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BBIS Email Template Documentation

Messages vs Templates

Messages and Templates are two different things in BBIS. Templates are meant to be the master copy of an email layout, which does not change. Templates are unable to be sent as emails to an audience. Messages use templates to convey information to the audience. Messages are based on templates, and can be sent and tested. Therefore, messages are where authors will spend the majority of their time.

1. In the main navigation, click the down arrow to the right of Email.

Step 1 screenshot

2. Click Messages.

Step 2 screenshot

3. Click the New message button.

Step 3 screenshot

4. Use the select box to choose the desired template.

Step 4 screenshot

5. Click OK.

6. Update the Name of email field.

Step 6 screenshot

7. Update the Subject field.

Step 6 screenshot

8. Update the From address field.

Step 6 screenshot

9. Update the From name field.

Step 6 screenshot

10. Click the Select button to the right of Appeal.

Step 6 screenshot

10. Click the Select button to the right of Appeal.

Step 6 screenshot

11. Use the search tool to find and choose your desired appeal.

Step 7 screenshot

12. Now you are ready to develop the content of the message.

Step 8 screenshot

Developing message content

Stationery

Stationery is used both for announcements and for letters. There are examples provided for both types in the same template, but you should only use one at a time.

If you have chosen the announcement:

1. Click the row containing the salutation.

Step 1 screenshot

2. A tooltip menu will appear above or below the table cell.

Step 2 screenshot

3. Delete the row by clicking the Delete row icon.

Step 3 screenshot

Note - don’t forget to also delete the letter signature at the bottom of the message.

 

If you have chosen the letter:

1. Click the row containing the announcement headline.

Step 1 screenshot

2. A tooltip menu will appear above or below the table cell.

Step 2 screenshot

3. Delete the row by clicking the Delete row icon.

Step 3 screenshot

4. Also delete the paragraph text above the salutation.

Sections should begin with headings and one optional subheading, then followed by paragraphs.

Headline and paragraph styles example
Headline and paragraph styles example


 

Heading 1 -- feature story headlines, announcement headlines.

Heading level 1 example

Heading 2 -- Sub story headlines, letter salutation.

Heading level 2 example

Heading 3 -- subheading

Heading level 3 example

Paragraph -- body text

paragraph example

Note - BBIS will overwrite the styling very easily, so rows need to be copied, pasted, then edited for best effect.

Hero Image

Sections should begin with headings and one optional subheading, then followed by paragraphs.

Headline and paragraph styles example
Headline and paragraph styles example

Heading 1 -- feature story headlines, announcement headlines.

Heading level 1 example

Heading 3 -- subheading

Heading level 3 example

Paragraph -- body text

paragraph example

Note - BBIS will overwrite the styling very easily, so rows need to be copied, pasted, then edited for best effect.

1. Double-click the image.

Step 1 screenshot

2. Click the browse icon to the right of the Image URL field.

Step 2 screenshot

3. Click the image you want to use to select it.

Step 3 screenshot

4. Click Insert.

Step 4 screenshot

5. Click OK to replace the image.

Step 5 screenshot

6. Click the Appearance tab, and enter 600 into the left "Dimensions" text field. Make sure "Constrain Proportions" is checked.

Step 6 screenshot

7. The image is now replaced.

Step 5 result screenshot

Event

1. Double-click the image.

Step 1 screenshot

2. Click the browse icon to the right of the Image URL field.

Step 2 screenshot

3. Click the image you want to use to select it.

Step 3 screenshot

4. Click Insert.

Step 4 screenshot

5. Click OK to replace the image.

Step 5 screenshot

6. Click the Appearance tab, and enter 600 into the left "Dimensions" text field. Make sure "Constrain Proportions" is checked.

Step 6 screenshot

7. The image is now replaced.

Step 5 result screenshot

If the image is not needed, it may be deleted by deleting the row the image is in.

1. Click the image to select it.

Step 1 screenshot

2. A tooltip menu will appear above or below the table cell.

Step 2 screenshot

3. Delete the row by clicking the Delete Row icon.

Step 3 screenshot

4. The row containing the image is now deleted.

Step 3 result screenshot

1. Click inside the text of the sidebar.

Step 1 screenshot

2. Use regular paragraph text. For headings use bolded paragraph text.

Step 2 screenshot

Sections should begin with headings and one optional subheading, then followed by paragraphs.

Headline and paragraph styles example
Headline and paragraph styles example

Heading 1 -- feature story headlines, announcement headlines.

Heading level 1 example

Heading 2 -- Sub story headlines, letter salutation.

Heading level 2 example

Heading 3 -- subheading

Heading level 3 example

Paragraph -- body text

paragraph example

Note - BBIS will overwrite the styling very easily, so rows need to be copied, pasted, then edited for best effect.

Call to action

1. Select the row containing the call to action.

Step 1 screenshot

2. In the header menu, click Table.

Step 2 screenshot

3. In the Table menu, hover the cursor over Row.

Step 3 screenshot

4. In the Row submenu, click Copy Row.

Step 3 screenshot

5. Click the row containing the call to action.

Step 5 screenshot

6. A tooltip menu will appear above or below the table cell.

Step 5 screenshot

7. Click the Insert row after icon. This will create an empty row for spacing purposes.

Step 6 screenshot

8. Click the newly created row.

Step 8 screenshot

9. In the header menu, click Table.

Step 9 screenshot

10. In the Table menu, hover the cursor over Row.

Step 10 screenshot

11. In the Row submenu, click Paste row after.

Step 11 screenshot

12. The call to action is now copied and pasted.

Step 12 screenshot

To maintain the styling, it is best to insert the new text in the middle of the line.

1. Click inside the call to action text.

Step 1 screenshot

2. Place the cursor in the center of the line.

3. Begin typing the message.

Step 3 screenshot

4. Delete the original text.

Step 4 screenshot

1. Click inside the call to action text.

Step 1 screenshot

2. Use the cursor to select the entire line of text.

3. In the header menu, click Insert.

Step 2 screenshot

4. In the insert menu, click Link. A new, modal dialog menu will open.

Step 3 screenshot

5. Choose the Create another type of link option.

6. Copy and paste the new url in the URL field.

Step 3 screenshot

Note - it is optional to use the select box to choose the protocol.

7. Click Insert.

Step 7 screenshot

Newsletter

Note - It is generally best with the newsletter template to remove what you don't need than to try to add new content. 

1. Double-click the image.

Step 1 screenshot

2. Click the browse icon to the right of the Image URL field.

Step 2 screenshot

3. Click the image you want to use to select it.

Step 3 screenshot

4. Click Insert.

Step 4 screenshot

5. Click OK to replace the image.

Step 5 screenshot

6. Click the Appearance tab, and enter 600 into the left "Dimensions" text field. Make sure "Constrain Proportions" is checked.

Step 6 screenshot

7. The image is now replaced.

Step 5 result screenshot

If the image is not needed, it may be deleted by deleting the row the image is in.

1. Click the image to select it.

Step 1 screenshot

2. A tooltip menu will appear above or below the table cell.

Step 2 screenshot

3. Delete the row by clicking the Delete Row icon.

Step 3 screenshot

4. The row containing the image is now deleted.

Step 3 result screenshot

1. Click inside the call to action text.

Step 1 screenshot

2. Use the cursor to select the entire line of text.

3. In the header menu, click Insert.

Step 2 screenshot

4. In the insert menu, click Link. A new, modal dialog menu will open.

Step 3 screenshot

5. Choose the Create another type of link option.

6. Copy and paste the new url in the URL field.

Step 3 screenshot

Note - it is optional to use the select box to choose the protocol.

7. Click Insert.

Step 7 screenshot

To maintain the styling, it is best to insert the new text in the middle of the line.

1. Click inside the call to action text.

Step 1 screenshot

2. Place the cursor in the center of the line.

3. Begin typing the message.

Step 3 screenshot

4. Delete the original text.

Step 4 screenshot