Sometimes I wonder if I was born wielding a pencil. I’ve always been a chronic doodler, and I don’t think I could go an entire day without some sort of mindless drawing or scribbling. And while it’s definitely a habit that comes in handy when I need to flesh out my ideas, it is, of course, only part of the process for creating a new design.
First things first: I simply can’t start designing in the morning without a cup (or three) of coffee and running through my RSS feed reader. Starting my day with 20 minutes of hot caffeine and some inspiring design blogs helps give me a fresh look at what I have on my plate.My schedule includes a wide variety of projects — so my process is flexible. The common thread, though, is the basic need to find a delicate balance between putting my nose to the grindstone and freeing my mind for more creative thinking. When it comes down to it, my design process always comes back to these four steps …
Before jumping into the actual concept and creation of the design, I like to research what my client does and find out what makes this particular brand special. Email design is of course a bit less in-depth than larger scale projects such as, for example, logo creation — but it’s still important to understand the identity of the brand your work will represent.
I typically start by clicking through the website and reading its content. I’ll check out their product, service and employee pages and maybe even take a look at competitors’ sites and offerings. This step doesn’t eat up much time, and the time spent is well worth it. Getting an accurate feel for who a client is and what they’re about can make or break a design.
This part of the process is my favorite. On one hand, it’s ongoing. Regardless of which project is in front of me, I’m always looking for inspiration: whether it’s a gem buried in my RSS feed, a trip to the flea market, a conversation with a friend or a weekend hike in the woods. As a designer, I think it’s crucial to be immersed in your environment and culture. You never know when a random experience will lend itself to an idea.
Of course, each design assignment has its own immediate, project-specific needs. If I’m stuck on an email design concept, my go-to hot-spots for a creative kick in the pants are Beautiful Email Newsletters and Smashing Magazine. I’ll also visit my favorite design sites (Design Work Life, The Best Designs, Felt and Wire, Mint Design Blog, and Swiss-Miss are some of my favorites), plus sites relevant to the client’s industry. This gives me a sense of what’s been done and where there is room for something new.Some designers prefer jumping right from the design request to the screen, but I find that I need that hand-to-paper part of the process — even though I don’t always have as much time for it as I’d like. Even if all I’m doing is sketching out how I plan to code an email, that visualization can sometimes save me from revisions or coding mistakes down the line. Sometimes, I let myself get into detailed drawings and ideas, but even when time is short, a quick sketch works in a pinch.
Once I have my concept in place, it’s time to jump in and get my hands dirty. I take all the various materials I’ve accumulated, the conversations with the client, inspirations and sketches, and I start putting the pieces together. All the previous leg work typically makes this part a fairly seamless one. When the design is ready to go, I code it, place it in the client’s account and answer any questions they might have.
If the client is unhappy with the design, or if I find myself stuck and just not certain with how things are turning out, I know my best bet is to don a thick skin and ask my colleagues and design friends for a quick critique. As a designer, it’s important not to take things too personally. Sometimes a client isn’t satisfied, and you have to be open to that criticism.
In those situations, listening is most important. Why isn’t the design satisfactory? Why doesn’t it achieve what the client was hoping? Is it a question of aesthetics or simply a miscommunication? Take the assessment and suggestions, ask your colleagues for their opinions and thoughts and head back to the drawing board.
Remember that creating a design for someone else’s brand is a chance to connect with another person, learn something new and make a little magic. And the best part of my job is that I get to do this every day with several clients. Every project is a new adventure.
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5 things you should know about how designing an email campaign is different than printed material.
Designers tend to come from either print or web backgrounds, but even if you swear allegiance to one camp or the other, your email campaigns deserve their fair share of your design attention. When used effectively, email campaigns can complement your existing marketing strategies, with the added benefits of cost-efficient brand reinforcement and trackable results. So it’s worth taking a few minutes to understand how to translate your print materials into effective email campaigns.
1. Think like a grid. If you design for print, chances are you’re already familiar with how a grid structure in a layout works. Email campaigns follow similar rules. Your reader will view your email from the top down, much like a newspaper page. Keep the main header at a reasonable size and keep your most important and enticing information at the top. It’s all about the hierarchy, so keep the grid tabular and linear. This isn’t the medium to be pulling out all of your organizational bells and whistles. Keep your layout simple, and the campaign will be easier to follow (and to code).
2. See in color. Maintain a level of consistency with your branding components, including logo, brand colors and type. Colors on the web are in RGB or Hex Code format, both of which create color using pixels of light instead of ink, as in CMYK or Pantone palettes. This means that try as you might, you will not have an exact color match. Match as closely as you can, but your brand colors will vary from computer to computer, depending on how images are exported and the state of the recipient’s monitor (calibration, age and model).
3. Watch your fonts. You also may have to stray slightly from your brand’s set type standards when it comes to copy. It’s important to use web-safe fonts, and the choices are limited. Using web-safe fonts ensures that anyone viewing your campaign not only will see the text but also will see it the same way you do, regardless of the email program or fonts available on their machine. Options include a variety of both serif and sans-serif fonts, so you should be able to get a similar feel to your current brand standards.
If you find you really must use a specific font that is not web-safe, your best bet is to create text as an image. This is perfectly fine for things like header images, article headlines or any small typographic detail, but for main copy, text as an image tends to become blurry and pixelated. Just make sure your image code includes alt tags, which are descriptions of the images that will show up if the images aren’t viewable due to your readers’ email preferences. Without them, your message could be lost altogether.
4. Say “no” to big images. Some folks find it tempting, not to mention graphically stunning, to create emails as one giant image. While this may seem like a good idea at the time, a large image tends to clog inboxes and might be marked as spam. If you decide to design this way, it’s crucial that you use alt tags and break up that image into smaller, more manageable pieces. It’s so disheartening when a gorgeous campaign shows up in someone’s inbox as a blank email or gets sent to the junk folder. All your hard work goes to waste if the reader never receives it.
5. Keep things simple. An email is a short sell, so it needs to grab your reader’s attention instantly. Lead with an enticing subject line, followed by those eye-catching graphics you’ve designed. Of course, you also want to keep the content relevant, quick and easy to read. And don’t forget to place the most important element of your email — the link to buy, learn more or donate — in the prime top real estate where it’s easy for readers to find and click.
Using email in tandem with your other marketing pieces will help you entice, inform and intrigue your audience — and build a more consistent brand. When you send out your monthly printed newsletter, email the group with highlights to announce the issue’s release. When you run print ads to promote your sales, send out an email with a coupon or reminder. Once you have this system down, the possibilities will seem endless.
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How coding an email is different than coding a website … and why it matters.
Designers typically belong to one of two very different camps: print and web. But what about the HTML email designer? Email is its own breed, its own medium. If you ask any web designer who’s designed and coded successful email campaigns about the process, a rant is sure to follow.
Web design allows for complicated, fancy code, and strict standards are in place to ensure functionality and success across browsers. Email, sadly, is not quite so lucky. While there may only be a handful of web browsers to consider when viewing a website, email programs number into the teens — and that’s not including webmail and cellphone applications. In addition, every single email medium renders HTML differently. How, then, is a designer to create stylish *and* effective emails that look great across all programs?
Well, you may have thought the 90s were over, but not so much. While most web trends of the late 90s have gone to the wayside (think animated .gifs and Comic Sans), when it comes to email, you’ll want to dig back to the olden days of code. Keep it simple, and keep it clean. Remember tables? Remember nested tables? How about spacer .gifs? You may be well-versed in PHP, Javascript and Flash, but those skills are completely useless in the world of email. I know you may be cringing, but this in no way should stifle your creativity. Look at it as a challenge to push your creative limits.
Code email with style, not styles.
Website design today often relies on Cascading Style Sheets (CSS), which are generally housed in a separate document pulled externally by a website. Unfortunately, email programs just aren’t that robust. If external CSS is referenced in the code, most email programs will mark the email as a security risk and either move it to the junk folder or not deliver it at all. These programs don’t want your code messing up theirs, and they certainly don’t want to risk an email pulling information from a nefarious source instead of an actual CSS document. This would be bad for them as well as the recipient.
The solution? Inline styles. Many of them are perfectly acceptable in most, if not all, email programs. The CSS font-family element, for example, is universally accepted, and it works best when placed directly in a <td> tag. Use this style to upgrade your font from plain old Times to something a bit more stylish (but still web-safe). You can check out this list of popular web-safe font families.
<td style=”font-family: verdana, arial, sans-serif;”> sample text </td>
Keep in mind that what is OK today may be refused tomorrow, and using unaccepted inline styles can really affect the way your email designs look and act. Do your best to stay on top of the rules and test *every* email campaign. For a pretty complete list of which styles are and aren’t accepted across the board, check out Campaign Monitor’s handy list.
Keep it simple.
It’s also best to design and code your email in a table-based, grid-like way. Keep in mind that email does not work the same as a printed newsletter either. You cannot layer elements, and the grid structure must be linear. An item positioned at the bottom with content wrapping around it won’t work very well in the code. Once you finish your design, never export your code from Photoshop. Code that sucker in Dreamweaver or another plaintext editor to make sure your code is clean and error-free.
All in all, coding an email campaign isn’t as hard as you think:
Need help? Click here for more examples of HTML for email.
This post launches another new blog category for us: Design Tips. Each month, Emma’s design team will give you tips to help you perfect your own email designs. Next time, we’ll dig into how email marketing design is different than print marketing.
Emma is a member of the Email Sender & Provider Coalition and the Messaging Anti-Abuse Working Group.
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