Why create a message using Drag and Drop

Creating a message using the Drag & Drop functionality is very simple as you just need to drag the desired elements into your message, where you want them to show. Once a message element is dropped in your message, all that is left to do is to insert the desired text and/or image.

Before starting to write your message, here are a few tips to help you:

How to


PrerequisiteTo create a Drag & Drop message, you absolutely need to create the message using a Drag & Drop message template.
Access Path > Messages > EMail

Choose a message template

  1. In the message listing page, click on Create a message
  2. In the message creation window, indicate how you want to create your message, either from a template, another message or from scratch. There are many template categories to choose from:
    • My templates - These are you own templates, which are messages that you saved as templates.
    • Dialog Insight template - These are the default messages provided with the application. Note that if you use a Dialog Insight template, you will always benefit from updates and improvements made to the template in time. However, if you make changes to a template message and want to keep these changes and use the message later again, you're better to same this template in your templates.
    • Blank message - This is an empty message, with no predefined content.
    • My existing messages - To use any of your existing messages as a basis for your new message. This option is quite useful to quickly create a message that is similar to one you have already created; as it can be quicker to make a few changes than to create a completely new message.
    • Web page - To use a message that is on a Web page. This type of message lets you create a message from the URL of a web page. This type of message lets you create a message by providing the URL of a web page. This option is offered to create a message from a web page hosted on a server. The destination link (http://) is the inserted and the application makes a copy of the HTML content of this page. This option is however not recommended , as web pages are not optimized for message delivery.
  3. Then select among the proposed choices, the specific template or message to use for your message and then click Select.
    To help you make your choice, hover over the image and click the + sign to see exactly how the message looks like on both a desktop and a mobile.
  4. Then select the related communication type and click on Continue. The communication type can be used to categorize your messages, or if you have implemented a consent center, allow you to define opt-ins and implied consents required to make contacts eligible to receive messages.
  5. Then message editor opens up in full screen mode, and hides the left menu, the right pane, as well as the application header, to provide you with more space to work.
    *To go back to the list of messages, and to the standard application display, with menus, just click on the  icon shown in the editor's toolbar.

Define the subject and the sender

  1. Once the message editor is opened, start by specifying the subject of your message.
  2. Identify the sender by providing its name and email address, as well as the reply email address if different from the one already provided.
    If the Authorized sender option has been enabled in the project, you will make your choice in a list of valid senders and/or reply-to emails. See How to enable and configure the use of authorized senders.
  3. If needed, you can personalize elements in the subject line, or in any field, adding variables, which are selected by clicking on the related  icon. Variables are created from data shown in the contact profile, company information or system information. Variables used to name the recipient are very common. For example, Hello [[=Contact.f_FirstName;]].
    See how to add personalization elements in your message:
  4. By default, only the subject and sender's name are shown. Just click anywhere in this section to show the other options.

Create the content of the message

In a Drag & Drop message, adding content to a message is very simple; you just need to choose any of the elements from the left and drag them to the desired location in the message.

The areas where you can add content are shown when you drag an element in the message.

  1. Start by adding a layout block, either on 1, 2 or 3 columns.
  2. In this layout block, add any content block, depending on whether you want text, images, buttons, videos, social media links, HTML code to be copied, a countdown timer, a bar code, etc. All these elements can be configured by clicking on the edit icon shown in this area once the block is inserted in the message.
    To view a description of each content blocks, refer to the list of default message elements.

Pre-header always displayed

All blocks can be edited and deleted, except for the pre-header, which is always included. The pre-header contains elements that are the first to be shown and are displayed in mobile previews. They are also visible when the display of images is not supported. The content of the pre-header can also display before a message is opened, in the subject line. It is therefore a good idea to use the pre-header to attrack the reader's attention. Good preheaders improve open and click rates!

Additional edit options

To facilitate edits and only put up front the most used features, many options were grouped and placed in a window that is not shown by default, but easily accessed if needed.

To view these other options, just click on the  icon in the editor's toolbar.

Description of additional edit options


Link trackingSection that groups the link tracking option and the list of tracked links in the message.
Link tracking
Sub-section that shows all the options related to link tracking.
The Log clicks option lets you indicate whether you want statistics to be compiled on clicks when the message is opened and viewed. When configuring the account, it is possible to automate this function so that when a message is saved all links are automatically followed. When a link is followed, its destination in the message is replaced by a tag specific to that contains an ID number and looks like [[link:0000]].
If injection rules have been created for the project and for the type of communication associated to the message, these will display under this section and you will be able to activate them if needed. In general, these rules are used to gather statistics that will be managed in an external system such as Google Analytics.
Furthermore, if you are in a new project or if the related project has no injection rules, a Google Analytics rule will be available by default. To apply this rule to your message, you must first activate the Log clicks option and then check the default Google Analytics rule. This rule supports Google Analytics' 3 basic parameters:
  • utm_source (where the default value is dialoginsight)
  • utm_medium (where the default value is email)
  • utm_campaign (where the default value MUST be defined when activating the rule)
  • This rule is configured to apply to all links, regardless of their destination. However, if special restrictions need to apply to parameters to inject on some destination sites, you can configure the rule to restrict destination sites.

Tracked links
Sub-section that lists all the links included in the message.
Use the Analyze links button to check if your message contains broken links (shown by a red X). Different functions can be performed on links:
 - To validate the page opened when the link is clicked.
 - To edit the name or URL of the link, or to assign categories.
 - If you wish to track only certain links and exclude others, click this icon next to the links to be excluded. If needed, you can include them back by just clicking on .
PublicationSection that lets you specify if the message will be published on the Web, on Facebook or on Twitter. If the message is not available in a given format, the related icon will be greyed out. Refer to Sharing a Message on Facebook and Sharing a Message on Twitter.
ReviewsSection that lets you add notes or comments or view those entered by people sending or receiving the test message. When a comment is added to a test message, the recipient can then comment the message, such as indicating if the test message has been sent properly or has errors.
When you are viewing the list of notes, you can view any of the notes already entered or add a new one. To add a note, click on Add note once you have opened the Reviews window after clicking on Check. You can edit the title, comment and status by clicking on the edit icon of a message.
If you do not want a note to be edited, or deleted, you can set its status to Completed.
Communication typeSelecting a communication type is mandatory and allows you to not only categorize messages but also to define specific options related to each communication type, such as the applicable behavior when contact unsubscribes or reports a spam message. Available communication types depend on those configured for the project, under Configuration > Communication types.
By default, only one type of communication is available when creating a new project - Newsletter. However, you can add as many types as you need, such as Administrative, News Release, Invitation, Promotion, Reminder, etc.
More info...Configuring Communication Types
VersionsSection that lets you create multiple versions of the same message and to send them to contacts who have slightly different profiles. By creating a multi-version message, as opposed to creating multiple separate messages, you will be able to send them all at once, in the same mailing. In addition, the multi-version messages allows you to have a overview of all the versions in your message results.
ParametersSection used to personalize a message by inserting parameters taking their values outside the application. Using parameters is possible when the message is sent through Web services, used in a marketing automation scenario, or uses a query related to relational data.
This function is designed for advanced users.
AdministrativeSection that shows administrative information. You can, for instance, enter comments about the message. This feature is quite useful when the message is complicated and includes queries, as it gives you a space to explain briefly rules contained in the code, or indicate applicable security attributes.

Validate the message

It is important to make sure that your message is valid and that it has no errors before sending it.

  1. You can check the validity of a message by looking at the editor's toolbar. If you see an error indicator, click on it to view the details about the errors and/or warnings.

  2. To be able to send a message, you must at least correct the errors. As for warnings, correction is optional but suggested.
  3. If comments or notes were added about the message, you can see them, or add notes, by clicking on the additional option icon shown on the editor's toolbar, and then selecting Reviews section.

Important considerations about phishing

Phishing is an online fraud technique intended to obtain personal information from internet users. The most common usage consists in sending an email message that looks very similar to the visual of a legal entity (bank, institution, e-commerce site, etc.). In this type of email, the recipient is encouraged to provide personal information (first and last names, birth date, credit card number, social insurance number, personal identification number, etc.) by clicking on a link whose address seems legal, but in real leads the recipient on a fraudulent site.

In order to avoid this type of fraud, emails including a link whosr visible address is different from the real address will be considered as spam.

Therefore, in the messages you send from Dialog Insight, you cannot use an hypertext link that shows "http://www.my-site.com" , and whose real target address is "http://www.other-site.com" as this message would be considered as fraudulent.

However, you can use a link whose text shows "Click here for more details" and have this link directed to "http://www.my-site.com", as in this case, the shown link text is not an address but text, which here is not seen as fraud because the recipient is not misled towards a different address as the one clicked.

See more info on phishing