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How to Compose a Message
- 1/16/2019
- Tutorial Video
Writing a generic email is easy, but you can do so much more with our message editor! Design your emails however you like, by including a template, snippet, link, video, image, or document. Watch the following tutorial video to learn how to compose a great message.
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How to Compose a Message.
This tutorial will help you understand the message editor.
Understanding each of the icons and functions will help you use the editor to its fullest extent.
Click on the Compose Message icon at the top of the page.
Give your message a title. This is an identifier that is only visible to you.
Give your message a catchy subject line!
You can insert tags into the subject line such as a First Name.
Click on the Subject Custom Tags drop-down to select an option.
In the Message Body, if you are copying and pasting text, it is recommended that you click on Paste from Word.
This will help to eliminate any formatting.
Paste your text here and check off Remove Font Family.
Then click OK to insert your text into the body of the message.
To add a link, click on Insert Link.
From here you can insert an E-mail address or a URL. Copy and paste the URL.
Add Text that you want to display in the body. If you leave this blank, the URL will display in the editor.
ToolTip is the text that will display when you hover over the link.
If you want the link to open in a new tab, then check off this box.
This is an example of how it will display in the editor.
There are two ways of adding an image to your message.
First, to add an image from your computer, gallery, or from the web click on Insert Image.
Click on Browse to find your Image. Then click on OK to add it.
To customize the size and position of the image, check off More Options.
Second, you can click on Insert Library Image to insert an image you've uploaded to your library.
From here you can browse for images uploaded to your library.
Select the desired image, customize the dimensions, and click insert.
Please Note that when customizing the dimensions, you only need to adjust either the width or height.
The second element will auto adjust after clicking Insert.
There are two ways of adding a video to your message.
First, you can click on Insert Video from Library.
From here you can browse your pre-recorded video, select the desired one, and click insert.
Or, you can click on Record Video to immediately record and upload a video.
Simply record your video and click Save & Upload.
There are two ways of adding a document to your message.
First, you can click on Link Library Documents.
From here, you can browse your uploaded documents, select the desired document and click Link.
This is how it will appear in the message body.
Second, you can click on Attach Document to add it as an attachment.
PLEASE NOTE that each attached document counts as a sent message from your alotted emails per month.
For example, if you attach 2 documents when you send your message, that will count as a total of 3 sent messages.
It is highly recommended that you use the Link Library Documents button.
To add a preset text or signature, click on Insert Snippet.
From here you can select the desired Snippet and click on Insert.
If you would like to use a template for your message, click on Insert Template.
From here you can select the desired template and click Insert.
If you want to replace all the content in the editor, check off Overwrite all Content.
If you are sending this message to multiple people, you can add a tag to customize the greeting.
Click on the Custom Tags drop-down to select a tag.
Before sending a message, you have a few privacy options.
Allow Public View lets recipients view the video without authentication.
Mark as Private requires recipients to authenticate prior to viewing the message.
You can control whether recipients can Reply to or Forward your message.
You can also check off Copy Me to receive a copy of the message.
Now that you understand the message editor to its fullest capacity, you're ready to start sending off your video mails. Enjoy!
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