To create a new email or edit and existing email in ROI, navigate to Content>Emails.
Click the Create New Email Button to start from scratch.
There are three different Email Editors to choose from- the Drag and Drop, Classic, and Code (HTML) Editors. The Drag and Drop and the Classic Editor both have template options to choose from, or you can select Recent Emails to work on a previous Email you have created.
You can also open an existing email from Recent Emails which functions as a "Save As" and allows you to work off of the content from a previously created Email with a new name and subject line.
Once you have selected your template or copied an existing email, it's time to complete the content setup.
Step 1: Setup Content
The Subject will display in the email subject line upon inbox delivery.
The email can be saved in either Draft or Published status. Once you are ready to send the email, change the status from Draft to Published. The Draft status is purely for you to keep track of where the email stands--complete or incomplete. The system doesn't restrict based on the status.
The Classic and Code Editors have been designed for utilizing the HTML of the email. In the Classic Editor, you can use the code button in the toolbar to open the HTML of the email body. This will allow you to make changes to the email directly in the HTML code or to open the code to allow you to copy/paste.
The Code Editor is a split-screen view with the HTML on the right and the view of what you are creating on the left. To change the code here, you simply edit the HTML.
The Drag and Drop Editor also allows you to open the code, however, it is optimized to be used in a simple function with the content blocks as they were created.
Body (Plain Text):
Plain text is text that is not computationally tagged, specially formatted, or written in code. It is important to click the Copy Text from HTML button to include Plain Text incase your email design is not supported and the format renders incorrectly to recipients. Designing emails can be hard, so to avoid common issues with email rendering across mobile, desktop and web-based clients, consider learning more about ROI's Advance Sender Package, which includes Litmus email testing.
Copy Text from HTML - Ensure correct text is available even if the format renders incorrectly. Best practice is to make sure this text reads well for a recipient to make sure they can understand the content of the email even if it doesn't send properly.
Send Test Email - Quickly send a test email to your inbox for review. Click here to learn more about how to keep your test emails from going to your spam folder.
Check Spam Score - ROI has an integration with SpamAssassin. This button is for email spam filtering based on content-matching rules. The max possible score is unknown, as SpamAssasin is an open source tool and they continuously change the check to keep them up-to-date. ROI recommends your score be 0, but always make sure to stay below a spam score of 5.
If you have purchased ROI's Advance Sender Package, which includes Litmus email testing, you will have access to a button that test your email renderings in multiple browsers, but only after you have clicked Save for the first time and refreshed the page.
Step 2: Enter Name, Description, And Folder
Add a Name and Description to your email. You can also place emails in Folders for organizational purposes.
Please refer to our video tutorials for additional information creating an email using the Drag and Drop Editor.
Read more helpful articles in the Email folder.