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Marketing - Email Template Editor - General

Marketing - Email Template Editor - General

In this article:

 

About Email Template Toolbar and Functions

On the Email Template toolbar, you will find basic functions to format text and background as well as insert links, tables, images, and Lasso tokens. The first row of the toolbar contains menu items with selectable options in dropdowns. On the second row of the toolbar are shortcut buttons for many of thee options. 

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Email Editor Functions

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1Edit

  • Undo and Redo actions
  • Cut, Copy, and Paste content
  • Paste as text only
  • Toggle Link Underline
  • Select all content

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Undo and Redo shortcut buttons are available on the toolbar.

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2Insert

  • Blocks if using Design Editor
  • Link
  • Image
  • Registrant Tokens
  • Sales Rep Tokens
  • Other Tokens such as Specialized Tokens

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Note: You will only see the Blocks option if you created your template using Design Editor.

a) Insert Blocks – If you are using Design Editor to create your email template, you will see the Blocks option. Select various items from the Blocks Library that will add formatting and placeholders for text, columns, buttons, and images.

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b) Insert Link – Add the URL that will link to website tracking, documents, contact email address and/or phone number, opt-in or opt-out options, email in browser view, or Self Serve Registrant Updates.

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The Insert Link shortcut button is available on the toolbar.

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c) Insert Images, GIFs, and Documents – Upload images and documents, and keep them organized in the image/document manager.

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The Insert Image/GIF and Insert Document shortcut buttons are available on the toolbar.

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d) Insert Registrant and Sales Rep Tokens – Add registrant and sales rep tokens to the template that will automatically populate the information from Lasso, personalizing the email for the recipient.

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Example:

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e) Insert Other Tokens for Specialized Templates such as subscription landing pages.

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3 – View

  • Visual aids - Select whether you would like to see gridlines when editing your template.
  • Fullscreen – View your template in fullscreen mode.
  • Preview – View your template as it will look in an email to a recipient.

Note: The email will render differently in different browsers.

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4 Format the text by highlighting and selecting:

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Bold, Italic, and Underline shortcut buttons are available on the toolbar.

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5 – Insert Table

Insert and edit tables to contain content.

Note: If you are using Design Editor to create your template, the Table button will not be available.

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The Table shortcut button is available on the toolbar, unless you are using Design Editor.

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6 – Tools

View/edit/copy HTML source code.

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7Social Media

Insert Social Media icons.

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About View on Email Template Toolbar

The View button on the Email Template toolbar provides you with the following options when viewing your email template:

  • Visual aids - Select whether you would like to see gridlines when editing your template.
  • Fullscreen – View your template in fullscreen mode.
  • Preview – View your template as it will look in an email to a recipient.

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Insert Registrant Tokens into Email Template

Add registrant tokens to your email template that will automatically populate the information from Lasso, personalizing the email for the recipient. These tokens are accessed via the Insert button on the Email Template Editor toolbar.

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Available Registrant Tokens include:

  • Personal ID
  • Registrant ID
  • Project ID
  • Client ID
  • Name Title
  • First Name
  • Last Name
  • Primary Email
  • Primary Phone
  • Primary Address
  • Company
  • Deposit Amount
  • Project Name

To insert a Registrant Token:

1 – Place your cursor where you want the token to appear in your template.

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2 – Click Insert, select Registrant Tokens, and then select the token you want to add.

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The token will be placed in the template.

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Example of email containing Registrant Tokens

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Insert Sales Rep Tokens into Email Template

Add sales rep tokens to your email template that will automatically populate the information from Lasso, personalizing the email based on the sales rep indicated in the From field of the email. These tokens are accessed via the Insert button on the Email Template Editor toolbar.

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Available Sales Rep Tokens include:

  • First Name
  • Last Name
  • Phone
  • Email
  • Portrait Link
  • Calendar Link
  • Virtual Office Link
  • Agent ID
  • Title

The sales rep information that populates the template pulls from Lasso as follows:

  • If the email is sent from the registrant profile, the sales rep tokens populate with the details of the user that is sending the email, regardless of the sales rep(s) that are assigned to the registrant. For example, if Sales Rep Jane Smythe is logged in and sends an email to Registrant Bob Jones whose primary assigned sales rep is Chris Diaz, the email will populate with Jane Smythe's name and contact details. This is also the case if the registrant is unassigned or there is no primary sales rep selected.
  • If the email is sent as a mass mail, and Primary Assigned Sales Rep is selected in the Send From field, the template will populate with the information of the primary assigned sales rep. If  the registrant is unassigned or there is no primary assigned sales rep, the email will populate with the details of the sales rep that is logged in and sending the mass mail.

Note: Primary sales rep is indicated by the gold star beside the sales rep's name in the registrant profile.

The phone and email entries for sales reps can be viewed, added, and edited in the Client Admin Center under Users and Manage Roles as well as in the Project Admin Center under Project Setup and Sales Reps.

Client Admin Center>Users>Manager Roles

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Project Admin Center>Project Setup>Sales Reps

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The Portrait Link, Calendar Link, Virtual Office Link, Agent ID, and Title is added in the Client Admin Center under Users and then Manage Users.

Client Admin Center>Users>Manage Users

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1 – Place your cursor where you want the token to appear in your template.

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2 – Click Insert, select Sales Rep Tokens, and then select the token you want to add.

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The token will be placed in the template.

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Example of email containing Sales Rep Tokens

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Insert Website Tracking Token into Email Template for Existing Registrants

Lasso’s website tracking functionality allows you to track when prospects visit your site, which pages they visit, and how often they come back. When Lasso’s tracking script is added to the pages of a project website, Lasso will track the visits to each page and will send alerts to assigned sales reps when a registrant is visiting the project website again.

If you have registrants already in the database before you implement website tracking on your project website, you can send these existing registrants an email containing the website tracking link. Once they click on the link, their website activity will be tracked. Notification of a registrant's website activity is sent to the sales rep upon the initial click.

1 – Select the text that you want to link to Website Tracking.

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2 – Click Insert on the toolbar and then select Link.

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3 – Check the box beside Enable website tracking?

4 – In the Url field, enter the URL for the web page that you want to track.

5 – Click OK.

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6 – This will add a link to the text in your template. Click Save Template.

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Insert Self Serve Registrant Update (SSRU) Link into Email Template

Note: The SSRU you want to link must first be created in the Project Admin Center.

1 – Enter the text for your Self Serve Registrant Update (SSRU) link and select it, or place your cursor where you want the link to appear in your template.

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2 – Click Insert and select Link, or click the Insert/edit link button on the shortcut toolbar.

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3 – In the Link list dropdown, select the SSRU.

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4 – Note that the SSRU URL appears in the Url field. If you did not enter text for your link, enter it in the Text to display field.

5 – Click Ok.

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The linked text will be in blue font and underlined.

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Insert URL Link into Email Template

1 – Enter the text for your link and select it, or place your cursor where you want the link to appear in your template.

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2 – Click Insert and select Link, or click the Insert/edit link button on the shortcut toolbar.

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3 – In the Url field, enter the URL. If you did not enter text for your link, enter it in the Text to display field.

4 – Click Ok.

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The linked text will be in blue font and underlined.

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To open the link, click on the linked text and select Open link.

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Insert Email Link into Email Template

1 – Place your cursor where you want the link to appear in your template.

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2 – Click Insert and select Link, or click the Insert/edit link button on the shortcut toolbar.

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3 – In the Link list dropdown, select Email Us.

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4 – In the Url field, replace the default myemail@example.com with the email address you want to link. Do not remove mailto:. This tells the system that it is an email address.

Example: Replace mailto:myemail@example.com with mailto:info@skyview.com.

5 – To include the subject line in the email link, add ?subject=<subject line> to the URL. This will place the subject in the email when the recipient clicks on the email link. 

Example: mailto:info@skyview.com?subject=You are invited

6 – In the Text to display field, enter the text for the link.

7 – Click Ok.

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The linked text will be in blue font and underlined.

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Insert Phone Link into Email Template

1 – Place your cursor where you want the link to appear in your template.

insertphonelink1.jpg2 – Click Insert and select Link, or click the Insert/edit link button on the shortcut toolbar.

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3 – In the Link list dropdown, select Phone Us.

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4 – In the Url field, replace 555-5555 with the phone number you want to link. Do not remove tel:1-. This tells the system that it is a phone number.

Example: Replace tel:1-555-555 with tel:1-604-555-1234.

5 – In the Text to display field, enter the text for the link.

6 – Click Ok.

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The linked text will be in blue font and underlined.

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Insert File/Document Link into Email Template

Note: The maximum document size that can be attached to an email sent from Lasso is 25MB.

1 – Place your cursor where you want the file link to appear in your template.

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2 – Click the Insert File button on the shortcut toolbar.

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3 – If you have already uploaded your file, skip to Step 5. If you haven’t uploaded your file, click Upload.

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4 – Browse for and select your file.

Your file will be uploaded to MoxieManager.

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5 – Click on the filename.

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This will place a link to the file in the template.

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To change the text of the link, click on it and select Insert/edit link.

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Enter the new text in the Text to display field and click Ok.

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To open the link, click on it and select Open link.

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To remove the link, click on it and select Remove link.

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Insert Image/GIF into Email Template

1 – Place your cursor where you want the image or GIF to appear in your template.

To view an instructional video, click here.

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2 – Click Insert and select Image, or click the Insert/edit Image button on the shortcut toolbar.

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3 – Click on the image button in the Source field.

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4 – If you have already uploaded your file, skip to Step 6. If you haven’t uploaded your file, click Upload.

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5 – Browse for and select your file.

Your image/GIF will be uploaded to MoxieManager.

6 – Click on the image/GIF in MoxieManager.

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You will be redirected to the Insert/edit image box. The image URL will appear in the Source field and the Dimensions of the image will be displayed.

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7 – In the Image description field, enter a description for the image/GIF so that email recipients will have an idea of what it is if their images are turned off.

8 – Make adjustments to the Dimensions if desired and click Ok.

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This will place the image/GIF in the template.

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Insert Social Media Icon into Email Template

1 – Place your cursor where you want the Social Media icon to appear in your template.

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2 – Click the Social Media button on the shortcut toolbar.

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3 – Select the Social Media icon that you want to add and click Insert.

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The Social Media icon will be placed in the template.

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Next, you will need to link the icon to its URL. Remember, it may be helpful to have the website open in another browser so that you can easily copy and paste it.

4 – Select the Social Media icon in the template and click the Insert/edit link button on the shortcut toolbar.

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5 – If you have your Social Media website open on another browser, copy and paste the URL in the URL field, or otherwise enter it, and click Ok.

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6 - Add and link as many Social Media icons as desired and click Save Template when you are satisfied.

If you are adding Email and/or Phone Social Media icons, please note the following when linking:

Phone Social Media icon:

1 – Select the Phone icon and Insert into your template.

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2 – Select the Phone icon in the template and click the Insert/edit link button on the shortcut toolbar.

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3 – In the Link list dropdown, select Phone Us.

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4 – Replace the generic number with your own, being sure to leave the tel: 1- text before the number, and click Ok.

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Email Social Media icon:

1 – Select the Email icon and Insert into your template.

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2 – Select the Email icon in the template and click the Insert/edit link button on the shortcut toolbar.

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3 – In the Link list dropdown, select Email Us.

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4 – Replace the generic email with your own, being sure to leave the mailto: text before the email, and click Ok.

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Insert Table into Email Template

1 – Place your cursor where you want the table to appear in your template.

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2 – Click Table or click the Table button on the shortcut toolbar.

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3 – Select Table and then move your mouse over the squares in the grid to select the number of columns and rows you want. Once you have made your selection, click on the grid.

Note: The number of columns and rows is displayed at the bottom of the grid.

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This will place the table in the template.

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4 – While your table is selected, click on the Table button on the shortcut toolbar.

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5 – Format your table using the options provided and then click Ok.

Select Table properties and then the General tab to modify:

  • Width and Height
  • Cell spacing and padding
  • Border
  • Caption
  • Alignment

Select Table properties and then the Advanced tab to modify:

  • Style
  • Border color
  • Background color

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Select Cell to:

  • Modify Cell properties
  • Merge cells
  • Split cell

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Select Row to:

  • Insert row
  • Delete row
  • Modify Row properties
  • Cut row
  • Copy row
  • Paste row

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Select Column to:

  • Insert column
  • Delete column

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Select Delete table to remove your template from the template.

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Insert Google Calendar Invite into Email Template

If you are sending an email invite to registrants for an event such as a grand opening or realtor luncheon, you can include a Google Calendar Invite that will allow invitees to easily save the event to their Google Calendar directly from the email. You’ll create the URL link directly in your Google Calendar application.

1 – Log into your Google account and open Google Calendar.

2 – Click the Create button.

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This brings you to the event details page.

3 – Enter the details of your event, including:

Event Name – Make sure the name reflects what the event is called on your website and promotional materials. You may also want to include your company name so that invitees know who is hosting the event with just a glance at their calendar.

Time – Enter the start and end dates and times of the event. Adjust the timing of the event to your time zone, as you’re the one creating the .ics file. It will automatically change the time to correspond with each person’s time zone. For example, if you’re creating the event file in Atlanta for a grand opening in Houston that starts at 12 p.m. CST, you should enter the start time as 1 p.m. EST.

Location – Physical address of the event (one line such as ‘13351 Commerce Pkwy Unit 1103, Richmond, BC V6V 2X7’) so that a map link will be included in your invite.

Description – Here, you should include a snippet of the event’s details. This goes in the “description” text box in Google Calendar. It’s also helpful to provide your contact info in this section. That way, people can reach out if they have any questions.

URL of Event Landing Page – If you have a specific landing page for your event, include its URL; it will act as a refresher for those who may not remember the details of the event.

Reminders (optional) – You may set notifications to remind invitees of the event. However, it’s important to not overwhelm people with too many reminders.

4 – Click Save to add the event to your Google Calendar.

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5 – Click on the event in your calendar to open it.

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6 – Click Edit event.

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7 – This opens your event to the details page. Click Publish event.

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8 – In the Publish event window that pops up, copy the URL link to use in your email template.

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9 – Paste the URL link into your email template.

Test Email Template

1 – In your template, click Send test email.

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2 – If a test email list has been set up, the email addresses will be displayed under Recipients. If no email addresses are displayed, it means the email list is empty. To add or remove email addresses from the list, click edit. If the list is correct as is, click Send test email under the recipient list.

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3 – If you updating the recipient list and clicked edit, adjust the list as needed by entering an email address into the Add recipient field, and then clicking Add recipient and Save recipient list. To remove an email address, click the X beside it.

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Update/Edit HTML Source Code in Email Template

1 – On the Email Template toolbar, click Tools and select Source code.

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2 – Edit the Source code as desired and click Ok.

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Update/Edit Link in Email Template

1 – Click on the linked text in your template.

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2 – Select the Insert/edit link button.

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3 – Edit the link and/or text as desired.

4 – Click Ok.

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Remove Link from Email Template

1 – Click on the linked text in your template.

2 – Select the Remove link button.

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The text will no longer contain the link.

Embed Videos in Email Template

Lasso recommends that Users do not embed videos in Email Templates because some email applications strip them out and/or won't accept large attachments.

As an alternative, you may upload the video in a video-sharing website (e.g. Vimeo, YouTube, etc.), take a screenshot of the video, and upload the screenshot as an image in Lasso. You may then link the image into the video link. The same would apply to video emails such as BombBomb or Eyejot.

How to Fix Image Rendering Issue in Outlook 2010 and 2013

If you have noticed that your marketing emails look different in Outlook 2010 or 2013 compared to Gmail or other email providers, the cause could be how this version of Outlook renders images. Most email providers recognize images in terms of pixel size, but Outlook 2010/2013 only recognizes point size. So unless an image has been declared in both pixels and points in the HTML, Outlook will automatically shrink the image.

For example, the image below has a width of 700 pixels, and a height of 262pixels.

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Outlook 2010/2013 converts the pixel values to points. Because a point is smaller than a pixel, the image shrinks. 1 pixel is equivalent to 0.75 points.

In the Lasso template editor, when you insert this image, the HTML code will automatically look like this:

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If the HTML code is left like this, the image will not render correctly. Here are the steps to correct the issue:*

1 – Enter the width and height values within the CSS-style in the image.

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2 – Convert the values for the width and height to points.

3 – Using this tool, type 700 in the point text box, and click the Calculate button. Do the same thing for 262.

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4 – Copy the value in the pixel text box and, returning to the HTML editor in Lasso, paste that as the new value within the width value. Do the same thing for the height. The final code should look like this:

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5 – Save the email template. In the template editor, the image should look exactly the same as before you made the changes to the html code.

6 – Test the email by sending it to an Outlook 2010/2013 account. It’s advisable to test the email with as many email providers as possible to be sure it renders properly.

Give it a try, and if you still have questions, please contact Lasso Support at support@lassocrm.com.

Note: This could be just a temporary fix in Outlook 2010. When this method is employed, sometimes the email template will render differently in Outlook 2013. This method works 90 percent of the time. This Litmus community discussion may provide additional insight.