Use these best practices to help ensure the best results when using InvestNext's Email and Update Editor to set up and send Emails or Updates from your InvestNext Portal.
Copying and Pasting from another system into the Email or Update Editor
If you have set up your email or update content in another software and are copying and pasting that content into the InvestNext Email or Update editor, you may encounter unexpected results because of any formatting from the other software.
For the best results:
Copy all text into Notepad or a similar software to strip out all the formatting and images.
Copy and paste the text from the intermediary software into the InvestNext Email or Update editor and use the formatting tools in the editor to format the content
Use the Email or Update editor to add images and videos into the email or update.
Adding and Sizing Images for Emails or Updates
When content with images is copy/pasted into the InvestNext Email or Update editor — and one or more of those images is set to a specific fixed pixel width — the content can "bleed" over in the email or create other unexpected formatting issues.
For the best results:
When adding images to the InvestNext Email or Update editor, use a percentage-based width vs a pixel/fixed-based width. This will ensure images and content appear as expected when users are viewing emails.
NOTE: A pixel-based width image might look unaffected in the editor. However, once the email or update is sent — depending on the device and email client the user is using — the email or update’s formatting may have changed.
Using a percentage-based width will help ensure the image is resized based on the device and the email client.