Create and Post a Message from a Template

One of the fastest ways to create a clean, professional-looking message is to start with a template, then customize it by adding your own content.

Desktop Marketer 2.0 includes 10 professionally designed templates that you can use to create attractive newsletters and promotions. And Desktop Marketer's Message Editor gives you the power to use almost any HTML file as a template -- so once you're familiar with the software, you can start copying images, designs, and content from your existing web page or newsletter and sending them out to your contacts' desktops -- in just minutes!

When you use a template as your starting point, all images and other supporting files are "embedded" in your HTML file, instead of being linked to a web site. Any new content that you add will become part of the "embedded" file, meaning that even when your contacts' computers are not connected to the Internet, they will still be able to display your entire message without any broken links.

To create a new message from a template:

  1. In the Control Panel, click Manage Messages.

  2. In the window that appears, click Cancel to go to Desktop Marketer's Message Manager.



    (This window includes options for checking statistics about how many contacts have downloaded each of your messages; for more information about using these statistics, read About Statistics.)
     

  3. The Message Manager window will open:



    This window displays all the messages that are currently available to your contacts. In it, you can create, edit, delete, and preview messages; you can also click Refresh to get a current list of the messages that are posted on your server. (For more about creating and managing your messages, read About Messages.)

    If you have created more than one Desktop Reader (Professional version only), you can use the drop-down menu at the top of the Message Manager to view the messages you have created for each separate Reader. (In this example, the Reader is "Joe's Motorcycling News.")

    Note that when you create, edit, or delete a message in the Message Manager window, the changes you make will be saved on your server. The next time a contact's Desktop Reader application checks your server for messages, it will automatically synchronize its list of messages with the list on your server.

  4. To begin creating a new message from a template, click Create a Message. The Message Editor window will open:


     

  5. In the Subject field, type a subject line for your message. This will appear in the subject line of the notification your contacts receive in their inbox. If you wish to "merge" information into the subject line, insert your cursor at the point in the text where you want the information to appear, then use the Insert Merge Fields to Subject drop-down list to select first name, last name, e-mail address, or the date or time when the message was downloaded by your contact's Desktop Reader:


    In this example, a contact who registered her Desktop Reader under the name "Sue" would see the following subject line in her inbox:


     

  6. Next, write the caption for the pop-up window that will appear on your contacts' computer desktops when they receive the message. To add merge fields, use the Insert Merge Fields to Caption drop-down list.


    In this example, a contact who registered her Desktop Reader under the name "Sue Brown" would see the following pop-up window appear on her computer desktop:


     

  7. To import the template you will use to create your message, click File > Import Template.
     

  8. In the dialog box that appears, you can select one of the Desktop Marketer templates or search your computer's hard drive to find another file you wish to use as a starting point. Note that you must select an HTML file (which will have a name ending with the extension .htm or .html).



    (Note that if the HTML document includes links to any external image files, those images will automatically be "embedded" in the body of the Desktop Marketer message, so there is no need for you to save the images to a special location or upload them to a web server.)

  9. Click to select the HTML file you wish to use as a template, then click Open.

  10. After you have imported your template into the Message Editor, you can add your original content and adjust the formatting of the message before you send it. Note that you can compose your message in "raw" HTML code, in the WYSIWYG (What You See Is What You Get) Design view, or in a split screen which shows both views. To switch between views, click the View menu at the top of the screen and select Design, Source, or Split.

    In the Code view, you will need to type or paste in the HTML tags you wish to use. In the Design view, you can use the following tools to format your message:

     Open a new, blank message in the Message Editor
     Open existing files from your computer hard drive to add to your message
     Save your message to your web server
     Delete selected portion of message and save it to your clipboard
     Copy selected portion of message to your clipboard
     Paste selection from clipboard into message
     Print message
     Insert picture
     Create hyperlink for selected text
     Position selected portion of message as absolute
     Position selected portion of message as static
     
    Change the font of selected text
     Change the size of selected text -- 1 is smallest, 7 is largest
     Format selected text as an address, heading, bullet list, numbered list, or other format
     Format selected text bold
     Format selected text italic
     Format selected text underlined
     Set color of selected text
     Format selected text as a numbered list
     Format selected text as a bulleted list
     Move selected text left
     Move selected text right
     Left justify selected text
     Center selected text
     Right justify selected text

  11. To save the message to your web server so that it will be available for your contacts, click Save , then review your welcome message settings as shown below:



    When you are ready to save your welcome message to your web server, click Save. If you are using the Pro version, you will be prompted to schedule a notification time and date when your message will be made available to your contacts, plus an expiration date after which they will no longer be able to view the message.

    After you complete this step, Desktop Marketer will automatically check for an Internet connection, then save your message on your server, where it will be made available for your subscribers at any time after the notification date you specified.

At any time after you have created a message, you can click to select the message in the Message Manager window, then click Edit to view and edit message information including the subject line, pop-up caption, and message content. (For more about viewing and editing the messages you have created, read Manage Messages.)

 

Next topic: Import and Post an Existing Message