How to Create an Email Template in Salesforce Marketing Cloud

ByPastek Editor Blogs

Introduction

Email marketing is a powerful tool for businesses to connect with their audience, and Salesforce Marketing Cloud provides a robust platform for executing effective email campaigns. One of the foundational elements of email marketing is creating compelling email templates that not only look great but also deliver your message effectively. In this guide, we’ll walk you through the steps to create an email template in Salesforce Marketing Cloud, helping you craft engaging emails that resonate with your audience.

Step 1: Log in to Salesforce Marketing Cloud

To get started, log in to your Salesforce Marketing Cloud account. Ensure you have the necessary permissions to create email templates.

Step 2: Access the Content Builder

In Salesforce Marketing Cloud, email templates are typically created using the Content Builder. To access it, click on “Content” in the top navigation bar.

Step 3: Create a New Template

Inside the Content Builder, select “Templates” from the left-hand menu.

Click the “Create” button to start a new template.

Step 4: Choose a Layout

Salesforce Marketing Cloud offers various layout options for email templates. Select a layout that best suits your email’s purpose. You can choose from one-column, two-column, or custom layouts.

Step 5: Design Your Template

Now, it’s time to design your email template. Use the drag-and-drop editor to add and arrange content blocks. You can include text, images, buttons, and more. Customize the template’s colors, fonts, and styles to align with your brand’s identity.

Step 6: Add Dynamic Content

To make your emails more personalized, you can add dynamic content blocks. These can include subscriber names, personalized recommendations, or dynamic product listings. This personalization can significantly improve engagement.

Step 7: Test Your Template

Before finalizing your template, it’s essential to test it across different email clients and devices to ensure it renders correctly. Salesforce Marketing Cloud provides testing tools to help you do this.

Step 8: Save Your Template

Save your email template once you’re satisfied with the design and testing. Give it a meaningful name that will help you identify it easily in the future.

Step 9: Use Your Template in an Email

Now that your email template is created and saved, you can use it when creating email campaigns. When composing an email, select your template from the template library and start adding your content.