Creating and managing SPONSORS and LOGOS in email campaigns

May 20, 2014 6:01 pm

may organizations use sponsors to help fund events and other activities. What typically is offered is showing their logo and link to their site (like a banner ad).

They also need to be listed in the email campaigns that are sent out. Is there any way to create a directory of sponsors from the website, include their logos and website links and import them into an email template by some type of [[layout.module tag]] that formats the array of logos and includes all in a section of the body of the email.

The problem we are having is that it is very tedious to create the layout in the text editor for each email campaign. If there was some way to categorize (or otherwise classify) sponsors and have them appear in various email campaigns based on what events they were sponsoring it would be a huge time saver.

I guess there are two parts to the question.

The first (and most important) is how to display from a directory lister to the body of an email campaign.

The second part would be how to tag the sponsor so they appear on one campaign template and not in another. and how to format the layout of logos.

May 21, 2014 12:26 pm

Hi Paul.

These are great questions. Luckily, the behavior that you are looking for is easy to implement. I will run you through the whole process from start to finish.

The easiest way to organize and store this information is to use our custom module setup, aka Directories.

To add a custom directory to your site do this: Green > Toolbar > Add Custom > Add 'Default' > Set the Name and Toolbar Title to 'Sponsors', click Add > Navigate to the 'Fields' subtab > Add new > Set 'Field Type' to 'Custom (Attributes)' > set the Label and ID to 'Logo' > Switch 'Input Type' to 'Image' > Click OK > Add another new field > Again, set 'Field Type' to 'Custom (Attributes)', ID and Label to 'Link' > change 'Input type' to 'Text'.

At this point the custom directory and all the relevant fields have been created and are waiting for you to populate with the information of the sponsors.

To do so, navigate to Blue > Sponsors > Add new > Give it a name & category (for now use 'test', you will be changing this later) > In the 'Logo' field, click Select and choose the image you want for the sponsor through the image manager (you will probably have to upload the images) > in the 'Link' field, type the full url of the sponsor's site (eg http://www.google.com) > click Apply > repeat for each sponsor

You have now populated the custom directory with all the relevant information about the sponsors that is needed to create a lister with the name, logo and link to the sponsor's website. The next step is to set up the custom lister's module layout to display the information from the directory in whatever way you want.

Green > Layouts > Modules > Edit 'Sponsors (Custom)' > The default item layout should look something like this:

<tr style="vertical-align:top">
  <td>
    <a href="[[detail_url]]" class="directoryListHeadline">[[display_name]]</a>
  </td>
</tr>

You will have access to several variables that you created in the directory setup that will enable you to style the lister in any way you want. The main ones are:

[[Link]] - this is the text that you typed into the directory item (http://www.google.com in this example)
[[Logo_X_src]] - X represents different sizes of the image. There are four different sizes. In this example you will probably want either the thumb or small versions
[[name]] - what you entered into the 'Name' field when you created the directory item

When I went through these steps, I ended up with an item layout which looked like this:

<tr>[[name]]</tr>
<tr style="vertical-align:top">
  <td>
    <a href="[[Link]]" target='_blank'><img src="[[Logo_thumb_src]]"></a>
  </td>
</tr>

Which looks like this in the white-facing lister:

At this point you are ready to insert the lister into the email marketing campaign. To do so all you have to do is go to the Email Marketing module, edit the campaign in question, click edit on the HTML Email Content section, then in the wysiwyg, type '[[layout.Sponsors_lister]]' and click save. When you go back to view the html email content, it should look similar to the screenshot above without some of the styling.

The only problem left now is that you have one lister that displays all the Sponsors, rather than having a lister which displays some sponsors based on the content of the email. The last bit is easy to do however once you utilize categories. For example, if you had sponsors who are all local restaurants and you had an email marketing campaign where you wanted to include all the sponsors who owned local restaurants, you could assign all the relevant sponsors to a single category, then create a lister which only displays one category.

Go back to the Sponsors module > make a new entry with a different category & save

Now go to Green > Layouts > Modules > copy the default lister for the sponsors module > edit it > for the 'Filter' text box, type category.eq.test and save

This sets the lister to display only the sponsors whose category is 'test'. When viewing the lister, you will notice that the new entry you created is not displayed - that is because it does not belong to the category 'test'. You will have to repeat the previous steps each time you want to make a lister to display a single category. Once you have the sponsors assigned to categories and the listers created and filtering, you can simply include them in the email as previously described.

So for example, if you wanted to include the sponsors who owned local restaurants and the sponsors who owned local bars, you would make two listers, each of which only show one of the categories (Restaurants & Bars), then simply include them both in the body of the email.

Please let us know if you have any additional questions regarding the implementation of this.

May 21, 2014 5:45 pm

there are instances where a company may participate in sponsoring different programs an different levels.

Is it possible to use classifications instead of categories to display? That was a single company could have multiple classifications assigned to it and perhaps a filter created for event A as gold sponsor and event B and silver sponsor.

If not classifications, then perhaps creating checkbox fields or something to sort by?

May 22, 2014 5:26 pm

Hi Paul,

The functionality that you desire is possible to implement in a similar fashion to the implementation that I posted above. I will walk you through the steps to achieve the functionality of having a single sponsor appear in multiple listers depending on which boxes you check in the blue-facing sponsors module.

To add a custom directory to your site do this: Green > Toolbar > Add Custom > Add 'Default' > Set the Name and Toolbar Title to 'Sponsors', click Add > Navigate to the 'Fields' subtab > Add new > Set 'Field Type' to 'Custom (Attributes)' > set the Label and ID to 'Logo' > Switch 'Input Type' to 'Image' > Click OK > Add another new field > Again, set 'Field Type' to 'Custom (Attributes)', ID and Label to 'Link' > change 'Input type' to ‘Text’

You already got this information in my last post. What you need to do at this point is set up one checkbox for each classification that you are interested in creating. So for example, if you wanted to send a monthly email campaign listing all the local bars and another monthly email campaign listing all the local restaurants, but you have sponsors who are both a bar and a restaurant, you would follow these steps to create the checkboxes:

Add another new field > choose ‘Predefined (miscellaneous)’ > choose unique ID (doesn’t matter which) > set label to ‘restaurant’ > change Input to ‘Checkbox’ > click OK > Repeat previous steps for ‘bar’ (and for each other classification that you want)

At this point the custom directory and all the relevant fields have been created and are waiting for you to populate with the information of the sponsors.

To do so, navigate to Blue > Sponsors > Add new > Give it a name & category (doesn’t matter what it is) > In the 'Logo' field, click Select and choose the image you want for the sponsor through the image manager (you will probably have to upload the images) > in the 'Link' field, type the full url of the sponsor's site (eg http://www.google.com)

Now you have to check each of the checkboxes that applies to the sponsor: If they are a bar, check ‘bar’, and if they are a restaurant, check ‘restaurant’ > click Apply > repeat the previous steps to fill in information for each sponsor

You have now populated the custom directory with all the relevant information about the sponsors that is needed to create a lister with the name, logo, link to the sponsor's website, and the classifications to which they belong. The next step is to set up the custom lister's module layout to display the information from the directory in whatever way you want. You will need to do this:

Green > Layouts > Modules > Under the 'Sponsors (Custom)’ section, copy the [Lister] > The default item layout should look something like this:

<tr style="vertical-align:top">
  <td>
    <a href="[[detail_url]]" class="directoryListHeadline">[[display_name]]</a>
  </td>
</tr>

You will have access to several variables that you created in the directory setup that will enable you to style the lister in any way you want. The main ones are:

[[Link]] - this is the text that you typed into the directory item (http://www.google.com in this example)
[[Logo_X_src]] - X represents different sizes of the image. There are four different sizes. In this example you will probably want either the thumb or small versions
[[name]] - what you entered into the 'Name' field when you created the directory item
[[miscX]] - these fields represent the classifications you gave the sponsors. X is an integer (0, 1, 2, etc...)

When I went through these steps, I ended up with an item layout which looked like this:

<if [[misc0]]>
  <tr>[[name]]</tr>
  <tr style="vertical-align:top">
    <td>
      <a href="[[Link]]" target='_blank'><img src="[[Logo_thumb_src]]"></a>
    </td>
  </tr>
</if>

The most important thing here is the statement <if [[misc0]]>. In my example, [[misc0]] represents the checkbox for restaurants. Therefore, when you view the lister on your website, only the items which have had their restaurant checkbox checked will be displayed. You will need to copy the lister again to create a lister which only displays the bars (using [[misc1]] in this example), then again for each classification you have. Therefore if you have five different cases in which you would want different potentially overlapping subsets of the Sponsors in an email, you would need five different listers. When I went through these steps on our production stage, I created two sponsors. In one of them I checked only the restaurant box, and in the other I checked both restaurant and bar. After making the two listers I described here, I had a restaurant lister which displayed two sponsors, and a bar lister that displayed one sponsor.

At this point you are ready to insert the lister into the email marketing campaign. This is done in the same way as the previous example, and to do so all you have to do is go to the Email Marketing module, edit the campaign in question, click edit on the HTML Email Content section, then in the wysiwyg, type '[[layout.Sponsors_lister]]' and click save.

You do not need to follow the final step from my previous post of adding a filter to the listers - the filtering process is achieved by the if statement in the lister’s Item layout.

Please let us know if you need any further explanation.

May 22, 2014 9:55 pm

Thanks andrew. I can see how the checkboxes would work.

Is it possible to Use the index(tag) fields to use as selectors for companies to be included in a campaign at a specific level instead of using checkboxes. I just think it would be far easier to manage, espcially when there are a lot of varying sponsorship offerings.

For instance we could create index selectors like
EVENT:SPONSOR_LEVEL
golf:gold
football:silver
soccer:bronze
baseball:copper

and use the index(tag) classifications to determine which events and sponsor levels a company would be associated with.
The problem i forsee with creating checkbox fields is that I would have a huge number of checkbox fields to cover all the event and varying sponsor types that this client offers. Using the index selector capability it simplifies management enormously.