Email Best Practices€¦ · Email Best Practices These training materials have been prepared by...
Transcript of Email Best Practices€¦ · Email Best Practices These training materials have been prepared by...
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eAdvocacy: Basics, Best Practices and eAdvocacy: Basics, Best Practices and New ToolsNew Tools
Email Best PracticesEmail Best Practices
These training materials have been prepared by Aspiration in partnership with Radical Designs and ScoutSevenThese training materials have been prepared by Aspiration in partnership with Radical Designs and ScoutSeven
Funded by the ZeroDivide FoundationFunded by the ZeroDivide Foundation
These materials are distributed under a Creative Commons license: Attribution-ShareAlike 3.0 These materials are distributed under a Creative Commons license: Attribution-ShareAlike 3.0
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Learning GoalsLearning Goals
►Learn email composition fundamentalsLearn email composition fundamentals
►See examples of doing “The Ask”See examples of doing “The Ask”
►Understand the role of email templatesUnderstand the role of email templates
►Enumerate email template elementsEnumerate email template elements
►Explore composition for different goalsExplore composition for different goals
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Email CompositionEmail Composition►Design for Clear MessagingDesign for Clear Messaging
Know what you want your user to learn and doKnow what you want your user to learn and do
►Keep Tone Casual and PersonalKeep Tone Casual and Personal Model as “friend talking with a friend”Model as “friend talking with a friend”
►Design for SkimmingDesign for Skimming Subject line is criticalSubject line is critical
Information should be easily accessibleInformation should be easily accessible
►Know The Art of “The Ask”Know The Art of “The Ask”
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Email CompositionEmail Composition
►Key premise: you have minimal time to Key premise: you have minimal time to engage readerengage reader Key message should be stated up frontKey message should be stated up front
►Think in terms of Subject line and 3 main Think in terms of Subject line and 3 main pointspoints State the problemState the problem State your solutionState your solution State ways to get involved State ways to get involved
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Problem
Solution
Subject
Action
Action
Action
Background
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Email CompositionEmail Composition
►The subject line is the most important partThe subject line is the most important part Experiment with different onesExperiment with different ones Try to make it stand out in recipients' inboxesTry to make it stand out in recipients' inboxes
►People do not read emails; they scan themPeople do not read emails; they scan them Make it easy for supporters to quickly find infoMake it easy for supporters to quickly find info
Be aware of where “the fold” is on the emailBe aware of where “the fold” is on the email Focus on making message "skimmable"Focus on making message "skimmable"
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Doing “The Ask”Doing “The Ask”
►““The Ask” refers to what action you want The Ask” refers to what action you want your recipients to takeyour recipients to take
►Make it easy to see “The Ask”Make it easy to see “The Ask” Make The Ask specificMake The Ask specific
Repeat The Ask several times in different placesRepeat The Ask several times in different places
Use a sidebar and graphics to highlight The AskUse a sidebar and graphics to highlight The Ask Give multiple options and methods for people to take Give multiple options and methods for people to take
action and participateaction and participate
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The Ask in the text
Ask inSidebar
The Ask repeated
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MultipleWays to
Take Action
The Ask in the text Background
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Action
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Email TemplatesEmail Templates►All sent messages should be based on All sent messages should be based on
reusable email templatesreusable email templates
►Templates Templates Streamline and standardize communicationsStreamline and standardize communications
Convey organizational identityConvey organizational identity
Manifest best practices for email communicationManifest best practices for email communication
Provide hooks for recipients to manage profileProvide hooks for recipients to manage profile
Increase deliverabilityIncrease deliverability
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Email Template ElementsEmail Template Elements
►Message HeaderMessage Header Include organizational logo and tag line in the Include organizational logo and tag line in the
headerheader Have it link to your website.Have it link to your website.
Don’t make the header too tall or it will push Don’t make the header too tall or it will push down “the fold”down “the fold” Don't make it harder to view important contentDon't make it harder to view important content
Prioritize utility over beautyPrioritize utility over beauty
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List TypeContact #
Link toArchive
Link toCampaigns Please
Forward
WebAddress
SubscribeLink
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Example: Email HeadersExample: Email Headers
Too BigPushesContentBelow Fold
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Email Template ElementsEmail Template Elements
►Columns and SidebarsColumns and Sidebars Best used to pull out “the ask” and main message Best used to pull out “the ask” and main message
to a flashy and easy to read areato a flashy and easy to read area Include an image and a button for folks to click Include an image and a button for folks to click
on that are related to the askon that are related to the ask Sum up the goal of the ask or message of the Sum up the goal of the ask or message of the
email in one sentence below the imageemail in one sentence below the image
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Image
SummaryAnd Ask
DifferentColor
Background
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Summary
NarrativeImage and
Story
Ask
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Message ElementsMessage Elements
►Include “Viral Marketing Information”Include “Viral Marketing Information” ““Tell a friend” linkTell a friend” link ““Forward this email” linkForward this email” link Information on how to subscribe, if you were not Information on how to subscribe, if you were not
the recipientthe recipient►The easiest way to grow your list and spread The easiest way to grow your list and spread
your message is to have you supporters your message is to have you supporters forward your emails to their friends.forward your emails to their friends.
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Email Template ElementsEmail Template Elements
►Message FooterMessage Footer Place all information about how to subscribe, Place all information about how to subscribe,
unsubscribe, or manage your profile in the footerunsubscribe, or manage your profile in the footer Other information related to the sending and Other information related to the sending and
receiving of the email are best placed herereceiving of the email are best placed here Place organizational contact information or links Place organizational contact information or links
that do not show up in the header or sidebarthat do not show up in the header or sidebar Include the email address of the recipientInclude the email address of the recipient Make sure you're in compliance with CAN-SPAMMake sure you're in compliance with CAN-SPAM
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Example: FootersExample: Footers
Donate Link
Subscription
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Example: FootersExample: Footers
Address &Phone
PrivacyPolicy
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Message CompositionMessage Composition
►Use different templates and message styles Use different templates and message styles for different purposes:for different purposes: FundraisingFundraising
NewsletterNewsletter
Live EventLive Event
Action AlertAction Alert
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Message CompositionMessage Composition
►FundraisingFundraising Make your ask often and earlyMake your ask often and early Develop goals and give updates as you work to Develop goals and give updates as you work to
achieve those goalsachieve those goals Communicate how $$ will translate into resultsCommunicate how $$ will translate into results Create and emphasize a sense of communityCreate and emphasize a sense of community
““If everyone gives $5 we can...”If everyone gives $5 we can...”
Personalize tone: must be from “someone”Personalize tone: must be from “someone”
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PersonalAppeal
ClearAsk
Ask Repeated
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Sets AGoal andTimeline
Button forAsk
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Message CompositionMessage Composition
►NewsletterNewsletter Keep it well-formatted and well-sectionedKeep it well-formatted and well-sectioned
Always include a table of contentsAlways include a table of contents
Employ short introductionsEmploy short introductions With links to full articlesWith links to full articles
Maintain regular delivery scheduleMaintain regular delivery schedule Create expectations on the part of recipientsCreate expectations on the part of recipients
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Sets Delivery
Expectations
Submission Info
NewsletterDescription
Index of Content
FullContent
Link to Archive
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Message CompositionMessage Composition►Live EventLive Event
Make sure that you include all the required info:Make sure that you include all the required info: Date, time, location, directions, map linkDate, time, location, directions, map link Purpose and costPurpose and cost Phone number to call for more infoPhone number to call for more info RSVP info, link to registration pageRSVP info, link to registration page Appropriate fundraising “hook”Appropriate fundraising “hook”
There is no point in announcing an event if There is no point in announcing an event if people do not have the necessary info to attendpeople do not have the necessary info to attend
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Contact & RSVP
Time &Location
Purpose
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SummarySummary
►Good email composition has essential traitsGood email composition has essential traits
►The art of “The Ask” is centralThe art of “The Ask” is central
►Email templates streamline and standardizeEmail templates streamline and standardize
►Template must contain specific elementsTemplate must contain specific elements
►Consider composition for different goalsConsider composition for different goals
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End Of SectionEnd Of Section
►Questions?Questions?►Comments?Comments?
Thank You!Thank You!These training materials have been prepared by Aspiration in partnership with Radical DesignsThese training materials have been prepared by Aspiration in partnership with Radical Designs
Funded by the ZeroDivide FoundationFunded by the ZeroDivide Foundation
These materials are distributed under a Creative Commons license: Attribution-ShareAlike 3.0 These materials are distributed under a Creative Commons license: Attribution-ShareAlike 3.0