1 Creating an with Constant Contact A step-by-step guide
2 About this Manual Once your Constant Contact account is established, use this manual as a guide to help you create your campaign Here s what you ll learn: Step Step Step Step 4 Choose a template Customize a template Schedule and send Promote and measure And no matter what stage you re at when editing, sending, or viewing your , you can quickly access help and assistance in a way that works for you. Click the Help link in the upper right-hand corner to open the Resource Center Click for help relating to the page you re viewing Click to open a topic-specific help window
3 Contents Step : Choose a template...4 Step : Customize a template...5 Name...5 Inbox delivery options...6 Header...6 Footer...7 Design & content...8 Set Colors & Fonts...8 Add Blocks...9 Remove Blocks...9 Move Blocks...9 Edit a Block...0 Block Toolbar...0 Add Elements to Blocks... Step : Schedule and send...5 Preview and Test...4 Settings...5 Schedule to Send...7 Step 4: Promote and measure...8 View details...8 Using SimpleShare...8 View reports...9 Need more help? FAQs...0 Tutorials...0 Checklists...0 Using images... Add Images within a Template... Delete Images from a Block... Edit Images within a Template... Manage Existing Images...
4 Choose a template First, log in to your account and click the tab. Then, click the Create link in the top navigation bar. Now you can select your template. There are a number of ways to decide which template you want to use. You can browse through all templates without searching for anything specific, or use the filters in the left navigation box to narrow down your options. Search by Keywords based on color, industry, or topic. Browse by Layout, focusing on how you want to organize pieces of your . In some cases, it helps to mimic the layout of your website (if you have one). Browse by Theme, but don t feel limited to only those that match your industry they can all be customized to fit your brand or organization. 4 Choose by Type, if you ve decided that you re sending a newsletter, an announcement, an invitation, etc. 4 No matter which method you use, hover over any template thumbnail and click the Preview button to see a bigger sample. Don t stress if you can t find the perfect pre-made template for your . Every template can be tweaked as little, or as much, as needed to fit your brand. Once you ve found one you like, hover over it and click Select. Step 4
5 Customize a template design and content Before getting into the nitty-gritty of editing the template, start with the most basic task of naming your . Name At the top left of screen, click the text that says Created with today s date and time. Type in a name that will help you easily identify the in a list (your contacts will not see this name). Example: Fall Festival Update Next, we ll get down to blocks. All templates are sectioned into blocks. Each block contains text and/or images that can be edited. Most blocks can be repositioned, added, and removed, to create a template layout that works best for you. To see the blocks, move your cursor over the template. As you do this, rectangles with block titles will appear around the blocks you can edit. 5
6 Customize a template Inbox delivery options 4 design and content Header To set each item, click the Header Options block. Subject: Enter a subject line that s as specific as possible in describing what your is about. Put the most important words first, but remember, the longer the subject line, the more likely it ll get cut off in Inbox view. From Name: Enter a name that your readers will recognize in your inbox. Typically, the name of the business or organization is a good choice. From Address: Enter an address that includes your business name or the name of a well-known business representative. 4 Optional (but recommended) additions: a. Use From Address as Reply-to Address: Check this box if you want to use the same address to receive replies from readers. If you have a separate address, such as a customer support address, that you want to use to handle replies, leave the check box empty. b. Permission Reminder: Check this box if you want to remind readers why they re getting your , and give them a chance to add your address to their contacts list. You can customize the message if you want. c. Webpage Version: Check this box to allow readers to view your as a webpage (handy for image rendering). 6
7 Customize a template Inbox delivery options design and content Footer The Footer block, located at the bottom of the template, contains your physical address and some extra features. To set each item, click the Footer block. Forward Link: Provides readers with an easy way to share the with their friends, and gives you an extra method of growing your list. Subscription Link: When subscribers forward the to friends, those friends can subscribe to your mailing list through this link. Physical Address (required): Fill in each field as marked. Per CAN-SPAM rules, all communications must include the physical address of your company or organization. 7
8 Customize a template design and content Now, we get to the fun and creative part changing the look and feel of the template to match your company or organization. Customize a bunch or a little to achieve the appearance you want! Set Colors & Fonts First, locate the toolbar on the left of the template editor. To quickly change large sections of colors and fonts, click the Colors & Fonts button. To change a color for backgrounds, fonts, or borders, click the colored rectangle associated with the part you want to change. a. You can choose from standard colors, or click to enter a HEX code, RGB numbers, or select a custom shade. To quickly change font type and font size for multiple blocks, find the block name in the left navigation bar under Fonts and use the dropdown menus. Font type and size can also be changed when editing individual blocks this is just a shortcut. Note that these global color and font options are only available when you re viewing the template. When you re editing an individual block, you can change colors and fonts for that block using the block toolbar options. Tell me more What are HEX color codes? These web-friendly colors are identified by unique 6-digit codes, made up of numbers and letters, starting with #. Web browsers interpret the code to produce the color associated with it. What are RGB color codes? These colors are similar to HEX codes, but they require a different combination of numbers. 8
9 Customize a template design and content Add Blocks Sometimes, you might want more Promotion Blocks or Divider Blocks in your template than what s built in. To add more blocks to your template, use the toolbar on the left of the template editor. Click the Blocks button. Click and hold on the item you want to add, then drag and drop it into position in your template. You can also use the icon to add a block to your template. When added this way, the new block is inserted in the default position of the template. Remove Blocks If your template includes more blocks than you need, or you accidentally add one you don t want, it can be removed. To delete a block: a. Hover over a block you want to move. b. Click the icon in the top right of the block. c. Click OK to confirm the deletion. You can always add blocks back in using the Add Blocks steps above. Move Blocks To move a block to a different spot: a. Hover over a block you want to move. b. Click and hold the icon in the top right of the block. c. Drag the block to a new location, and release the click to drop it in. 9
10 Customize a template design and content Edit a Block Move your cursor over the template. As you do this, rectangles with block titles will appear around the blocks you can edit. To edit a block, just click inside the rectangle area and the block toolbar will appear. Block Toolbar With the block selected, you can change multiple formatting options. Highlight the text you want to format, then choose from: Font type, font size, and font color Bold, Italic, and Underline Left, center, right, and justified alignment 4 Indenting 5 Bullets and number lists 6 Background color 7 Links You can also run Spell Check on the whole block (no need to highlight text), and check the HTML code (for advanced users who know HTML) 0
11 Customize a template design and content Add Elements to Blocks With a block selected for editing, the toolbar on the left changes to display Insert, Images, and Social tabs. Click and hold on the element you want to add, then drag it into the block. You can also use the icon to add an element to the block. The element will be added to the default position, or wherever the text insert cursor is located. Note: Some elements require more information, and you ll be prompted to provide it once the element is added to the block.
12 Customize a template using images Let s take a look at using images. When used appropriately, images can add visual appeal to your communications. You can upload and edit images while you re working on a template. 4 Add Images within a Template With a block selected, click the Images tab in the vertical toolbar located to the left of the editor. You ll see four sections in the sub-navigation bar: My Library stores all the images you previously uploaded. Stock Gallery contains images provided by Constant Contact for use by customers subscribed to My Library Plus (see p. for more info). The upload icon allows you to upload new images to your Library for use in the current template, or for later use. 4 The insert icon opens the Insert Image window, where you can review and insert existing Library images, Stock images, or images located on a direct URL. Images can also be inserted via drag & drop: a. Hover over an image under My Library or Stock Gallery in the vertical toolbar, then click, hold, and drag it into the block. b. The image will be resized to fit the block and/or the size of the image being replaced. Delete Images from a Block With a block selected, hover over the image and click the In the menu, click Delete. icon.
13 Customize a template Edit Images within a Template using images With a block selected to edit, click the Images tab in the toolbar on the left. Then, double-click an image from My Library, Stock Gallery, or upload a new image. From the Insert Image window, you can make multiple image changes: Use the vertical slider to resize the image. Add a caption and image description. Captions will always appear with the image, but the image description only shows up when the image can t load within a reader s inbox. Change the alignment of the image to appear in the block. 4 You can also manually set the image size using the Dimensions fields. The dimensions are automatically locked to avoid image distortion. 4 The button lets you make detailed image edits, like exposure, rotate, crop, and photo filter effects. We ve partnered with PicMonkey to make this feature available, and the image is saved to your library when you re done. Manage Existing Images MyLibrary is where all your images are stored. You can preview and edit the images, create and manage folders of images, and delete images from your library. Just click on the Library tab at the top of the page (sandwiched between Contacts and My Settings). Want more images? Add MyLibrary Plus for just $5/month to get these features: - Access to a stock image gallery of 4,000 images - File management tools - Storage for hundreds of your own pictures - More space to upload larger files How can you get MyLibrary Plus? Follow these instructions and start adding pictures and PDFs today!
14 Schedule and send 4 Preview and Test To see how your will look to a recipient, click the Preview button in the top navigation bar of the editor. In this window, you can: Send a test to yourself or a friend to check the layout, links, and overall formatting to make sure it s what you want before sending to your list. View the text version shows you the plain-text layout (if subscribers can only receive plain-text s). View the archive version, if you have the Archive add-on. 4 View without images gives you an example of what recipients might see if their images are blocked by their provider. If you used image descriptions, they will be shown in place of images. 4
15 Schedule and send When you re happy with your template, click the Continue button to move on to the scheduling step. Here s what you ll need to do: Settings Subject: Enter a subject line that describes what your is about. Put the most important words first, but remember, the longer the subject line, the more likely the last few words will get cut off in Inbox view. Click the Add/Edit link next to the Send To Lists field. Select the check box next to an existing list of contacts, or you can add a new list through the New list link. a. If you add a new list, enter the list name, then click Save. b. The new list appears in the complete list of contact lists. c. Click the icon to add contacts to the list. d. Type or paste addresses into the empty box, making sure to put each address on its own line and deleting any extra blank spaces before and after each address. Have a large list? Click the Contacts icon in the top navigation bar, and then click the Add & Update button. From here, you can upload a file or spreadsheet, or add from your Gmail, Outlook, or CRM tools. e. Click Save, and select the check box next to the list(s) you want to send your to. f. Click OK. From Name: Use a name that your readers will recognize in your inbox. Typically, the name of the business or organization is a good choice. 5
16 Schedule and send 4 From Address: Use an address that includes your business name or the name of a well-known business representative. Example: a. If you don t see the address you need to use, click the icon next to the drop-down lists. b. Type in the new address, then click Verify. 4 c. Check your inbox for that address. An from Constant Contact will be delivered asking you to verify that you own the address. Then, come back to the template and select it from the drop-down list. 5 Run Spell Check to catch spelling errors in the template before it gets sent. 5 Tell me more about Archive Share your newsletters and promotions on your website or blog to generate new interest. Add Campaign Archive to your Marketing account and instantly turn s you ve already sent into easy-to-view web pages and turn online visitors into subscribers. Interested? To add Campaign Archive to your Marketing account, log in and go to the My Account link. Or, give us a call at (866)
17 Schedule and send Schedule to Send 4 5 When you re satisfied with the settings, click the Schedule button. Choose to send your now, or send later. If you select Send now, your will be sent within the next hour. If you select Send later, pick a future date and/or time to send the (anything later than the current time). To get a report of early open and click results ed to you, click the Send me an early results report check box, then select the address you want the to go to. If you have the Archive add-on, select the Archive this after sending check box to add this to your archives. 4 If you use Google Analytics TM, you can include tracking on your links to see how your s drive traffic to your site. Check the box next to Include Google Analytics TM to activate this feature and enter the Google Analytics Campaign Title. 5 Click OK to schedule or send your ! Step 4 7
18 4 Promote and measure VIEW DETAILS Congratulations! Your is ready to go. Now s the time to think about promoting your and measuring its results. You should be seeing the Details page. This page shows you the Settings of the you just created, Social Sharing options, and the date/time the will be sent. Using SimpleShare Want to spread the word about your latest on Facebook, Twitter, or LinkedIn? You can easily increase visibility and grow your contact list by sharing the with your connections. Here s how: Click the button. To connect Constant Contact to your social profiles, click the desired social network icon. You ll be prompted to log in to that account through Constant Contact. Once logged in, select the personal profile or business page you wish to add, then click Continue. To add another social network, click Add link on the top right next to Accounts and select a network. Repeat steps After connecting to your networks, you can review and edit the posts Constant Contact will send to each profile for your connections to see. When satisfied with the messages, click Save and close. When your is sent, these messages will be posted to your network(s). You can also take the following actions on this View Details page: Copy the , if you want to make changes to send to another group of contacts. Unschedule the , as long as it hasn t been sent yet. Click I m Done when you re finished with this page. 8
19 4 Promote and measure VIEW REPORTS Sending the is the first step in building a successful campaign. The second step is to review your results through the Reports tab, and adjust your marketing efforts based on those results. Click the tab in the top navigation bar, and then click the Reports tab in the sub-navigation bar. The Statistics graph is a representation of the reported data for past s sent. It shows the number of s sent, total s bounced, the open rate, and the click rate. To view results for a specific , click the name of the in the s list below the statistics chart. For detailed information on using the report results to fine-tune your next campaign, see How to Use Reports for Better Results. 9
20 Need more help? There s a wealth of information available at ConstantContact.com. Here, we gathered up the most relevant articles to keep you moving forward with your campaigns. Take a look when you re ready. FAQs How can I find an template I like? What should I say in my subject line to ensure optimum delivery? How do I use the From name field and subject line more effectively? How do I match colors to my website or logo colors? How do I add more blocks to my ? How do I add or attach an image to an ? How do I view Google Analytics Report? What is the time-of-day scheduling option? What are the average open, click-through, and bounce rates of other Constant Contact customers? Tutorials Getting started with Marketing Choosing the right template Using SimpleShare Choosing Colors and Fonts Checklists Get ready to send your first ! 0
21 Choose a template Online Engagement Marketing tools & coaching to help small businesses and nonprofits grow. Marketing Build relationships from the inbox that keep customers coming back. Social Campaigns Turn Facebook likes and shares into real, measurable results. EventSpot Control every phase of the event process from one place. SaveLocal Create deals your way and find your next great customer. SinglePlatform Customize your online listings and stand out to new customers. Connect with Constant Contact. Everywhere.
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