Creating an Email Template-Raising the Bar

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This lesson is about “Creating an Email Template-Raising the Bar”MC3 Module 11 Lesson 3

MARKET LIKE THE “BIG BOYS

Ever wish you could market like the “big boys”?

• You know; the ones with ridiculously large budgets?

• The ones who create those beautiful-looking designs for their emails?

Are you sure you can’t afford it?

TAP INTO PROFESSIONAL TEMPLATES

Understanding how to create professional email communication can differentiate you from your competitors.

• It is also a way to level the playing field with the big firms by tapping into the design services of email marketing firm at a fraction of what it would cost to hire a designer.

OVERVIEW

By the end of this lesson, you’ll walk through how to create an email template using an example in MailChimp.com so that you can send beautiful and effective email marketing to your audience.

• You’ll go step-by-step through creating and editing templates so that you feel comfortable ramping up your own email marketing.

THIS LESSON’S OBJECTIVES

Over the course of this lesson you’ll:

  • Create a basic template in MailChimp.com and explore several pre-designed examples.
  • Edit the various sections of the template
  • And examine other considerations for using an email template.
YOU CAN DO THIS!

Each lesson includes the three styles for adult learners with:

• An Audio File

• A Written Transcript

• And a Practice Guide that gives you “hands-on” training customized to your own business.

EXAMPLE: LOG IN TO MAIL CHIMP

Let’s start by creating an email template using MailChimp.com as our email marketing partner.

The first step is to log in to MailChimp.com

Mail Chimp Logon

After you log in, click on “Campaign

Mail Chimp Campaign

There you’ll see a button at the top called “My Templates.”

Mail Chimps My Templates

This is the starting point for creating a template for use in our email campaigns.

NEXT STEP: CREATE TEMPLATE

When you are on the “Template” screen, click on “Create Template.”

Mail Chimp Create Template

  • The next screen will show lots of choices between basic templates and predesigned ones.

If you go to “Predesigned” you’ll see a number of different styles that you can pick from.

They have wonderful examples from invitations, coupons, newsletters, galleries, product showcases, and other designs that make set up easy.

NEXT STEP: START WITH BASIC TEMPLATE

In our example, we’ll start with a basic template.

Mail Chimp Basic Template

When you click on the basic template you’ll see you have various layouts such as a basic design, one with side bars, a letterhead look, and a post card look.

Mail Chimp Select Template

In this example we’ll select a basic design.

As you explore further, you may find it’s easier to edit a pre-designed one than to create one from scratch.

NEXT STEP: EDIT BASIC TEMPLATE

Now that we’ve set up the basic template, let’s walk through editing the various parts such as the:

• Page background

• Borders

• Header Text

• Headlines

• Body

• Footer

NEXT STEP: CHANGE COLORS AND BORDERS

We’ll start by clicking on the page.

Mail Chimp edit page

  • This is where you can switch the background color.

Just click on the little background box and select a different color code.

From the page tab you can also add email borders, boxes, and change outline colors.

Mail Chimp More editing of page

NEXT STEP: ATTENTION-GRABBING TEXT

Next edit the preview area, headlines and body text.

Mail Chimp Headline

Remember to use attention-grabbing text in the preview and headlines.

  • Tell what the topic is, but make the reader curious to know more.

For example you could change the headline to say “Five ways to get a better night sleep.”

EXAMPLE: TEXT AND IMAGES

Click on the area you want to update and it will open an editing window similar to a Word document.

Mail Chimp edit like word

  • You can also add images to make your content more engaging.

Mail Chimp insert image

The body of the page is where you want to include your offer, coupons, newsletter, or special event news.

Mail Chimp edit your content

There are a variety of headline styles and sizes.

  • You can change fonts, colors and styles–all in the edit mode.

Mail Chimp edit headlines

As you can see it is easy to transform the template to the style you are looking for.

Once you have the basic template done, you’re almost ready to send a campaign.

NEXT STEP: CHECK FOOTER CONTENT

There are just a couple other things to take into consideration when creating a template.

  • The first is including the required footer content.
  • The second is removing the advertising badge in paid subscription plans.

EXAMPLE: EDIT FOOTER

When you scroll down to the footer section you can edit the style, font and colors in the same way you edited the body.

Mail Chimp edit footer

But you also want to make sure that your footer links are working correctly.

  • In other words, make sure the links to Facebook, Twitter, or “email to a friend” are going to the right place.

Most of the footer layout defaults to information in your “settings” section.

The footer automatically picks up the correct copyright year and “Unsubscribe” and “Update your preferences” links.

Mail Chimp unsubscribe

Make sure you always have an “unsubscription” link in your footer so you don’t run afoul of the anti-spam laws.

NEXT STEP: WATCH FOR ADVERTISING

In MailChimp, there is a section for “monkey rewards.”

This puts a little MailChimp advertising badge on your email.

  • If you have a free membership-it is not removable.

But you if sign up for their very affordable paid membership, it can be removed if you want.

  • And it’s easy to remove.

Just click on the Monkey Rewards tab, and change the badge on/off toggle switch to “off”.

Mail Chimp remove advertising badge

Now the MailChimp badge will not be visible in your email.

NEXT STEP: CHECK IT OUT

Finally, do a “popup preview

This gives you a chance to look at the template as your reader would see it.

Mail Chimp popup preview

Make any needed changes before you finalize it.

Mail Chimp finalize text

Then click “save and exit.”

Mail Chimp save template

This is also the point where you would name your template.

TIME TO GET REAL!

It’s time to go to your Practice Guide.

There you will find a more extensive step-by-step instruction for creating your own template.

Remember to include your branding colors and fonts for a consistent look to your email marketing communication.

NEXT LESSON

Now that you’ve set up an email template, let’s expand your comfort level and set up an additional template for your newsletter.

  • This will provide a go-to template that makes it easy to grow connections with your audience on a regular basis.

Let’s walk through this in Lesson 4: “How to Create an Email Newsletter”

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