Email Campaign - 2 Content

In the Tool Bar, click preview. The system displays a pop-up window containing a simulated version of your content, as well as the email header information (From address, To address, Subject line and Preheader pairings). The preheader will appear following the subject line and a “-” just as it will appear in the inbox preview in the Gmail browser email client. Optionally, you can collapse the header section by clicking the blue up-arrow icon above the email content.
If your content contains multiple format versions (HTML, plain text, etc.), you can select which version you want to view. From the format drop-down menu, select a format version. The screen is refreshed to show the selected version of the content.
TheDevice Widthdrop-down menu contains different screen resolution options for Mobile, Tablet, and Desktop devices. From this menu, select the device and resolution that you want to simulate. The screen is refreshed to show the content formatted for that device and resolution.
When finished, click ← at the left corner to exit the Preview window.

Note: When usingLiveContent content in your email campaign, an impression is always recorded on the content when previewed (or the URL requested in proofing) and will require your LiveContent credit.
There is a work around to prevent charging credits during previewing, through the use of seed list feature on LiveContent. In every LiveContent account, users can add up to 100 seed emails, designed especially for testing. This allows testing of LiveContent content using the value included in the seed list without charging credits. However, this is limited to 1,000 test impressions per day.
So, use the LiveContent Seed List feature, and include the same seed email addresses for testing purposes in both LiveContent Seed List and Cheetah Digital Proofing Group (use specific records) so that the proofing emails will only be sent to the members in the Seed list of LiveContent and Proofing Group in Cheetah Digital.

Within the Content section, each version of your message is displayed as a separate tab. Simply select a tab to see the content for that version.

Most of the format versions in Cheetah Digital are actually groups containing multiple sub-options. For example, the "HTML" version contains options for:

Email Message: The standard email option, for viewing messages within an email client software application.
Web: The content to be displayed in a web browser if the user clicks a "View as Web Page" link.
Mobile Web: The content to be displayed in a mobile device web browser, for non-Apple devices, if the user clicks a "View as Web Page" link while reading the email on a mobile device.
iPhone: The content to be displayed in a mobile device web browser, for an Apple device, if the user clicks a "View as Web Page" link while reading the email on an Apple device.
Viral: If the original recipient forwards the email message to a friend (via a "Share Message" Web Form), this is the email message content to be displayed when the friend receives the message.
Share to Social: The content to be displayed if the recipient clicks a "Share to Social" link.

By default, all of these options are contained within the parent HTML version, meaning that the same HTML content will be used for all of those different contexts.

Optionally, you can pull one or more of those options out of the parent version, and create a new, separate format version. This process is referred to as "promoting" a format option into a new group. See "Promote a Format Option" below for more details.

Plain Text

By default, the platform will create an HTML version of your message content. You can (and typically should) also create a Plain Text version. Plain Text versions are generally required by ISPs for deliverability purposes. If you don't create a Plain Text version, the platform will automatically create one upon message deployment. This system-generated Plain Text version is created based on the HTML version.

To create a new Plain Text format version:

Click the options button (gear icon). The system displays a menu showing the HTML version and all of its supported options ("Email," "Social," etc.), and the Plain Text version and all of its supported options.
Under the Plain Text version, enable at least one option by clicking on it. The system creates a new tab for the Plain Text version.
Enter the content for the new format version. Optionally, you can preview the different format versions to verify that the content is being displayed correctly.

AMP

You can optionally also create an AMP (Accelerated Mobile Pages) format version. AMP supports more sophisticated, interactive email message content. For example, AMP allows the recipient to fill out a form, browse inventory, or respond to a comment, all from within the email message, without having to navigate to a web page. If a consumer has an email application that's not configured to view AMP messages, they can still see the HTML (or Plain Text) version of your message.

To create a new AMP format version:

Click the options button (gear icon). The system displays a menu showing the HTML version, the Plain Text version, and the AMP version.
Under the AMP version, clickEmailto enable it (unlike HTML and Plain Text, AMP only has one option).The system creates a new tab for the AMP version.
Enter the AMP content. Optionally, you can preview the AMP message to verify that the content is being displayed correctly.

Click the options button (gear icon). The system displays a menu showing the HTML version and all of its supported options (Email, Social, etc.), and the Plain Text version and all of its supported options. Any options you previously selected are highlighted.
Toggle off every option beneath the desired format version. The system removes the tab for that version.

Optionally, you can pull one or more of those options out of the parent version, and create a new, separate format version. This process is referred to as "promoting" a format option into a new group.

For example, if you need the "Mobile" version of your HTML content to be different than the "Email" HTML content, you could promote "Mobile" to its own format version. Within the user interface, the system displays a new tab on the Content Editor with the label "HTML 2 - Mobile."

Note: The platform allows you to promote as many format versions, and create as many new groups, as you want. Continuing the above example, you could add the "iPhone" option into the "HTML 2 - Mobile" group. Or you could further promote "iPhone" into its own version, and the system would create a new tab named "HTML 3 - iPhone."

Conversely, format options can be "demoted," which moves them back into their previous format version group.

To promote a format option into its own version:

Click the options button(gear icon). The system displays a menu showing the HTML version and all of its supported options ("Email," "Social," etc.), and the Plain Text version and all of its supported options.
Click-and-drag the desired format option to the right. The system displays a new blank tab. If you want to move this option into another existing group, drop the option onto that group. Or, if you want to create a new group, drop the option onto the new blank tab.

To demote a format option:

Click the options button(gear icon). The system displays a menu showing the HTML version and all of its supported options ("Email," "Social," etc.), and the Plain Text version and all of its supported options.
If the desired format option is NOT the only option in its current group, you can drag-the-drop the format option from its current group into any other format version. If the desired format IS the only option in its present group, then you can't drag-and-drop it. Instead, click on the option to disable it; the system automatically moves it back into its default format version.

The format versions in Cheetah Digital are actually groups containing multiple sub-options. Optionally, you can disable these options so that they're not used within your Campaign.

To disable a format option:

Click the options button (gear icon). The system displays a menu showing the HTML version and all of its supported options ("Email," "Social," etc.), and the Plain Text version and all of its supported options. Any options you previously selected are highlighted.
Click on the desired option to toggle it off.

To enable a previously disabled format option:

Click the options button (gear icon). The system displays a menu showing the HTML version and all of its supported options ("Email," "Social," etc.), and the Plain Text version and all of its supported options. Any options you previously disabled are low-lighted.
Click on the desired option to toggle it on.

Note: Optionally, you can pull one or more of these options out of the parent version, and create a new, separate format version. This process is referred to as "promoting" a format option into a new group. See "Promote / Demote a Format Option" above for more details.

Click Link Tracking at the top of the Content section. The system displays a list of all the links that were found within your message content, including any links used within Looping Blocks.
Select a link view:
- Aggregate: This view method is selected by default. This method lists all of the unique URLs found within the message content. For a URL to be considered "unique," it must contain the same URL address AND the same "friendly name." For example, if you had a link to your corporate home page displayed within your email header and footer, and in both cases, you gave those links the same friendly name of "Home page," then that URL would appear only once within the Aggregate view. If, however, you gave them different friendly names, such as "Home-Header" and "Home-Footer," then each URL would be listed separately.
- All Links: This view method lists every instance of every link found within the message content. If the same URL is used multiple times within the content, each instance is displayed separately when using this link view.
- Excluded: This view method shows all of the links found in the message content that have been explicitly set to "Do not track" through the Link Library.

The individual links will be tracked in reports generated by the platform. Cheetah Digital best practice is to provide "friendly" names for the links to make these reports easier to read. For example, instead of viewing a URL like "http://www.mycompany.com/homepage.aspx," a friendly name of “Home Page” can be assigned.

In addition to improving report readability, the use of friendly names allows you to keep links distinct from each other, even if they go to the same destination URL. For example, you might have two links to your company's home page within your message content -- one within the header and one within the footer. By giving these two links different friendly names ("Home Header" and "Home Footer" for example), you can track these two links separately.

The system provides several different ways to assign a friendly name for a link:

Define the link and the friendly name in the Link Library.
Define the friendly name within the Content Editor when you build the message.
Within HTML content, add a name attribute ("data-link-name") to the anchor tag, as shown here:

<a data-link-name="Cheetah Digital home" href="http://www.cheetahdigital.com">Cheetah Digital Home Page</a>

Within either HTML or Text content, use a new URL merge tag to specify the friendly name, as shown here:

{@Cheetah Digital home|http://www.cheetahdigital.com@}

Note: The link name parameter can be used only in HTML or Text format versions. Also, links contained within Looping Blocks will not support the link name parameter.

If the friendly name has not previously been defined through the Link Library, or within the Content Editor, then the system will use a default name, such as "Link 01" followed by the URL. You can manually override this default name, and enter a new friendly name in the "Link Tracking" list. When you launch the Campaign, the system will automatically add this link / friendly name to the Link Library.

Note: In order for the platform to recognize the link friendly name, the link name and URL (or href tag) must be located in the same content source. For example, if you have links contained within Content Blocks used within a Campaign, the Content Block would need to contain both the link name parameter and the URL or href tag.

Optionally, to search for a specific link, enter all or part of the URL into the search field at the top of the Link Tracking screen. The system refreshes the screen to show only the links that have this text string anywhere within the URL.
Optionally, to test a link, click the eye icon next to the URL. The platform opens this URL in a separate browser window. The eye icon is then underlined to show that you've tested this URL.
If using the Aggregate view method, the Location column indicates all the places where this link was found within the message content, such as the Main content, and / or within a specific asset, such as a Content Block. If a link is used multiple times, the Location column displays a drop-down menu, listing all of the places where the link is used. For example, a link might appear within the Main content, and within two different Content Blocks. If a link appears within a Content Block, you can optionally jump directly to the Content Block screen by selecting the Block's name in the "Location" column. The system opens up this Content Block in a new tab in the Top Navigation Pane.
If using the All Links view method, the Location column and Format column indicate where this specific instance of this link is located -- either the Main content, or an asset, such as a Content Block, as well as the specific format version. Optionally, if you click on the value in the Location column, the system displays that content with the link highlighted. If the location is Main, then the Content Editor is displayed; if the location is an asset such as a Content Block, then the asset details screen is displayed.
Click Content to toggle back to the Content Editor or Content Designer.

Tags are an organizational tool that can be used to classify links into custom groups for reporting and tracking purposes. Campaign reports will show click responses rolled up by Tag value, allowing you to analyze the combined performance of a group of links. For example, you could assign all of the links in your navigation menu with the Tag "navigation." This Tag could then be used to view click activity for all links with the "navigation" Tag. Also, Tags can be used as Filter criteria when building an Audience for a future Campaign, so you could select all subscribers who clicked on a "navigation" link, for example. Link tags are a Campaign-level setting; these tags can't be defined on the Link Library screen, but instead only on the Campaign screen.

To assign a Tag to a link:

Click Link Tracking at the top of the Content section. The system displays a list of all the links that were found within your message content, including any links used within Looping Blocks.
Select the Aggregate link view (Tags are read-only in the All Links view, and they're not available in the Excluded view).
In the Link Tag column, click the Tag field next to a link. The system displays a menu of every Tag value used within the current system. You can pick one or more of these tags, or type in a new tag and press Enter. To remove a tag, click the X icon next to the tag value.
Click Content to toggle back to the Content Editor or Content Designer.

If you use Looping Blocks in your Campaign content, the platform will automatically apply Append Codes to all hard-coded links found within the Looping Block. A hard-coded link is any link starting with "<a href="https://", or <a href="http://". For example:

Append Codes can be manually entered at the Campaign level, or they can be defined as repeatable Append Code sets. Append Code sets can also be defined as "Default," meaning the platform will automatically assign them to every Email Campaign. For more information on how to create and manage Append Code sets, please see the Append Codes Help topic.

To assign Append Codes to your Campaign:

Click Link Tracking at the top of the Content Editor. The system displays a list of all the links that were found within your message content.
Click append codes. The Append Codes menu is displayed, showing all of your options for assigning Append Codes to this Campaign. All the Append Code sets that were defined as "Default," will automatically appear within this menu (Default sets are marked with an orange star icon).

To manually assign a new Append Code, enter the Key Value Pair(s) in the Append Codes field. It's not necessary to enter the query string delimiter ("?"); the platform will add that automatically for you. If entering multiple Append Codes, be sure to separate each Key Value Pair with an ampersand ("&"). Please note that any Key Value Pairs you enter here will be displayed on the Campaign details screen within the "Responses" section (and conversely, any Key Value Pairs you enter back on the Campaign details screen will be reflected here within the "Append Codes" field).

Sample Append Code

Append Codes consist of two parts -- a key and the value (thus, they are often referred to as a Key Value Pair). The Append Codes are written as a query string, and are separated from the URL by means of a question mark (?). If assigning multiple Append Codes, each Key Value Pair must be separated by an ampersand (&).

The following example URL contains two Append Codes. The first one is named "src" and has a value of "eml." The second one is named "email" and has a value of "myemail@cheetahdigital.com."

www.cheetahdigital.com?src=eml&email=myemail@cheetahdigital.com

Append Code values can be static values, as in the above example, or they can be dynamically populated by pulling values from a field in your database. For example, if you wanted to populate the "email" parameter with the value found in the "email_address" field in your database, you would use a Merge Symbol within the Key Value Pair:

www.cheetahdigital.com?src=eml&email={(email_address)}

Anchor tags (#), or "fragment identifiers," can optionally be added to a URL to identify a subordinate portion of a web page. If using both a query string and a fragment identifier, the query string portion should come first. For example:

www.cheetahdigital.com?src=eml&email=myemail@cheetahdigital.com#test

To assign an Append Code set, select the desired set from the Append Code Sets drop-down menu, then click the add button (plus-sign icon). The system adds this Append Code set to the bottom of the list of assigned Append Code sets.
To remove an Append Code set, click the remove button ("X" icon) to the right of the set's name. You can also remove Default sets that were assigned automatically.
To rearrange the sequence of Append Code sets, click on the gray rectangle to the left of the Append Code set name, and drag-and-drop the set into its new location. Append Code sets will be displayed in the URL in the order they are shown, from top to bottom.

Note: Within the list of assigned Append Code sets, the manually-entered Append Codes appear as the item labeled Append Codes. You can rearrange this item, just like an Append Code set; however, you can't remove this item. If you don't want to assign any manually-entered Append Codes to this Campaign, simply leave the "Append Codes" field blank.

Configure an Email Campaign: Content

Preview

Preview message content

Test personalization fields

Test dynamic content

Send quick proofs

Format Version

Create a new format version

Delete a format version

Promote/demote a format option

Disable/enable a format option

Link Tracking

Configure link tracking

Configure deep links

Enable link tracking

Validate links

Tag links

Assign append codes