Step 1: Email Builder Asset Creation

Add Content

• Click the Add Content button.
• Select the correct school or department.
• Click the option for Email Builder.

Naming

• Give the new asset an appropriate name which follows the Naming Conventions.
• The Email Builder is a new page, so the name should NOT have a file extension on it (and thus, no punctuation).
• In this example, it has been named alumni-reunion

Placement Folder

If all previous options were selected correctly, then this should be correct. However, double checking is always a good idea.

• The Placement Folder should show the correct folder where the new Email Builder asset will be placed once created. Follow the file path underneath to confirm the folder is correct.

Step 2: Header

The header in the Email Builder is comprised of the department information and the banner image.

Department Information

This field selects the correct template to use.

• Click on the Department Information button and select the correct school or department from the dropdown list.
  • If Law is selected, two new fields will appear. Unit and Campaign. Make the appropriate selections for your unit and campaign associated with this email.
  • Sometimes other people will see Unit as well. It's set up for your specific department, school, etc. Make whatever appropriate selection is necessary.

Banner Image

• Return to the banner image tab that you copied in the first part of this entire processes and copy the URL.
• Paste the URL into the Banner Image Link field. Make sure it includes http:// at the beginning of the URL and has the file suffix at the end (like .jpg).

Banner Image Description

For accessibility, remember to include an image description for people using screen readers.

• Enter a description of the image you have uploaded into the Image Description field.
• If the image contains words, you must type all the words that appear in the image into the Image Description field.

Note: Banners are not required. And if there's no banner, then no banner image description is necessary either.

Subject and Greeting

The subject of the email goes into the Title (Heading 1) field. The lead text or sub-header goes into the Title (sub-heading) field.

Title Fields and Greeting Option

• Type in the subject of your email into the Title (Heading 1) field. Do no use all caps.
• Optionally, to include a sub-heading, type into the Title (sub-heading) field. Do no use all caps.
• Select the desired greeting. The first two options pull information from your mass mail tool's mailing list.
  • First - "Dear FirstName,"
  • Salutation - "Dear Mr. LastName,"
    
  • None - Does not include a greeting.

Note: The Salutation option is for BlueHornet users only.

Opening

Create the opening section that appears directly under the greeting of the email (or under the banner if no greeting was selected).

Select one of the following three options.

• Paragraph - Adds in a section of text.
• Button / Call to Action - Creates a button to encourage users to interact. Note: There is a maximum character length of 30 characters.
• Image with Text - Add in an image and a section for text. All images must first be loaded into Cascade. You can see how to do that in the banner section. This field works identically to the Text Module.

Paragraph

Works the same as the Text Module in Cascade.

Multiple paragraphs and lists can be used in this content section.

Button / Call to Action

Create the button text in the first field, and use the second field to link to a URL.

Note: There is a maximum character length of 30 characters.

Image with Text

The Image with Text option works much like the combination of a Text Module and an Image Module.

Images used in an email should not exceed 600 pixels in either height or width. So a 300x500 image is fine, but a 601x700 image would not.

• Image URL (location of image) - Use the URL for the desired image.
• Image Description (alt) - To stay accessible, make sure to create an image description for your image.
• Content - Type in the desired text.
• Image Alignment
  • Left (for paragraph content) - This option creates the image on the left with text to the right.
  • Right (for bulleted content) - This option places the image to the right with a bullet-styled text list to the left.

Adding Additional Content Rows

Additional rows of content can be added to the email body.

Click the Green Plus Sign

Clicking the Green Plus Sign icon at the right of the Row line will add in another content row.

MyPostings Information

A MyPostings feed or even a single post can be pulled into an email automatically.

MyPostings functionality is heavily dependent on MyPostings IDs.

To find a specific MyPostings ID, visit the MyPostings IDs page.

If you do not see the ID you're looking for on that page, you can submit a web request at http://www.sandiego.edu/web-requests to inquire.

Enable MyPostings

By default, MyPostings is disabled on a new email builder.

Click the Yes option to enable new fields.

Display Type

The first option when using MyPostings in an email is to select the display type. Display type can either be specific IDs where individual posts are selected to display, or auto list, which will pull whatever posts currently fall within a selected date range.

Specific ID(s) and Post ID(s)

Selecting to display specific IDs will also present the Post ID(s) field further down the page.

Specific IDs will allow you to input 5-digit MyPostings IDs into the Post ID(s) field. Multiple IDs must be separated with a comma, but with no spaces.

This will generate your email with a MyPostings feed that pulls only the specific stipulated posts.

Example:

67997,68996,64696

Auto List

The auto list option allows for a date range to be used and for a specific number of posts to be specified to display.

To find a specific MyPostings ID, visit the MyPostings IDs page.

If you do not see the ID you're looking for on that page, you can submit a web request at http://www.sandiego.edu/web-requests to inquire.

Auto List

The auto list option allows for a departmental ID to be used and then Events, News, or both to be selected.

This option will display the feeds for Events, News, or both for the chosen department.

To find a specific MyPostings ID, visit the MyPostings IDs page.

If you do not see the ID you're looking for on that page, you can submit a web request at http://www.sandiego.edu/web-requests to inquire.

Events and News Date Ranges

If left blank, an Events feed will pull all events from today forward into the future up to the maximum number of Events to display.

If left blank, a News feed will pull all news from today backwards into the past up to the maximum number of News entries to display.

Alternatively, these fields can have date ranges specified to pull listings only within that range. Note: The maximum number of posts to show will still display up to the ranges of the specified dates. The default number of posts to show is 5, so if there are 5 or more postings that fall within the specified date range, only five will show.

Overrides

The Overrides section offers four more fields to further filter which MyPostings items to pull.

To find a specific MyPostings ID, visit the MyPostings IDs page.

If you do not see the ID you're looking for on that page, you can submit a web request at http://www.sandiego.edu/web-requests to inquire.

Destination(s)

Use only MyPostings that were flagged to appear in a specific destination or destinations. Multiple IDs must be separated with a comma, but with no spaces.

Audience(s)

Use only MyPostings that were flagged to appear for a specific audience or audiences. Multiple IDs must be separated with a comma, but with no spaces.

Subject(s)

Use only MyPostings that were flagged to appear under a specific subject or subjects. Multiple IDs must be separated with a comma, but with no spaces.

How many posts to show?

By default, any MyPostings feed will display up to 5 posts that fall within any of the above specified criteria. Listing any number in this field other than 5 or leaving it blank will adjust the default to the new specified number. If there are not enough posts within the specified criteria to meet the default or minimum number of posts to show, the feed simply shows only the available number.

By design, all contact modules display two sets of information.

Select Option

There are three options for contact modules. Select one of the following:

• Modules - Displays content with box-like styling.
• Text - Displays content only as text. Intended for style-light emails, such as University bereavement notices.
• None - Does not include contact modules on the email.

Modules

Makes the contact modules appear as two rows of "buttons." See the example below.

• Text (line 1) - First line of text.
• Text (line 2) - Second line of text.
• URL (include http://, mailto:, or tel://) - Makes it a button which links to whichever URL you put into this field.
  

Text

Makes the contact modules appear as two rows of style-light text. See the example below.

• Text (line 1) - First line of text.
• Text (line 2) - Second line of text.
• URL (include http://, mailto:, or tel://) - Makes it a button which links to whichever URL you put into this field.

None

Completely removes the contact modules from the email.

Adding More Contact Modules

Additional contact modules can be added in the same way that additional content rows are added.

Click the Green Plus Sign icon to add another row of two contact modules.