Archive for the ‘Tips and Tools’ Category

Wednesday, July 28th, 2010

Adobe PDFs: Fix for Purple Bar Issue

by Kristen Sunde

Adobe InDesign offers powerful tools for generating interactive pdfs. These pdfs can be used to gather information via form tools, or they can be coded with an interactivity that allows the user to navigate throughout the document in a manner similar to navigating through a website.

These features can create an impressive end-result; however, there is one issue that can arise: “The Purple Bar” issue. If you have generated long-format interactive pdfs from InDesign, you will be well-acquainted with this “Purple Bar” reference.

Adobe has coded a few different warning messages to appear on any pdfs that have form fields. The warning message encountered frequently is: “Please fill out the following form. If you are a form author, choose Distribute Form in the Forms menu to send it to your recipients.”

Sample of View with Purple Form Error Message
Sample of View with Purple Form Error Message

This message is handy for the majority of viewers of a form document. However, the bar also appears on interactive documents that do not have any fields to fill out! This is because Adobe interprets a large amount of buttons on an interactive document as form fields. This includes Previous/Next and other navigation buttons. This has been an issue from Adobe CS3 onward, and the subject of many animated Adobe support forums. Turning off the purple bar is easily done once the end-user manipulates his or her preferences. However, this workaround is less than ideal and appears more like a programming error versus a software flaw. Another workaround has been to program the navigation within InDesign using linking versus buttons. This proves tedious and is unattractive for scalable templates.

Problem Solved!
After many hours of testing and scouring support sites, a fix has finally emerged that appears to work across platforms and versions and its easy to do. Go into Acrobat reader Document Properties>Initial View tab> Check the “Hide Window Controls” option.

Adjust Initial View from Document Properties Panel
Adjust Initial View from Document Properties Panel

Once the pdf is saved and reopened, the purple bar is removed:

Sample of Acrobat Reader View without Purple Bar
Sample of View without Purple Form Error Message

Turning off the Window controls option should be weighed against the needs of the audience and the nature of the document.

For more information on the interactivity options in Adobe, go to Adobe TV and check out their video: Interactive InDesign PDF & SWF.

Wednesday, June 23rd, 2010

File Transfer Services Demystified

by Kristen Sunde

It’s time to send your files to your vendor. You zip up your files into a neat .zip package and it is 40GB! Uh oh! Your email client won’t allow you to send a 40gb file! What to do? Fortunately online file transfer services are on the rise and there are a number of options available.

YouSendIt, Dropbox, and SendSpace each offer a solution to get your larger file to where it needs to be. While these companies also specialize in a number of other solutions, below is a comparison of the features and benefits specific to their free-of-charge, large file transfer service.

YouSendIt Lite
YouSendIt is the most popular file transfer service available. Their free, registration-required membership allots 100MB of transfer space. Only one file may be transferred at a time — a hurdle quickly surmounted with a .zip package. There are a number of plug-ins that allow files to be sent directly from most commonly used applications such as Outlook, Acrobat, and Photoshop. To send a file you may login to you YouSendIt online or from the desktop application, complete a standard email form, and attach your large file. The recipient receives an email with a link to a YouSendIt download page. Alternatively you may simply copy and paste this link into an email and send via your regular email client — without using the YouSendIt email form. The file is hosted for 7 days then taken down. Advanced security and a return receipt are available on a pay-per-use basis. A 1 GB per month download limit is free with this level of subscription.

SendSpace Lite
SendSpace works much like YouSendIt, but registration is not required. The limit on file sending is 300MB per file, with up to 5 files allowed per delivery instance. By registering you are able to track the number of downloads per file. Files expire if they are not downloaded for 30 days. Like YouSendIt, you may either use their email form to send the link to your recipient or simply send the link to the download page. Watch out though, the SendSpace download page is noisy with animated ads, and often times the emails sent from SendSpace are interpreted as spam.

Dropbox
This company’s primary business is file syncing, but with their free membership comes a snazzy way of delivering files quickly. Dropbox works as a virtual online storage space accessible via a shortcut installed across any number of your personal or work computers. Upon registering and dowloading the application, the Dropbox folder is installed directly on the desktop. If are online, anything transferred into this folder is automatically synced with your global Dropbox account. Subfolders can be shared from the Dropbox folder by sending an invite to new or registered users. To send files to someone without a Dropbox account, simply place the file in the “Public” folder of your Dropbox directory. With a right-click on the file, you may copy the public, downloadable link to this file and send to your intended recipient. The file size limitation is 2GB total for your entire Dropbox. Controlling the file expiration is done by removing the file from the Dropbox directory.

Comparison Chart

Each company provides a free service aimed at getting your large files where they need to be. In addition to the lite membership levels there are several subscriptions tiers for each, allowing increasingly larger file space, security options, and other enhanced features.

If file expiration control and larger file size is your primary concern, the Dropbox option may be for you. If unlimited downloads and trackablility are paramount, SendSpace may be the way to go. And if ease of transfer from your commonly used applications such as Outlook and Acrobat is what you desire, be sure to check out at YouSendIt.

Monday, June 7th, 2010

Tips for Preparing for Scope Creep

by Sasha Ayloush

Often deadlines loom over our heads, so the pressure is on to get a project completed. However, if you take the time to determine all aspects of the project at hand, you will inevitably save time and of course money. Brainstorm ideas, devise a plan and determine the desired outcome. Keep in mind every revision costs money!Scope Creep Poster

While this concept is straightforward, unfortunately new ideas, collaborators and goals often change the course and timing of the project. Behind the scenes, we refer to this as scope creep. Scope creep refers to unaccounted-for changes in a project’s original scope. This phenomenon can occur when the scope of a project is not properly defined, documented, or controlled. A few hours here and there – next thing you know, 20 hours have been tacked on.

Here are a few strategies for thoroughly planning and defining a project that solve for some of scope creep’s favorite weak spots:

  • Creative brief: A creative brief is a document used to develop creative deliverables: visual design, copy, advertising, web sites, etc. Make sure the creative brief is completed before the work begins – especially in advance of copy writing or design. Be sure to review it over the phone or in-person with your client to ensure that all questions are addressed. Check out this workshop from the people at Dare for more information on developing a solid creative brief.
  • Role playing: Imagine you are the target audience. What happens next? What information is important? What is left to be desired? Have a colleague that hasn’t worked on the project evaluate it. Make sure that you’re communicating what you intended.
  • Call to action (CTA): Determine what you want the audience to do and how you will measure success. Once the audience has reacted according to your CTA, what happens next? Are statistics and metrics needed? Do you want to capture email addresses for an opt-in?
  • Q&A: As always, don’t be afraid to ask questions during the planning process. The key from an agency perspective is to provide an insightful question that gets your client thinking. Instead of “What color do you like?” say “Blue is calming and red is action-oriented. What emotion do we want to communicate through our color scheme?” The client will take the time to think through the various options instead of going with a gut reaction that might be second-guessed in the next round of revisions.

While scope creep is inevitable for almost every project, there are steps you can integrate into your workflow that will lessen the blow. Expect that the scope will change and make sure you address this with your client. Some clients may want to pay for these changes as they go in the form of a change order, and others may want you to include room for revisions in the original estimate. If you go with the latter, make sure you clearly define the terms of the revisions that are covered in the original contract.

Thursday, May 27th, 2010

Email: The New Ball and Chain

by Alex Griffin

Email has taken over as the de-facto means of communication in a business environment.  The amount of email one has to sift through on a daily basis is staggering.  A recent survey found that most people receive 50 to 250 emails daily.  Reading, responding and filing each of those messages is a laborious task. If you are spending the majority of the day responding to email, it’s nearly impossible to effectively do your job.
Below are several email tips I have found to help manage my time more efficiently.

Unlock the ball and chain
Stop checking your Inbox every time a message pops up.  It’s a distraction and  prevents you from doing your job effectively.  Check your email first thing in the morning and respond to time sensitive messages, then close out of your email program. Don’t just minimize or turn the volume down so you don’t hear the “ding”. Turn it off for ONE HOUR and yes this means you also can’t check your Blackberry or iPhone.  Follow this same pattern throughout the day, you’ll be amazed how much work can be accomplished when you are not being distracted every 2 minutes.

Don’t be super email man or woman
Responding to every email within 30 seconds of receiving it may sound like a great idea, but it comes at a price.  Yes, your client or co-worker will appreciate the quick response, but it may also set the expectation that you will  respond to every email within 30 seconds.  If it’s urgent, respond. However if the request is not time sensitive, mark it as “to do” and come back to it later.” What if I client needs to reach me and I am not on Email?”  Trust me, if it’s an urgent matter, they will find a way to reach you. Another option is to set an “Out of Office” message letting people know when you will respond to their email.

Spam-a-lot
Spam accounts for upwards of 30 percent of all email.  Use your spam filter to identify and sort out spam from your Inbox.  Take the time to mark mail as spam so your system can appropriately block future messages.  Tired of getting the same ten emails from the same company?  Don’t just delete the email, update your spam filter and take the time to unsubscribe from those unwanted email lists.

CC’ing everyone – including your grandmother
Avoid the temptation to copy every person in your office on every email.  Unless there is an action item or a specific need to copy people, don’t. They will thank you for it later.

Filters are not just for coffee
Use the tools your email program already has to help you manage your Inbox.  Set up filters to reply or file messages appropriately.

Keep it short and sweet
Email messages should be short and to the point.  Remember everyone else’s Inbox probably has just as many unread e-mails.  Use proper grammar, be concise and have a well thought out message with a clearly defined action. Remember people cannot often hear the “voice” behind the content of an email. A phone call or in-person meeting is often the best method of communication, especially if you don’t have good news to share.

Tuesday, May 25th, 2010

Gmail – a Better Solution than an Email Client?

by Tony Kay

So you have joined the throngs of businesses moving over to IMAP Google Apps or Gmail. Which now begs the question, do you use the Gmail web interface or do you use an email client? I recently experimented with Gmail to determine if it would solve some interface consistency problems I was having with Apple mail (a client solution).

Key highlights of Gmail

  • •  Consistency – Whatever computer I’m on, the status of my email is the same as when I left it. If I have read an email on any computer, it shows up as read the next time I access my email or mobile device. This feature has saved me a tremendous amount of time. Apple mail lacks this level of consistency.
  • •  Grouping of emails with the same subject line – I frequently will go back and forth with a colleague on one subject. In Apple mail (and most other mail clients), each email is a separate line item. In Gmail, all my emails get grouped in a single line item. So when I want to go back in time, I just need to find the subject and the whole email chain is in one place.
  • •  Multiple labels instead of single folders – Apple mail only allows me to put an email in a single folder. Gmail uses labels instead of folders. I can assign multiple labels to an email and then search any combination of labels to only see those emails that I’m really interested in.
  • •  My inbox stays cleaner – Using filters and labels, I can designate select emails to be automatically filed without passing through my inbox. Google’s powerful search capabilities allow me to access multiple labels simultaneously, eliminating my fear of filing emails where I can’t find them. In Apple mail, if I did not remember which folder an email was in, I would not be able to access it.

Multiple Gmail labels and 10 grouped emails in one line.

Like any email solution, Google mail has room for improvement. I would like to see a more user-friendly interface and a more visually differentiated navigation system. In addition, some changes to minimize scrolling would greatly improve the user experience.

No email system can be all things to all people. When it all comes down to it, you need to decide which features are “must haves”. I have found Gmail’s consistency feature to be my “must have,” so I am going to stick with it. If it doesn’t work for you, there are lots of sites that compare email clients. You can start at Wikipedia and go from there.

Friday, May 7th, 2010

Social Media Superhero Tips

by Kristen Sunde

Just got back from Breakthrough, the 10th Annual PINC Show (now Visual Media Alliance). Their Super Hero theme this year was realized in the many colorful presenters’ booths — from a helpful Masked Zorro to a superhuman cut-out photo booth — and it was a great vehicle for dazzling the crowds with the latest and greatest in print technologies and beyond.

The champion crusader of the event was keynote speaker David Spark of Spark Media Solutions, whose presentation on the 14 Successful Techniques for Building Your Industry Voice with Social Media provided clear insight into social media’s prowess.

Some favorite tips:

Ride current hot news and cultural memes.
As sure as Crystal Bowersox is going to sweep American Idol, connecting your industry topic with buzzworthy news is sure to drive visits to your blog.

Own a phrase.
David Spark did an experiment here to see what it took to be the number one return on a google search of the phrase “making money with podcasting”. Over the course of a few months, he posted a series of 15 interviews with successful podcasters on the topic and tracked his google progress. Each part of the series included links between the blogs, a technique to drive traffic.  The result? By the end of the series his articles were returning the top hits in google when users typed in “making” “money” and “podcasting”. The trick is title your articles with a phrase that is common enough to be searched but not too common to reign in.

Take advantage of contests by using a social media layer.
Your company’s active online community is a resource. Boxee, an open source social media center, created a contest to staff their convention booths. The contest entrants submitted a video demonstrating their presenter ability. The 4 winners were flown to Las Vegas where they successfully represented the Boxee company. The best part is that the people who take the time to enter your contests are passionate enough to be stellar advocates for your product or service.

These are just the tips of the social media iceberg. Cleverly working known SEO triggers, engaging your company’s online community, and being active and consistent will ensure your social media plan packs a superhero punch.
Break Through! 10th Annual PINCShow

Tuesday, October 20th, 2009

The New Marketing Paradigm: More Efficient, More Effective and Easier

by Tony Kay

The age-old problem:

Determining who are the best prospects to sell your service to and reaching out to them in a way that makes them perceive you as the perfect match for them.

Today’s opportunity:

Bill Builder has a list of architects whom he wants to get work from.

Old School Solution:

Bill goes on each architect’s website, finds out what kinds of projects each architect does, sends out a customized email or direct mail to each one and follows up with a phone call.

Problems with this solution:

  • Slow
  • Labor intensive
  • Information is only as current and complete as the prospect’s website. Bill needs to know what the architect is working on right now and what projects are in the pipeline because those are the jobs that Bill wants to get.

New School Solution:

Bill sends out an automated email campaign once a month with a link to his website (which shows all of the kinds of projects Bill has built.) Bill has a tracker on his computer desktop that notifies him when Art, one of the target architects, opens the email. The tracker shows that Art has now clicked to go to Bill’s site. A chat window opens on Art’s computer with a message,  “Hi Art, let me know if you have any questions…”  The tracker now shows Art exploring the restaurant renovation pages on Bill’s site and then he leaves the site. Soon thereafter, Bill picks up the phone, calls Art, and says, “Just wanted to follow up on the email I sent. I just finished renovating Chez Suzanne on Geary Street. How about meeting me there for lunch so you can see the quality of my work and we can discuss what you’re working on.”

Advantages:

  • Automated monthly email campaign prevents “I’m too busy” syndrome.
  • Know which of your prospects is interested in your service in real time via the tracker.
  • Be able know what specific service your prospect is interested in right now.
  • Use chat to initiate a relationship immediately. If you are not viewing your tracker when the prospect is looking at your site, there is a button that opens a form to ask a question which can be answered when you have time.
  • Since you do not tell your prospect that you are watching their activity on your web site, they do not feel their privacy is invaded. Instead they think that you just happen to do exactly what they need done.
  • Minimum time required with maximum results.

Summary:

Spend your time doing your business. Use your marketing firm to set up an automatic periodic marketing system and only spend your time on pursuing true prospects.

Monday, July 27th, 2009

New & Fun Adobe PDF Features

by Sasha Ayloush

PDFs are the standard these days for invites,Sample PDF Cover flyers, guides, instructions, and a plethora of other business documents. Why not spice them up a bit? Now this universal file-type can be enhanced with numerous new features. Here are just a few ideas:

  • Navigation menu: Add a navigation menu to lengthy PDFs for easy navigation between sections. You can design a home page listing all sections, and even create a menu bar at the bottom of each page of the document with “forward” and “back” buttons.
  • Email integration: Do you want your audience to be able to share the PDF easily? Add the email feature and with a click of the mouse, readers will be able to email the PDF as an attachment through their preferred email client. Another handy email feature allows you to create a form and have the results emailed directly to you – just like any web form. Check out the “Request Brochure” page on our sample.
  • Embed videos: There are two ways to embed videos into PDFs. One requires an internet connection, but keeps the actual file size down to an easily emailable size. The second method actually saves the full video file in the PDF. This method doesn’t require an internet connection, but the file size can get rather large, depending on how big the video is. Check out our sample for the internet connection-required version.
  • Page-turning animation: Make your PDF look like a magazine or book with the page turning animation feature. This feature will change the end format to a SWF file, but you can design and create the entire document in Adobe.

Check out our sample: History of the Phone