Designer

Email Designer is an easy-to-use tool that helps customize your emails by using its different functions when adding content. It will help you create an email that can align with your organization’s brand and style, which help distinguish your organization from the others. To take full advantage of this application, we prepared an easy-to-follow guide for you:

Reminder: Don’t forget to click the Save button as you continue to work with your email to save your progress.

Guide in Adding Content to the Email Designer

1: Upload images 

• Before adding an image to your email, see that it is within the standard size the designer supported.
• Once you have your image ready, grab the image icon from the right side of the Email Designer and place it on the header or anywhere you want it to be in your email.

• Double-click the default image and select the image you want to add. 
  • Click upload image twice to add pictures from your computer’s local drive.
  • Double-click the image once uploaded to add it to your email.

2: Create images for the email design with size restrictions.

• If you prepared an image with a size bigger than the one required by the email designer, screenshot your favorite part of the image to adjust its size and add it to your email, rather than adding the whole picture that will eventually get cropped.

3: Copy and paste content

• You cannot copy and paste formatted texts from word documents to Email Designer, so use the following command to paste without formatting:
  • MAC: Command + Shift + V 
  • Windows : Control + Shift + V 

4: Reformat Plain Text

You can reformat plain texts by selecting the word/s that you want to edit, then use the following functions: 

• For more functions to edit texts, proceed to the upper right side of the designer and click Style Manager.

• Style Manager > Dimension
  • Under Dimension, you can adjust the distance of each element in your email.
• Style Manager > Typography
  • Typography helps you change and adjust the font you use in your email. It also has the option to change your font color, style, alignment, and spacing.
• Style Manager > Decorations
  • It is to change the background of the texts.

5: Add a button

• On the upper right side of the designer, open Blocks and click and drag the Button icon to the place you want it to be in your email.
• Go to Typography under Style Manager to edit the font style and color of the button and Decorations to change the background and border color. 

6: Add bullet points and links.

• Double-click the text box to make some functions for text formatting appear. You can insert or remove bullets by clicking the bullet function. 

• To insert a link, you have to highlight the text/s and click the link icon or do the command ctrl+L. A dialog box will pop out where you can add the link under the URL. 

7: Test the email sending

• Proceed to the Preview tab to check the actual email you just created. You can also send a test email to your email address to see if all are set and ready.
• To send a test email, go to the Preview tab, then scroll down to the bottom to click the Send Test button.
• A dialog box will pop out where you can add your email address for the test email.
• Check your email address for the final output so you can make necessary adjustments to your email.

Your email is now ready to send out. Please reach our support channel if you have questions or clarifications about this topic. We are always happy to help!

Introduction

There are times that when sending out emails with the Email Designer, some of them might get delivered, bounce, or have a complaint filed. It can happen for a few reasons, but the most common is not getting the correct email addresses at the time of purchase with Altru. We recommend that you set up the email validation service with your Altru account and follow this guide on how to handle the delivery of emails, bounced emails, and complaints to manage any email concerns you have accordingly. 

Bounce messages

Sending emails through Email Designer is not always perfect. At times it will bounce because of various reasons like invalid email addresses due to typos, the account is no longer active, or an incomplete email address. You can handle bounced emails by following the steps below.

1: Go to your Social Good Software account and proceed to Email Designer.

2: Click on the email template you want to set up and proceed to Settings.

3: Whenever an email bounces, it will go back to the From Email Address with a notification containing details of why the email bounced and other information you might need. You need to monitor the origin of your emails to capture bounce messages and correct them.

4: Click the Resend Email link. It will redirect you to the email you are trying to send to your customers. You can also see the status of your email and information related to it.

5: You can resend the message and correct the recipient’s email address by clicking the Send Email button. A dialog box will pop out where you can type in the correct email address and click Send Email. With this, you will be able to send the email to the appropriate person and correct any mistakes before the message goes out.

6: You can check your recent email sent by going to the Activity tab.

Complaints

There is a chance that your email sent is flagged as spam. It might happen because the recipient did not give their consent to receive this kind of notification, the information is not relevant to the person, or you sent the email to the wrong email address. We recommend doing an email validation before your customers submit their orders. That way, you can avoid delivering the email to the incorrect email address.

Go to the Activity tab to check if the email you sent was delivered. The From Address in your email template will always receive the complaint notification where you can check the complaint details.

Resending email

There are circumstances when customers ask for help because they can’t find their tickets or did not receive a reminder. Learning how to resend an email using the Email Designer will be helpful in this situation.

1: Go to the Activity tab of the Email Designer.

2: Click on the calendar and select the date you sent the email.

3: Do command+F for MAC or Ctrl+F for Windows. Type in the email address you are looking for, and click on Resend Email.

4: another way to resend an email is to go to your query in Altru and remove the note type on the sales order so that it will kick off a new email. Note that if the email address is wrong, it will still be delivered to the incorrect email address. 

Note: Only original emails that you sent out are the ones attached to Altru

Summary

We emphasized that you check the origin of your email or the From Email Address. That way, you will know if there are undelivered emails, bounced emails, or complaints and handle them appropriately. Please reach us through our support channel if you have questions or clarifications.

Introduction

There are instances when people are requesting the organization to resend a particular email to them for different reasons. This guide on how to send the email to the same recipient is very helpful in this situation. Make sure to strictly follow the step below before you enable the function ‘sending the same email with the same recipient multiple times’ to avoid any issues. Also, ensure that the recipient acknowledges that he or she is receiving the same email.

Requirements:

1. The Note type needs to be configured on the email.
2. The Note Type in your query must be matched in your email.

Steps on how to send an email to the same recipient

1: Your query must have a Note type that exactly matches the note type in your email.

2: On the Email Designer side, the Note type under its Settings must exactly match the note type in your query.

3: On the query, make sure that the following are properly done:

• Select the ‘Not one of’.
• Check the checkbox for ‘include blanks’
• Check the checkbox for ‘Only return records that do not match any of the selected values’.

Warning: Set up this function correctly before you enable the option to send an email multiple times, otherwise it will send the same email multiple times to the same person per second.

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