Email best practice

Simple email design for a fragile medium

Google recently caused a ruckus in the world of email marketing. As part of an update to Gmail, support for background images was (accidentally) knocked out. Oops. The result was an industry of marketers in panic.

Email developers scrambled to find a fix. Workarounds were found, and Google ultimately resolved the fault at their end. Crisis over. This incident will soon be forgotten – which is a pity, as there lessons to be learned.

Things change

This isn’t the first time such an event has occurred. Changes to email platforms are fairly regular. Sometimes for the better, sometimes for the worse. I recall at least two times when a major email platform made a change that immediately broke responsive stacking content on mobile devices.

Or how about some ancient history? In 2007, Microsoft made the infamous decision to switch its ubiquitous Outlook application from a web browser-style rendering engine… to one based on Microsoft Word.

These sort of sudden, unexpected developments vary from subtle to industry-changing. But they have a couple of things in common:

  • They are beyond our control as email marketers.
  • The more complex the email, the greater the chance of it being affected.

Ours is a diverse but fragile digital environment

One customer is viewing your email in Apple Mail on an iPhone 14 Pro Max in dark mode. Another is looking at it in the Gmail web app in Firefox on Windows 10. Someone else is using a little-known third party Android app on a flip phone. The point – there are countless devices, platforms, versions and personal settings to cater for.

Now add Outlook and its archaic code support to the equation. With all this in mind, it’s clear why HTML emails can only work thanks to an array of coding tricks and extensive ongoing testing. The more complex the design, the more liable it is to break now or in the future.

Overloading the medium

Like all email developers, I’ve been faced with many moments of hair-pulling frustration. Inexplicable gaps in emails, font problems, wrestling with truncation… the list goes on and on. This raises a question – why are we going to all this trouble?

Thinking specifically about the Gmail background troubles, I cannot imagine any email content in which a background image is essential. Nice, sure. Fancy, sure. But essential, no. As a means of conveying useful information to a customer, a regular image and some text will do just fine.

Comparison of a resort image with overlaid text and with text underneath

All of this boils down to the fact that email is far more fragile than a website. And that is not a bad thing. The trouble only starts when we try to force email beyond its capabilities.

Simplicity is key

Most email development struggles are of our own creation. Why battle for hours to achieve a particular design when the easier option is to simplify? This isn’t admitting defeat. It’s making the smart choice to design for the medium, rather than trying to shoehorn a pseudo-website into an email.

Neither does it mean making an ugly email. Simple is not a synonym of dull. A simple email can include static images, and a static image can be as eye-catching and complex as you desire. The email that houses them doesn’t need to be convoluted, and will only benefit from simplification.

Complex email design is less accessible

The hidden beauty of accessibility is that it benefits everyone. The design and coding techniques that it involves will often directly improve your overall email, or serve as a reminder to clean it up.

Complex email design is the enemy of that. It increases the chance of colour clashes, screen reader navigation difficulties and inconsistent use of text and images to communicate information. Simplicity in design means that we don’t have to strive to find clunky solutions to these problems – we circumvent them entirely.

Email code is absurd

It’s easy to forget just how ridiculous email code is. HTML data tables are used for structure. Multiple nested elements are used to achieve something that could be done with a single HTML tag on a website. Spacer objects are often required to force items into place. An assortment of tricks and hacks loosely pins everything together.

And yet we repeatedly choose to attempt complex designs in this environment. Surely the logical choice would be to have less of this clunky code, not more?

Email designers are their own worst enemy (or at least the email developer’s)

Mobile phones have some fairly decent photo editing apps. But they’re no replacement for Photoshop on a desktop computer with a mouse or tablet. The mobile apps are suited to quick, simple edits only. Trying to do anything more in-depth is convoluted if not outright tortuous.

Designing emails that look like websites is like trying to perform complex photo editing on a mobile. It’s simply not the right tool for the job.

Breaking from convention takes courage

Almost every brand sends fancy HTML emails. Companies need to adhere to brand guidelines. No-one wants to challenge the status quo.

That could be good news for you. The one who breaks convention reaps the rewards while others struggle on. Be that one!

Email best practice

How to figure out when is the best time to send your email campaign

It’s a question that comes across our desk almost weekly, “When should we send out the email, when is the best time?” – The answer as with so much in email marketing is… “it depends”. Working out when you should send an email is really unique not only to the company sending it but even unique to the content of the email itself. If your goal is to increase your engagement rates then you are going to need to work out when is the best time to send emails.

We have been sending out emails for quite a few years now and to say ‘we’ve seen it all’ would be a bit of an understatement. With over 5 million emails sent every month by myself alone. Therefore we can say with a great degree of certainty that there is no one perfect time to send an email. The best time really does vary from industry to industry, business to business as well email to email. Unfortunately for you dear reader there is no singular time that is best for all emails to be sent. Although that would make all our lives a lot easier.

The main goal of any email is to drive traffic to a website. This email engagement can only be improved if every part of the email is carefully designed to suit the audience. This includes everything from the pre-subject line, copy, design, email length, buttons and even the send time.

Test, test, and test again

Getting email engagement to increase really does require quite a lot of different tests. This includes testing the send time, subject lines, copy, design, and other key elements of the email. Ideally each aspect of the email is tested one part at a time as to not cloud the results from any specific test.

Having so many things to test and evaluate may seem daunting at first but by systematically working through each with a number of A/B tests you should start seeing patterns of engagement. Make sure to test one aspect at a time and also try run 1-3 A/B tests per item so you are sure of the results. Employing other tools like our subject line creator tool can also assist with this process.

1. Divide your list into segments

The first step is to divide you database into smaller segments. Ideally the divisions are not arbitrary but based upon matching characteristics such as, purchase history, geographic location, age, gender or as many matching characteristics that seem relevant. Hopefully by grouping similar subscribers together they will produce less random results and make testing to those segments more accurate.

Most email marketing platforms have segmenting tools built in and if not we can assist with any data segmentation you might require.

2. Create your tests

With your newly created segments it’s time to start testing. It is important to be able to measure the success of each test so try not to test multiple things at once. Always be goal orientated with each test. For example, “Does placing high value products near the top of emails result in higher sales for these item?” Make sure you tests are also based on some real world knowledge, for example people will always spend more closer to pay day. So this might skew some results if you’re testing close to those days. Try and isolate your tests as much as possible.

It is also important to also build on the findings of your tests. So for example if your Sales email is always the most profitable email and you know people spend more on payday. You should certainly then test if your Sales email is more effective if sent closer to payday.

3. Divide each segment into control and test groups

Once you have decided what you are going to test divide each segment into two equal numbered sub-segments. Your ESP should be able to do this for you. It is important to ensure each sub-segment is large enough to produce meaningful test results. If you think the segments are too small you might want to adjust what you are testing or add more data. The final option would be to run more tests to remove and randomness from the results. There is also a useful calculator you can use to calculate a good size

4. Create two versions of the email

To make the test create the email as you normally would then create a version that will test your hypothesis. This can be anything such as reordering of content, subject line, overall design, button placement.

5. Measure the results

Ideally your ESP has a robust reporting suite or heat-map capability. This should allow you to easily see which email generates more engagement as well as allowing you to see what element of the email is generating all the clicks. To really make sure of the results you could run 1-3 additional tests, testing the same thing to remove and randomness from a one off test. For evaluating send times make sure that you’re getting the same type of engagement you would expect regardless of when you send the email. Then choose the send time that gets the most engagement.

Build on the wins

Now that you have established the best time to send or any other aspect you have been testing implement these results on the main database sends. As long as the results are replicated in the main sends you are good to begin at the beginning of your testing cycle again. Testing should be a consistent practice that you continuously include into you marketing calendar. Remember also that just because a Sale email might perform well close to pay day doesn’t mean you should send your welcome emails out then to. You might find Welcome emails perform better if sent only 30 minutes after sign-up.

The key point with trying to improve engagement through email testing is to remember to constantly tailor your tests and ultimately your approach to your audience. Use your educated guesses to guide your questions and then make decisions based on the real data you get back from tests.

Email best practice

Email accessibility: are you leaving anybody out?

Communication. That’s what email is all about. The same is true whether you’re using it to apply for a job, or to seek help from customer services… or to market your product to thousands of customers.

Marketing emails typically go to lots of different people using lots of different devices. Your objective is to convey an equally intelligible message to all of them. That brings us to the concept of accessibility.

Defining email accessibility

Firstly, here’s what accessibility is not:

  • An inconvenience
  • An afterthought
  • Exclusively a matter of visual impairment

And now for what it is. Mozilla (the developers behind the Firefox web browser) describe accessibility as: the practice of making your websites usable by as many people as possible.

Applying this thinking to our favourite medium, it means emails that can be easily understood, navigated and interacted with. We want our mailings to render optimally in any application on any gadget. They must impart a clear message and invite a defined action from the customer. And accessibile emails are open to people whatever their level of physical ability.

Email accessibility is a huge topic, encompassing many human and technical factors. Let’s take a look at some of them.

Clarity in message, design and function

A marketing email usually performs two main functions:

  • Communicates a message to your customers.
  • Invites them to take action in response.

Concise copy and a user-friendly structure support those objectives. Worry not – that doesn’t mean your email needs to be sterile and unimaginative. There’s still plenty of scope for characterful writing and vibrant imagery. The art is in creating an eye-catching design that supports your message rather than overwhelming or obscuring it.

Accessible copywriting begins with the subject line. Good, honest information beats vague open-bait every time.

Image of good and bad versions of an email subject line

I like big buttons and I cannot lie

There’s a tendency in email marketing to go link-crazy. Every heading, every subheading, every image, every block of text… and even empty space – all clicking through to web pages. That usually means ambiguous destinations and multiple links to the same places. The technical term for this is a mess.

The solution: buttons. Big ones. Big ones with clearly defined calls-to-action. Your customer should know in advance what sort of content to expect upon pressing it. And don’t forget to include plenty of breathing space around those buttons. You don’t want links to different places squashed up against each other, especially on touch-screen devices.

Don’t get left in the dark

Dark mode took off a few years ago, and remains a popular display option among those who care about things like battery life and corneas.

It can have a dramatic effect on the way your email is rendered. And often not in a good way. Images can be camouflaged against recoloured backgrounds, or left floating in unsightly squares.

Email being email, the rendering methods for dark mode are not consistent from one email application to another. It therefore requires an assortment of coding and imagery techniques to create dark mode-friendly mailings. Dark mode-specific CSS classes are possible. PNG format images with border effects help them stand out, should they be unexpectedly displayed atop a dark background.

Comparison of a logo as seen in light and dark modes

The technical details are a complex topic for another day. But let’s be clear on the objective – you want to optimise your email for dark mode, not override your user’s preferences.

So many apps, so many devices

Sorry in advance, but I’m about to throw a bunch of words at you. Here goes.

Desktop computers, laptops, tablets, mobiles. Screen sizes, model versions, display settings. Desktop software, webmail services, mobile apps.

My point: there are many software and hardware combinations out there, and your marketing emails could be viewed on any one of them. You want your email to be just as legible on a dusty old laptop running Microsoft Outlook 2016 as it is on a brand-new iPhone.

Responsive email – i.e. that which is coded to fit to any screen size – is the answer. It’s standard practice nowadays, but that absolutely does not mean that it is always handled adequately. All too often, mobile rendering remains a secondary concern – leading to visual problems like tiny text and confusingly mismatched imagery. We’ve written extensively about responsive email in the past, but let’s sum up some of the most important points:

  • Plan your responsive design from the outset. The mobile layout should never be a secondary consideration.
  • Support for HTML and CSS in email is extremely varied and somewhat limited. An email developer must understand how to code effectively for all major devices and email services.
  • Be prepared to simplify an overly-ambitious design. Fanciness for the sake of fanciness is not in the spirit of accessibility.

Even if you’re confident that your email is perfection itself, always include a link for it to be viewed in a web browser.

Hear me out: your emails could be confusing to screen readers

I mentioned earlier that accessibility is not all about visual impairment. It is however an extremely important aspect, and will largely be the focus of the remainder of this article.

A screen reader is a piece of assistive software that will audibly describe the content of an application, web page… or indeed an email. You probably have a screen reader right in front of you right now. Press COMMAND + F5 if you’re on a Mac, or CTRL + WIN + ENTER if you’re on a Windows PC. While the use of a screen reader takes time to master, this will give you a helpful insight into how a visually impaired person might be interacting with your content.

As technically incredible as screen readers are, it is unfair to expect them to do all the work. A website must be designed and coded in a way that a screen reader can navigate and interpret. The W3C Web Accessibility Initiative (WAI) publishes extensive guideance on this topic, and a lot of the advice carries over to email.

Let’s take a look at some ways to develop emails with screen readers in mind.

Write semantic code

Do you shop in supermarkets? They have signage to help you find your way around the array of aisles. ‘EGGS’ here, ‘HOUSEHOLD ESSENTIALS’ over there. If those signs didn’t exist, your shopping experience would be a lot more frustrating. An email without semantic code is a bit like a supermarket without signs.

Semantic email code can be defined as meaningful HTML tags. These are the basic elements behind the scenes that make up a mailing. Here are a few important ones:

  • <header>
  • <nav>
  • <section>
  • <article>
  • <h1> (the main heading on the page)
  • <h2> to <h6> (increasingly minor headings – seriously, I don’t think I’ve ever gone past h3)
  • <p> (a paragraph)
  • <strong> (bold text)
  • <em> (italic text)
  • <footer>

But there are also multi-purpose, non-descriptive HTML elements:

  • <div>
  • <span>
  • <table> (for the presentational purposes of email, that is)

Those last three are far from invalid. But it’s easy to be lazy in web and email development alike, and rely on them too heavily. In fact it’s actually somewhat rare to code particularly semantically in email.

But guess what – descriptive HTML tags help screen readers know what’s what. Say your main heading is just sitting there in a generic <span> tag. A screen reader won’t know that it’s any more significant than any other text that happens to be floating about on the page. If it’s wrapped instead in an <h1> tag, the screen reader will announce it as “heading level 1”. Now the user better understands what is being communicated. Construct your entire email with semantic code and you communicate useful information to those who can’t see it.

Similarly, sequence is important. Screen reader users will often be using a keyboard to navigate through the email. By default this will jump from item to item in the order they appear in your code. Make sure it makes sense.

And while there is actually a way to override this sequence, doing so is so far removed from best practice that we will discuss it no further! Far better to construct an email that follows a logical sequence in content and structure.

Mark your bricks as bricks

Modern websites are constructed with the finest materials available – divs, spans and all sorts of CSS-styled goodness.

Emails are built using a more… rustic method. They use HTML tables for structure, just as web pages did once upon a time.

When a screen reader encounters a table, it assumes that it is a table of data. Something like this:

Image of a table showing populations of capital cities

A screen reader may therefore produce confusing results when dealing with the structural table of an email. There’s an easy fix for this. Just apply the following HTML attribute to all of the tables that comprise your email:

role="presentation"

Congrats – you’ve just told screen readers what your tables are for, and made your email immediately more accessible.

Let text be text

When you write a text message to a friend, do you take a screenshot of it and then send it as an image? Unless you’re charmingly eccentric, I suspect the answer is no.

The same principle applies to email. And yet countless companies – sometimes even the biggest of corporations – produce marketing emails in this roundabout manner. Paragraphs of text are drawn up in a design application, saved as JPEGs and dumped into HTML emails. Why?

This practice is so widespread that phrases such as ‘live text’ have sprung up. Let’s get out of that way of thinking. It’s just text.

There are probably multiple factors at play here. Brand guidelines and typography. A desire to achieve complex layouts in a medium that doesn’t make it easy. Or it could be the it’s-always-been-done-this-way mentality.

Accessibility and usability trump all of those things. There are all sorts of reasons to use proper text. It renders sharply and at a consistent size, whereas images shrink and grow. Users can zoom in without the letters becoming blurred. Chunks of text can be selected and copied. And it’s the purest form of copy for screen readers to detect.

Web fonts are reasonably well supported in email these days, so you don’t even need to lose your brand typeface. Now all of the boxes are ticked.

Animated comparison of text and image versions of the same content being scaled

Pictures speak a thousand words

But only if you let them. And you should probably cut that down to a handful of helpful, descriptive words.

HTML comes equipped with a thing called alt tags. That’s short for alternative. These tags allow you to attach text content to any image on the page. We can use them to describe what is pictured or relay copy from a heading. Normally the alt tag goes unseen.

They are however of critical importance for users who cannot see your image. That might be someone who has chosen to turn pictures off, or perhaps the file has failed to load, or it could be a person with a visual impairment.

Take a look at a few examples:

Overhead aerial photograph of a hotel's outdoor pool, surrounded by trees and rooftops

alt="Overhead aerial photograph of a hotel's outdoor pool, surrounded by trees and rooftops"

Watercolor painting of a pink flower in a plain background

alt="Watercolor painting of a pink flower on a plain background"

Example heading saying SALE NOW ON

alt="SALE NOW ON"

Without these descriptions, the content of these images would be completely concealed to a screen reader user. By typing just a few words, you have produced an immeasurably more inclusive email.

One more thing – emails often include some purely decorative or spacer images. Just leave the attribute as alt="", and screen readers will know to ignore them.

Self access-ment

We’ve covered a reasonable amount here, but this is a topic too broad to fully explore in a single article. There are plentiful accessibility resources online, even for the relatively niche branch that is email.

Among those are tools to analyse the accessibility of your web page or email. Some of these are commercial products, but there are also some handy free ones.

Paste in your email code at accessible-email.org and you’ll see an instant report with suggestions for improving accessibility.

You might also wish to try WAVE – web accessibility evaluation tool. As the name states, this is intended for web pages. But much of the feedback also applies to email, so there’s nothing to stop you popping a ‘view online’ link in there.

Perhaps most useful of all is a simple checklist. That’ll let you score your emails consistently according to your particular requirements.

Here’s to more inclusive emails

Making your emails accessible is a complex task – but it doesn’t need to be an extra one. Accessibility standards are intertwined with email best practice. By putting accessibility at the core of your design and development process, you automatically produce better emails all round. Everybody benefits.

Perhaps the key to accessibility isn’t to think of it as a separate subject at all, but simply the act of making a good email.