Emails

AreaAction Items
Global Emails
  • Create global emails.
Templates
  • Design a module-based email template with a designer/developer, or use your own HTML.

  • Create a tested email template to A/B test the winning template (if applicable).

Privacy & Compliance
  • Add Snippets to your email templates to control reusable blocks such as copyright year, global location, and compliance-specific language.

  • Add Tokens to personalize content based on the target audience.

Snippets

AreaAction Items
Snippets
  • Create Snippets to have reusable content blocks that can be used for multiple use cases, such as contact information, social media links, brand information, and privacy and compliance notes in your emails and Landing Pages.

Images & Files

AreaAction Items
Naming Conventions
  • Use consistent naming conventions for images and files.

Examples:

  • File Naming Convention: Asset Type-Asset Name (Ex: White-Paper-Evaluating-Cloud-Computing-Get-Your-Board-on-Board)
  • Image Naming Convention: Image Type-Asset Type-Asset Name (Ex: Thumbnail-White-Paper-Evaluating-Cloud-Computing-Get-Your-Board-on-Board)

Organization

AreaAction Items
Folder Structure
  • Create subfolders for each type of asset and organize global assets (e.g., conversational flows, email templates, emails, forms, images and files, Landing Pages, Landing Page templates, snippets, etc.) appropriately.
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