Build a Reusable Email Template
After completing this unit, you’ll be able to:
- Build a reusable email template.
- Lock content within an email template.
You recently started working on the marketing team for Northern Trail Outfitters (NTO), which has just purchased Marketing Cloud. You've been tasked with your first project: create and send the company's Welcome message. Customers who opt in to receive promotional emails get this welcome email.
You don't have much time to ramp up on Marketing Cloud email tools—your boss wants you to create and send this customer-facing email today.
Don't sweat it. In this Quick Start, you learn how to create a reusable email template; build an email; and preview, test, and send the email to a selected list of customers. To help you, we created a list of eligible customers, loaded the assets you need, and completed some tasks for you.
Before you get started, familiarize yourself with the Trailhead Simulator for Marketing Cloud. You use the simulator instead of a Trailhead Playground to complete the steps in this project.
The Trailhead Simulator is different from a Trailhead Playground. The simulator doesn’t store your progress or any data you enter. If you close your browser, you start from the beginning of the simulation again. You can always use the navigation controls at the bottom of the simulator to get back to where you left off.
|(1) Left Arrow
||Go backward in the simulator.
|(2) Right Arrow
||Go forward in the simulator.
|(3) Scrub Bar
||View your progress, plus you can use the progress arrow to quickly move to a different location within the simulator.
|(4) Close Button
||Exit the simulator. Remember that if you close the simulator, you start from the beginning the next time you launch it.
Another thing that’s different in the Trailhead Simulator is that some elements don’t respond when you click them. But don’t worry. If you click in the wrong spot, highlighting shows you where to click.
Now you’re ready to start building your email template.
There are many use cases for creating a reusable template. The marketing team at NTO wants to create a standard email template where only certain parts of the template are editable. This ensures that branding, font size, font type, and the overall look and layout are consistent with each email. Let’s jump in and set up NTO’s standard email template.
- Launch the Trailhead Simulator.
- Click Begin.
- From the Marketing Cloud Apps bar, click Content Builder and select Content Builder.
- In the Local panel, click Templates.
- In the upper right, click Create.
- Click Email Template and select From Existing Template.
- On the Basic tab, click Hero 1 Column and click Select.
- Click the Content tab.
- Drag NTO White.png to the top image block content area. This populates the image block with the Northern Trail Outfitters logo.
- Click Scale to Fit.
The Scale to Fit checkbox resizes your images so you can view them within the email on any screen size. The width and height fields define the maximum image display size. Read more about Editor Best Practices and Tips.
- Click Done Editing.
NTO does not want users to modify the main logo on this template. So go ahead and lock that block of content.
- Hover over the content block containing the NTO logo until a gray box appears around the content.
- Click the down arrow and select Lock.
You locked this content block, which means anyone who uses this template to create an email can’t edit this content section. Your boss wants the email to be casual and conversational, so it reflects the NTO brand. Go ahead and work through the next steps to modify the template accordingly.
- Click the Design tab.
- Click Buttons to expand the menu.
- Click each of the following fields. The simulator changes the value for you. If you were really modifying the template, you’d enter your own values in each field.
Button Field New Value Background
It should look like the following.
Now, let’s save the changes you’ve made.
- Next to Save, click and select Save and Exit.
- In the Name box, enter
NTO Template, press Enter or Return, and click Save. The template is now saved in the Templates folder.
- Click Continue, then click Exit.
Congratulations! You created a reusable email template. Check out the Resources section to learn more about creating and editing templates. To keep it simple, we made adjustments for you. You’ll see them in the next unit.