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Set Up a Form Email

Every Email Blast you send will need to be based on a Form Email. Form Emails can be created in advance or during the process of sending an Email Blast.

1. To create a Form Email in advance, select Form Emails from the Letters • Emails menu on the Main Menu page.

Form emails 1

2. The Form Emails page will allow you to manage your growing list of available form emails. To create a new Form Email, click the Add New Form Email button in the top right-hand corner of the page.

Add New Form Email

3. The New Form Emails page will help you to create a highly customized, dynamic email. The Variable column offers you several “variables” that you can add to your email text. When the Email Blast is sent, details from each recipient’s profile replaces the variables, giving your email a personalized touch. For example, in the phrase “Dear {FirstName}”, the variable {FirstName} will be replaced by each individual’s first name to say “Dear John”.

New Form Email 2
If the individual’s profile does not contain the information needed to replace the variable, the Email Blast tool will instead use the default substitution. For example, in the phrase “Dear {FirstName}”, the variable {FirstName} will be replaced by “Friend” to say “Dear Friend”.

4. To save yourself time and maintain a common look and feel to your email blasts, make sure that you have access to an Email Template. Selecting a Template when creating a Form Email can pre-populate a banner, an opening greeting, a text style, and a signature (depending on the Template). If you do not have access to an Email Template, please contact the Liberal Party Help Desk for assistance.

Template 3

5. Give your Form Email a Name. This name will only be visible to members of your team.

Best Practice: Consider beginning the name of every Form Email with the date in Year/Month/Day format followed by the subject of the Form Email (eg. Summer BBQ). This will make Form Emails easier to manage over time.

6. The Subject of your Form Email will appear as the email subject line to your recipients.

7. Your recipients will see the Sender Name as the name of the person who sent the email.

8. The Sender Email will appear as the email address of the person who sent the email. It is also the “reply-to” email address meaning that your recipients will be emailing that account when they reply to your Email Blast.

Best Practice: It is important that a member of your team checks the email account attached to the Sender Email regularly. If you cannot provide an email address that will be checked with any regularity, please contact the Liberal Party Help Desk.
You are now ready to create the body of your Form Email.

9. If you selected a Template, your Form Email probably already contains a Banner, an Opening Greeting, a Closing Line, and a Signature. All you have to do is edit the text of your Form Email and add any additional images. The tool bars above your Form Email function similar to the tools in Outlook and Word. If you have any questions about these toolbars, please contact the Liberal Party Help Desk.

HTML Body

10. If you did not select a Template, you can add a banner to your Form Email by clicking the small ‘tree’ icon on the second layer of your HTML toolbar and uploading your banner to the Form Email. You can then enter an opening greeting, text, images, and a closing greeting. For more information on how to Add Images to Form Emails, click here. The tool bars above your Form Email function similar to the tools in Outlook and Word. If you have any questions on how to upload your banner or edit your Form Email please contact the Liberal Party Help Desk.

Super tiny tree icon

11. When you have finished creating and editing your Form Email, click the Generate Text Body button at the bottom of the page.

Generate Text Body

12. This will create a Smart-phone friendly version of your email. It will remove any images or links that would not appear properly to a recipient reading this email from, for example, a Blackberry.

Best Practice: Re-enter the various links present in your Form Email as text in the Smart-phone friendly Text Box.

Generate Body Text

13. When you are satisfied with the results, click Save. You are now ready to send this Form Email.
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