Beta Template Editor FAQ

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  1. What are the advantages of the new editor?
  2. Why beta?
  3. How do I access/know that beta is activated?
  4. For which email clients do we guarantee compatibility?
  5. How do I modify the HTML?
  6. Can I use a combination of HTML and the drag and drop elements?
  7. Can I use HTML to create a template?
  8. Are tokens supported?
  9. What about role based content?
  10. Which admins can access the beta template editor?
  11. How do I lock a template?
  12. Can I use my existing / old templates with the new editor?
  13. Do I have to rebuild my template or will iModules build it for me?
  14. How long do I have to transition my templates to the new format?
  15. How can I create a custom event/date Favorite?
  16. What fonts are available?
  17. How do I provide feedback or report an issue?
  18. How do I add trouble viewing links and unsubscribe links? (See Tokens)
  19. Do I have to re-import the images I use in email marketing to a new gallery?
  20. Can I add dynamic content?
  21. Can I copy patterns built by the iModules Design team from my current e-newsletter and paste them into the new editor?
  22. Can I use a tablet to create my email templates?
  23. Can I copy/paste formatted text from Word into the new editor and have the formatting stripped off?
  24. How do I wrap text around an image?

What are the advantages of the new editor?

  • The editor ensures all emails are responsive by default.
  • The editor guarantees compatibility with over 90% of desktop, mobile and web clients.
  • The editor offers more control of your footer and header styling
  • The editor lets you configure elements to show/hide on mobile devices with the click of a button.
  • The new editor is the first step on a path toward more advanced features like A/B testing.

Why beta?

  • The opportunity to gain experience using a new email editor before the existing workflow and editor are replaced.
  • A chance to build new or convert old templates to the new format.
  • The beta features do not impact or alter existing email sending functionality, so your current process does not need to change.

How do I access / know that beta is activated?

  • The Beta Email Template option will appear in the Email Marketing menu in the right column/panel.

EM_Menu_0518.png

 

For which email clients do we guarantee compatibility?

Desktop Mobile Web Based Clients

Air Mail 2.0
Apple Mail 4
Apple Mail 5
Apple Mail 6
Apple Mail 7
Apple Mail 8
Apple Mail 9
Entourage 2004
Entourage 2008
IBM Notes 9
Lotus Notes 8
Lotus Notes 8.5
Outlook (all versions)
Thunderbird 3.0+
Windows Live Mail
Windows Mail

AOL Mail
Atmail Open
CitroMail.hu
Comcast
Daum.net
FreeMail.hu
Google Inbox
Gmail
GMX
(new) G Suite
Libero.it
Mailbox.hu
Nate.com
Naver.com
Roundcube Webmail
Outlook.com
Office 365
Web.de
Yahoo! Mail
Mail.ru
Yandex Mail

Android 2.3 - 4.2.x
Android 4.3+
Blackberry 5+
Daum.net app
(new) Gmail app
(new) Inbox app
iPhone 4 - 6S Plus
(new) iPhone 7
iPad (retina display too)
iPad Air
iPad Mini
iPad Pro
KindleFire 2.3
Nate app
Outlook App
Windows Phone 7.5
Windows Phone 8+

 

How do I modify the HTML?

  • The editor does not and will not facilitate direct HTML/CSS editing
  • We plan to introduce a separate advanced interface that is similar to the Advanced HTML option available in current Email Marketing tools.
  • The HTML only option will be released in June 2018.

Can I use a combination of HTML and the drag and drop elements?

  • No, you will not be able to utilize HTML and the drag and drop elements.
  • There will be an HTML only option like there is in the current Email Marketing system.

Can I use HTML to create a template?

  • No, you will not be able to use HTML to create a template. HTML will be used to create a new message.

Are tokens supported?

  • At this time, member token replacement is not active. In the future, tokens added to the template will populate. We strongly encourage you to incorporate the member field tokens you use today into the templates you build.
  • New Sender Tokens are being introduced so you can get more creative with your email design.
    • ##Sender_Org## (Required)
    • ##Sender_Address## (Required)
    • ##Sender_Address_2##
    • ##Sender_Country##
    • ##Sender_City## (Required)
    • ##Sender_State## (Required)
    • ##Sender_Postal##
  • When token replacement is activated, we will also be introducing support for a new tokens that you can place in the URL field.  
    • ##Unsubscribe## will be replaced with the word "Unsubscribe" hyperlinked with a unique URL for each recipient.

    • ##Unsubscribe_URL## is another option, but may require more steps in order to display more than the full unsubscribe URL.

    • ##Webview## will become a view in browser link. We are making this change so you can have greater control over your header elements

What about role based content?

  • It is not yet possible to add role based content in the new editor. Role based content is on track to be released in Fall 2018.

Which admins can access the Beta Template Editor?

  • Super Admins, Communication Admins, and Email Authors can access the Beta Template Editor.

How do I lock a template?

  • Templates cannot be locked from the template builder user interface. We are considering adding this feature in the future.
  • By default, the only locked templates are those that are available to all iModules clients or those built by iModules staff.
  • If you would like a template locked, provide Application Support with the URL of your template home (to identify your site and community) and the name(s) of the template(s) you need locked.

Can I use my existing / old templates with the new editor?

No. In order to guarantee compatibility and responsiveness templates will need to be re-created using the new editor.

Do I have to rebuild my template or will iModules build it for me?

  • If you have purchased an email marketing template from iModules in 2016, that specific template will be eligible for iModules to re-implement.  Specific details regarding the timing and conditions will be provided to those who qualify.
  • If you purchase an email marketing template during the transition period, the template will be built in both systems.
  • If you have other templates that you would like for iModules to build in the new email editor, please contact your Account Manager for pricing.

How long do I have to transition my templates to the new format?

  • One of the main reasons we are introducing the new editor as a beta product is to give clients ample time to build new or convert old templates to the new format.
  • You will be able to send messages with the new functionality on August 28, 2018 at 7:00 AM Central. The legacy sending workflow can still be used at this time. On January 4, 2019 (7:00 PM Central), the legacy Email Marketing tools will no longer be used for sending messages.
  • The template editor has the features needed to build the templates you will use after the editor transition. The one item not in place yet is role based content. Role based content is on track to be released in Fall 2018.

How can I create a custom event/date Favorite?

  • Step by step instructions to create a custom event/date Favorite exist on this page. There are also short videos on the page to walk you through each step of the process.

What fonts are available?

  • At this time, the editor only supports fonts that are standard across email clients.

How do I provide feedback or report an issue?

  • To report an issue, please contact iModules Application Support.
  • To make a suggestion, please complete the feedback form.

Do I have to re-import the images I use in email marketing to a new gallery?

  • No. The existing Image Manager has been migrated for use with the new editor.

Can I add dynamic content?

  • Yes, dynamic content can be added.
  • The Dynamic Content Style Manager will need to be utilized first so that styles are created.
  • Once styles exist, you can add the following items: RSS Feed, Events Feed, Event - select specific content, News Feed, News - select specific content.

Can I copy patterns built by the iModules Design team from my current e-newsletter and paste them into the new editor?

  • No, the patterns built in the current Email Marketing system can't be copied/pasted over to the new editor.
  • The Dynamic Content Style Manager will be used to create any special styles needed for dynamic content.
  • There are several layouts to choose from. You will set the borders, backgrounds, headers, text, and buttons as part of your style that will be applied to a layout.

Can I use a tablet to create my email templates?

  • No, you should plan on using a desktop or laptop to create your templates.

Can I copy/paste formatted text from Word into the new editor and have the formatting stripped off?

  • Yes, you can. There is a certain method you need to use.
  • You will not copy/paste with keyboard shortcuts directly from Word into an element. If you do, the formatting won't be stripped off.
  • You need to copy the content and then right click inside of the element and choose "Paste". You will then be presented with the option to paste the content. The formatting will be stripped off if you follow this method.

How do I wrap text around an image?

  • There is a multi-step process you must follow in order to have text look like it is wrapping around an image.

Steps to create:

  • Add a text element that spans the full width of the email (not in a column element or anything like that).
  • Below that, add a box with a multi-column element in it that is set to two columns.
  • Drop a text element in one column and an image element in the other. You can decide the widths of the columns based on how wide you want the image to be. You'll want to make sure the amount of text lines about matches the height of the image to keep the "wrapping" feel.
  • Below the box with a column element, drop a text element like the first bullet point.
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