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トピック#New Email Template Builder

#New Email Template Builder0 人がディスカッション中

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Allyssa Costanza (EZG Manufacturing) が「#AccountEngagement」で投稿
2024年4月16日 12:38

It has just come to my attention that Account Engagement users are unable to utilize existing CMS files with the new Email Builder Experience. I have been working with Salesforce Support to resolve an initial issue accessing the new email experience but once that was resolved, it was obvious all of the files (years of uploads) in our CMS are not compatible with the new email experience. Below is the response from Support:

 

Thanks for reaching out to the Account Engagement (FKA Pardot) Support Team.

 

I am Vinay from the Salesforce Account Engagement support team. I have taken ownership of your case and happy to look into this case further for you.

 

From the old comments and issue, I understand that you are looking to utilize old already existing CMS channel file with newly launched New content builder option experience.

 

I double checked for you with advanced team including product engineering team, As per current product design, New builder is compatible with '(Content Workspace for Marketing Cloud Account Engagement)' connected workspaces. which are 'ENHANCED' in nature.

 

So, As of today, You would potentially have to upload all those images used in previous CMS Workspace in order to use in NEW experience.

 

I know this is not super helpful, But this new option gives option to users to familiarize themselves with the new builder and its capabilities while being able to use it for MCAE list email sending through Salesforce.

 

But in Future, This would of course be made more compatible for seamless CMS content experience!

 

This is an acceptable answer but what I find unacceptable is the fact that the Email Experience is not compatible with existing CMS files. This will take countless hours to re-upload and re-categorize our files, as I imagine I am not alone in this frustration. This alone will keep me from using the new email builder experieince.

 

If you happen to come across this, I wanted you to be aware, there seems to be no workaround other than taking the time, you've already spent, to re-upload your CMS files.

 

#AccountEngagement  #New Email Template Builder  #Lightning Email Builder  #CMS Content  #CMS Workspace

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Beverly Tyree (SETGO Partners の Sr. Salesforce Consultant)
2021年10月27日 15:18
Social Media Icons with New Email Content Builder

Hello. Is there any update on how to update social media icons and function with the new email content builder? There was a post earlier with the outdated knowledge link.

 

TIA.

2 件の回答
  1. Beverly Tyree (SETGO Partners)
    2021年10月29日 16:39

    @Kermit Del Rosario Thanks for this information. I checked this out and this is the outdated article I referenced. I'm looking for how to do this with the new email content builder. 

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Lorr G (NA の Salesforce Admin) が「#Email Template」で質問
2021年10月28日 9:57
make email template available for one case record type only

Hi, 

 

I have a requirement to only make a few email templates available when sending email from case, So if the case record type is A then only 4 email templates are available and if case record type is B then 10 templates are available. 

 

As we have users in different profiles but working on the same case record types I can't seem to find a way to do this. 

 

Is this possible and if so how? 

 

Thank You, 

Lorr

 

#Service Cloud

1 件の回答
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Michelle Cassell (Xtend Global の Marketing and Communications Manager) が「* MC Account Engagement (fka Pardot) *」で投稿
2020年10月28日 16:40

Hello! I have been using the new Pardot Email builder this week and I have noticed my emails are not sending as mobile responsive. When viewing the email in the email content builder, I can change the view to mobile and see what it will look like. The buttons are almost full width of the screen ad the text is appropriately bigger 👍🏻 However, when I sent the list email, on a mobile device it simply looked like a mini version of the desktop email, text and buttons were quite small, not resized as you would expect from a mobile responsive template and not like I was seeing in the email content builder. 

 

Any thoughts? Am I missing a setting or something? 

 

Thanks in advance for your help

 

Michelle 

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Rebecca (Becky) Sweetman (XR の Senior Manager Global Systems & Sales Operations) が「* MC Account Engagement (fka Pardot) *」で投稿
2020年10月20日 8:55

Does anyone have any specific resources on setting up the new Pardot email builder. I already use Connected Campaigns but I have the last few weeks been furiously updating to Lightning App, HML and CMS to prepare for the capability. Monday I went to Setup > Pardot > Email Setup but I cannot seem to pick my public Channel in the backend despite setting one up in CMS workspace. I also added the permissions to my profile already but despite seeing the 2 tabs (Email Templates and Email Content) I am still shown the old template builder. Any ideas where I am going wrong here or have any other resources as I can't find a trail nor much online to help. Thanks!

4 件のコメント
  1. Rebecca (Becky) Sweetman (XR)
    2020年10月23日 2:12
    Thanks @Kylie Yancey I had some great help from the wonderful Pardot community and worked out our issue is we need to set up a brand new domain with CDN enabled with the help of IT. Once this is done, go into the channel and enable the domain there too. The documentation is thin on the ground here but support mentioned it was being worked on which should help others. Anyone can DM me if having same issue and needs help here too as happy to give advice if they are stuck as I was. Thanks
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Rebecca (Becky) Sweetman (XR の Senior Manager Global Systems & Sales Operations) が「* Release Readiness Trailblazers *」で投稿
2020年10月6日 6:01

Hi all, feels like just the other day we were going through the last release. ;) I am attempting to prepare for the #Winter21 release with testing and there are three things I currently cannot seem to see where to enable when testing. 

1. New email template builder - in an updated Sandbox I can't see what exactly is needed permission wise and the 'access drag and drop content builder' permission in permission set someone mentioned in this thread I am unable to find as a system admin in my system permissions. Has anyone managed to enable it to check it out? 

2. Is monthly view on mobile calendar available now? That was one update I wasn't able to see yet on mobile. 

3. Also, I can't find the Launchpad to add. When is that available to add to mobile?

Thanks!

2 件のコメント
  1. Rebecca (Becky) Sweetman (XR)
    2020年10月7日 1:46
    Thanks @Jacinta Burke I get a 404 error on that launchpad help article (I saw that link on another post) - hopefully they will update it prior to next week so I get a bit of time to test and write own support notes prior to release. And no worries on calendar and launchpad taking time to release - I just wanted to check they were going to be on this release (and I wasn't missing something) but seems they are, so great! Thanks again for the help!
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