Best Practices for Customization

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Here are some tips and tricks for easily adding custom content to your emails and campaigns. Click on a category below or scroll down to explore. 

 

Text      |      Spacing      |      Images


Text - Keep it Short and Simple - 7 Key Tips

 

1.) Keep email subject lines short.

Limit the email subject to one line.

 Don't

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2.) Keep the text short in Introduction and Bodytext fields.

Keep the text short, especially in the Introduction (circled below) and Bodytext sections. If your text is running long, use the expansion text option, link text to a library page, or separate the text into 2 Bodytext sections. 

 Don't

Do

3.) Limit length of headlines.

For best readability, headlines for the Bodytext sections should be no more than 6 words. Don't let Headlines go longer then 1 line. 

 Don't

Do

4.) Limit Champion title length.

Keep Champion titles short by using the most relevant title and only 1 or 2 credentials.

Do

 Don't

5.) Carefully place repeated content (Storyboards only).

Don't waste prime content real estate by placing content thats repeated in several messages in the upper portion of an email message. Place repeat content lower down in the message. 

Do                                                                                              Don't

6.) Be careful using All-Caps.

Too many all-caps in a row diminishes readability because the reader has to work harder to distinguish the letters. Try not to use all-caps in more than 4-5 continuous words.

Do                                                                                              Don't

7.) Use bold text carefully.

Keep bold-faced text to a minimum. Only bold a few words rather than the whole sentence. If there is too much bold text, it defeats the purpose of making key words stand out.

Do                                                                                              Don't


Spacing - White Space, Paragraph Returns and More - 3 Key Tips

 

1.) Watch for too much white space.

Be sure you have no extra returns after the last line of text in any text section of the edit tool. Place your cursor at the end of the last line of text and click (to ensure the cursor is at the end of the text and not below it).

Do                                                                                              Don't

2.) Delete headlines when there is no content.

When deleting the text in a section, make sure you also delete the headline text (including any spaces).

Do                                                                                              Don't

3.) Keep paragraphs short.

Paragraphs should be as short as possible, so use paragraph returns every 2-3 sentences (at most) and use bulleted lists when appropriate. 

Do                                                                                              Don't


Images - Quality, Sizing and Cropping - 3 Key Tips

 

1.) Pay attention to image size.

No image should be larger than 599 pixels wide. Some images may need to be smaller, depending on where they are used. Visit the User Guide page on how to resize an image or ask your Client Success Manager for assistance. 

Do                                                                                              Don't

2.) Crop images.

Make sure images are really showing what is important, especially Champion images. These should be cropped tight to the face and not show the entire torso. 

Do                                                                                              Don't

3.) Use high-quality images.

Do not scale up images more than 10% and always have a resolution of at least 72 ppi but no more than 150 ppi. 

Do                                                                                              Don't