Available on the Zones tab of the Message Editor (Email Designer view only), Zones are the main building blocks you'll use to build the structure and content of your messages. Think in terms of building a message out of Lego blocks: Each zone can be dragged-and-dropped onto the Canvas to create a new object block for message layout, text, images, social sharing icons, dynamic content, and more.
In addition to the Zones that are included (Column Section, WYSIWYG, Image, etc.), you can use the Custom Zones option to create zones that are unique to your account. Click Custom Zones in the topic listing to the right to learn how to create and edit custom zones.
Let's take a look at each of the available Zone types.
Drag-and-drop the Column Section zone to the area in the message where you’d like to insert one or more parallel columns to your layout (once you’ve placed it in the message, you can choose how many columns to add). This is an easy way to separate your content into chunks, adding visual interest to your message and making it easier for recipients to read.
Columns can contain additional borders, padding, and background colors, as well as a variety of content including, text, images, dynamic content blocks, RSS, and more.
Drag-and-drop the WYSIWYG zone to add a text block to any section of your message. Once placed, you'll be able to use the WYSIWYG Editor to format your text in a variety of ways, insert images, tables, attachments, and more. See WYSIWYG Editor for a complete breakdown of each option.
You can use this zone to create a standalone text block, or use it within a column for extra control of borders, padding, and background colors.
Use this zone to insert images, add hyperlinks and alt tags to images, and position images within a column. After inserting an image, use one of the image editors to customize it — without leaving the editor or the message.
- Use the Basic Editor to perform rudimentary edits, such as cropping and re-sizing.
- Use the Advanced Editor to add text, adjust the colors, add overlays and frames, and do lots of other customizations.
See Manage Images to learn more about how to customize your images.
NOTE: If the image you've added is too large for the zone you've placed it into, you'll automatically be warned at the bottom of the message. This gives you the opportunity to re-size the image to ensure it looks great before sending your message.
Image repository update
In December 2019, all Communications Enterprise images were migrated to a new repository. Images that were inserted into messages prior to this migration remain linked to the pre-migration repository. If you try to edit one of these images, an on-screen message will indicate that you have to perform a one-time save in order to update the image’s link to the new repository.
- Edit the image and then save it to the new repository.
NOTE: Message-based images that you do not edit will remain unaffected by the migration.
NOTE: You must be using the new Message Editor to access this zone.
Content added via this zone is posted not only in your message but also simultaneously to your Facebook and/or Twitter accounts. You can also configure it to include a share button so your recipients can share the content within their social circles with the click of a button.
While share functionality has been around for a long time, this feature gives you the ability to schedule and publish individual email articles to your social sites. For example, let’s say your email newsletter has 10 articles. Each article can be scheduled to be published at different times, effectively creating a mini-marketing campaign across both your email and social channels. Not only are you publishing Twitter and Facebook posts, you’re creating content for those channels that's automatically optimized. Both the Facebook and Twitter versions will include an associated summary and image. And because we're leveraging Twitter's Twitter Card technology, we can accommodate 380 characters instead of the customary 140.
How it works
After adding this zone, you'll be prompted to configure a number of parameters:
- Email Layout - If including an image, you can position on the left, right, or top of the article. Select No Image if you don't want to include one. NOTE: Because the content is optimized for Facebook and Twitter, the image should not exceed 120x120 pixels for the left and right images.
- Article Title - Enter a title for your article.
- Article URL - Enter a URL here to create a hyperlink for your title. When a message recipient clicks the article title, they'll be taken to this URL.
- Add SWYN zone - Check this box to give your recipients the option of sharing the article within their social networks.
- Add button link - Check this box to include a button recipients can click to view the full article.
- Social Publishing - Here, you can control whether you want to tweet the article and/or post the article on Facebook. NOTE: These options are available only if you've connected your Facebook and/or Twitter accounts on the Social tab.
Sending the email and posting its articles
After creating your message, you’ll be prompted to send the email and post its articles, towards the bottom of the Send To Groups page. You have several options for scheduling the Twitter and Facebook content:
- Do not post
- Post them at the same time as your email message
- Post them at an interval (5, 10, 15, or 20 minutes between each post/tweet)
- Schedule them individually
After your email and social posts are scheduled, click Send and you're done. You've created a mini-marketing campaign across email and social media.
As shown in the example below, the Post/Share Article content from our message is now also posted as a fully optimized Twitter Card.
Dynamic Content blocks allow you to have customized sections of your message for different recipients. Recipients will see the view which applies to them. For example, you might have a part of your message that you want to show differently to recipients depending on their home city. You would choose the City field for the Dynamic Content block. Then, you would create a view for each city (or combination of cities) that you would like to have customized content. If a recipient’s city field doesn’t match one of the customized views, you can choose either to hide the block or show a default message.
See Dynamic Content for more information.
Drag-and-drop the RSS zone to add an RSS feed to any section of your message.
NOTE: There is a limitation with feeds that have the .cfm extension. Feeds with this extension will not load in the Image Editor.
Once placed, you'll be able to enter the RSS feed's URL. The URL can be your own website content, blog, or any other RSS content available. After entering the URL, click Load Feed to view the feed's available articles. The most recent articles from the feed are shown, and you can click More... to view additional content from the site.
Check the boxes to add one or more articles to your message. Then, use the configuration options at the bottom to determine whether to show article titles, excerpts, publication dates, and a Read more… recipients can click to view the full article. After you’ve made your selections, click Insert to add your chosen article(s) to your message.
Like all message content, you can format the RSS content using the standard WYSIWYG editing tools. Simply click the RSS zone, followed by Edit on the right. This enables you to standardize the font appearance, spacing, zone padding, etc., to match your message's content.
The Social Sharing zone enables your recipients to share your entire message on their social media accounts (e.g., Facebook, Twitter).
NOTE: Do not use this zone if you don't want the information in the message to be shared.
When the zone is "dropped" into the message canvas, a configuration dialog will appear.
- Choose either a Basic or Novelty layout option.
NOTE: The Basic options are actually transparent; they will inherit the background color of the section they are placed in.
- Select left or right alignment or leave the default of center.
- Click Insert.
The zone will appear in the message with the selected layout and alignment.
You can sample other layouts to see which best suits your design.
- Click the zone.
- Select Edit.
- Choose a different layout and/or alignment.
- Click Insert.
TIP: A new layout will not display on the canvas until you click Insert, so drag the editing dialog to one side so that you can see the existing layout for comparison as you consider an alternative.
When your design is as you want it, you can click the zone and use the other options to relocate (drag) or copy it. It's also a good idea to save your changes before proceeding.
NOTE: This zone is exclusive to Landing Page Campaigns. It will not display in the Zones menu for Messages or Templates. Learn more about Landing Page Campaigns.
The Form Field zone enables you to insert data-collection fields into a landing page campaign. The data that are collected will be written to the respective record in Real Magnet. You can include Standard Fields as well as your account-specific Custom Fields, Shared Enhanced Fields, and Private Enhanced Fields.
NOTE: Landing page campaigns must include, at a minimum, an email address field.
When the zone is "dropped" into the message canvas, a configuration dialog will appear. Use the following table to help configure the zone.
NOTE: You cannot change the font properties of the fields.
|Field Selection||There are two types of fields that can be added to landing page campaigns:
Real Magnet Fields - all Higher Logic fields (Standard, Custom, and both types of Enhanced Fields) are available. Select a field from the dropdown. Data entered into this field will update the field in Real Magnet.
One-time fields - can be used with a single landing page campaign only; they cannot be used across multiple landing page campaigns.
|Field Type||Choose the type that best suits the Field Selection. Some field selections force a type based on the information they are designed to gather. For example, the Standard Field Phone allows one type option, Text (Single Line).
NOTE: This limitation is not applicable to One-time Fields.
NOTE: The One Togglable Value option is a good way to capture Yes | No information (e.g., checked = Yes), but be sure to label it clearly.
NOTE: The Textarea (Multi-line) option has a 1,500 character limit.
|Label Text||Specify a label for the field. For example, for the Phone field, you could indicate your preference, Work Phone.
NOTE: This will have a "group" designation for the Checkboxes, Radio Buttons, and Dropdown Field Types. Refer to Group Options, below, to learn more.
|Placeholder Text||Provide an example, such as (xxx) xxx-xxxx, to indicate the preferred format.
NOTE: Doing this prevents receiving data in various formats, such as xxx.xxx.xxxx and xxx-xxx-xxxx.
|Field Width||Set the width of the field.
NOTE: In most cases, full (100% width) is the best choice because it ensures that the field is the same width as the others.
|Optional Help Text||Include brief "helper" text, such as * Format number as shown, under the label. This will better ensure that you collect the data you want, how you want it.
NOTE: This text cannot be formatted.
|Options||This field will display only if the Checkboxes, Radio Buttons, or Dropdown Field Type is chosen. Refer to Group Options, below, to learn more.|
|What type of field is this?||Set the field as either Normal or Progressive. Refer to Normal and Progressive fields, below, to learn more.
NOTE: If Progressive is chosen, the field will have a small tab when it is selected.
- After completing the fields of the configuration dialog, click Save.
The new field will display on the canvas. Review it to ensure that it looks and reads as you intend. You can click the zone and relocate (drag) it to a different location within the Form Field zone; click Edit to make changes.
TIP: Save your changes before proceeding.
Sample Form Field
The image below shows a segment of a landing page campaign. One Standard Field (Phone) and two Shared Enhanced Fields (LinkedIn and Twitter) have been customized to collect optional contact and social media data from respondents.
If Checkboxes, Radio Buttons, or Dropdown is chosen as the Field Type, an Options section will appear in the configuration dialog. You can add a label for the group (of checkboxes or radio buttons) or dropdown, as well as "helper" text to provide information to the respondents. For example, your helper text for a group of radio buttons could solicit answers to a question, with the buttons being pre-populated responses, such as:
NOTE: You must complete the Value field for any Label-Value pairing that is added.
- Use the Label field to present a "friendly" option.
- The value of the Value field will be written to Real Magnet along with other data collected in this Form Field.
TIP: Click + add another option to add a Label-Value pairing. Click an X to remove a Label-Value pairing.
Normal and Progressive fields
To make the most of your landing page campaigns, consider using Progressive fields to collect data. The difference between these fields is that:
- Normal fields will always display on a landing page. However, they can be set up (during configuration) to be pre-populated if that field's data has already been collected so that the respondent won't have to re-enter the information.
NOTE: Be sure to check the "pre-populate" box during configuration. Otherwise, respondents will have to repeatedly enter their information.
- Progressive fields let you limit the number of fields that display on a landing page. Depending on the number of fields, this could be overwhelming, which could result in fields being ignored or overlooked.
NOTE: Checkboxes, radio buttons, and dropdowns can be Progressive fields.
Set up Progressive fields
On the Form Preferences dialog, you can specify how many Progressive fields should display.
- After you've added a Form Field zone to a landing page, you can select it and click the Form tab (or click Form Properties on the Design tab of the left menu) to access the Form Preferences dialog.
- In the Progressive section, specify the number of Progressive fields you want to simultaneously display on the landing page.
- Click Save.
If your landing page Form Field has seven Progressive fields and you specify 2, only two of the seven fields will display on the landing page on any given visit.
Then, if the respondent revisits this -- or visits a different -- landing page, a different two of your seven Progressive fields will display. This functionality is dependent on two factors:
- The respondent provided the information for the two fields on the prior visit, and
- The respondent can be identified.
Each subsequent visit to this or a different landing page will present two different, incomplete Progressive fields -- per respondent. So over the course of multiple landing page visits, all of the Progressive fields' data can be collected, but incrementally.
You can add custom zones in order to further customize your messages and templates beyond the standard set of zones. You can add custom zones to:
- existing messages and templates, as well as
- new messages and templates.
NOTE: Custom zones can be built on WYSIWYG and Image zones.
These zones are ideal for adding "static" content that is customized for, and is unique to your organization/business. For example, a physical address and links to your social-media sites are ideal candidates for a custom zone because they're not likely to change and they're the type of info you should include in your messages.
NOTE: Some Higher Logic-supplied templates, as well as your account's existing templates and messages might already have custom zones; you can edit these if the Zone Settings allow it.
Add a Custom Zone
To add a custom zone:
- Create a new message or template (or open an existing one) in the Message Editor.
- Click one of the zones that pre-populates the canvas. (You should see the options tabs on the right side of the zone.)
NOTE: You must do this in order to be presented the option to add a zone.
- Click the Zones tab (left side of the page).
- Scroll down, click Custom Zones to expand the section, and click + Add new zone.
NOTE: If the template that you've selected already has custom zones, this "Add" option will be below them; scroll down to access it.
- In the dialog:
- Give the zone a title (required) and a description (optional).
- Optionally, check the boxes to:
- Make this custom zone available to other users.
NOTE: Unchecked = only you will see this custom zone in other templates and messages. This setting can be changed.
- Make this custom zone accessible for this template only.
NOTE: Unchecked = this custom zone will be available to other users for use in other templates and messages. This setting cannot be changed.
- Click Save.
Now you can position the custom zone where you want it in the message/template and then drag other zones into it to create your custom content.
EXAMPLE: In the following image, five zones comprise this one custom zone.
Be sure to save your changes.
Edit & delete a Custom Zone
Custom zones have properties and content. Some of the properties can be changed; all of the content can be edited. You can also delete custom zones.
NOTE: Edits and changes that are made to a custom zone are unique to that specific message; the custom zone will not be updated in other messages or templates.
To change custom zone properties:
- Click the Zones tab.
- Click Custom Zones to expand the section.
- Hover on a custom zone to reveal the pencil (edit) icon and click it.
- Make your changes to the properties that are editable.
- Click Save.
To delete a custom zone:
- Click the Zones tab.
- Click Custom Zones to expand the section.
- Hover on a custom zone to reveal the pencil (edit) icon and click it.
- Click Delete and then click Yes at the confirmation prompt.
The custom zone is removed and no longer available for use. Any content in messages and templates that were built on the custom zones remains intact.
To edit custom zone content:
- Click the zone that you want to edit. (You should see the options tabs on the right side of the zone.)
- Click the Edit tab.
- Make your changes and click anywhere on the canvas to exit the edit mode.
- Review and save your changes.