You can create emails using Salesforce Marketing Cloud (SMC) to communicate with audiences for a technology launch, change, or retirement.
Signing In
- Sign in to Salesforce Marketing Cloud.
- You may be asked to verify your identity with a code sent to your email.
- Hover over Email Studio in the top menu and select Email.
- Select Content from the top menu.
- SMC has two different interfaces (Classic Content and Content Builder). Be sure you're using Content Builder shown on the left of the page directly under the top menu.
- Once you save your email, it will appear in the list of Content Items.
- You can use the Filter in the upper right corner of the page to help navigate the list.
Creating an Email
- Select the Create drop-down menu in the upper right and choose Email Message.
Defining Properties
Use the Define Properties tab to choose the email type.
- Select Template from the drop-down menu next to Create Email.
- Select the SAVED tab.
- Find your email template.
- When sending to all audiences other than IT@UMN, search for 650px Email Template.
- There are four available sizes to choose from: 600px, 650px, 700px, and 750px. Select a wider template (700 or 750 px) for emails that include images or are generally longer, and select a narrower template (600 or 650 px) for shorter emails.
- When sending to IT@UMN, search for IT@UMN Community Announcement Template.
- When sending to all audiences other than IT@UMN, search for 650px Email Template.
- Select your Email Template and choose Select at the bottom of the page.
- Name the new email (using the name of the draft Google doc) and select Next.
- Note: SMC will automatically save your progress, so manual saving is not necessary.
Adding Content
Use the Add Content tab to add the email content from your draft document into SMC.
- Add the subject line from the Google doc to the Subject field and Select Done to save.
- From the Blocks tab on the left side of the page, drag a Text block to the body of the email.
- Select the expand toolbar arrow in the WYSIWYG editor to expand all controls.
- Copy the content from your source (ex. Google Doc) and paste as plain text into the text block content area in the left content pane.
- Format the text block following the steps below in exact order to ensure the layout and formatting is correct:
- Add or remove paragraph returns where needed.
- Format the headings: H2 is recommended with H3 for any subheadings.
- Format any bulleted lists and/or numbered lists.
- Format all text (including headings):
- Font: Arial.
- Font color: Black.
- If desired, change heading colors to maroon (#7A0019) or another color.
- Note: If you apply text styling before formatting bulleted or numbered lists, the first list item may appear as a different (default) font style and size when compared to the other list items.
- Format the body text (excluding headings):
- Font size: 15pt.
- Format text: Use bold or italics as needed.
- Add any hyperlinks:
- Select the Link button.
- Enter the URL into the Link URL box.
- Check the box that says Include underline on hyperlink.
- Format the block settings:
- Edit spacing, padding, or add color backgrounds or borders.
- Select Done Editing.
- Scroll down to the email footer and replace RECIPIENTS with the footer text specified in your draft document.
- Select Save in the upper right.