Project Request Clearly define and document scope, objectives, timelines and deliverables.  Key information includes, but is not limited to: Total number of emails and versions When the project is due to the client? (not launch date, client in-hand date) Is this a dynamic or static campaign? Is there personalization or dynamic content required? i.e. MovableInk […]

Kickoff Meeting / Request Request Access to Workfront Request Agency Brief if there is not access to Workfront right away Ask for previous email examples Confirm click through links from example (if possible review one example on the call) Provide Agency brief and ADA checklist separately from zip file deliverable Confirming the email providers we […]

Do not include superscript or registration marks in the subject line or preheader copy Recommended character length is about 60 for subject lines and 140 for preheaders

InDesign If packaging from InDesign, save the final file. Then go to File > Package. Use these settings: Photoshop If packaging from Photoshop, place the layered PSD file in a folder with a PDF for proofing. Include any linked files in the folder, or rasterize linked files in the PSD (right click layer > Rasterize […]

Open the jpeg or PSD file in Photoshop and select the Slice Tool Divide the sections based on content. No more than one clickable link or button can be in a single section. You can use the Slice Select tool to adjust or delete slices. Do not create slices for live text, such as Subject […]

Harmony Harmony Basics: PDF Naming Conventions: Article Accessibility & ADA Compliance Email Accessibility Training Materials: DOC, PDF Coding for ADA Compliance Checklist: PDF ADA Coding Outline: PDF, DOC FreeMarker Harmony FreeMarker Guide: PDF FreeMarker Personalization: DOC Unsubscribe & Opt Out Unsubscribe Link Process for Agencies: DOC Opt Out URLs by Client: XLS  

When we send files to Shop do the coding on our end/ test inside RCCO Harmony sandbox, we use these file naming convention so that image assets get pulled properly in the system: Segment Element: COMM Code Month (1st 3 letters) Workfront Project Reference Number Client Code Campaign Description Example: AAAAA JAN 1234567 MULTI EMOB […]

What to Provide for Development: Sliced images Packaged native files Low res reference PDF Agency Brief information Comm codes for each email Mailing list ID Harmony campaign ID Folder name Workfront reference number PO number (if working with a vendor) URLs for all click-throughs What to Provide to Client on Workfront: ADA Checklist Agency Brief […]