Admin – Dot Builder: Emails and Social Post Templates

The DOT BUILDER allows you to create and edit email messages and Social Post templates for your Sales Users.

To learn how to create an email campaign, please see the Dot Sequencer article.

+-To find the Dot Builder:

Click the flask-shaped icon at the top right of the page

Click DOT ENGINE

Click the DOT BUILDER tab

Dot Builder Tab

Email messages

+-”Create”

Click the Create New Button

Dot Builder - Create New

In the pop-up box, select the Create New button for Email

Create New Email

Name your Email

Create the Subject line for your Email

For the content of the email, it is necessary to include:

An HTML and a Text version

In compliance with the CAN-SPAM Act, merge tags for your company’s physical address and an Unsubscribe link will automatically be included in each email.

After you have created your email, be sure to click the SAVE button

+-HTML/Text Version

Both an HTML and a Text version must be made before you can Save your email message.

In the HTML version, you can use rich-text formatting (i.e. font type/size/style/color, bullets, alignment, etc.), insert pictures and more.

Dot Builder - Email - HTML version.png

For more advanced users, the HTML Editor can be turned off which will allow you to see and deal directly with the code.

Dot Builder - Email - HTML Editor OFF.png

The Text version is just plain text – no formatting. In the event that an email client or device is unable to view the HTML version of an email, they will have the option of viewing the Text version.

In compliance with the CAN-SPAM Act, merge tags for your company’s physical address will be included in the HTML and the Text version of each email. An Unsubscribe link is automatically appended to each email.

+-Preview and Test

Dot Builder - Email - test preview save and create new.png

To preview, make sure that you have any pop-up blockers disabled, or add an exception for the MDC DOT app. Then you can click on the Preview button.

If you click the Test button, a test email will be sent to your Account Email within 5 to 10 minutes.

+-”Edit”

To find the email you want to edit, you can:

Type the email’s name or subject line into the search bar

OR Click on the Last Modified column label to sort by the date last modified

Dot Builder - Last Modified

OR Scroll down until you see your email

After you have found the email:

Click the edit button

Be sure to click the Save button after you have finished editing

+-Creating campaigns

To use your emails in a campaign, click here to learn more about the Dot Sequencer.

Social Post templates

+-Create

Click the Create New Button

Dot Builder - Create New

In the pop-up box, select the Create New button for Social Post template

Name the template
Choose an existing category or add a new category
- To choose an existing category, select from the dropdown list
- To add a new category, click add new category
  - Name the category
  - Click Save
  - Select the new category from the dropdown list
After you have created the content of your social post, be sure to click Create

+-Character Totals

The Character Totals display the character limits for each of the available social media websites.

If you would like your Sales Users to be able to add their own touch to a template, be sure to take this into account and leave a suitable amount of space.

+-Edit

To find the template you want to edit, you can:

Type the template’s name into the search bar

OR Click on the Last Modified column label to sort by the date last modified

Dot Builder - Last Modified

OR Scroll down until you see your template

After you have found the template:

Click the edit button

Be sure to click the Save button after you have finished editing

+-To delete one item:

Type the name or subject line into the search bar

OR Click on the Last Modified column label to sort by the date last modified

Dot Builder - Last Modified

OR Scroll down until you see your email or template
Then click the trash icon across from the item you wish to remove

+-”To

Select the check boxes to the left of the items you wish to delete

Dot Builder - Email Checkboxes

Go up to Mass Actions and click the Trash icon

Dot Builder - Mass Actions

Confirm that you want to delete the item(s) by selecting Delete

Dot Builder - Confirm Removal

+-”Merge

When used, Merge Tags are automatically replaced by correlating information in an Emails and Social Posts. The available Merge Tags and the information they represent are listed below:

{SITE_USERNAME|}

The Sales User‘s Site Username

{THIRD_PARTY_ID|}

The Sales User‘s ID within your company

{LEAD_OWNER_FIRST_NAME|}

The Sales User‘s first name

{LEAD_OWNER_LAST_NAME|}

The Sales User‘s last name

{LEAD_OWNER_EMAIL_ADDRESS|}

The Sales User‘s email address

{LEAD_OWNER_PHONE|}

The Sales User‘s phone number

{USER_AVATAR_PATH|}

The Sales User‘s avatar

{FIRST_NAME|}

The contact‘s first name

{LAST_NAME|}

The contact‘s last name

{LEAD_EMAIL|}

The contact‘s email address

{LEAD_ID|}

The contact‘s ID number in the MDC DOT system

{LEAD_STAGE|}

The contact‘s Contact Stage level
Read more about Contact Stages here

{LEAD_SCORE|}

The contact‘s Contact Score

{LEAD_HOME_PHONE|}

The contact‘s home phone number

{LEAD_MOBILE_PHONE|}

The contact‘s mobile phone number

{LEAD_WORK_PHONE|}

The contact‘s work phone number

{LEAD_CONTACT_TYPE|}

The contact‘s contact type such as Prospect, Family, Friend, or Client

{LEAD_DATE_CREATED|}

The date that the contact was added to the MDC DOT system

{LEAD_PROFILE_URL|}

The contact‘s profile within the MDC DOT app.

This would be appended to the end of the URL for your company’s instance of the MDC DOT app

{LEAD_AVATAR|}

The contact‘s profile picture

{CONFIG_BASE_URL|}

This is the base URL of your instance of the MDC DOT app.

For example: yoursubdomain.mdcdot.com

{PHYSICAL_ADDRESS_HTML|}

Your account CAN-SPAM address
This is automatically appended to the HTML version of an email

{PHYSICAL_ADDRESS_TEXT|}

Your company’s address
This is automatically appended to the Text version of an email

Knowledge Base

Admin – Dot Builder: Emails and Social Post Templates

Email messages

Social Post templates