Table of Contents Introduction 5 Installing High Impact email 6 Installation Location 6 Select Mail Client 6 Create a ReadyShare Account 6 Create a Default Profile 6 Outlook Configuration Message 6 Complete Installation 7 What s New in High Impact email 4? 8 Color Manager 8 Color Theme Manager 8 Get in Sync 8 More Templates 8 QuickBooks Compatibility 8 Schedule email Merge 8 Expanded ReadyShare Service 8 Link to Browser Versions of Messages 8 View Templates in Thumbnail Mode 9 Highlight Text in your Messages 9 Create New email 10 Create a new High Impact email: 10 Selecting a Template 11 Importing Templates 11 Select a Profile 12 Editing the Template 13 Toolbar Functions 14 Inserting Images 15 Highlight Text 15 Color Manager 15 Theme Manager 15 View Message Source Code 15 Insert a Link to Your Message 16 Previewing Your Message 16 Saving Your Message 16 Sending Your Message 16 Inserting an Image into a Template 16 Select Image Source 16 Uploading Images to ReadyShare 17 Upload to ReadyShare 18 Manage Colors 19 Change Individual Colors in a Template 19 Change Colors Using Themes 19 Add Colors to Custom Colors Palette 19 Manage Color Themes 23 Create a New Theme 23 Edit an Existing Color Theme 24 Page 2 of 72
Import a Color Theme 24 Export a Theme 24 Get More Themes 25 Submit a Color Theme 25 My Profiles 26 Managing Profiles 26 Creating or Editing a Profile 27 Assign Images 27 Deleting a Profile 27 Creating Stationery 28 Outlook and Outlook Express 28 Setting Default Stationery 28 Selecting a Stationery Template 28 Selecting a Profile 29 Setting Default Stationery 30 ACT! 6.0 30 Setting Default Stationery in ACT! 6 30 Select a Stationery Template 31 Select a Profile 31 Set Template as ACT! 6 Stationery 32 Personalize ACT! 6 Email Stationery 32 Using the email Merge Feature 33 Manage Mailing Lists 33 Create a new mailing list 34 Editing Mailing Lists 36 Get in Sync 36 Performing an email Merge 38 Select email Merge Template 39 Select Profile 40 Select Mailing List 41 Edit Template 42 Insert Merge Fields 43 Personalize Subject Lines 43 Send email Merge 43 Schedule emails 44 Using the Scheduler Manage My Scheduled emails 44 45 Using High Impact email with ACT! 46 Using High Impact email with ACT! 6 46 Setting Default Stationery in ACT! 6 High Impact email and ACT! 6 Mail Merge 46 50 Using High Impact email with ACT! 2005, 2006, 2008 51 Select email Merge Type 51 Select Template 52 Select Profile 53 Select Database 53 Edit Template 55 Send Messages 55 High Impact email and Outlook 56 Using the Outlook Toolbar 56 Selecting an email Stationery 56 Page 3 of 72
Inserting an Image Managing ReadyShare 57 58 Manage My ReadyShare 60 What is ReadyShare? 60 Using the ReadyShare Manager 60 Upload a file to ReadyShare: 61 Select File to Upload 61 Acceptable File Types 62 Edit Image 62 Upload File 62 My Preferences 63 General Tab 64 ReadyShare Tab 64 Email Setup Tab 65 Import/Export Tab 65 Insert Link Tab 65 Frequently Asked Questions 67 Template Editor 67 email Merge 70 ReadyShare 71 Page 4 of 72
Introduction High Impact email 4.0 is designed to help you create greater looking, highly graphical HTML emails with minimum effort and without the need of having previous training in HTML programming. High Impact email 4.0 is easy to use and a powerful way to enhance your personal and business email correspondence. A companion to Microsoft Outlook, Outlook Express, and ACT!, High Impact email 4.0 provides you with a library of ready-to-use templates for every occasion. Each template can be customized to fit your needs, improving your productivity and your image. Page 5 of 72
Installing High Impact email To begin the installation of High Impact email 4, simply double-click on the installer file or select Install High Impact email 4 after inserting the CD. This launches the InstallShield wizard for the product. Please note: It is recommended that you disable all internet security products such as Norton and McAfee for the duration of the installation. Installation Location Upon beginning the installation process, you are given the option to place the software on your system. While you may install the software itself in a location other than the default, saved templates are still stored in your My Documents folder recommend using the default location. Click Next to continue. Select Mail Client Select the mail client you wish to use for High Impact email. Please note that this client must have a valid email account established in order to use the program. Click Next to continue. Please note: ACT! 2005, 2006, 2007 and 2008 users should select Microsoft Outlook or Outlook Express as their mail client. Create a ReadyShare Account Establish your ReadyShare account with a valid email address and password. ReadyShare is a service offered by TemplateZone for High Impact email users. It allows users to place photos, images, and documents on a web space and automatically reference them in emails. Click Next to continue. Please note: it is recommended that you add support@templatezone.com to your address book to ensure delivery of your ReadyShare activation email. Create a Default Profile Create your default profile for use in High Impact email. A profile allows you to automatically include contact information in most High Impact email templates. Users are able to create multiple profiles for different uses, such as personal correspondence or project-specific messaging. Click Next to continue. Outlook Configuration Message During installation, some users may receive a message stating that Microsoft Word is currently set as the HTML editor for emails created by Outlook. In order to ensure that your High Impact email templates are viewed properly by your recipients, Microsoft Word must be disabled as the Outlook HTML editor. Click Yes to disable Word and complete installation Page 6 of 72
Complete Installation After installation, you are given the option to launch High Impact email and view the "Readme" document. It is recommended that you review the document to keep up to date with changes and updates to the software. Please note: You must activate your ReadyShare account prior to using High Impact email for the first time. Check the e-mail account given during installation and click on the link provided in the activation message. After account activation, users can continue with their High Impact email trial or enter the unlock code provided when purchasing the software. Users are not required to take advantage of the ReadyShare service, but their account must be active in order to fully activate and use the product. Trial users of High Impact email can use the product for 30 days and save ten edited templates. To purchase an unlock code at any time, click on the provided links on the startup screen and in the program or visit TemplateZone.com. Page 7 of 72
What s New in High Impact email 4? Color Manager With High Impact email 4 s new color manager, you can personalize many templates to match your company s colors. The Color Picker tool allows you to choose any color from your existing documents quickly, making sure that your message stays the same across print and digital messaging to your clients. Color Theme Manager Create and save color themes that allow you to apply your company colors to a template in a single click. TemplateZone makes seasonal and other professional themes available for download with the product, giving you a head start. Get in Sync Your mailing lists stay connected with High Impact email s new synchronization technology. When contact information is updated in Microsoft Outlook or any mailing list that is set to Get in Sync SM, any lists containing the same contact are updated automatically. There s no more hunting down contact information across multiple lists with this feature. More Templates Over 1100 templates are now available for High Impact email Professional users and Basic users get over 500+ designs to use. With the new Color and Theme Manager tools, that s a near-endless set of templates for you to use to get your message out. QuickBooks Compatibility Users can now import data from Intuit s QuickBooks software, allowing you to get in touch with existing customers and follow up on payment requests, etc. Schedule email Merge High Impact email Professional users can now schedule email batches in advance you don t need to be in the office to send out great-looking email. The batch function also allows you to make sure you stay in accordance with your ISP s restrictions on outgoing mail. Expanded ReadyShare Service We re giving our High Impact email Pro customers even more space on ReadyShare, our complimentary image and file hosting service. Pro users now have a full 1024k of storage to use. (High Impact email Professional only.) Link to Browser Versions of Messages Make sure customers get your message with an automatic link to view your High Impact email messages in a browser window. The browser versions of your emails are uploaded to the ReadyShare server and automatically referenced at the top of your message with one click. Page 8 of 72
View Templates in Thumbnail Mode You can now see what the templates look like before you select them. Highlight Text in your Messages The new Highlighter tool allows you to give your messages even more impact with vivid colors pointing out key points. Page 9 of 72
Create New email Create a new High Impact email: From the main screen click on New email. This opens the New Email Select a Template screen. Page 10 of 72
Selecting a Template Previously-edited and saved templates are stored in the My High Impact emails folder on the left pane. Highlight a template and click Preview Template to view the selected template in a new window. In this window, click Previous and Next to browse templates. Click Select Template to continue to the New Email -Edit Template screen. There are three different views available on the Select A Template screen: List, Thumbnail, and Theme Ready. Click on the tabs to view the templates accordingly. The List view displays only the title of each template. The Thumbnail view offers a small preview of each template. The Theme-Ready view allows you to see which templates are optimized for use with the color and theme manager in High Impact email 4.0. Please note that while users can edit colors with non Theme-Ready templates, the results will be much less consistent. After selecting the template for your message, click Next to continue. Importing Templates Click Import Template to import an HTML template created by another program into High Impact email. Please note that some imported HTML designs will not be 100% compatible with High Impact email. Page 11 of 72
HTML from Microsoft Word and Publisher? HTML templates created by Microsoft Word and Publisher are not recommended for use with High Impact email due to specific coding used by these products. Select a Profile If prompted, select the Profile you wish to use with the template. If your default profile is set to Always Apply, the information automatically appears in your selected template. Please note: not all templates use all of the profile fields. For more information about creating and editing profiles in High Impact email, refer to the My Profiles section of this document. Click Next to continue. Page 12 of 72
Editing the Template At the New email Edit Template screen (below), you are able to insert photos and edit text on the template. Page 13 of 72
Toolbar Functions Cut: Remove the selected text or images from the template and place them in the Windows clipboard. Paste: Place text or images from the Windows clipboard into the selected location in the template. Insert Hyperlink: Link highlighted text or images to web pages. This function also offers MailTo, FTP, and other capabilities. Insert Bookmark: Create a link within your template to allow the recipient to click directly to the selected location. Undo: Erase the last action performed in the template. Theme Manager: Create or edit custom color themes for your templates. Note that some templates are not Theme-Ready.* Highlight Text: Highlight selected text in your template. Find: Find specific text within your template. Font: Change the font used in your template or selected text. Not all fonts are available to all recipients. Italic: Make selected text italicized. Align Left: Align selected text and paragraphs to the left. Align Center: Align selected text and paragraphs to the center. Bullets: Create a bulleted list in your template. Decrease Indent: Decrease the selected paragraph indentation. Copy: Copy the selected text or images from the template. Insert Image: Insert an image from your PC, ReadyShare account, or the web into selected location in the template. Insert Link From ReadyShare: Link highlighted text or images to documents or files located in ReadyShare account. Link to Bookmark: Link selected text to a previously-created bookmark within your template. Redo: Perform an action that was previously erased using the Undo function. Color Manager: Change the colors in the template or apply a previously-created color theme. Remove Highlight Text: Remove highlighting from selected text. Insert Horizontal Line: Insert a line into your template. Select line thickness, width, and alignment. Bold: Make selected text bold. Underline: Make selected text underlined. Align Right: Align selected text and paragraphs to the right. Show Grid Lines: View tables and fields in the template. Numbering: Created a numbered list in your template. Increase Indent: Increase the selected paragraph s indentation. * Further documentation is available in the Theme Manager and Color Manager sections of this document. Page 14 of 72
Inserting Images To insert an image into an email template, double-click on an available image socket or click on the Insert Image toolbar item. For more information about inserting and editing images, refer to the Using The Photo Editor section of this document. Inserting images While you can use the Insert Image toolbar item to add a picture to your template, using the available photo sockets is much easier and requires less editing on your part. Highlight Text To highlight a section of your document, select the text to highlight and click on the Highlight Text toolbar item. Highlighted areas can be any color. Color Manager To change the colors of your High Impact email template, click on the Color Manager icon. For more information about using the color manager, refer to the Manage Color Themes section of this document. Theme Manager To apply a color theme to your High Impact email template, click on the Theme Manager icon. For more information about using the theme manager, refer to the Manage Color Themes section of this document. View Message Source Code To view the HTML source code of the template, click View Source. This opens a plain text editor and no changes made in this window affect the original template. Get more out of High Impact email. You can copy HTML code from the plain text editor and paste it into any email or contact software that allows you to enter your own HTML code for messaging. This includes ASP contact (Application Service Provider) services such as SwiftPage Email, Exact Target, Twelve Horses, and many others. Page 15 of 72
Insert a Link to Your Message To automatically add a link to allow readers to view your HTML message in a web browser, check Insert a link to view your email in a web browser. The link is inserted at the top of the message. For more information about inserting a link in the email, including customizing the message, refer to the My Preferences section of this document. Previewing Your Message Click Preview to preview your edited message in another window. Saving Your Message Click Save As at any time to save your edited template in the My High Impact emails folder. Sending Your Message Click Send email to open a message window in your email client with the template in place. Inserting an Image into a Template Double-click on a photo socket or click on the Insert Image icon toolbar to insert an image into your High Impact email template. in the Select Image Source Select the source of your image. Please note that images currently in your ReadyShare account or on another web server will not be resized to fit the template s photo socket. Page 16 of 72
Easy image editing. To make sure your images always fit the photo socket, use the ReadyShare service. It s very easy to upload images and have them automatically referenced in your message versus finding URLs and editing images in image editing software like PhotoShop. Uploading Images to ReadyShare If you are using an image on your PC, edit the image to your specifications. This guide shows the available functions: Page 17 of 72
Using the Crop Tool The crop tool allows you to select an area from a photo or image to use in your email. To crop an image in the image editor, use the crop marks on the outline to select the area to appear in your photo socket. After editing the image, click Next to upload it to your ReadyShare account. Supported File Types Users can only use the following image file formats in High Impact email templates:.jpg / jpeg,.png,.bmp,.gif,.tif/.tiff. Bitmap (.bmp) and Tagged Image File Format (.tif/.tiff) files are converted to.jpg files for display purposes. Please note: Images are resized and optimized for the image socket you are using. Large images will be compressed and reduced in size. Upload to ReadyShare If necessary, log into your ReadyShare account and click Next. Click Next to upload the image. Keep your files organized. It s easy to keep your ReadyShare account organized click Create A New Folder to create folders for images related to individual projects or campaigns. Then you ll know which files can be deleted in a few months! Page 18 of 72
Manage Colors Use the Color Manager to change the colors in a template. Change individual colors or apply a theme. To open the color manager, click on the Color Manager icon in the Edit Template toolbar. Change Individual Colors in a Template 1. Click on a color swatch in the Basic Color or Custom Color palette menus on the right window pane to select a new color. 2. Drag the color swatch from the palette to the Change Color to column on the left of the Color Manager. 3. Click Preview to view changes Change Colors Using Themes 1. Select a theme from the drop-down menu in the Apply a Theme menu in the Color Manager. The color swatches above the drop-down menu reflect the selected theme colors. 2. Click Apply Theme. The color theme will appear in the Change Color to palette on the right side of the Color Manager. 3. Click Preview to view the new theme colors applied to the template. 4. Click Done. Add Colors to Custom Colors Palette Click More Colors in the Color Manager menu to open the Color Picker window. High Impact email saves the 16 most recent custom colors in the Custom Colors palette menu. To change colors, use one of the following methods. Page 19 of 72
Using the Color Field 1. Click anywhere in the color field to select a new color. The color swatch in the upper right corner will reflect the new color selection. 2. Click Add to Custom Colors to add the new color to the Color Manager s Custom Colors palette menu. 3. Click Done. Using the Custom Color Picker 1. Click and drag the Custom Color Picker wand on the lower left corner of the Color Picker menu. You can drag the Custom Color Picker wand to any document or image visible on your screen and grab an exact color match to use in High Impact email. The color swatch in the upper right corner will reflect the new color selection. 2. Click Add to Custom Colors to add the new color to the Color Manager s Custom Colors palette menu. 3. Click Done. Coordinate Your Colors! The Custom Color Picker is perfect when you want to coordinate the look between your organization s print and web communications without having to use color codes. Page 20 of 72
Using the Color Slider 1. Drag the white triangle on the left side of the color slider to select a new color. The color swatch in the upper right corner will reflect the new color selection. 2. Click Add to Custom Colors to add the new color to the Color Manager s Custom Colors palette menu. 3. Click Done. Using Hexadecimal Mode 1. Enter a hexadecimal value in the # text box on the right side. For example, 000000 is black, ffffff is white, and ff0000 is red. The color swatch in the upper right corner will reflect the new color selection. 2. Click Add to Custom Colors to add the new color to the Color Manager s Custom Colors palette menu. 3. Click Done. Using RGB Color Mode 1. Enter component values from in the R, G and B value fields on the right side. The color swatch in the upper right corner will reflect the new color selection. 2. Click Add to Custom Colors to add the new color to the Color Manager s Custom Colors palette menu. 3. Click Done. Click the R option to display the red color component in the color slider, with its maximum brightness (255) at the top of the slider and its minimum brightness (0) at the bottom. When you set the color slider to minimum brightness, the color field displays colors created by the green and blue color components. Using the color slider to increase the red brightness mixes more red into the colors displayed in the color field. Click the G option to display the green color component in the color slider, with its maximum brightness (255) at the top of the slider and its minimum brightness (0) at the bottom. When you set the color slider to minimum brightness, the color field displays colors created by the red and blue color components. Using the color slider to increase the green brightness mixes more green into the colors displayed in the color field. Click the B option to display the blue color component in the color slider, with its maximum brightness (255) at the top of the slider and its minimum brightness (0) at the bottom. When you set the color slider to minimum brightness, the color field displays colors created by the green and red color components. Using the color slider to Page 21 of 72
increase the blue brightness mixes more blue into the colors displayed in the color field. Pantone Colors? If your organization uses a PANTONE color scheme, software like the PANTONE colorist package can make it easy for you to make sure your print and web communications use a consistent look. Using HSB Color Mode 1. Enter saturation and brightness as percentages in the H, S and B value fields on the right. The color swatch in the upper right corner will reflect the new color selection. 2. Click Add to Custom Colors to add the new color to the Color Manager s Custom Colors palette menu. 3. Click Done Click the H option to display all hues in the color slider. When you select a hue in the slider, the color field displays the saturation and brightness range of that hue, with the saturation increasing from left to right and the brightness increasing from bottom to top. Click the S option to display all hues in the color field, with their maximum brightness at the top of the color field and their minimum at the bottom. The color slider displays the color that s selected in the color field, with its maximum saturation at the top of the slider and its minimum saturation at the bottom. Click the B option to display all hues in the color field, with their maximum saturation at the top of the color field and their minimum saturation at the bottom. The color slider displays the color that s selected in the color field, with its maximum brightness at the top of the slider and its minimum brightness at the bottom. Page 22 of 72
Manage Color Themes The Color Theme Manager allows users to create sets of colors to use in Theme- Ready templates in High Impact email. To open the theme manager, click Manage Color Themes from the main screen or click on the Theme Manager icon window: on the Toolbar while editing a template. This will open the following Create a New Theme 1. Click and drag a color swatch from the Basic Color and Custom Color palette on the left side of the Theme Manager to the empty swatches in the Create a New Theme section. Users can select up to 8 colors per theme. Page 23 of 72
Adding Custom Colors. Refer to the Manage Colors section of this document for instructions for adding swatches to the Custom Colors palette. 2. Click Clear to delete all the color swatches in the Create a New Theme palette and begin again. To delete a single color, right click on the color you wish to remove and click Clear. 3. Click Save to save a color theme. Assign the theme a name and click OK 4. Click Done to exit Theme Manager. Edit an Existing Color Theme 1. From the drop-down menu, select a theme to edit. The color theme will appear in the theme palette below the drop-down menu. 2. Click and drag a color swatch from the Basic Color and Custom Color palette menus on the left side of the Theme Manager to the empty swatches in the Create a New Theme palette. Select up to 8 colors per theme. (See Using the Color Manger for information about adding swatches to the Custom Colors palette menu.) 3. Click Save to save changes to the color theme. 4. Click Save As to save the color theme with a new name. 5. Click Done to exit the Theme Manager. Import a Color Theme 1. Click Import. 2. Browse and select color theme files. Color theme files must be text-only format. 3. Click Open. 4. Click Done to exit Theme Manager. The color theme will be available through the Color Manager. Export a Theme 1. Click Export. Page 24 of 72
2. Select theme(s) to export. 3. Click Export. 4. Select a location to save the exported theme(s). 5. Assign a name to the theme(s) and click Save. 6. Click Done to exit Theme Manager. Get More Themes Keep every message coordinated. Use exported themes to make sure everyone in your organization uses the same colors in their High Impact emails. Place themes on a shared drive or email them to other users and you can make sure that your message always stays the same! Click Get More Themes to download additional color theme packs from TemplateZone.com. Submit a Color Theme If you ve created a color theme and would like to share it with other High Impact email users, export the file and attach it to an email sent to mycolorthemes@templatezone.com Page 25 of 72
My Profiles Managing Profiles High Impact email allows you to store contact information along with your logo, portrait, and signature images in a user profile. Profiles are applied to messages created in High Impact email, automatically inserting information and images into templates with the appropriate fields. You are prompted to create a default template during installation of High Impact email. To view, edit, add, and delete profiles, click on Manage My Profiles on the left side of the main screen of High Impact email. My Profile: Manage Your Profiles Screen Why should I always apply a profile? Users with a single profile used consistently can save time every time they send out a High Impact email message by checking Always apply this profile during new mail and stationery creation. Page 26 of 72
Creating or Editing a Profile Click on Add to create a new profile or select the template you want to change and click Edit. Enter the appropriate information on Screen 1. Click Next to continue. Please note that not all templates include all fields available in a complete profile. Assign Images 1. To assign a logo, select the source by clicking next to the appropriate location and clicking Next. If you do not want to assign a logo or do not have a logo to assign, select I do not want to assign my logo now and click Next. To bypass assigning any images, select I do not want to assign ANY images now. 2. To assign a portrait image, select the source by clicking next to the appropriate location and clicking Next. If you do not want to assign a portrait or do not have an image to assign, select I do not want to assign my portrait now and click Next. To bypass assigning any images, select I do not want to assign ANY images now. 3. To assign a signature image, select the source by clicking next to the appropriate location and clicking Next. If you do not want to assign a signature or do not have a signature image to assign, select I do not want to assign my signature now and click Finish to complete your profile. To bypass assigning any images, select I do not want to assign ANY images now and click Finish to complete your profile. Deleting a Profile To delete a profile, select the profile by name and click Delete. Page 27 of 72
Creating Stationery Outlook and Outlook Express Setting Default Stationery Users can set a High Impact email template as their default stationery that is used automatically each time they create a message in Outlook, Outlook Express, or ACT! 6.0. Click My Stationery from the main screen in High Impact email. This takes you to the My Stationery - Set Stationery screen: Selecting a Stationery Template High Impact email defaults to the Stationery template folder, but any template design may be used as stationery. Previously-edited and saved templates are stored in the My High Impact emails folder on the left side. There are three different views for the templates available in High Impact email: List, Thumbnail, and Theme Ready. Click on the tabs to view the templates accordingly. The List view displays only the title of each template. The Thumbnail view offers a small preview of each template. The Theme-Ready tab shows which templates are optimized for use with the color and theme manager in High Impact email. Please note that while users can edit colors with non Theme-Ready templates, the results can be less consistent Click Import Template to import an HTML template created by another program. Page 28 of 72
Please note some HTML templates created by other programs will not be compatible with High Impact email. Click Preview Template to view a highlighted template in a new window in a larger format. In this window, Click Previous and Next to browse templates. Click Select Template to continue to the New Email - Edit Template screen. To select a template from the preview window, click Select Template. After selecting the template, click Next. Selecting a Profile If prompted, select the Profile you wish to use with the stationery template. Page 29 of 72
If your default profile is set to Always apply this profile during new mail and stationery creation, the information automatically appears in your selected template. Setting Default Stationery To set a template as your email client s default stationery, select Yes, set this stationery as the default stationery and click Next. To add the stationery to Outlook s stationery folder, select No, just add this stationery to Outlook s stationery folder and click Next. To send an email from Outlook using your High Impact email stationery click on Actions> New Email Message Using > and select the appropriate stationery. A confirmation message will appear and your template will be available as stationery for all messages created in your email client. ACT! 6.0 Setting Default Stationery in ACT! 6 To set a High Impact email template as a default stationery for ACT! 6 emails, refer to the My Stationery section of this document. ACT! 6 must be set as your default mail client. Click My Stationery from the main screen in High Impact email. This takes you to the My Stationery Set Stationery screen: Page 30 of 72
Select a Stationery Template High Impact email defaults to the Stationery template folder, but any template design may be used as stationery. Previously-edited and saved templates are stored in the My High Impact emails folder on the left side. There are three different views for the templates available in High Impact email: List, Thumbnail, and Theme Ready. Click on the tabs to view the templates accordingly. The List view displays only the title of each template. The Thumbnail view offers a small preview of each template. The Theme-Ready tab shows which templates are optimized for use with the color and theme manager in High Impact email. Please note that while users can edit colors with non Theme-Ready templates, the results can be less consistent. Click Import Template to import an HTML template created by another program. Please Note: some HTML templates created by other programs will not be compatible with High Impact email. Click Preview Template to view a highlighted template in a new window in a larger format. In this window, Click Previous and Next to browse templates. Click Select Template to continue to the New Email - Edit Template screen. To select a template from the preview window, click Select Template. After selecting the template, click Next. Select a Profile If prompted, select the Profile you wish to use with the stationery template. Page 31 of 72
If your default profile is set to Always Apply this profile during new mail and stationery creation, the information automatically appears in your selected template. Set Template as ACT! 6 Stationery Click Next to set the stationery as your ACT! 6 default Email template. Personalize ACT! 6 Email Stationery To personalize your ACT! 6 Email stationery: 1. Start ACT! 6 and click Write > Edit Graphical (HTML) E-Mail Template. 2. Select emailbody.gmt and click Open. 3. Insert merge fields using the same actions as performing a mail merge (see above.) 4. After editing, save as emailbody.gmt. Why personalize the stationery? By personalizing the stationery, the salutation on each of your emails can be set automatically. No more typing Dear Tom, or Mary: at the beginning of your messages! Page 32 of 72
Using the email Merge Feature Manage Mailing Lists Before performing a mail merge in High Impact email, you must first create a mailing list. If you are using High Impact email with ACT! 6.0, 2005, or 2006, refer to the Using High Impact email with ACT! section of this document. From the main screen of High Impact email, click Manage Mailing Lists. To create a new mailing list, click New List To view contacts within a list, highlight the appropriate mailing list and click View Contacts. To delete a list, highlight the list and click Delete List. To export a mailing list into the CSV format for use in another program, highlight the list you wish to export and click Export List. To give a list a new name or add description information, click Rename List. To sort by List Name, Total Contacts, Description, etc, click on the category title across the top. Page 33 of 72
Create a new mailing list On the Manage Mailing Lists screen, click New List Specify List Name and Description On the New List Information screen, enter identification information and click Next. Select a Source On the Select a Source screen, choose the data source for the contacts and click Next. Get In Sync SM If you are importing contacts from Microsoft Outlook or existing High Impact email lists, you will be given the option to synchronize your lists. To find out more about this function, review the Get In Sync portion of this document. Click Browse to select the source file and click Next. Please note: if you are importing from Outlook or Outlook Express, contacts are automatically imported with relevant fields mapped. If you plan to use any non-standard data from your spreadsheet, it must be mapped using the CustomField header Page 34 of 72
Map Fields You are now at the Field Mapping screen. Use the drop down menus to map your source file for use in High Impact email. Some data may be mapped automatically. After you have completed the mapping process, click Next. Please note: unmapped data is not imported into your High Impact email Mailing Lists. After you have completed the mapping process, click Next. Select Contacts On the Contact Lists screen, check the contacts you wish to import into your mailing list. Select All is checked by default. Complete List Click Next to finish and return to the Manage Mailing Lists screen. Page 35 of 72
Editing Mailing Lists To edit a High Impact email Mailing List, double-click on the list to edit on the Manage Mailing Lists screen. Get in Sync The Get in Sync SM function allows you to synchronize High Impact email's mailing lists with each other as well as Microsoft Outlook. Get in Sync SM with Microsoft Outlook When creating a High Impact email mailing list from Microsoft Outlook contacts, you are given the option to Get in Sync SM. Click Yes to synchronize your Microsoft Outlook contacts with your High Impact email mailing lists. Changes made in Microsoft Outlook contacts are reflected in your High Impact email mailing list. Click No to disable synchronization. No changes in Outlook will be shown in your High Impact email mailing lists. Please note that you may only set a list to Get in Sync SM during list creation. After you have created a mailing list, you may edit and get your data that is synchronized with Microsoft Outlook at any time by double-clicking on the list name on the Lists Manage Lists screen. Doing so will bring up this dialog box: Page 36 of 72
Click Yes to synchronize your Microsoft Outlook contacts with your High Impact email mailing lists. After synchronization, you will be on the Lists- Contact List screen. Click No to bypass synchronization and continue to the Lists-Contact List screen. Contact is synchronized with Microsoft Outlook. Contact is not synchronized with Microsoft Outlook. Contacts added to a synchronized mailing list after creation will display this icon. Get in Sync SM with High Impact email Mailing Lists When you create a mailing list from a previously-existing High Impact email list or create a list that contains contacts that are on existing mailing lists, you will be given the choice to synchronize your contact information within High Impact email: Click Yes to synchronize your contacts within High Impact email. Changes made in parent or child lists are reflected through all lists in sync. Click No to disable synchronization. No changes are reflected between lists. On the Lists-Contact List, each contact has an icon that identifies its Get in Sync SM status: Contact is synchronized with another High Impact email mailing list. Contact is not synchronized with another High Impact email mailing list. Contacts added to a synchronized mailing list after creation will display this icon. Page 37 of 72
Changes made in High Impact email mailing lists will not be reflected in your source file. The below chart shows how contact changes are reflected in Parent and Child lists. Performing an email Merge To perform an email merge in High Impact email, you must have first created a mailing list (see: Manage Mailing Lists.) If you are using High Impact email with ACT! 6.0, 2005, or 2006, refer to the Using High Impact email with ACT! section of this document. From the main screen of High Impact email, click New email Merge. Select the type of email (HTML or Plain Text) that you wish to send to your mailing list and click Next. Page 38 of 72
Select email Merge Template Select the template that you wish to use. Previously-created email templates are in My High Impact emails. Click Next to continue. Edit Your Templates In Advance It is recommended that you use a previously-edited and tested template when performing a mail merge. This way, you can make sure that your colors, images, etc are correct prior to sending them out. Page 39 of 72
Select Profile If prompted, select the Profile you wish to use with the email merge template: If your default profile is set to be always applied, the information automatically appears in your selected template. Page 40 of 72
Select Mailing List On the Select a List screen, check the lists you wish to send your message to. To select individual contacts, highlight a list and click View Contacts. After choosing lists and contacts, click Next. Page 41 of 72
Edit Template You are now on the Edit Template screen. Use the High Impact email toolbar to change the content and formatting of your template. For more information about editing your template, refer to Create a New email. Click Save As to save your template at any time. Page 42 of 72
Insert Merge Fields Setting default values To insert a merge field into your email Merge template, position your cursor and click Insert Merge Fields. Select the field to be inserted into your template and enter a default value for High Impact email to use if the selected field is blank in the mailing list. For instance, if there is no value for FirstName in a contact, it can be replaced with Valued Customer. Personalize Subject Lines Merge fields can be inserted in the body of your message as well as the subject line, allowing you to personalize a greeting for each recipient. Send email Merge After editing, click Send emails. Page 43 of 72
Schedule emails Using the Scheduler To send merged emails at a desired time and rate, click Schedule. Please note: your email client must be active to send scheduled messages. Why schedule? Scheduling your emails can help you stay in compliance with your ISP s restrictions as well as assist you in sending messages to a larger group of recipients. Page 44 of 72
Manage My Scheduled emails To view and edit scheduled emails, click Manage My Scheduled emails on the left side of the main screen of High Impact email. To find out more about scheduling email batches, refer to the email Merge: Additional Functions section of this document. Please note: your email client must be active to send a scheduled email batch. To edit a scheduled batch: 1. Highlight the batch to edit and click Edit at the top of the scheduler. 2. Change the information to match your specifications and click Save. To delete a scheduled batch: 1. Highlight the batch to be deleted. 2. Click Delete at the top of the scheduler. Page 45 of 72
Using High Impact email with ACT! Using High Impact email with ACT! 6 High Impact email 4.0 is compatible with ACT! 6 as well as ACT! 2005 and 2006. High Impact email templates can be added to ACT! 6 for use as stationery and to perform a mail merge directly through that software while ACT! 2005 and 2006 databases can be read and contact history written for messages sent out through Microsoft Outlook or Outlook Express. Setting Default Stationery in ACT! 6 To set a High Impact email template as a default stationery for ACT! 6 emails, refer to the My Stationery section of this document. ACT! 6 must be set as your default mail client. Click My Stationery from the main screen in High Impact email. This takes you to the My Stationery Set Stationery screen: Select a Stationery Template High Impact email defaults to the Stationery template folder, but any template design may be used as stationery. Previously-edited and saved templates are stored in the My High Impact emails folder on the left side. There are three different views for the templates available in High Impact email: List, Thumbnail, and Theme Ready. Click on the tabs to view the templates accordingly. The List view displays only the title of each template. Page 46 of 72
The Thumbnail view offers a small preview of each template. The Theme-Ready tab shows which templates are optimized for use with the color and theme manager in High Impact email. Please note that while users can edit colors with non Theme-Ready templates, the results can be less consistent. Click Import Template to import an HTML template created by another program. Please note some HTML templates created by other programs will not be compatible with High Impact email. Click Preview Template to view a highlighted template in a new window in a larger format. In this window, click Previous and Next to browse templates. Click Select Template to continue to the New Email - Edit Template screen. To select a template from the preview window, click Select Template. After selecting the template, click Next. Page 47 of 72
Select A Profile If prompted, select the Profile you wish to use with the stationery template. If your default profile is set to Always apply this template during new mail and stationery creation, the information automatically appears in your selected template. Edit the Stationery Template Edit the template to your specifications. Click Preview to view the template in a new window. This allows you to view how your recipients will see your stationery. Page 48 of 72
Set Template as ACT! 6 Stationery Click Next to set the stationery as your ACT! 6 default Email template. Personalize ACT! 6 Email Stationery To personalize your ACT! 6 Email stationery to include merge fields: Start ACT! 6 and click Write > Edit Graphical (HTML) E-mail Template. Select emailbody.gmt and click Open. Insert merge fields using the same actions as performing a mail merge (see above.) After editing, save as emailbody.gmt. Why personalize the stationery? By personalizing the stationery, the salutation on each of your emails can be set automatically. No more typing Dear Tom, or Mary: at the beginning of your messages! Page 49 of 72
High Impact email and ACT! 6 Mail Merge High Impact email templates can be sent directly through ACT! 6 contacts through the software. The template must first be converted to an ACT! 6 Graphical Mail Template (.gmt file), then users edit templates and add merge fields in ACT! 6 s editor and send out messages through software. Convert High Impact email Template To convert a High Impact email template for use in ACT! 6: 1. Click Create New email. 2. Select the template to be converted to an ACT! GMT and click Next. 3. Click Save as ACT! template in the High Impact email template editor. 4. A window will appear stating that the selected template has been added as a Graphical (HTML) Email Template. Click OK. The modified High Impact email template is now ready to be used with ACT! 6 s mail merge. Edit Your Templates In Advance It is recommended that you use a previously-edited and tested template before converting it to an ACT! template.. This way, you can make sure that your colors, images, etc are correct prior to sending them out. Add Mail Merge Fields To add mail merge fields in ACT! 6: 1. Open ACT! 6. 2. Click Write> Edit Graphical (HTML) Email Template and open the High Impact email Templates for ACT! folder. Locate and open the template created for use in your mail merge. 3. The template is now open in the ACT! 6 word processor. 4. To insert a mail merge field into the template body, position the cursor in the appropriate location, highlight the field name to insert from the Mail Merge Fields dialogue box and click Insert. 5. After making the required changes, click File > Save. Your template is now ready to send via ACT 6 s mail merge. Perform Mail Merge in ACT! 6 1. In ACT! 6, click Write> Mail Merge. 2. In the What Contacts? Window, select the appropriate group of contacts to send the message to. Page 50 of 72
Select Current Lookup to send your email template to all of the contacts in the current lookup. Select Current Contact to send your email template to only the contact currently selected in ACT! Select All Contacts to send your email template to all of the contacts in your ACT! 6 database. Select Selected Group and use the dropdown menu to select a previously-created ACT! group. 3. Click Next. 4. In the Send How? window, select Email and click Next. 5. In the What Template? Window, click Browse and select the template to use in your Mail Merge. The template will be located in the folder named High Impact email templates for ACT. Click Next. 6. At the email Options window, enter the subject line for the email and add attachments, if desired. 7. Click Finish to send the merge out. ACT! 6 records a history item for each contact that was part of the mail merge. ACT! 6 Mail Merge in High Impact email You can also use the Mail Merge function in High Impact email with ACT! 6 set as your default mail client. When you send messages to your list, ACT! 6 will record a history item to each contact that was part of the mail merge. Using High Impact email with ACT! 2005, 2006, 2007 and 2008 Due to changes between ACT! 6 and later versions of the product, outside programs are no longer able to create and save templates for use within ACT! 2005 or ACT! 2006. High Impact email can read and write contact history ACT! 2005 and 2006 databases and send out messages through Microsoft Outlook 2000, 2002, and 2003 as well as Outlook Express 6. On the main screen of High Impact email, click Mail Merge. Select email Merge Type 1. Select Create emails from an ACT! 2005/2006/2007/2008 Database. Please note: Create HTML email is selected by default. 2. Click Next. Page 51 of 72
Select Template Select the template that you wish to use. Previously-created email templates are in My High Impact emails. Click Next to continue. Edit Your Templates In Advance It is recommended that you use a previously-edited and tested template when performing a mail merge. This way, you can make sure that your colors, images, etc are correct prior to sending them out. Page 52 of 72
Select Profile If prompted, select the Profile you wish to use with the mail merge template: If your default profile is set to be always applied, the information automatically appears in your selected template. Select Database Select the ACT! database to use for the mail merge. Click Browse and navigate to the location of the database to be used. Click Next. Page 53 of 72
Lookup Click Lookup to perform a lookup in your ACT! database and send email messages to a select group: Check or uncheck contacts to be included in your merge. To write history to your ACT! contacts, check Write sent mail History in ACT! Select Show All Groups or Show All Contacts to view groups or contacts. After selecting contacts, click Next. Page 54 of 72
Edit Template You are at the email Merge Edit Template screen: Use the High Impact email toolbar to change the content and formatting of your template. For more information about editing your template, refer to Create A New email) To insert fields from ACT! 2005/2006/2007/2008 into your message, position the cursor and click Insert Merge Fields. Select the ACT! database field you wish to insert, enter alternate text, and click OK. Merge fields can be inserted anywhere in the body of the template as well as the subject line Click Save As to save your template at any time. Send Messages After editing, click Send emails. Page 55 of 72
High Impact email and Outlook Using the Outlook Toolbar Selecting an email Stationery It is possible to select templates and insert images from High Impact email 4.0 toolbar, while composing a new message or replying to a message using Outlook. On the compose message screen, there are three buttons on the High Impact email toolbar. They are: Apply Template Insert Image Manage ReadyShare Apply Template button: Click the down arrow on the Apply Template button to see the following menu items: Apply Default Stationery: If you set a template as Outlook's default stationery via the High Impact email 4.0 application, clicking the "Apply Default Stationery" option in High Impact email toolbar will apply the default stationery to the message being composed. A message box is displayed, warning you that changes made to the email will be lost. Click Yes to continue. Apply New Template On the "Select a template" screen, select a template from the categories seen on the right side. You can either insert a template or a business card in your email. Page 56 of 72
From the "Select a template" screen, select a template from the categories seen on the right side. Click Yes to apply another template Inserting an Image The Insert Image button allows you to insert images in your email from your ReadyShare account. To insert an image: 1. Click the Insert Image button on the High Impact email toolbar. 2. Login to your ReadyShare account by entering your username and password. Please Note: In case you had checked the "Automatically login to ReadyShare" check box on the "My Preferences" screen in the High Impact email application, this screen will not appear. Page 57 of 72
Select an image from your ReadyShare account on the "Insert an Image from ReadyShare - [your ReadyShare account name]" screen and click OK. Managing ReadyShare It is possible login to the ReadyShare account to upload images, manage the files and folders on your ReadyShare account. The Manager ReadyShare button is seen as a part of the toolbar of Outlook Compose window. 1. Click the Manage ReadyShare button on the High Impact email toolbar. 2. Login to your ReadyShare account by entering your username and password. 3. To upload an image to the ReadyShare server, the Upload a File button helps you complete the task. Page 58 of 72
4. Select an image which you want to upload to the ReadyShare server. 5. Edit the image i.e. Crop, Brightness, Sepia Tone, Grayscale etc. and click Next. 6. Select a Destination folder to upload the image. 7. Click Next to upload the selected file to the destination folder. 8. The successful upload of a file is displayed through a dialog, shown below. Page 59 of 72
Manage My ReadyShare What is ReadyShare? ReadyShare is a service offered by TemplateZone for High Impact email users. It allows High Impact email users to place photos, images, and documents on a web space and automatically reference them in emails. The benefit of ReadyShare Use is twofold: users are able to easily edit and upload images directly onto the web and images are automatically compressed, making the email much quicker to receive and read. You ll also know that the images are properly referenced without learning complex HTML code. Most High Impact email templates include at least one photo socket that allows you upload images and photos to your ReadyShare quickly. Your profile images (portrait, logo, and signature) are also saved in your ReadyShare account. High Impact email Professional users get 1mb of storage; High Impact email Basic users have 256k of storage. Images uploaded to ReadyShare are optimized for the size of your image socket. Using the ReadyShare Manager Click Manage ReadyShare. If prompted, log in with your ReadyShare Username (the email address given when installing High Impact email) and password. Enter the requested information and click Next to continue. To automatically log into your ReadyShare account while using High Impact email, check Automatically log into ReadyShare. To copy a file from your computer into your ReadyShare account, click Upload a file. This will take you to the Upload a File Select a File screen. To view your ReadyShare account details, click on Account Details. To view the available space available in your ReadyShare account, refer to the information bar at the bottom left. Page 60 of 72
Your ReadyShare account and the folders within are listed on the left side of the ReadyShare Manager screen. The right side displays the files within the selected folder. Click on List to view files in a list format. To view thumbnails of image files, click Thumbnail. To view a single file type, select from the dropdown list at the top of the file window. To view files within a specific folder, click on the folder. Right click on a filename to Rename, Delete, or Move the file. You can also retrieve file Properties and Refresh the list. To get a particular file s URL within the ReadyShare system, right-click on the filename and click Get URL. Upload a file to ReadyShare: Click Upload a file. You are now on the Upload A File Select A File screen. Select File to Upload The left pane displays the folders on your PC. High Impact email defaults to My Documents\My Pictures. Click on List to view files in a list format. To view thumbnails of image files, click Thumbnail. To view a single file type, select from the drop-down list at the top of the file window. Navigate to the location of your file, select the file you wish to upload and click Next. Page 61 of 72
Acceptable File Types Users can upload the following file types to ReadyShare: Microsoft Office documents (.doc,.ppt,.xls), image files (.tiff/tif,.jpeg/.jpg,.gif,.png and.bmp), and Adobe PDF (.pdf) documents. Please note:.bmp and.tiff files are converted to.jpg format for display in your email. Edit Image When uploading images, you may edit them to your specification (crop, resize, sharpness, etc.) After the image meets your specification, click Next to upload to your ReadyShare account. Upload File Select the Destination Folder within your ReadyShare account. Click Next to upload the file. Click Close or Main Menu to return to the main menu. To upload another image click Upload a file. Page 62 of 72
My Preferences Click Preferences on the left of the HIE main screen to edit program preferences. The Preferences page contains 5 tabs. Each tab contains options that you can change to customize your program operation. After you have adjusted your preferences to the desired settings, click Save Changes and Exit to apply them to High Impact email. To keep your preferences the same, select Exit without Saving Changes. Page 63 of 72
General Tab 1. General Preferences Option Start High Impact email in New email Mode Show Screen Tips Description Automatically displays the New email window where you can select a template to use. This option is turned off by default. Automatically displays helpful tips in the top part of the HIE dialog box to the right of the yellow light bulb. This option is turned on by default. Enable Schedule email Option (Batch emails) Automatically enables the user to perform batch emails and schedule them. This option is turned on by default. Always use my own URL when inserting images Automatically displays a dialog box where the user enters an image URL without using ReadyShare. This option is turned off by default. Preserve GIF image transparency when uploading to ReadyShare Automatically uploads GIF files to ReadyShare without cropping or compression, allowing GIF s to maintain their transparency, etc. This option is turned off by default. Show Images on the High Impact email 4.0 toolbar in Microsoft Outlook Automatically displays icons on the HIE toolbar. This option is turned on by default. 2. New email This setting determines how HIE acts when a new email is created. Choose Minimize Application if you want HIE to remain open after you have created an email. Choose Exit Application if you want HIE to close after an email is created. 3. Helper applications The Edit Template option lets you select the application which opens the templates for editing. Click Browse to select the path of the desired application, usually a full HTML editor such as Microsoft FrontPage. By default, the entry in this location is that which is defined in your Internet Explorer options. To discover this option, open Internet Explorer and select Tools > Internet options and select the Programs tab. The entry in the HTML editor setting is the High Impact email default. The View Source option lets you select the application which views the source of the HTML templates. Click Browse to select the path of the desired application, usually a simple text editor, such as Windows Notepad. ReadyShare Tab When High Impact email is installed, an email address is required in order to establish a ReadyShare account. Your ReadyShare account name should be an email address where you can receive information such as account confirmations, etc. Change the email address associated with your ReadyShare account by clicking Change Email Address. Page 64 of 72
Change the ReadyShare password by clicking Change Password. Check Automatically Log into ReadyShare to automatically upload images to ReadyShare without entering account information. To find out more about the ReadyShare service, refer to the Manage My ReadyShare section of this document. Email Setup Tab The Email client tab enables you to specify which mail client you want High Impact email to use when creating a new mail. The list includes all installed mail clients that are compatible with High Impact email. The default mail client is the one selected during installation. To change the email client used by High Impact email: 1. Select the email client you wish to use with High Impact email. 2. Click Save Changes and Exit. Import/Export Tab This tab allows you to export or import High Impact email profiles, settings, and color themes for reinstallations or to share settings across multiple installations of the product. To export your Profiles and ReadyShare settings: 1. Check Export Profiles and/or Export ReadyShare Settings 2. Click the Export Settings button 3. The Save As dialog box will appear. Browse for the directory or location where the file will be saved. Then, enter the name with which you want the file to be saved in the File name text box and click Save. Import Settings: High Impact email enables you to import user profiles as well as ReadyShare information from a file. To do this, follow the instructions below: Please Note: You cannot move settings or profiles across different operating systems. For instance, profiles created on a Windows XP system can only be used on another Windows XP installation. 1. Click Import Settings to browse for the location where the previouslyexported file is stored. 2. Click Open to import the data into High Impact email. Why import and export settings? If you have more than one machine in your organization using High Impact email, exporting the settings allows you to easily make sure that both installations have the same ReadyShare account information, profiles, etc, without having to go through a long setup procedure. Insert Link Tab The Insert Link tab lets you define a message that will be automatically placed at the top of an HTML message when you check the following box on the New Email Edit Template screen. Page 65 of 72
There are three different default messages that can be selected. You may also create your own message. The alignment (center, left, right) and font size of the message are user defined. A user-defined message can be composed using the following commands: Code <<URL>> <<EMAIL>> <<COMPANYNAME>> <BR> Action Automatically inserts hyperlink to the website in your profile. Automatically inserts email address from your profile. Automatically inserts company name from your profile Inserts a line break. For example, your user defined message can be along these lines: Having trouble with this message from <<COMPANYNAME>>? <BR>Visit this page: <<URL>> For example, your user defined message can be along these lines: This will appear as follows: Please note that it is recommended that you test the composed link message by first sending it to yourself to ensure that it works as defined. Page 66 of 72
Frequently Asked Questions Template Editor How do I link text in my High Impact email message to a web page? 1. Select the text you wish to convert into an active link: 2. Click the Insert Hyperlink button in the toolbar: 3. Enter the URL to link to and click OK: 4. The text in your message is now a link to the address you entered: I ve sent my message to Microsoft Outlook and the template looks distorted. How can I fix that? The most common cause of this distortion in Outlook is that Microsoft Word is set as the program s HTML editor. As noted elsewhere, Microsoft Word s HTML functionality is not designed for use in email. To use High Impact email templates correctly with Microsoft Outlook, open Outlook and click Tools> Options> Mail Format > and make sure that both boxes related to Microsoft Word are unchecked: Page 67 of 72
How do I import an HTML design created in another program? 1. On the Select a Template screen, click Import Templates. 2. Navigate to the location of the HTML file, select and click Open. 3. Add profile tags to the imported template by placing the cursor and clicking on the tag to be inserted. Page 68 of 72
4. Click Preview to view the template with tags inserted. 5. After inserting profile tags, click Save to add the template to your My High Impact emails folder. How do I edit a High Impact email template with a program like Microsoft FrontPage or Macromedia Dreamweaver? 1. On the Select a Template screen, right-click on the template to be edited and select Edit Template. 2. The profile will be opened for editing in the application selected on the My Preferences screen. 3. After editing, save the template and follow the instructions above to import the revised template and add it to your My High Impact emails folder. Please note: HTML templates created by Microsoft Word and Microsoft Publisher are not recommended for use with High Impact email due to specific coding used by these products. Page 69 of 72
email Merge How do I attach files to my High Impact email messages during a mail merge? While on the Template Edit Template screen, click on the Attachments button at the top of the editor. Please note that do not recommend using attachments in your email merges as these can be removed during mail filtering or even cause your message to be tagged as spam. Consider uploading the file to ReadyShare and linking to the file in your account instead. How can I use data from an Excel spreadsheet to create a mailing list in High Impact email? Excel worksheets must first be saved as a Comma Separated Value (.csv) file in order to import the data in a High Impact email mailing list. Please note that using this format saves the first worksheet of your file. To perform this action with a file in Excel, go to File > Save As > and select CSV (Comma Delimited). After creating the file, import the data using the flow provided under the Manage Mailing Lists section of this document. How do I export a High Impact email mailing list in CSV format for use in another program? 1. On the Lists Manage Mailing Lists screen, highlight the list you wish to export and click on the Export List button at the top of the screen. 2. Navigate to the location you wish to save the file to and click OK to save the file. How do I send out a message to a large group of people? High Impact email Professional allows users to send individual messages to a large number of contacts using its Mail Merge function. To find out more about this function, refer to the email Merge portion of the documentation. It is recommended that you do not send out a BCC: message to a distribution list this triggers mail filters and can result in your email not reaching its intended contact. How do I schedule a batch mailing? Page 70 of 72
1. To send merged emails at a desired time and rate, click Schedule. On the Mail Merge Edit Template screen. This opens the below dialog box: 2. Select a time and send rate for your messages and click Schedule. Please note that your mail client must be active at the set time in order to send out messages. ReadyShare How do I upload a.pdf file to my ReadyShare account? 1. Click Manage ReadyShare from the front page. 2. If required, enter your ReadyShare username and password and click Next. 3. Click Upload a File at the top of the ReadyShare Manager screen. 4. Navigate to the location of your file on your PC. The default location is My Documents \ My Pictures 5. Highlight the document to upload and click Next. 6. If desired, select a folder to upload the file into and click Next. 7. The file is now uploaded. Select the file and right-click for more options. How do I link to a file in my ReadyShare account? 1. Upload the file to your ReadyShare account using Manage ReadyShare. 2. Select the text you wish to convert into a link to your file: 3. Click the Insert Link From ReadyShare button in the toolbar: 4. Select the item in your ReadyShare account and click Next: Page 71 of 72
5. The text in your message is now a link: Page 72 of 72
How do I upload an animated or transparent.gif file to ReadyShare? Due to compression technology used in High Impact email, animated and transparent.gif files are flattened when uploaded to the ReadyShare server and may appear to be static or have a white background. To upload these files in their original format, check Preserve GIF image transparency when uploading to ReadyShare under the General tab of the My Preferences screen: To continue taking advantage of High Impact email s compression for other.gif images, uncheck this box when you have finished. Why do some of my images look distorted when I insert them from ReadyShare? When uploaded to ReadyShare, images are resized for the socket they are being inserted into. This means that an image that was originally inserted into a smaller socket will be distorted when placed in a socket designed for a larger image. It is recommended that you re-insert the image into a new image socket to ensure that it is displayed properly. Why does the image I ve placed on our web server appear larger than the socket it was inserted into? When you enter your own URL into a High Impact email, you bypass the product s image editor entirely. This means that the image is not resized for the socket it was inserted into. Any images that are placed into a photo socket from an outside server will appear at their original size. How do I upgrade my ReadyShare storage? On the Manage ReadyShare screen, click Account Details to view your current ReadyShare account details. Click Buy Service Level to visit the ReadyShare site and view your options. Page 73 of 72