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Overview

The new Clubessential Email Editor allows for email design flexibility offered with the convenience of a drag and drop interface. Easily create stunning emails based

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on pre-designed templates, or create your own in a few easy steps. The new Clubessential Email Editor separates the concepts of the email body (settings applied to the entire message), structures (rows of the content in the message), and content (text, images, buttons, etc). These elements can be added, removed, or rearranged by simply dragging and dropping options from the content panel to the body of the email.

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Use Case(s)

Website Admins and Editors will use the New Editor when updating content and imagery in Emails.

Video

This video provides an overview of how to use the  New Editor.

Note: Sections of the video have been referenced below with corresponding times in the video for ease of access

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Required Permissions

  • Admin

  • Editor

Accessing the Tool 

To access the email creation tools, follow the steps below depending on your access role.

The Email interface screen will launch.

Add Recipients 

  1. Choose the recipients of the email, by clicking on the desired method to assign recipients. For example, to select Members, click on the Available Members name from the listing on the left.  Member(s) will be added to the Selected Members column on the right.  Click Update Members to add the selected Members to the Recipient list and return to the email.

    • Members: Select members individually to receive messages.

    • Staff: Select Staff/Employees individually to receive messages.

    • List Recipients: Not used

    • Static Groups: Send to specific Static (fixed Member) groups

      • All Members: all members active in the directory

      • All Staff: all staff active in the directory

    • Dynamic Groups: send to specific Dynamic (fluctuate based on defined criteria) groups.

    • Mailing Lists: Not used

    • Events: Attendees from a specific event  

Add Subject

  1. Next, add a subject to your message.  Target the subject so it is clear what the message entails.  Use your Club’s name so Members recognize the email.  Avoid caution words such as “money” that email services can flag as spam, and prevent delivery to your Members.

  2. To create an email using the new email editor, after adding recipients and a subject line, begin by clicking the

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  1. Click to Edit -

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  1. New button on the email compose screen

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Working With Templates

  1. When you first access the new Clubessential Email Editor, you will be taken to the Template Manager. This allows you to quickly start an email from a template. 

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  2. We’ve also provided a number of themed templates for newsletters, events, and more. You can change the logos and colors on these messages to match your brand to quickly and easily compose a great looking message.

  3. Once you’ve chosen a template, you can easily edit content, images, and hyperlinks within the template. 

Additional New Clubessential Email Editor Resources

Composing an Email

To begin formatting your email, choose your desired content options by dragging them to the center of the content panel.

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Body

The Body of the email is the foundation, by which general settings are applied and inherited by the structure and content blocks. For example, if you choose a certain font within the message settings on the Body tab, then all content will inherit the exact same font type. 

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Please Note: While the new Clubessential Email Editor offers the flexibility of customizing your email design, it is important to keep consistency with your designs that reflect the branding for your private club. To access your branding guide for specifications on font and colors, hover over Admin > Click on Style Guide.

Structure

The Rows tab is where you can determine the types of rows you would like to add to the message. The rows will hold various content types within it. Using the row options, easily create one column, two columns, and various sized columns for the body of the email. 

Every row will have its own settings, which allows for flexibility in your design. For example, you can select a background color for the entire row, just the message area, or a specific column within it. 

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Content

The content tab is where you will add various content elements to the structure. Drag and drop your content options, like text, images, a button, etc. to your structure and then you can begin editing.

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Images

All images used with the new Clubessential Email Editor will be separate from the Image Explorer from the website. Once an image block is added, you can add images by clicking “Browse” or by simply dragging images from your computer to the image block.

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Message Preview

Preview your messages before sending them out with the Message Preview feature. This will allow you to see how the email will display on mobile and on a desktop. Click Actions > Preview.

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Saving the Message

Once your email is composed, you can click the save button at the top right and continue to send the email as you would with the old editor.

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Saving Templates

To save your email as a template for future use, use the “Save as Template” option under the Actions menu at the top left.

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While the template functionality has changed, you can still save your email as a draft as you would have with the old editor.

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Email Delivery Options

Creating Email Anchor Links

Best Practices

  1. Use default and recommended Send to External Email Address

    1. Note: Other options are tied to older versions of the software, and are not recommended

FAQs

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