Partner TRAINING

A complete guide to preparing email creatives

Introduction

BRIDGE’s email creative testing process is designed to be efficient and streamlined to improve the overall experience for our clients. Below you will find everything you need to be successful with your email creatives.

Your email tests will be automated to improve turnaround times and ensure a high-quality customer experience. Creative previews will now be sent alongside all of your tests using EOA (Email on Acid), a third-party tool that creates email previews across the most popular email clients and devices.

NEW STANDARD FORMATS

  • Use of standard BRIDGE macros for Personalization
  • BRIDGE macros and codes for Unsubscribe, View in Browser and Pre-Header
  • Naming your email creative in a specific format
  • Creating & saving the test and live seed lists following a specific file format and file type

Your Campaign Checklist

Email creative must be an HTML file or a zip file and must follow these naming conventions in lowercase:
“content_yourtexthere” for HTML files and “creative_content_yourtexthere” for zip files.

Important Note:

Zipped folders must contain only one HTML file and your creative assets. You may see additional files in your zip folder if your artwork was created on a Mac. Remove this folder prior to upload.

Subject Line, From Line

Both the test and live seed list in the correct file format

Unsub Address, View In Browser (if needed), Pre-header (if needed)

Customization

Macros

BRIDGE macros were designed to help standardize format requirements for personalization. Code your email creatives with the macros attached below to incorporate personalized fields that auto-populate based on each recipient’s corresponding information.

View Macros Here

Personalization Macros

PII data includes email address, first name, last name, address, phone, cookie, MAID, IP Address, or anything else related to a person’s location.

If your creative has personalization, the BRIDGE macros must be coded within the email creative. Ask yourself the following questions:

  • What are the areas of personalization?
  • Have you coordinated the data fields being pulled with the required BRIDGE macros? For example, if there is a first name macro within the creative, your creative should be coded with {{FirstName}}
  • Are there any personalized URLs within the creative? If so, you would use the macro {{URL}}

Note: Personal Identifiable Information (PII) cannot be exposed in URLs — if there is ever an instance where this is included in the coding, you will be required to replace it with a hash, md5, etc. BRIDGE will work with you on PII replacement options.

BRIDGE cannot support any level of PII within a destination URL in an HTML code.  The most common and sensitive way to breach PII protocol is the insertion of an email macro inside of the URL.  The action directly exposed a recipient’s email address with the client regardless of accepting any privacy policy.  Please note, in replacement of an email macro you are able to use the following email encryption macros:

{{SHA1EMAIL}}

{{MD5EMAIL}}

If your HTML includes any of these types of link personalization, please make sure to communicate that to your designated Account Team as the audience file and seed lists will need to be formatted accordingly.

Custom Macros

Our custom macros allow you to have up to 25 different custom fields. As long as the email creative is coded with our {{CUSTOM}} macro, it will pull be able to pull the corresponding inputs.

Example: If your email creative includes a coupon code, and your client wants a unique code to be sent to each individual, you would use the {{CUSTOM1}} macro.

John Smith → Coupon Code: 1234

Sarah Marshall → Coupon Code: 1235

George Johnson → Coupon Code: 1236

If there are additional custom fields in the same creative, you would simply label them subsequently as 2,3,4, etc. depending on the number of custom fields.

Formatting Your Creative Files

Your creative must be one of the two options below:

  1. Hosted Email Creative: Fully coded HTML or TXT w/ images hosted by you, your client or a 3rd party
  2. Non-Hosted Email Creative: Zip file with HTML and all associated images

Saving a hosted HTML

If your email creative has hosted images (a fully coded and hosted HTML), the creative naming convention should follow: content_xxxx.html

Example: content_JoesPlumbing.html

NOTE: Be sure that html is saved in lowercase letters.

To save this file, simply save your code as an .html or save the pure html code in a notepad document (all other formats will alter the code)

Saving a non-hosted HTML

If your creative requires image hosting, the zip file naming convention must follow: creative_content_xxxx.zip

Example:  creative_content_JoesPlumbing

NOTE: The images can be posted within the zip folder along with the HTML, or within a different folder within the zip folder, but you CANNOT have a zip folder within a zip folder.

To save this file:

  1. Locate the file or folder that you want to compress.
  2. Right-click the file or folder, select (or point to) Send to, and then select Compressed (zipped) folder.
  3. A new zipped file or folder with the same name is created in the same

Creating, Naming and Saving Seed Lists

What is a test list?

A test list is a list of recipients who receive the testing of your email creatives to review content, rendering and link functionality. The tests are then utilized to approve creative design. You can have multiple rounds of test lists to ensure quality assurance.

What is a live seed list?

A live seed list is a list of recipients to include alongside your live deployment schedule. These recipients will receive a live email creative to notify that their deployment has started.

Creating Seedlists

If your creative does not have personalization, you will only need an email header and one column within your file.

  1. Open a new blank workbook in excel
  2. In Row 1, enter ‘Email’ as your column header

If your creative does have personalization, your headers will need to match the required BRIDGE Macros.  These fields will get pulled into the creative and will be included in both your testing and live seed lists.

  1. Open a new blank workbook in excel
  2. In Row 1, enter ‘Email’ as your first column header
  3. In Row 2, input the additional column headers that match the areas of personalization within your email creative.
    1. No spaces before, in between, or after the inputs
      1. For example, if your creative includes ‘First name’ personalization, you would need to include an additional header labeled with the corresponding BRIDGE macro. In this case, it would be: FIRSTNAME
    2. Dynamic content will appear exactly as it is input into the lists.
      1. For example, if you input first name ‘JOHN’ (all caps) and last name, ‘Smith’ under the FIRSTNAME  and LASTNAME macro headers, it will appear as ‘JOHN Smith’ in the creative.
  4. Any other custom macros would be included as additional columns labeled with the header ‘CUSTOM’.  You would add 1,2,3,4, etc. depending on the # of custom macros included in the creative.
    1. For example, CUSTOM1, CUSTOM2, CUSTOM3
      1. These custom fields would be pulled into the email creative, based on where the macro has been coded.

FAQs

Our system is designed to work with the most simple and standard types of macros.  We wanted the user experience to be as easy as possible, and consistent across all of our valued partners.

BRIDGE used a variety of the recommended previews in the links below, as well as what we deem to be the industry’s more commonly requested and used screens and devices.

https://emailclientmarketshare.com/

https://litmus.com/blog/the-2017-email-client-market-share-infographic

If you need to see additional previews of email clients, please indicate which ones are needed and we will do our best to accommodate.

Our team will work closely with your in-house or third-party creative team to fully integrate the BRIDGE macros into your production processes. We will offer a series of trainings and information sessions around CCM and are available at any time for hands-on coaching and to follow up on any questions about this new process.

The HTMLs need to be properly coded with the BRIDGE macros in order for this system to work efficiently.  By sending HTML over to us following these new requirements, we can guarantee that your creative is tested much faster.

Resources

MACROS
Customizing your Email
View

EMAIL CUSTOMIZATION BEST PRACTICES
Unsubscribe, View in Browser, and Pre-Header
View

HTML SAMPLES
View a Sample HTML Template
View

SAMPLE TEST LIST

View

SAMPLE SEED LIST

View

Contact

If you have any additional questions, our support team is ready to assist.

Holly O’Hara / Account Director
holly.ohara@thebridgecorp.com