Import and Post an Existing Message

Desktop Marketer has been designed to make it as easy as possible for you to incorporate your existing web marketing tools and resources into your direct-to-desktop messages.

Unlike the text-based messaging or advanced programming languages used by other direct-to-desktop software, Desktop Marketer uses HTML-based messaging. This enables you to simply import existing content from your web site or e-mail newsletter and then send it to your contacts.

After you import a message into Desktop Marketer, you can use the Message Editor to touch up your formatting, change the wording of a paragraph, or even replace outdated graphics with newer ones. The WYSIWYG (What You See Is What You Get) view lets you customize messages until they look exactly the way you want, even if you have no experience with HTML.

  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 existing message into Desktop Marketer, click the Open button at the top left of the Message Editor window. In the dialog box that appears, you can search your computer's directory to find the file you wish to import, or you can open one of Desktop Marketer's professionally designed templates 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.)

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

  9. After you have imported the file 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

  10. 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 contacts 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: Schedule Message Notifications and Expiration