Email Creation Tips and Best Practices | GoExpo

Email Creation Tips

n order for an email to be saved after being added or edited, please remember to first click Preview, and then click Save. If you do not follow this sequence, your email and/or changes will not be saved.

 

1. Copying text from other sources:

  • Do Not copy and paste text directly into an email that has been edited using Microsoft Word.
    • If your text must be copied from Microsoft Word, Pages, etc., select the Paste as plain text option from the top of the WYSIWYG (the icon of the clipboard and a “T”), and paste your text into the provided box.
    • Once you have added your text, make your adjustments within the email editor.
    • Copying from Notepad on a PC, or TextEdit on a Mac is recommended.

 

2. Adding Dashboard Wrap to an Email before entering text:

  • Enter the Email Name, To Group, and Subject.
  • Click Insert Dashboard Wrap Into Body
  • Enter desired text into the grey box.
  • To remove Dashboard Links from an email after inserting the Dashboard Wrap, follow these steps:
    • Right Click in the Dashboard Links table.
    • Click Column > Delete Column

 

3. Inserting an image into an email:

  • Upload the image into the GoExpo site under Tools > Upload a File
    • NOTE: the image must be within the required dimensions of the email body
      • Must be <500px wide if Dashboard Links included
      • Must be <620px wide if no Dashboard Links included
  • Copy the direct URL of the image
  • Select the area of the email that you would like the image to be inserted
  • Click the Image icon in the Email Editor (icon of mountain landscape)
  • Paste the Image URL into the URL field

 

4. Creating a hyperlink or email link:

  • Select the text you would like to link to another site.
  • Click Insert/Edit Link (image of the chain link)
  • For a website link:
    • Make sure the Link Type URL is selected.
    • Enter or paste the desired URL into the URL field.
    • Click OK
  • For an Email Link:
    • Make sure the Link Type E-mail is selected.
    • Enter the relevant contact Email address, and a Subject and Body if desired.
    • Click OK.

 

4. Inserting an Automatic Login URL and Link:

  • Please note the difference between Auto Login URL and Auto Login Link:
    • An Auto Login URL is used when hyperlinking pre-entered text, and used in the same way as creating a hyperlink to another site using whatever desired text.
    • An Auto Login Link is an email parameter entered directly into the text, that will be viewed as “Click Here to Login” when viewed by the email recipient.

 

4a. To create an Auto Login URL:

  • Select the text within the email that you would like to automatically log the recipient into their planner when clicked.
  • Click Insert/Edit Link (image of the chain link)
  • Leave link type as URL. In the URL field, enter: ##Auto Login URL##
    • Note: Be sure that the text is entered exactly as is. The entry field is case-sensitive and will not work unless entered exactly as it appears here: ##Auto Login URL##
  • Click OK

 

4b. To create an Auto Login Link:

  • Select the area of the email that you would like it to appear as “Click Here to Login”
  • Enter ##Auto Login Link## directly into the body of the email. This parameter is also case-sensitive, so be sure to enter it directly as is or it will not work.

 

5. Custom Auto Login Links:

You can use the following method to create a custom auto login link that will take the user to any page in GoExpo.

 

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