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Act-On Software

Standard Blocks

AUDIENCE: Administrators, Marketing Users
OBJECTIVES: Provide an overview of the standard message blocks

After you have addressed your message it's time to start designing and composing. Under the Design tab you will have your WYSIWYG (what you see is what you get) message on the left and your design elements on the right.

By default your WYSIWYG message will display 6 standard blocks:

  • Header Block
  • Logo Block
  • Greeting Block
  • Rich Text Block
  • Signature Block
  • Footer Block

From the Content drop-down you can quickly add or remove blocks and create content sections depending on your needs, or can easily edit the blocks by hovering over the block with your mouse cursor and selecting the Pencil icon.

A default header is always used when you create a new email message. You have the ability to use any of the custom headers you've created in your Act-On account, or completely suppress them from being used. Using the Header Block will allow you to easily setup or edit your header directly in the message.

To edit your header:

  • Hover your mouse cursor over the Header Block
  • Click the Pencil icon.
  • A popup box will appear with 4 options:
    • Define New Header - Will allow you to create a new header using the Rich Text Editor.
    • Edit Current Header - Will allow you to edit the current header using the Rich Text Editor.
    • Suppress Header - Will suppress your header.
    • Use Existing Header - Will use your default header in the message.
      • You can create new headers by using Define New Header or in the application by selecting Content > Email Headers > Add Header.

Note: To learn how to create email headers, see the article Create Email Headers.

The logo block will populate with your default logo that is stored under Content > Logos.

  • Hover over the default message logo and click the Pencil icon.
  • The Choose Logo window will appear, click on the desired logo to be included it in your message.
  • Click Content > Branding > Logos.
  • Click +Add.
  • Enter a name for the logo.
  • Click Choose File to import a logo from your computer.
    • If you would like to link a logo on your company website, either provide a direct URL link to the logo or type in your company URL and click Search.
    • If you are using the search option, Act-On will scrape your website for available images which will display in a pop up window. Once your company logo has been discovered, simply click the logo and Act-On will save a copy of the image for you.
  • Click Submit.
  • To set a default logo, hover over any of your uploaded logos and click the icon.

In the Greeting block, you can choose from several standard personalized greetings that will populate from your Standard Field Names.

There are two ways to setup your Greeting Block, either by using the Greeting Block or for a more customizable greeting you can use the Rich Text Block.

  • Either drag a Greeting block into the message composer.

-or-

  • Hover over the block showing set up your greeting and click the Pencil icon.
  • A pop up box will appear with 8 personalized options to choose from, or if you are unable to personalize the message due to missing data, you can enter a generic greeting.
  • Under Content > Blocksclick and drag the Rich Text Block into your message.
  • The Rich Text Block will open. In the editor click the Insert Personalization Field button.
  • The Insert Personalization Field box will open, select your Standard Field Name for your greeting and click Insert.

The Rich Text Block is a WYSIWYG (what you see is what you get) editor that will be used to create the bulk of your message content.

You can access the Rich Text Block two ways, either:

  • Drag-and-drop the Rich Text Block from under Content > Blocks.
  • Hover over the Rich Text Block in your message and select the Pencil icon.

The Rich Text Block will open and you will be able to compose your message utilizing any of the icons located in the top 3 rows of your editor.


Note: For a detailed overview of the Rich Text Editor, see the article: Using the Rich Text Block in Email.

When composing an email message it is important to consider the overall consistency of your branding. Messages should be concluded with a signature that reflects, or at the very least, does not conflict with the overall look and feel of the message. It is also important for the signature to provide contact information appropriate for the type of message being sent (i.e. nurturing, sales follow-up, etc.).

A Signature block is present in the email composer by default if you choose Start From a Blank Message. If you choose to Start From A Draft MessageStart From An Existing Template, or Start From A Sent Message the Signature block will only be present if it was previously a part of the saved or sent content.To replace the default signature when starting from a blank message:

  • Hover over the Signature Block and click the Pencil icon.
  • A pop up box will display your available signatures. Click on the signature you would like to use in the message, your signature will update automatically.
    • For administrator: All signatures found in Account Signatures and My Signatures will appear for selection.
    • For marketing users: The signatures that appear will be the ones that you have the privileges to access.

Note: To create a new signature, see the article: Create Signatures.

Footer Block

A default footer is always used when you create a new email message. You have the ability to use any of the custom footers you've created in your Act-On account, or completely suppress them from being used. Using the Footer Block will allow you to easily setup or edit your footer directly in the message.

To edit your footer:

  • Hover your mouse cursor over the Footer Block and click the Pencil icon.
  • A pop up box will appear containing your available footers. Click on the footer you would like to use in the message, your footer will update automatically.

Note: To create a new footer, see the article: Create Email Footers.

 

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