag_ID =3.
00:58This is WordPress's unique ID for this category.
01:01We will need this later when we code or template. For now, let's remember the ID
01:06for this category is 3.
01:08The second step will be to create a post.
01:11We have a post here, Cycle California Tours, and if you recall, this is the two-
01:17column email that we will automate, and we had, for each tour, a logo, a
01:22description, and a link to explore more information about that tour.
01:26Now, we will replicate that a little bit.
01:28We will create a post for the Cycle Tour.
01:32Once we have our copy in the Edit box, then we go over to Categories, we select
01:37the Email Newsletter, we scroll down, and we create two custom fields. One is
01:43called to EXPLORE Link Icon, and that refers to the EXPLORE Link with the little start.
01:49The stars are either blue or red or gray.
01:53In this case, our Custom Field, explore link icon, we'll choose red.
01:58The second Custom Field we add is Image Thumbnail.
02:02This corresponds to the Cycle Tours logo here.
02:06To get the value for the image thumbnail, we upload the image using WordPress's
02:13Add an Image pop-up.
02:15Since we've already added it, it's in our gallery. There is the logo. We scroll down.
02:21We look for the link URL.
02:25We highlight it, Copy, close Add an Image pop-up, scroll down, and now we have a
02:32value for our image thumbnail Custom Field, and we click Update.
02:37So now we have a post that is one tour description with its logo image and a
02:44choice of explore button. We've also tagged it with the Email Newsletter
02:49category, and we've added to custom fields, one to define the explore button we
02:54want and the other to define the thumbnail logo that we want to use.
02:59The next step is to work on the template.
03:01If you recall, our category ID was the number 3.
03:05So when we scroll down, in PHP we are using the query_posts function. We use showposts.
03:13We want four posts.
03:15If you recall our original email, we had one, two, three, and four tours,
03:21so we have four posts. Our category ID is the number 3, which we retrieved earlier.
03:27The next thing in our code does is retrieve the custom field for image thumbnail.
03:32We've typed in here the custom field name as it appeared on the post form we saw moment ago.
03:37We retrieved the explorer icon, which works exactly the same way as the image
03:42thumbnail. You type in the custom field name as it appears on the post form.
03:46Then we retrieve the excerpt, and because the excerpt comes packaged with a
03:50paragraph tag, HTML p tag, before and after the excerpt, we need to remove that,
03:56because in our HTML email, it will mess up our formatting.
04:00Once we have our image thumbnail, then we build the actual image code for our logos.
04:05Then we use a custom field to define the explore button to define which image to call.
04:11In this case, it's red, so we know that the explore red button will appear.
04:16Finally, we have one instance of our table that contains tour logo, the tour
04:22description, and the explore link. And within this one instance, we have PHP code
04:28to display the thumbnail at the right spot, display the tour description as an
04:33excerpt at the right spot, and then the permaLink at the right spot.
04:37Finally, with our template, so that we can find it with the page, at the very top of
04:42the template we define the template name as Email Newsletter.
04:46The last step is to create a page.
04:48We have a page called Newsletter. When we open it, we have selected a template
04:54over here on the right called Email Newsletter, and when we update it,
05:00you see that we have automated the two-column HTML email with WordPress
05:05using the first post.
05:07If you want to see a little bit about how this works, we will go back to our post.
05:11We will use the blue explorer icon.
05:13We will update it, update our post.
05:16Now we have the red explorer icon.
05:19Now we have the blue.
05:20This video only shows a general way to automate the creation of emails with WordPress.
05:24You will to need to refer to other online documentation for the software if you
05:29want or need more technical details.
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Automating HTML email with ExpressionEngine
00:00You can automate the creation of email, both HTML and plain text.
00:04In this video, we will show you how to automate emails with ExpressionEngine, a web site publishing tool.
00:11To automate an HTML email with ExpressionEngine, we will follow these steps.
00:16First we will create a Custom Field group with three fields: Story, which is a text
00:21area; Logo, which is an image; and the Explorer Icon, which is an image. Then we
00:26will write down their field names.
00:28The Logo corresponds to the logo in our HTML email for each to tour;
00:33story corresponds to the description, or story used for each entry; and the
00:38Explorer Icon relates to the explorer button for each tour entry.
00:43After we create our Custom Field group, we will create a channel called
00:46Newsletter, and ExpressionEngine channels are simply buckets into which you can
00:51collect a whole set of data.
00:52Then we create content for the channel called Newsletter, and we will add a
00:57Story, Logo, and Explorer Icon for each of our entries.
01:01Finally, we will create a template group called Newsletter, and then we will
01:04add our HTML email code, and we will update the code with ExpressionEngine
01:09template code, so that it displays the latest four entries for more channel called Newsletter.
01:15Let's begin. The first step is to create the custom field groups.
01:20To do that, we click the Admin button at the top > Channel Administration > Custom Fields.
01:27We have created a channel field group called the Basic Story, and in this group
01:32we have three custom fields.
01:34If you need to create a channel field, click the red button at the top Create a
01:40New Channel Field Group. Click Add/ Edit Custom Fields to see our three fields.
01:47We have Story, Logo, and Explorer Icon. The field name gives us the names that we
01:53will need in our template code later;
01:55therefore probably we should write these down. And within the Story field,
02:01it's important to note that the default text formatting for this field is set to None.
02:07That prevents ExpressionEngine from adding paragraph tags or any other HTML.
02:11You also might want to select Yes underneath, so that you can override the
02:16default text formatting at the story level.
02:19The next step after we create our category fields is to create a channel.
02:24We click Admin > Channel Administration > Channels.
02:28We have created a channel called Newsletter. If you need to create a channel
02:33yourself, click the red Create a New Channel button at the top.
02:38Our channel Newsletter allows us to collect Stories and other data that
02:42relate to our newsletter.
02:44The third step will be to create a template group so that we can add our code.
02:49To do that, we click Design > Templates > Edit.
02:53We have a template group called Newsletter, and we want to look at the index file
02:58within that template group.
02:59If you need to create your own template group, click Design > Templates > Edit > Create Group.
03:07Each default template group includes an index file and a full story file.
03:12In this case, we already have a Newsletter template group, and we are in the index
03:18page for our template group.
03:20We have added our HTML code and if we scroll down, we have added the
03:25ExpressionEngine code.
03:27It pulls entries from the channel called Newsletter, which we set up.
03:31It limits entries to four entries.
03:34We've put in with curly brackets the field name for our logo, the field name for
03:40our story, the URL for our story if someone clicks the Explorer icon, and finally,
03:45the URL for our Explorer icon field.
03:49And down here we close our ExpressionEngine tag. Click View Rendered Template
03:55to see our template.
03:56Now we've created our HTML email template in ExpressionEngine so that it is automated.
04:03Right now, we have four stories.
04:05We can update these stories at any time, and they will appear above or below the
04:10stories we currently have assigned to our channel called Newsletter.
04:14This video shows the general way to automate the creation of emails
04:18with ExpressionEngine.
04:19You'll need to refer to any online documentation by ExpressionEngine if you
04:24want or need more technical details.
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Automating HTML email with FeedBurner from an RSS feed
00:00This video shows how to use your web site or blog RSS feed with the
00:05FeedBurner to send your emails automatically every time you update content on your web site.
00:10Here is how it works.
00:12To automate your email newsletters with the FeedBurner, we will follow these steps.
00:16First we will call up the RSS feed URL for your web site, and we will copy it to the clipboard.
00:22Second, we will call up FeedBurner and paste in your RSS URL. Then we will burn
00:27your RSS feed with the FeedBurner. And finally, we will use of the FeedBurner
00:31Publicize tab to get your email sign-up form code and to define another parts of
00:36your automated emails.
00:38The first step is to find and copy your RSS feed.
00:42In this case, we're using WordPress and so the feed is simply /feed.
00:48We will copy and then go over to FeedBurner.
00:52We will paste in our feed URL and click Next.
01:02On this page, we need to name our feed.
01:05We'll call it Explore California. And the feed address at FeedBurner we will also
01:15call Explore California. Click Next to save these settings.
01:21This page simply confirms our FeedBurner URL for our feed, which we can open in
01:28a new tab if we want to check it.
01:32So it has picked up all four our stories that we used in our HTML email.
01:40To get to the next step, we click Next.
01:46This page gives us several settings for traffic statistics.
01:50We will add Clickthroughs, and we will add the additional statistics and click
01:56Next to save these settings.
01:58We now have created our feed for Explore California, and this is the homepage for that feed.
02:04We click the publicize tab at the top, and on the left, click Email Subscriptions
02:10to define our email.
02:12We click Activate so that our readers can give their email address to
02:18FeedBurner so that FeedBurner will send them emails every time our web site
02:22content is updated.
02:26The first page we have here is for subscription management.
02:31We can either copy and paste in code for our web site, to be placed into our web
02:37site pages, or you also can add a link. When people click the link they will be
02:43sent to FeedBurner and FeedBurner will collect their email address.
02:49The last option with subscription management is to have FeedBurner send you an
02:54email every time people unsubscribe.
02:58We click Save to save these settings.
03:01The Communication preference sets the email from address and the
03:08confirmation email subject.
03:11Whenever people give their email address to FeedBurner, FeedBurner will send
03:15them a confirmation email.
03:17You can define the email here, as well as a subject line. Click Save to save your settings.
03:24The Email Branding page allows you to define a generic subject and title of
03:31every email that would be sent out whenever your RSS feed is updated.
03:36In addition, you can add your logo.
03:39You also can set some basic settings about font size and the font size for the
03:45excerpt from your RSS feed.
03:48Click Save to save your settings.
03:50The last option are delivery options.
03:54You can set the time of day that FeedBurner will check your RSS feed.
03:59If FeedBurner finds new stories, FeedBurner will roll up those news stories into
04:04an email and send them out to everyone who has subscribed to your RSS feed
04:09through their service.
04:15Click Save to set the Delivery Options.
04:19These are the basic steps needed to send email with FeedBurner.
04:23You can refer to their online help for more details.
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Automating HTML email with FeedBlitz from an RSS feed
00:00This video shows how to use your web site or blog RSS feed with FeedBlitz to
00:05send your emails anytime your web site content is updated.
00:10Here is how it works.
00:11To automate email newsletter sending with FeedBlitz, we will follow these steps.
00:16First, we will call up an RSS feed URL and we will copy it. Then we will call it
00:20FeedBlitz, and we will create an automatic list newsletter.
00:24Then we will paste in the RSS feed URL to create an automatic mailing.
00:28Finally, we will pick their newsletter to get the email sign up form code and
00:32define other parts of the automated email.
00:35The first step is to click the Newsletter tab in FeedBlitz.
00:39Then click New Automated Mailing List on the Newsletter Mailings page.
00:44This opens a page that allows you to create a new automatic newsletter mailing.
00:49We click the Create Automatic Mailing button.
00:51Then we go to our blog.
00:55We have our RSS feed. We copy it.
00:57In this case, it's from WordPress.
00:59We paste it in here.
01:01Now, we set the time zone.
01:03Then click Create to create our new newsletter.
01:06We're allowed to set our daily delivery schedule.
01:09You can set it nightly, on demand, or the fastest method possible.
01:14In addition, we can set it to for weekly and monthly.
01:17Click Next to save our delivery schedule options.
01:21Click Customize to begin the personalization process.
01:24The first personalization step in FeedBlitz is to set up the Email Template Builder.
01:30You can define whether not to have a logo, table of contents, and a page layout.
01:35Let's save the template.
01:36The next page allows you to set what they call an Email Envelope Settings.
01:43These are the From Name and the Sending Address whenever someone wants to hit
01:47Reply to your email and wants to get in touch with you.
01:55In addition, we can set Advanced Subject Line Settings if you want to explore those.
02:00For now, we'll simply click Save Envelope to save these settings.
02:05The next page allows us to define the subscriber and lead data capture settings.
02:09We'll click Next and accept the default.
02:12You can always go back and change these settings.
02:15The next page allows us to import subscribers.
02:19We'll check off, I don't have existing subscribers, and click Next.
02:23This page provides us with basic form code that we can use on our web site.
02:29You can copy/paste it into your web site and save it off as a text file.
02:34Click Continue to see the main page for our new newsletter feed.
02:40If we need to change settings, for example, click Settings and we can change
02:44Email Envelope Settings, the sender/reply-to addresses.
02:48We can change our email design.
02:50We can change the confirmation email and a whole host of other settings.
02:55In addition, we can click Forms to customize our subscription form.
03:00These are the basic steps needed to send email automatically with FeedBlitz.
03:05Refer to their online help for more details.
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9. Testing Email Before Delivery
Deciding when and how to test email
00:00Testing HTML email before you send it out is a critical step.
00:04You don't know, for example, how your email will appear in different email software.
00:10This video shows basic ways to test your HTML email. Because most software
00:15used to open and display HTML email uses web browsers on the computer,
00:22the first way to test your HTML email is to use different web browsers.
00:26Start with Firefox, Chrome, or Safari to see how your email displays with
00:30standards-compliant email software.
00:32So, call up your email locally as you build your email in Firefox to confirm
00:39that your email displays fine.
00:40Do the same with Safari. For example, Mac Mail some or all of the Safari web
00:47browser to display HTML email.
00:50Google Chrome is another standards-compliant web browser that can help you
00:54identify any problems, as well as confirm that your email displays fine.
00:59If you're on Windows, whatever version of Internet Explorer is on your computer
01:03you might want to test in that environment as well.
01:07We can see here with Internet Explorer 9 that we have borders around two of the images.
01:12Once you test your HTML email locally, the next step is to test with a service
01:18like BrowserLab at Adobe.
01:21BrowserLab is a free online service from adobe.com that allows you to see how
01:26your HTML email will display in a range of web browsers, including Internet
01:31Explorer 6, which is used in older versions of Outlook.
01:36BrowserLab provides you with a little bit more insight into how your code might
01:41or might not display with older email software.
01:45Once you log in to BrowserLab, you click the Browser Sets link at the top, you
01:49select from the list of available browsers,
01:52then you click the Test link.
01:56You type in the URL to your HTML email as a web page, and BrowserLab displays it
02:01in whatever browsers you have selected.
02:04In this case, we've selected Internet Explorer 6.
02:06We can scroll down, and we see that images also have borders.
02:15Explorer 7, everything displays fine, except a few of these images have
02:20borders, and finally, Internet Explorer 8. That's the only issue are the borders
02:30around the Explorer buttons and the Buy buttons and the Book buttons.
02:35This raises the key question about testing: How far do you go?
02:39Only the most primitive email will display perfectly in all email software.
02:44It's also true that most of your readers may not use older versions of Lotus
02:48Notes, which is a very primitive email software.
02:52How far you test is up to you.
02:54How far you test depends on the email software your readers most commonly use.
03:00Most people test locally on their computer with a few web browsers as they
03:04build their HTML email.
03:06Then they use online testing services to confirm their email display is fine
03:10across many kinds of email software.
03:12The next video describes how to use more comprehensive online email
03:16testing services.
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Using testing services
00:00Once your HTML email tests out fine with a few web browsers, the next step is to
00:05use an online testing service.
00:08We'll look at MailChimp's Inbox Inspection Service.
00:11While the next chapter shows the complete campaign creation process, here we will
00:15focus on the last step:
00:17testing how the email displays in different email software.
00:21We'll start from the MailChimp dashboard. Click Campaign. Under Hansel & Petal,
00:28we'll click Edit to get the campaign details.
00:31At the bottom of the Campaign details page is they run inbox inspection. Click
00:37the gray run inbox inspection button.
00:40Clicking the run inspection button displays this results page. Click the reports
00:46dashboard link. Then click the View Report button next to your campaign.
00:53MailChimp's Inbox Inspection Service, like similar services, takes anywhere from a
00:59few minutes to a few hours to run the complete suite of tests.
01:03These tests will show you how your email displays in actual email software.
01:07For example, let's look at Outlook 2003.
01:13All the elements appear to be here. For example, the header and footer display fine.
01:19The colors for the heading, the tagline, the prices, the product names, and the
01:24offer code all display fine. All the images have their borders around them.
01:29We can say that in Outlook 2003 this HTML email will look fine.
01:35Next, let's looked at Outlook 2007.
01:41Here, the header image and footer image also display fine. The heading color, the
01:47tagline color and the offer code color also display fine.
01:51However, the spacing between the top navigation links would need to be adjusted.
01:56In addition, the background color for the content area did not display properly.
02:03So we know that if we care about Outlook 2007, we will need to go in, tweak
02:08our code, and come back and run the Inbox Inspection Service again to confirm
02:13that our changes work.
02:16Let's look at one more difficult email software.
02:20Gmail often displays email in different ways than you might intend.
02:25In this case, however, the header displays fine, the footer displays fine, the
02:31navigation link spacing is fine, and the colors for the heading, tagline,
02:36product names, prices, and offer code at the bottom all display fine, and
02:41every image has a border.
02:43So we know that this HTML email will look fine in Gmail.
02:47Online testing services are an inexpensive way to test thoroughly how your HTML
02:52email will display in many different kinds of HTML email software.
02:56It's an important step to take before you send any email.
02:59Let me also add that there are other testing services.
03:03For example, litmus.com, browsercam.com, and campaignmonitor all
03:10provide services to test how your HTML email will display in a variety of email software.
03:16Whatever service you choose, testing is a critical step to ensure your email
03:21displays well for all of your readers.
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10. Sending HTML Email
Outsourcing your email campaign
00:00If you do decide to go with an email delivery service, here are some things to look for.
00:05Pricing, for example. You can either pay by the month, or you can pay by email sent.
00:10If you send infrequently, paying by the email sent might be more cost effective.
00:15Another question to ask: Do they fire customers for spamming activity?
00:20For example, one of my customers uses MailChimp and when they have too many
00:24unsubscribes every year or so, MailChimp sends an email to my client alerting
00:29them that they have too many unsubscribes for their email newsletters compared
00:34to other clients of MailChimp.
00:36Another question to ask: Do they have at least one staff person who actively
00:40works with spam blacklists and whitelists?
00:43Equally important, can you talk to that person?
00:46Do you like their reporting tools?
00:48Do you like working with their application, and who are their customers?
00:52You might even ask for references if that's important to you.
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Sending email with MailChimp
00:00In this video, we'll show how to use one email delivery service, MailChimp.
00:05They are located at mailchimp.com.
00:07Once you log in, you will see the dashboard.
00:10The process of sending an email in MailChimp, and most other services, has
00:15several very clear steps.
00:16The first step is to create a list, and you do that in MailChimp by pressing
00:21the create a list button, where you'll be ask to import or manually add a
00:26range of email addresses.
00:28In this case, we've already created a very simple email list.
00:32The second step is to create a campaign.
00:34We press the Create Campaign. Now, we have several options.
00:38We're going to create a very basic campaign.
00:40We could also send a plain-text email.
00:43We could send something called an A/B Split Campaign, which allows us to test
00:47how two different emails fare with readers, and we could test a campaign that is based on RSS.
00:54In this case, we want a regular campaign.
00:56We'll use our Two Olive Tree Oil list that we set up, and then we click Next to
01:01proceed to the next step.
01:03In this step, we'll name our campaign.
01:05It's Two Olive Trees Oil.
01:09For now, we will put in a test message subject, and on the right side, we have
01:14a series of options.
01:15For now, we'll simply track opens.
01:18We click Next to select your HTML email.
01:22In this case, we want to paste in code. We'll call up Notepad++ with our Olive Tree email.
01:30We'll copy and then we'll paste into the form here in MailChimp.
01:38We can have MailChimp automatically take our CSS styles and in-line them, but
01:44since we've already done that, we don't need that step.
01:47MailChimp automatically creates a text version of our email.
01:51We'll leave it for now, but you should paste in whatever text email version you
01:56create of your own email.
01:58Click Next and we have the confirmation page for our campaign.
02:02At the bottom of the Campaign details page, we have two options for
02:07publishing our email:
02:08one is to send now and the other is to schedule delivery.
02:11Let's Schedule Delivery.
02:13We have today's date, and we can set it at whatever time we want.
02:17Set it for 8 PM, and you'll see that the time zone is US/Eastern time.
02:21We'll click Schedule, and the email is scheduled, and it confirms what time.
02:27And you can see we can either go to the campaign dashboard, start a new
02:31campaign, or eat a banana.
02:33While this video shows how to send email with MailChimp, the process is similar
02:37for all email delivery services.
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Sending email with Campaign Monitor
00:00Today we'll show how to use the email delivery service Campaign Monitor.
00:05As with most email delivery services, the process of sending an email involves
00:10creating a list, then creating a campaign, adding your email to the campaign,
00:15and then choosing the list for your campaign, and then sending your email.
00:19We'll see how this works in Campaign Monitor.
00:22The first step in Campaign Monitor is to click the Create/Send tab at the top.
00:27Click Create a new campaign. Type in the campaign name.
00:38Then we type in our email address, and we give a Reply To address for the campaign.
00:46Click Next. In this step we'll choose an HTML and plain text email. Click Next.
00:54We'll click the Browse button to import from our computer. Click Get my campaign.
01:03We click the Preview link to view in a new window, and this is the single-column
01:08email we created earlier.
01:11Campaign Monitor asks us whether or not the unsubscribe link is to be added by them or by us.
01:16We'll choose them. Click Next.
01:19We'll click 'import it from your HTML to get our text email', and now that we've
01:25defined our email, both the HTML and the text, we click Define Recipients.
01:30We'll select sample list. Click Next.
01:33The final step is to test and define the delivery.
01:37We'll click to skip the test, and we will send the campaign immediately.
01:42Click the green button.
01:44While this video shows how to send email with Campaign Monitor, the process is
01:48similar for all email delivery services.
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Sending email with Constant Contact
00:00Today, we'll show you how to use one HTML email delivery service, Constant Contact.
00:06As with other email delivery services, the email delivery service is
00:10fairly straightforward.
00:12First you create a list, then you create a campaign, you add your email to the
00:16campaign, and then you connect a list to your campaign and send.
00:21We'll see how to do this in Constant Contact.
00:23The first step is to create a list.
00:26In Constant Contact, click the Contacts link up at the top.
00:30We have a list already created called General Interest.
00:33If you need to create a list, you can either manually add addresses or import
00:38your email address list.
00:40Now that we've created the list with the Contacts tab in Constant Contact, we
00:45click the Email Marketing tab to create our campaign. Click Create.
00:50We enter a name for our email. Click Next.
00:59We want to use our own code, so we scroll down, on the left, Use My Own Code.
01:05We'll click the Use My Own Code button.
01:08The email format is HTML. Click Next.
01:11On the left side, we click Advanced Editor.
01:17We enter the subject line and highlight their code, delete it,
01:32go to Notepad, highlight, copy the code, and paste the code into Constant Contact.
01:41We Save & Return.
01:43If we want we can preview the email. It displays fine. Close that off. Click Next.
01:52We don't want personalization. And this last step, we click Save & Next.
01:59We select a list to send this email to, and Constant Contact asks us to send it
02:05now or to schedule it. We'll send it now.
02:09Click the Finish button to send the email now in Constant Contact.
02:13While this video shows how to send email with Constant Contact,
02:16the process is similar for all email delivery services.
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Sending email with iContact
00:00Today, we'll show you how to use one email delivery service, iContact, to deliver an email.
00:06As with other email delivery services, the process is very similar. First you
00:11create a list, then you create your campaign, you assign your email to the
00:16campaign, you assign your campaign to the list, and you send.
00:19Click My Contacts. Click Lists. We'll create a new list.
00:30Click Save. Click Add to add subscribers.
00:35We'll add contacts one by one, so click Add Contacts One by One. Click Add Contact.
00:50Now that we have a list to send our email to, we'll click Create.
00:56We'll create a message.
00:58We have the HTML code. Click MessageCoder.
01:01We'll go to Notepad.
01:08We copy our code for our email.
01:12We highlight the email in the iContact Editor, paste our code, scroll down, click
01:19Copy Text to create a text version.
01:22For your emails you should already have a text version of your email to paste in this spot.
01:29Click Proceed To Send, select Two Trees as the list, uncheck Archive Message to
01:42the Community, click the green button Proceed to Send.
01:47Type your Initials to confirm that you authorized sending of this email.
01:52Click Deliver Immediately to send the email.
01:55While this video shows how to send email with iContact, the process is similar
02:00for all email delivery services.
02:03And don't forget to return to click the Track link for reporting on your email.
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Sending email with VerticalResponse
00:00Today, we'll show how to use one delivery service, Vertical Response, to send HTML emails.
00:06As with other email delivery services, the process is similar.
00:10First you create a list, then you create a campaign, attach your HTML email to
00:15your campaign, and then you assign a list to your campaign, and send.
00:20The first step is to create an email. Select Emails > New.
00:30Click Next. Vertical Response gives us a series of choices to create the HTML
00:35email. Select Freeform HTML. Click Next. In Notepad, we copy all of our HTML
00:44code, Vertical Response, paste or code, click Next.
00:53We can see that the HTML email has been uploaded to Vertical Response in HTML
00:58format, and that it displays fine.
01:01We click Preview Text.
01:03If we want to edit our text email, we can do so.
01:09Scroll down. We select mailing lists.
01:12We select our list.
01:14If you will need to send a test, click Send Test. Click Next.
01:20The next step is to select recipients for our email. Click Next.
01:25At the bottom of the email, you are given a send date;
01:28if you want to change it, click Change to specify the specific date.
01:32We will choose As Soon as Possible. Click Send email.
01:36Vertical Response also provides you with a link to view email reporting or to
01:40create another email.
01:41While this video shows how to send email with Vertical Response, the process is
01:46similar for all email delivery services.
01:48And be sure to check back reporting on your email.
Collapse this transcript
Sending email with canned templates
00:00Almost every email delivery service includes templates that can be used to
00:04create HTML email very easily.
00:07The question is whether or not a template fits your needs, or if it doesn't, can
00:11you adapt the template easily.
00:13In this video, will show you how to use a canned template from one email delivery service.
00:18The general directions apply to most, if not all, email delivery services.
00:23In this case, we are using iContact.
00:25From the main iContact screen, you click Create, and you click Create a Message,
00:34and we have two types. In this case, we want the Message Builder because we want
00:39to use their canned templates.
00:42iContact then presents us with a choice of templates.
00:46We will scroll down to find one that's fairly simple.
00:53These templates are all tested out to display well in most email software.
00:59In this case, we will use this basic invite template.
01:04Near the bottom of this iContact page is the editor for the email template we've chosen.
01:11We click on the part of the email we want to edit.
01:16We type in the information we want.
01:18We click the Next part. We also edit that and then click away to deactivate.
01:29We can create a text version by clicking the Copy Text button and then scroll
01:36down to the bottom where we can proceed to send this email.
01:41While canned email templates can be limiting, in some cases they work fine, or are
01:45close enough, that a little tweaking makes them serviceable.
01:48While this video shows how to use a canned template with the iContact service,
01:53the process is similar for all email delivery services.
01:57In fact, the "Sending HTML Email" chapter later in this video series shows you how
02:04to do so with a variety of email delivery services.
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11. Dealing with Common Coding Problems
Solving layout and spacing problems
00:00This video shows common layout and spacing problems you might encounter as you
00:04code HTML email, along with solutions.
00:07The main layout problem people find when they test their emails have to do with
00:11gaps and the alignment of their tables.
00:14Both of these issues, gaps and alignment, can be addressed with the HTML table code.
00:20All HTML tables that you create, for example, should have this set of code as a model.
00:27For example, every instance of table that you use, you should set border = 1
00:32while you are designing and coding the layout.
00:35You should set cellpadding to zero and the cellspacing to zero, and you
00:39should define the width.
00:41In addition, when you create your table data cells, you should set the valign, or
00:46vertical align, to top. You should set your align, in this case it's to left, but
00:51in some cases it may be to the center or to the right. And you also absolutely, at
00:56the TD level, should set the width; this will help with most alignment issues.
01:02In addition, sometimes you'll see gaps around images in older email software.
01:08Specifically, you might have your code this way with the table data cell
01:12opening and defined on one line, your image on the next line, and the close of the
01:17table data cell on the next line. This looks nice and clean and is fairly easy to maintain;
01:23however, some older software will add a gap underneath the image to account for
01:28the table data cell being underneath the image.
01:31The way to correct that if you find it in your testing is to simply turn this
01:36into a single string of code, like this.
01:40It looks more complicated, it's a little bit more difficult to maintain, but it will
01:44fix the gap underneath an image.
01:47The other issue people find with images can be resolved with these two style
01:52declaration: setting border equal to None and display the block.
01:56Specifically, Hotmail will add a gap if you don't set display to block for images.
02:02Finally, for layout issues, if you are trying to get pixel-level control, you may
02:08find that you need to remove your paragraph tags, your p tags, and move the style
02:13declarations up into the nearest table data cell, as we show here.
02:17Here is the text that would normally be wrapped in p, or paragraph, tags, in HTML,
02:24and here's a style declaration for the font that normally would be in those
02:29paragraph tags. Instead, we've moved it up to the table data cell.
02:33Layout problems with an HTML email often can be identified easily when you set
02:38the HTML table border to 1.
02:40This lets you x-ray your table rows and columns. For example, you can also see
02:45gaps underneath images if you can see where the bottom of the table row is.
Collapse this transcript
Solving image problems
00:00This video shows common image-related problems that you might encounter as you
00:04code and test your HTML email, along with solutions.
00:08The most common image-related problems that you will see have to do with gaps,
00:13borders around images, and setting the background to a table or table data cell.
00:18Let's talk about each of those.
00:20First of all, of your image tags should have this basic code.
00:26In addition to the source, obviously, which should be an absolute URL to a
00:30specific image on a web server somewhere on the Internet, you also should
00:35specify the height and width, as well as the alt tag. The alt tag will display
00:41if images are turned off.
00:43In terms of image-gap problems you want these styles at a minimum. You want
00:47display set to block
00:49for Hotmail, and you want borders set to none for Outlook.
00:54The borders set to none will also solve the problems related to Outlook showing
00:58borders around all images regardless.
01:01In addition, you may want to style your image tags to have the margins and
01:07padding set to zero, and don't use shorthand--you'll need to specify margin-top,
01:13padding-top, etc.
01:15Another image-related problem that has to do with gaps involves older email software.
01:22In old versions of Lotus Notes email, for example, you may find a gap
01:26underneath the image tag.
01:28Sometimes this is caused by the table data cell being on a new line.
01:33The solution is to bring everything up into a single line,
01:37like this. The third-image related problem has to do with background images.
01:45This solution that I will show you is from the Campaign Monitor blog, and the
01:50URLs are in the exercise files.
01:54The main problem with background images is the Gmail and Outlook 2007 and Outlook
02:002010 will not display background images.
02:04You have to do a little bit of a workaround.
02:06For Outlook, you need to add VML code, which is this block of code, and you put it
02:13before the content and you put it after the content to close off their VML tag.
02:21The most important aspect of the VML code is to get the source of the background
02:27image correct and to specify the two instances of height and the two instances
02:33of width, and those height and width values need to match the height and width
02:38value for the table data cell and for the image.
02:43If you are careful, this approach will display background images in Outlook
02:472007, Outlook 2010, and Gmail.
02:52Some image-related problems within HTML email often can be identified easily
02:58when you set the HTML table border to 1.
03:01This will let you x-ray your table rows and columns to find any gaps.
03:05These are the most common solutions to image problems that you may find while
03:09testing HTML email code.
Collapse this transcript
Solving Gmail display problems
00:00This video shows common problems you might encounter when you send an HTML email
00:04to Gmail, along with solutions.
00:07The primary issue with Gmail is simply that it only responds to inline CSS.
00:13You cannot have CSS outside of any HTML table tag, td tag, or paragraph tag,
00:21image tag, anchor tag, and so forth.
00:23Gmail will ignore all other definitions of CSS, unless it is in an HTML tag.
00:29The three issues related to Gmail have to do with background images on tables
00:35and table data cells, font sizes, and font colors.
00:39Let's look at solutions for each of these, starting with fonts.
00:43When you test your HTML email in Gmail, what you might find is that if you have
00:48a dark background for example, and your color is not coming out,
00:52if it's too dark, one solution is to simply force the font color.
01:00In this case, we are specifying white.
01:07You nest the font tags inside of your anchor tags to make everything crystal
01:12clear to Gmail as it displays your email.
01:16In addition, if you have a problem with the font size and you cannot correct it
01:21with a style declaration, you also can use the size= value in the font tag.
01:33So this is how you can adjust, or force, the color and the size of a font in
01:38Gmail if you need to.
01:40If you don't force the font color, you should always define the color of your
01:44links, just to be sure.
01:47To display background images in Gmail, I'll explain this solution published in
01:53the Campaign Monitor blog.
01:54The URLs are at the top of the exercise file.
02:00A solution for Gmail uses the background= property.
02:05We also have code here for Microsoft Office, which is VML.
02:10You can find the latest on Gmail compatibility with CSS at this Campaign
02:15Monitor CSS support page.
Collapse this transcript
Solving Lotus Notes display problems
00:00This video shows common problems you might encounter when you send an HTML email
00:05to Lotus Notes, along with solutions.
00:08The most common problems with Lotus Notes are related to table layouts and fonts.
00:13To have your email display well in a Lotus Notes environment, even in older
00:18versions of Lotus Notes, the best solution is to use a very well-defined
00:23HTML table structure.
00:25Specifically, every HTML table tag should specify border="1" while you are
00:32designing your layout and fine-tuning it. 0 when you're done.
00:36cellpadding should be set to 0, cellspacing should be set to 0, and you
00:41should define the width.
00:43In addition, for every table data cell, you should define the valign to top
00:48unless it needs to be bottom or middle.
00:50But top is a nice safe setting.
00:53Align should be set to left, center, or right, and your width absolutely must be set.
00:59This helps older versions of Lotus Notes know exactly the width to display your content in.
01:06The other issue that older versions of Lotus Notes have involve font colors and font sizes.
01:13You may find, for example, that headings and paragraphs display the
01:19generic system font.
01:21If you want to override that, one way to try is to use the font tag and specify
01:28the color of the font tag.
01:30You also can specify the size if you need to.
01:35In addition, even if you don't force a font color, you should always define
01:40the color of your links with the style color value.
01:44You can find the latest on Lotus Notes compatibility with CSS at the guide to
01:50CSS support that Campaign Monitor has published on their web site.
Collapse this transcript
Solving Outlook 2007/2010 display problems
00:00This video shows common problems you might encounter when you send an HTML email
00:05to Outlook, along with solutions.
00:08The typical issues you might find with Outlook have to do with borders around
00:12images, background images, floats, and margins versus padding.
00:18Let's start with image borders.
00:20By default, Outlook appears to attach borders to all images.
00:25As a result, you need to add the style border:none to every image that you don't
00:31want a border around.
00:33This will fix the problem.
00:35The next image you might find with Outlook has to do with background images.
00:40Outlook 2007 and 2010, for example, do not display background images.
00:46Here is a solution from the Campaign Monitor blog, and the URLs are in the
00:51exercise file, but here's the code.
00:56You need to add Microsoft VML code.
00:59You open the code up here and you close it down here after the content.
01:05So you need to put content between two chunks of VML code.
01:09Within the VML code there are several important details.
01:13One, you need to define where the background image can be found. Two, you need
01:18to define the height and the width in two separate places within the VML code.
01:23It's up here, and it's down here, and this height and width must match
01:29the height and width of the TD cell and the image that's being used as
01:33the background image.
01:35This approach will display background images in Outlook 2007 and Outlook 2010.
01:43The final issues you might find with Outlook have to do with floats and
01:47margins versus padding.
01:49It's never a good idea when you code HTML email to use floats.
01:53Instead, at the TD level, the table- data level within your HTML tables, use the
01:59valign and the align elements to define whether data floats to the left, to the
02:05right, or the center, the top, middle, or bottom.
02:09In addition, Outlook is more likely to respond to margin settings than it is
02:14to respond to padding.
02:16You may find, for example, that you use padding in your email design.
02:21When you test it in Outlook, however, the padding setting is ignored.
02:25If that's the case, simply switch padding for margin to see if that works.
02:30You can find the latest on Outlook compatibility with CSS at the Guide to CSS
02:35support that Campaign Monitor publishes on their web site.
Collapse this transcript
Adding video to email
00:00Adding video to email is both easy and impossible.
00:04Only Mac Mail, MobileMe, and other Apple software lets readers play a video
00:10embedded in their email.
00:11But there is a way to gracefully include videos in email.
00:15I'll show it you now.
00:16This is from a Campaign Monitor article in their blog.
00:20Here is the code, and the exercise file also includes the URL to this post.
00:26The solution to add video in your HTML emails is to use the HTML5 video tag.
00:33Specifically, in the video tag, we specify width and height and we specify what
00:38is the fallback image if the video cannot display in the email software.
00:44In addition, we set the source for our video file, the type of our video file,
00:50and we set a link around an image, which is our fallback image.
00:54This approach will allow you to include video, whether or not the email
00:58software can display video.
01:01In addition, you may find that if you use FeedBurner and you include video in
01:06your blog posts, people who subscribe to your FeedBurner account and use Apple
01:11Mail and use their iPhone will be able to see your video and click on your
01:16video and play it within their email.
01:19While playing a video in your email is impossible for most people who read your
01:23emails, there are ways to include video with your content.
01:26This method is great because it includes a fallback image that can represent
01:31your video at the same size and width, and readers simply have to click the
01:35image to actually see the video.
Collapse this transcript
Conclusion
Next steps
00:00Thanks for watching this course.
00:02Hopefully this course has helped you learn more about coding and designing HTML email.
00:07To continue your training in the design and coding of HTML emails, here are a
00:12few sites that I find useful.
00:15MailChimp has an excellent resources page, as well as a blog that's worth
00:19reading and keeping up with.
00:21In addition, Campaign Monitor also has an excellent resources page, and their
00:26blog also covers topics, as we've shown in the course here, that address common
00:32issues people have as they use and create email.
00:36If you're interested to learn more about editorial calendars, this Wikipedia
00:40entry has a good description, as well as links at the bottom to a number of
00:48articles on the topic,
00:50if you want to learn more about how to organize content so that you can publish
00:55it in your email newsletter, Facebook, Twitter, and all these other places.
00:59The last resource I would mention is an article that I published starting in
01:042003 or 2004 when I couldn't find information about how to design and code
01:09HTML email newsletters.
01:12My focus is to be vendor-neutral and to link and describe articles and
01:17information that I find every year or so that cover topics about email design
01:22and email coding very well.
01:25There are many, many, many other web sites that discuss email marketing online,
01:30and I encourage you to use Google. Good luck, and
01:33thank you again for your time.
Collapse this transcript


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