Template Builder

1. How do I create a newsletter?

On OctaneGo panel there is in a full service Template Builder. Here is how it works.

  • You can either create a template from scratch or use a pre-existing template in the system to create your newsletter
  • Go to ‘create send’ menu and select ‘manage templates’, here is where you will find the template builder
  • Choose a template and name it according to your need
  • Then click edit on your template and you will be taken to the HTML editor option
  • The editor then helps you to edit and insert content, images, tags, social media icons and videos with an easy drag and drop editor
  • You can then preview it and then send the campaign

Please note that all these newsletters are responsive in design.

2. How can I send a newsletter to selected contacts only?

Login to your account, click on Create Send, select Create New Campaign, and follow the following steps:

  • Define your campaign and sender details
  • Select the recipients for this campaign, you can upload a list from your desktop or you also got an option to type it manually

3. I saved a newsletter as a draft? Where is it?

Login to your account, go to Create Send. Click on Saved Drafts, you will find all the saved newsletters.

4. Where can I view my delivered newsletters?

Login to your account, click on Report & Analytics all of your sent campaigns are listed in this section. You can see the sent on date, recipients, unique opened, unique clicked and also compare the performance.

5. While creating my message, I selected several campaigns, and some subscribers are in multiple campaigns list. Will they get multiple emails?

Yes.

6. How do I integrate OctaneGo with Google Analytics?

You can embed your website’s unique Google Analytics code inside the mailer that you upload or send through the OctaneGo platform. This way you can track the clicks that end up coming from the mailer to your website.

7. How can I embed a Video?

You can embed a video when you are creating your newsletter using the Template builder. The Template builder has a video tagging option on the right side of the screen. Click the tag and a window will open. You can upload a video of mp4 and ogg format. Also put a fall back link and image in case the ISP doesn’t support video, the fall back image will be seen and the video window won’t come as blank.

8. How do I create my own template from scratch?

You can create your own template via OctaneGo’s Template Builder tool.

  • Go to ‘create send’ menu and select ‘manage templates’, here is where you will find the template builder
  • Here you will get an options of ‘start from scratch’, wherein you can start creating your newsletter template block by block.
  • You can later send this template as a you send a normal campaign from OctaneGo platform

9. What editing options are available inside email creator?

Following are the things you can edit on OctaneGo’s Template Builder:

  • Content
  • Personalization tag
  • Images (drag and drop images editor)
  • Video Tag/ Insert Video
  • Page Break and Anchor
  • Social integration
  • Insert tables
  • See the HTML and view source code
  • Insert unsubscribe, view web version, mobile version and forward to a friend links

10. How can I personalize my emails?

  • You can personalise your email by putting a personalization tag in your HTML with a fall-back tag. For e.g. you are personalising your mailer with first name but a few emails in your list don’t have first name, the fall back tag can say friend/delegate/ marketer etc.
  • If you don’t know how to do that, upload your html to the panel go to the HTML editor and insert the personalization tag on the place you want in the mailer.

11. How do I avoid looking like a Phisher?

The best way to avoid looking like a phisher is not to be one. Focus on good content, good keywords, mobile friendly mailers, easy on eye (70:30, Text and Graphics) are some key points to consider. On a more technical note, whitelist your domain if you are sending emails more frequently and ensure basics like FBL are completed.

12. Where can I find HTML email template inside OctaneGo?

Login to your account. Go to Create Send tab, select Manage Template. You will find the Basic Editor, with basic editor you can easily edit, delete and preview the templates. You can also Create a new template. Now this will give you three options:

  • Import your template:
  • Start from Scratch:
  • Use custom template:

13. Can I use my own HTML template for my message?

Login to your account, click on Create Send, select Create New Campaign, follow the following steps:

  • Define your campaign and sender details
  • Select the recipients for this campaign
  • Select content types for the campaign, here you have 3 options, select HTML only, upload your template from your desktop, the file should be Zip/Rar/Html file. Click on next, preview your campaign and send test mails

14. What is the difference between a plain text message and an HTML message?

Plain text has no formatting. Plain text typically is represented as looking very plain. It’s often displayed using what’s called a “mono-spaced” font – meaning that each character takes up the same space on the line.

HTML started as the way to describe how web pages should look. It includes ways to specify formatting, colors, positioning, and some amount of layout. As email became more popular, people started wanting to make their messages “look” as nice as they felt web pages looked.

15. How can I preview my email before I send it?

Login to your account, click on Create Send, select Create New Campaign, follow the following steps:

  • Define your campaign and sender details
  • Select the recipients for this campaign
  • Select content types for the campaign, here you have 3 options, select HTML only, upload your template from your desktop, the file should be Zip/Rar/Html file. Click on next, preview your campaign and send test mails

16. Why do you suggest creating a plain text version of my HTML text?

Some subscribers may use an email program that does not handle HTML. Or they may view the email from a mobile device.

The Plain Text can be added to all HTML messages, to give subscribers more than one way to view your messages. The Plain Text content can differ from your HTML message if you wish. However, you can save time in editing mode by clicking Automatic plain text message in Create step, where you can preload the text.

17. Can I remove or edit unsubscribe link?

Every message sent from OctaneGo account contains an unsubscribe link and which cannot be changed or removed.

18. Why is OctaneGo badge displayed in my emails?

OctaneGo badge is not displayed in all mails but they will appear in the free offered emails credits initially.

19. How do I add attachments to my message?

Adding attachment is an enterprise offering, please email us on contact@octane.in.

20. Why does my message look fine in the editor but broken when I receive it?

  • Different ISPs render and allow different codes
  • It can also happen hat your mailer is not responsive and you are seeing it in a mobile device so it’s looking broken

21. What is a predefined field?

The attributes you have mentioned in the list are pre-defined. For e.g.: email ids, name, gender, DOB, address etc…

22. How can I preload messages from another account or campaign?

It can be done through the ‘edit and re-send campaign’ option.

23. How can I integrate social media in my emails via OctaneGo platform?

According to Octane Research’s Annual e-Marketing Study 2015 ‘44% marketers in India integrate social media in their emails’ and 74% of these marketers said that it helps in ‘increased exposure’.

Login to your OctaneGo account and the click on ‘create send’ on the top menu and select ‘manage templates’. You will enter the templates dashboard, now whose ‘drag and drop builder’ option. Now select the template you want to integrate social media to. You can see in the preview that this template doesn’t have social media integration. Now click on ‘edit’ to edit the template. The template builder will open. Now insert a text block to create space to integrate your social media icons. You can also use the horizontal ruler to do the same. Then go to block styles to save the change, if you don’t it won’t be directly saved by ‘save and return to templates’ option present on the top right corner of the page. Got back to the blocks option and choose social media blocks. Keep on inserting the blocks depending on the number of social media links you want to share. You can choose from 5 accounts – Facebook, Twitter, LinkedIn, Google Plus and Pinterest. Now define the Links text, Link icon and the Link URL of every icon. We are inserting for Facebook and Twitter for this video. Save to ‘save the block’ and choose ‘add more block’ to add more social icons blocks. Now to change the design of these icons go to ‘styles’ where you can change the alignment, layout, icon size and style. Don’t forget to go back and save the changes you have made. Now click on ‘save and return to templates’ option to return to the templates dashboard.

Preview the template again and now social media is integrated in this template.

24. How can I add columns in my email template?

Login to the OctaneGo account go to the Template Builder dashboard and select ‘create new template’. You can choose from ‘start from scratch’ or ‘custom templates’, in this video we picked ‘start from scratch’.

The ‘columns’ option is present in the main tool bar under ‘blocks’. Drag and drop the columns option into the template and it will show you the kinds of columns present in the template builder. You can choose from ‘image only’, ‘image + text’ and ‘text only’ option.We have chosen ‘image + text’ column. Choose the text box and write the txt you want in the text column. Now go to the ‘block style’ menu from which you can change the background of the box, give the box outline and define spaces of the box. You can also change the text’s font size, colour and alignment as per your need. Don’t forget the click ‘save changes’.Now click on the image box and upload any image you want to. You can choose from mages in the system or you can upload from your personal computer. You can easily drag the columns as per your design needs and save the template.

25. How to insert custom tag in our email templates?

Login to your OctaneGo account and click on ‘create send’ on the top menu and select ‘manage templates’. You can add custom segments in your email templates via both ‘Basic Editor’ and ‘Drag and Drop Builder’.

For ‘Basic Editor’ click on ‘edit’ on the template you want to put custom tag in. On the right corner you can see what all custom tags you can insert in your template. You can choose from Unsubscribe link, email web version, forward a friend, social media share and personalised tag etc. For the ‘Drag and Drop Editor’ click edit on the template you want to put custom tag to. Insert a text block, in the block details you can find ‘custom tag’ option. Click on ‘custom tag’, where you can find the tags like Unsubscribe link, email web version, forward a friend, social media share etc.

26. How do I work on HTML Editor?

The‘Basic Editor’ tool on the OctaneGo platform helps you edit the templates you have designed without using our Template Builder and uploaded from your personal computers into the system.

Login to your OctaneGo account and go to ‘create send’ on the top menu and select ‘manage templates’. Then select the HTML template you want to edit and the HTML editor will open.

You have many options to edit your templates like –

File: that helps you create a new document or print a document
Edit: that helps you in cut, copy and pasting content of your HTML
Insert: that helps you insert images, text and links into the body of your HTML. This option also helps you in giving spaces in your template and also creates page breaks
View: it helps in previewing the campaign before clicking save and also show you hidden characters in your HTML
Format: this option helps you format your template’s text with options like bold, italics and superscripts etc., which also comes with a clear formatting option
Table: helps you in creating and inserting a table in your template
Tools: option helps you see the source code. If you want to directly change design in the code, you can use this option to do so

Basic things you can use the HTML Editor for:

How to insert a personalization tag? : Just write the text you want and use the ‘personalise’ option to insert a tag basis your need, like full name, first name etc.

To change the text you can also use prior formatting options present in the system : You can change the text colour, size and alignment very easily, with options present in the main tool bar on the top of the HTML editor

You can change the size, text and linking of your text columns, simply by clicking the insert link button in the top tool bar and dragging the box as per need

For re-sizing your images you can also choose the image option in the tool bar and change the dimension option

You can also insert important links like ‘unsubscribe’ to the bottom of your template by using pre-created tags in the system

After making these change click on the ‘eye’ icon on the tool bar to preview the changes

Now click on ‘next’ at the bottom of the page to save the changes you have made. You can also preview the template from the Basic editor dashboard.

27. How to create and use a snippet?

There are many design elements and texts that you use quite often in your mailers like contact information or logo headers etc. Since, it’s a hassle to re-create these parts every time you create a new mailer; creating and saving a ‘Snippet’ helps to insert these recurring parts of the mailers in just one click. In this video we will show you how to create and insert a snippet.

Login to your OctaneGo account and go to the template builder dashboard. Click on ‘drag and drop builder’, please note that you can only create snippets via drag and drop builder and not the basic editor. Choose the template you want to create a snippet in and click on ‘edit’. Now find a place you want to insert your snippet and add a text box. We are creating a terms and conditions footer which is used in all email footers. Write the text, insert links and style it as per your need.

Now hover on the text box you just created, in the tight corner you will see an‘arrow’ sign. This sign is for saving a snippet, click on it and give your snippet a name and save it. You have now successfully created a snippet.

Now let’s enter the snippet in another mailer. Click on edit on the mailer you want to insert the snippet to. We created a footer, so scroll down to insert the snippet in the bottom. Click on snippets tab in the main builder menu. Locate the snippet and drag it to the footer. Save the template.

You have now successfully created and added a snippet in your template using the OctaneGo Template Builder. The same procedure applies if you want to create an image snippet.

28. How to preview a template?

Login to your OctaneGo account and then click ‘create and send’ from the top menu and choose ‘Manage Templates’.

For Basic Editor, you can preview by clicking preview on the template. You can also preview by clicking on the campaign and when the editor opens click on the ‘eye icon’ on the top menu.
For ‘Drag and Drop Editor’ you can preview the campaign by clicking preview, similar as ‘basic editor’, you can also click on the campaign and the click on the ‘eye icon’ on the top menu. Then you get 2 options either to preview the campaign ‘right now’ or to send the campaign to your inbox and preview it there.

29. How to use the Template builder?

The drag and drop ‘Template Builder’ will help you put your creativity in the right direction, with simple tool sets that will create great designs.

Login to your Octane account and click on ‘create send’ and select ‘manage templates’. Now select the ‘drag and drop editor’ and click on the ‘create new template’ tab present at the far right corner of the page. Now give your template a name and click ‘save’. You can edit text files by just double clicking on them. The left side of the builder has a tool set that helps you edit and create text boxes and images. We will now personalise the email. You can choose the personalise tag from the top bar and insert a style as per your need, we have chosen ‘first name’. You can format your text by pre-defines format options if the editor. Now to the ‘block styles’ and save the changes you have made. Who said personalisation was hard? Now, click on ‘blocks’ menu in the main tool bar and insert a text box in the template. Drag the text box onto the template and double click on it to start editing it. Re-write the text and then go to ‘blocks style’ to change how your text box looks. You can change the background of your text box and also give it a border. You can then format the text via change font type, font color, font size and text alignment. Once done, click on ‘save change’ to move ahead.

We will now insert an image on the template by using the image block. Double click on the image and the image window will open in the tool bar. Click on browse to upload the image of your choice to the template. You can either upload an image from your computer, choose an image from an existing glossary in the Template Builder or the image you have used in the earlier mailers. You can resize the image with a drag and then click on ‘block style’ to edit the background of the image, padding, margins and alignment of the image. Then save changes.

You can also add action buttons to your template by dragging and dropping the ‘button’ image from the blocks option. Double click on the button, you can now change its text, URL, size and alignment. Similarly as above the ‘block style’ option will help you give the button different background colour, font colour, change font type and change buttons placement. At the end don’t forget to click ‘save changes’.

If you want to divide you templates in parts, toy can use the ‘horizontal ruler’ to create this separation by drawing lines between 2 sections. You can change the spacing and style of the lines as per your need. This will help your template to be cleaner and readable.

Social Media Integration is integral to email communication. The social media button helps to do so. Drag the button on to the template and give it a name and define its URL. We are adding Facebook, Twitter and a LinkedIn social media icon. Go to settings option to edit the style of these icons – you can change their layout, icon size, alignment and icon style.

The Template Builder has various text only, image only and Text +image columns option to add into your template. As the above image and text block you can edit them and style them as per your need.

Every block as 4 icons when you hover on them, the left hand side icon in a diamond shape, this icon helps you to move your blocks. The document icon helps you to ‘clone’ a block and the dustbin icon helps you delete a block. Now go to the main styles menu adjacent the block menu. This menu helps to change the look of the complete template. Width of the complete template, background colour of the template, background colour of the fonts and the same for the text options as well.

To create a snippet hover on the block you want to create a snippet of. Since, social media links and buttons are a requirement of all templates, let’s create a snippet of social media integration. Hover on these blocks and click on the downward-arrow icon, now name the snippet and save it. You can drag and drop of snippet in other templates for later use. When you have created your template, toy can preview it before sending. Click on ‘share preview now’ and you will be able to see how your template looks on desktop device and mobile device. You can also send an email to your id to see how the template renders, is it responsive or not. Now ‘save and return to templates’, now you know how to use OctaneGo’s drag and drop ‘Template Builder’.

30. What is the difference between a plain text message and an HTML message?

HTML stands for ‘Hyper Text Mark-up Language’,it means that it’s a way web
pages are encoded to handle things like bold, italics and colour etc. Whereas, plain next is plain it will look like a simple notepad or TXT format doc on an email.

31. Can I remove or edit an unsubscribe or update links at the bottom of my message?

Unsubscribe link is mandatory in all campaign sent by OctaneGo platform. You can’t send a campaign without an unsubscribe link.

32. Why is OctaneGo badge displayed in my emails?

OctaneGo badge displays in all free and NGO/association accounts. If you are a paid account the badge would be removed.

33. How do I add attachments to my message?
While uploading the creative on the platform, it asks for an attachment. Click on the attachment check box and then upload an attachment.

34. Why is OctaneGo badge displayed in my emails?

OctaneGo badge displays in all free and NGO/association accounts. If you are a paid account the badge would be removed.

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