Defining email documents using the email editor

You can create an email document in HTML or plain text in any of your preferred tools, and then upload it to an email touchpoint.

Alternatively, Circle provides you an email editor so you can quickly and easily design responsive emails. You can create email documents in HTML or plain text, and easily insert ADOR objects, images, footers, and more.

The email editor includes the following benefits:

     Responsive layout: Compose your emails using a responsive layout.

Your emails will look well on a variety of devices and window or screen sizes (desktops, tablets and phones). In order for your email to be responsive, you must also use the editor's responsive building blocks.

     Responsive building blocks: Select from a list of reusable responsive layouts to organize the content of your email.

     Preview: Preview your email using sample recipients in both desktop and mobile views.

 After you edit and change the code, you must ensure that the changes have not affected the responsiveness of the email.

Creating an email document from the touchpoint

1.     In the diagram, click the Production icon above the touchpoint to open the Production dialog box.

2.     In the Body area, click Plus .

3.     Select one of the following options:

    Upload File:  Upload an existing document. You may then continue working on it in the editor.

    Open Editor:  Open the HTML editor and start working on a blank document.

4.     Compose your email message in the white rectangular area using the design options provided on the top toolbar and left panel.  

Left-panel options include:

    ADOR Objects, organized in three categories:

§       Plan ADORs (such as First Name, Last name, Address)

§       Special ADORs (such as XMPieRecipientKey, XMPie.PDF.P1, XMPie.Web.W1)

§       Email ADORs (such as Email Footer, Unsubscribe URL, View in Browser)

Simply click an ADOR to add it to the insertion point.

    Building Blocks

Click a building block to add it to the insertion point.

5.     You can add the following automatic link ADOR objects:

    View in Browser link: Allows the email recipient to view the email content as a webpage in addition to viewing it in the email client. You can add the View in Browser ADOR object to your document body.

The View in Browser ADOR object is located in the Email ADORs group.

This ADOR displays a link in the resulting email message. Clicking this link opens the email in the recipient’s default web browser. You can edit the default "View in Browser" link text.

The View in Browser ADOR object is not functional when sending emails via the SMTP delivery provider.

    Webpage touchpoint links: For each webpage touchpoint in your project there is an automatic object created in the Special ADORs group. Each link is named with XMPie.Web and the touchpoint ID, for example XMPie.Web.W1 or XMPie.Web.W2.
When placed into the email document, the XMPie.Web.W1 link will create a link to the W1 webpage by using the settings defined on the webpage touchpoint itself, and the website configuration in the Library.

    PDF On Demand link: The ADOR list includes ADOR objects beginning with "XMPie.PDF". These ADOR objects represent PDF On Demand touchpoints. These ADOR Objects are used in emails as well as in webpages.

This ADOR object displays a link in the resulting email message or a webpage. Clicking this link opens the personalized PDF document.

The "XMPie.PDF" ADOR object is displays in the Special ADORs group once the PDF touchpoint has been added to the canvas and configured.

For instructions on creating PDF On Demand touchpoints, see PDF On Demand Touchpoints.

6.     If your document is in HTML,

    Click  to display and edit the HTML code. You can use the Search function to search the text.

    Click to return to design mode.

7.     If you wish to preview your document with sample recipients, click and then browse between recipients using the recipient list selector

You can see the preview in both desktop and mobile views by clicking .

8.     Click Save.

The document name is added to the Body list, and is now available to other email touchpoints in the project.

 After you edit and change the code, you must ensure that the changes have not affected the responsiveness of the email.

Uploading an email document to the touchpoint

1.     In the diagram, click the Production icon above the touchpoint to open the Production dialog box.

2.     In the Body area, click the Plus icon.

3.     From the menu, select Upload File.
The New Document window opens.

4.     From the Document Source list select Upload File, and then click Choose File to select your document.

Note that the document name must be unique. If another file with the same document name exists elsewhere in the project, you can type a new name for the file in the Document Name field.

The document name is now displayed in the Body list in the Production dialog box. The document's format, ID number and creation date are also displayed.

This document is now available to other email touchpoints in the project.

Contents

Creating an email message in Circle (video)

Creating Multi-part Email

Modifying an Email Document

Adding a Tracking Name to a Link

Replacing Images with Graphic ADORs

Adding a Footer to an Email Document