Template Editor FAQ

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  1. What are the advantages of the new editor?
  2. How do I access the Template Editor?
  3. For which email clients do we guarantee compatibility?
  4. How do I modify the HTML?
  5. Can I use a combination of HTML and the drag and drop elements?
  6. Can I use HTML to create a template?
  7. Are tokens supported?
  8. How will new or saved content set to roles work in the new tools?
  9. How will role-based Events and News work in the new tools?
  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?
  25. How are Favorites arranged?
  26. Will using the "Enter" key in the editor create a new paragraph or a break?
  27. How can I link to a document?
  28. Will Forward to a Friend be a part of the editor?
  29. How can I create a Social Follow Favorite?

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.

How do I access the Template Editor?

  • The Template Editor link will appear in the Email Marketing menu in the right column/panel.

EM_Menu_091018_v2.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

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

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

 

How do I modify the HTML?

  • The Drag and Drop editor does not work directly with HTML or CSS.  Emails are created and stored in an intermediate format and converted to HTML at time of send.  This ensures that you can write an email once and never worry about updating it to work on the latest device or email client. 
  • For those circumstances that require manually creating custom HTML emails, we have a HTML Only editor for advanced users.

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 is 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?

  • 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##
  • New tokens have been added that you can place in the URL field.  
    NOTE - these may not be used in the Pre-Header or Subject areas of Email Details.
    • ##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.

    • ##TroubleViewingLink## is another option, but will require more steps.

How will new or saved content set to roles work in the new tools?

  • Content that you assigned roles to with new or saved content while in the Legacy Email Marketing tools (see image below) will be accomplished by creating message versions.

    version.png

  • Message versioning is on track to be released in Spring 2019.

How will role-based Events and News work in the new tools?

  • The roles assigned when creating Events and News should be thought of as roles impacting website content and the experience of users when they visit your site.
  • All Dynamic Content in the message will show to every recipient.
  • A combination of message versioning, selecting specific Dynamic Content items, and assigning your Audience appropriately will allow you to deliver content that the appropriate people should see.
  • Message versioning is on track to be released in Spring 2019.

Which admins can access the Template Editor?

  • Super Admins can access the Template Editor by default.
  • If anyone else needs access, they need to be placed in the Email Template and Style Manager administrative right.

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 introduced the new editor as a beta product was to give clients ample time to build new or convert old templates to the new format.
  • You can send messages with the new functionality as of August 28, 2018 at 7:00 AM Central.
  • The legacy sending workflow can still be used while sending with the new Email Marketing tools. On February 28, 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 what you are used to calling role based content. Message versioning will be used instead and it is on track to be released in Late 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.

NOTE - you will need to adjust margins, padding, and spacing. Since the settings will vary based upon image sizes and the look you are going for, specific values cannot be provided.

How are Favorites arranged?

  • Favorites are arranged alphabetically.
  • Capitalization matters since capitalized items will be looked at and placed before lowercase items. See the sample image below:

favorite_arrangement.png.jpg

 

Will using the "Enter" key in the editor create a new paragraph or a break?

  • Using the "Enter" key will create a break.

How can I link to a document?

  • There are two options for linking to a document. One of them uses Document Manager (part of the content editor) and the other uses the Files button (part of the Content Management tools).

Document Manager

  1. Access Document Manager via one of the content blocks on your site.
  2. Select a file and add it to the content editor.
  3. Save the change.
  4. Once you are viewing the content, right click on the link and choose Copy Link Location.
  5. You can now use the URL in the new editor.

Files

  1. Access Files on the Content Management menu bar.
  2. Click the pencil icon for the file you want to link to.
  3. Right click on the Current File link and choose Copy Link Location.
  4. You can now use the URL in the new editor.

Will Forward to a Friend be a part of the editor?

  • At this time, there's no plan for a Forward to a Friend element in the new editor.
  • The Product Owner is evaluating the best solution for recipients who want to share email content with others.

How can I create a Social Follow Favorite?

  1. Add a Box element.
  2. Add a Column element into the Box. Depending on the number of social icons you need, you may need to add more columns. You can nest Column elements if you need more columns than what one Column element allows. You may want to set the Column element to not stack if they are to display inline on mobile.
  3. Set the sizing for the columns or equalize them.
  4. Add a Box element into the columns that need to display a social icon.
  5. Add an Image element into the boxes that need to display a social icon. You may want to set the Image elements to "center".
  6. Add images and set links as needed.
  7. Select the Box and use the Favorite Element Manager to save this as a Favorite (if needed).

Sample Custom Social Follow:

sample_custom_social_follow.png

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