[Beta release]{class="badge informative" title="Beta release documentation"} [GA limited release]{class="badge neutral" title="Limited release GA documentation"}

Email authoring

Use Adobe Journey Optimizer B2B Edition to send email messages to your customers. You can create, personalize, and preview messages in the Email Designer.

Add an email action in an account journey

You can set up email deliveries in an Account Journey when you add a Take an action node and do the following:

  1. For the Action on target, choose People.

  2. For the Action on people, choose Send email.

  3. For the Email source, choose Create new email.

    Alternatively, you can also select the Select email from Adobe Marketo Engage option to use one of the pre-authored emails in Marketo Engage and send it as a part of the Account Journey.

    note note
    NOTE
    If you are creating an email for the first time, make sure that the email channel is configured from within Adobe Marketo Engage. To learn more, see < need link page >.

    Take an action - send an email {width="700" modal="regular"}

  4. At the bottom of the Take an action panel, click Create email.

  5. In the Create new email dialog, enter a unique Name for the email and a Subject line.

    Create new email dialog {width="400"}

  6. Click Create.

    In the Email properties section of the email content page, the From email and Reply to address fields are already configured. You can enter the From name and Description (optional).

Create the email content

Click Add email content at the top of the Email preview panel.

Click Add email content {width="700" modal="regular"}

This action launches the Email Designer, where you can choose how you want to design your email from the following options:

To configure and personalize the subject line with the expression editor, click the Personalization icon and add any of the Marketo Engage tokens.

After you create and personalize the email content, you can export the content for validation or for later use. Click Export HTML to save the content as a .zip file that includes your HTML and assets.

Design your email from scratch

  1. From the Designer home page, select the Design from scratch option.

  2. To start your content design, drag an item from the Structures and drop it onto the canvas.

    Repeat this step for each structure component to construct the layout of your email.

  3. Add as many items from Structures as you need and edit the settings for each in the pane on the right.

    Select the n:n column component to define the number of columns of your choice (between three and 10). You can also define the width of each column by moving the arrows below the column.

    Each column size cannot be less than 10% of the total width of the structure component. Only empty columns can be removed.

  4. Expand the Contents section and add as many elements as you need into one or more structure components.

  5. If needed, you can make additional customizations for each component in the Settings or Style tabs.

    For example, you can change the text style, padding or margin of each component.

  6. From the Asset picker, you can directly select assets stored in the Assets library.

    Double-click the folder that contains your assets. Drag and drop the items into a structure component.

  7. Insert personalization fields to customize your content from profiles attributes, audience memberships, Contextual attributes, and more.

  8. Click Enable condition content to add dynamic content and adapt the content to the targeted profiles based on conditional rules.

  9. Select the Links tab from the left pane to display all the URLs of your content that are tracked.

    You can modify the Tracking Type or Label and add tags if needed.

If needed, you can further personalize your email by clicking Switch to code editor from the advanced menu. The code editor allows you to edit the email source code, such as adding tracking or custom HTML tags.

CAUTION
You cannot revert back to the visual designer for this email after switching to the code editor.

When your content is done, click Simulate content at the top to check rendering. You can choose the desktop or mobile view.

When ready, click Save.

Import existing HTML content

Imported content can be:

  • An HTML file with an incorporated style sheet
  • A .zip folder includingthat includes an HTML file, the style sheet (.css), and image files
NOTE
There are no constraints on the .zip file structure. However, references must be relative and fit with the tree structure of the .zip folder.

To import a file containing HTML content:

  1. From the Email Designer home page, select Import HTML.

  2. Drag and drop the HTML or .zip file containing your HTML content and click Import.

    When the HTML content upload is complete, your content is in Compatibility mode. In this mode, you can only personalize your text, add links, or include assets to your content.

Select a template

You can choose from:

  • Sample templates. The Journey Optimizer interface offers 20 out-of-the-box email templates that you can choose from.

  • Saved templates.

  • A custom template that you either created from scratch using the Templates menu or saved from an email in a journey using the Save as content template option.

To start building your content with one of the sample or saved templates:

  1. Access the Email Designer from the email content editing workspace.

    On the Create your email page, the Sample templates tab is selected by default.

  2. To use a custom template, select the Saved templates tab.

    The list of all content templates created on the current sandbox is displayed. You can sort them By name, Last modified, or Last created.

  3. Select the template of your choice from the list.

  4. After you select a category, you can navigate between all the templates of that category (sample or saved depending on your selection) using the right and left arrows.

  5. Click Use this template on top-right of the page.

  6. Edit the content as needed in the Email Designer.

Check alerts

As you design your email message content, alerts are displayed in the interface (top-right of the page) when key settings are missing.

If you do not see this button, there are no detected issues.

Two types of alerts can be detected:

  • Warnings that refer to recommendations and best practices, such as:

    • The opt-out link is not present in the email body: adding an unsubscription link into your email body is a best practice.

      note note
      NOTE
      Marketing-style email messages must include an opt-out link, which is not required for transactional messages.
    • Text version of HTML is empty: do not forget to define a text version of your email body, which is used when HTML content cannot be displayed.

    • Empty link is present in email body: check that all the links in your email are correct.

    • Email size has exceeded the limit of 100KB: for optimal delivery, make sure that the size of your email does not exceed 100KB.

  • Errors that prevent you from testing or activating the journey/campaign as long as they are not resolved, such as:

    • The subject line is missing: email subject line is mandatory.

    • The email version of the message is empty: this error is displayed when the email content has not been configured.

Check and test the email

When your message content is defined, you can use test profiles to preview it, send proofs, and control its rendering in popular desktop, mobile, and web-based clients. If you inserted personalized content, you can preview how this content is displayed in the message using test profile data.

To preview the email content, click Simulate content and then add a test profile to check your message using the test profile data.

Simulate the email content to check your design {width="700" modal="regular"}

recommendation-more-help
6ef00091-a233-4243-8773-0da8461f7ef0