Welcome and I thank you for coming to email Overview in templates. This is approximately a 60 minute session where we go over how to set up an email in Salesforce Marketing Cloud. Now as our options grow, there's just more and more available about what we're doing in Salesforce. So the focus though on this session is how we use email studio within Salesforce Marketing Cloud to set up these emails, test them, preview them, make sure their things are good. And so even if say you're sending through Journey Builder or doing it through a different means, what we're talking about here is about how to set these emails up in the first place.

So right here we are on our tools page, our SFMC, Salesforce Marketing Cloud Cloud page on the Ohio State website through the Office of Marketing Communications. And here we have so much available, a growing list of resources. So I wanted to start here today so you can be sure that anything you're don't remember from hearing in this session or anything else, you can see that it is on this webpage. So please come back here if you need anything. We also have the videos available from the Buckeye Learn training here as well under the How to Resources.

But with that, I'm going to go over here to Salesforce Marketing Cloud. And hey, we are here on, I have an email here on the screen, but I'm gonna go ahead and click email studio email 'cause this will be the first time where I show somewhere where we're going to go into frequently. But then I will go back and show the homepage as well. What you see right here on the screen is the content builder within Email Studio and Salesforce Marketing Cloud and I, right now I am in the Ohio State University business unit. This screen is where I constantly and often am because this is where you end up after you say work on an email, press save, go back.

But when you are new and especially when you're new to this service overall, you're actually going to end up back here every time you log on on this screen. So this screen is the homepage for Salesforce Marketing Cloud, but it's not where we need to be. So to get into where you need to go, you're going to want to click email studio email. But before I do that, let me highlight the business units up here. You can see there's a long list here because I'm in all the business units, but for you, you'll be in the ones that apply to you.

But for example, most of us are sending through the alumni, donors and Friends business unit. There's also individual business units as well. But most of these are going to be based on the audience you are reaching. So when I continue right now, I'm gonna go into the Alumni, donors and Friends business unit and you'll see a lot more things going on in here. Now, as this loads, you can see again we're on this calendar screen and what I like to tell everybody is to just go ahead and click email, studio email and you'll start to get into what is familiar, what we saw in the first place.

Now this screen, I like this screen too because this overview page, say you're working with a colleague or maybe you're taking over for someone, you can use this dropdown and literally see the emails that are worked on via a colleague or yourself if that's helpful. And then over here on the right, it shows the recent sends. But what we're going to do once in this part of email studio is go ahead and click content. And now we're back at that, what I like to call familiar screen. So here we are, we're in a different business unit than we were before, but we can see lots of emails being worked on by all different people.

This screen's important because over here on the right we can see who was been working on what and when. And then going over, we have the type field, which I will refer to often because it shows what type of content we are looking at. All of these emails that we will be working on and looking at today are template based emails. Lemme scroll down and see if I can find a template. Well not right there on the screen, but there will be template type, um, free form, which is actually the type of the content block that we'll be looking at.

So that's what that type field is about. But going all the way down and over here to the left, these are the folders that you might remember from the training videos. So far we have the local and the shared folders. So first of all, the local folders, this is everything just saved here in this business unit locally. So this, all of these folders watch right here, just many, many folders.

They have all different kinds of content. We tell people and encourage different units, please organize to any way, any way you need to to organize. You can simply click on the folder where you want a new folder to go right click and create a folder. You can also rename and move in that way. Please again, please organize as you please.

There is no set way you need to do it. But that said, I'm gonna go back and just click Content builder so I can see everything that's in this business unit here. Now I'm going to go actually scroll down and show you some fold, show you where I have some things so that we can just have an example because as we continue here, I actually do send emails just the same way as you would be as well, what you're working on. And so we will go through this example working on the alumni magazine, um, email that I actually do work on each and every month. So with that, I'm scrolling all the way down because right in here is where I'm at.

So this is just for an example of a unit folder. This is under OMC, but you can see we have a bunch of different unit folders here. So what I'd be working on is sorted under FY 24. And this is the first example of of a, of a great Salesforce tip that if you want to create anything new, this is pretty much true across Salesforce, if you first click the folder where you want your new item to go, then that's where your new item will go. So that's very nice and literally I do this every month when I create these emails as well.

So first thing I wanna mention is that anytime you are doing an email, any part of this, I want to make sure that you know to think about having a plan. So as I say plan, I can al totally understand that you may not know what part of the process you're in right now, we're looking at the month of June and maybe you wanna work on a homecoming email, that's fine. But just have some sort of plan in place to go forward with that. I assume just like many of us, many of you that are working in email, I get the content sent to me that I place in the email. In this example email, we use what I call the image newsletter template.

We're going to look that at just a moment, but like many of you, I have my images and I have my text, but that I need to now plug into Salesforce Marketing Cloud. So what I want to do next is talk about the template side of things, and that's why I mentioned it first about having a plan. Now in my example here I am working off a template based email that I mentioned is the image newsletter template. So month to month I use the same template, but what I want to demonstrate here in training is how to start from scratch with that concept in mind. But by scratch I don't quite mean scratch.

So over here I am showing you the uh, brand website and this is where we have our email templates really easily visible. And I say that with emphasis because you do not actually have to retrieve these templates in any way. Consider that these are here for people that might be using other sources or something. What we are saying though here is that these are the templates that you can look at here and then retrieve them over here in Salesforce. So again, you do not need to load anything, and actually please don't load any co code over there as we have to make of periodic changes and whatnot.

But what you can do is just look on this screen to get an idea of, oh, here's a great template for me to use. And it's especially good if you're just getting started or just trying to figure out what you even wanna do in the first place with this stuff. So if you remember me saying Image Newsletter in my example today, that is exactly what I want to use. I have my format is very similar to this and this is a perfect outline and template for what I need to do to proceed. So with that, I'm gonna go back over to Marketing Cloud.

And if you remember what I said a couple moments ago, if you click the folder where you want your thing to go, your thing will go there. But before I go there for the first time, let me show the shared tab. We'll be going there in just a moment again to get those templates, but I wanna show you where it is first. So over here on Shared for me, because I'm over here all the time, all of these are already expanded, but for any new user, they're all going to be small. So I know that makes it hard to see what's what everything I am talking about is under this single folder called Branded Template Assets.

I'm gonna be talking about several things from this folder, but note that that's where they all are right in there. So as I expand that, and I'm gonna bring my arrow, my bar over here just a little bit so we can see more. What we have here with the templates is they are sorted by audience. So regardless of what business unit you're actually sending from over here in the shared area, all of the templates are accessible. May I say to all in this way that they're all here.

And so this is where you need to have a general idea or total idea of who you are sending to. I am absolutely writing to alumni, donors and Friends is my example here today. So I'm totally going to go into the Alumni Donors and Friends email templates folder because that's what's relevant for me. Now, once here we can see all these different types of templates and the member, if you remember the one I want to use is the Image Newsletter one. So this is not actually how we get to it, I just wanted to show you how where they are.

And now let's actually work on making a copy of that. So once again, I'm glad it's scrolled all the way down because I'm just going to click FY 24 and now I'm gonna click Create Finally. And what am I doing? I'm creating an email template from an existing template. Remember, you don't need to bring anything in, you don't need to paste anything.

This template is already in here and we just looked at it a few minutes ago, as was as it was in those shared folders. But I wanted to show you that first because of how to actually get there. When you get here first for your first time, it's actually gonna bring you to this screen, which I have to admit I can't stand because this looks so close to what you would do for an email template. It looks fine, but what I like to tell everyone is remember to look for Scarlet, these are not right. Remember, this is a product, Salesforce is a product and it wants us to use it and I have to tell you, nope, we gotta use our template.

So never use these gray ones. If you do, I'll have to tell you to redo it all and say Good job practicing and learning how to use Salesforce, but go back and use our templates. So we're gonna go to Saved. Now you see this here, it's saved folders and then shared. So here we finally get that popup of what we saw earlier.

I believe it's actually in the same spot on the screen, but it's just a matter of how to make it come up on this screen. So once again, it's saved folders and then shared. And now we see those familiar shared folders we were looking at earlier. So if I click this Alumni Donors and Friends email templates folder, it'll just kind of pop up. This is why I especially like to mention the brand website for looking at templates because as you see, once you get here to Marketing Cloud, you really can't see much of what's going on and there's not much more of a preview than this other than just clicking.

But that said, you can go in here and practice, you can get to know the templates, you can make copies because at this point what we're looking at right here on the screen, this is a code, you know, pixel by pixel copy of that Image Newsletter, alumni, donor and Friends template we were just looking at. But it is just a copy. Anything you're doing here is not making any changes to that template. So you can proceed with learning and getting to know this stuff. But this is where I get the saves a little bit of shame up here because it says Unsave changes and it will keep saying that I can't stand that you could keep working in this screen.

Rest of Marketing Cloud isn't like that, but it's like it right here with the template. So I gotta point it out. So make sure you take a moment to press save and give it a name. We will talk about naming conventions in a bit when it comes to sending out emails and communicating with Google Analytics, but you never actually send a template. So it is perfectly fine to just name this something related to your purposes.

And today I will go with June 26th training, put a description if you'd like. And here is where it says the location is FY 24, because I had clicked that folder earlier. So now when I click save, now we are looking here at Ed email template. The whole point, and the beauty here of email templates is trying to figure out how you can help your future self. So really think of it for what applies to you and what makes sense and what will help you.

So don't make anything too extra, but just think it through. And I think month to month is the best way to think of it. You could even put a calendar thing on your calendar for yourself to say, check in with my template, how are things going? Or multiple templates. But the idea is how can these help save you time?

How can they help you do better work and and work better with especially sending emails? So what we're looking at here, what's great about this template for me is it's so close to what I need, but what I'm going to do is just make a couple changes to prove what I would do in a situation like this if I wanted to make a template for future use. So here we are looking at an email template. Again, we have some things here over on the left that look really promising, like maybe we could work with that. We have an image right here, but say there wasn't an image in this email and go, I'd like to add one.

Well, I'll do this. Nope, leave 1999 there, please. We don't want that. Just so I had to delete, I'll explain that in a moment, but if you ever wanna add anything, it's all about adding these content blocks that are already there, not through here, but through those shared items. So you go to content folders shared and that's where you'd find modules.

Again, if you wanted to drag anything over, I'm just showing that to prove that, nope, you don't use that first screen either here. But what I'm gonna do now is start doing some things related to what would I do if I wanted to get this email moving forward, or pardon me, this email template moving forward to help me then actually lay out an email. So first of all, I don't actually use this email title in my layout, so I'm thankful that it's here and it's in the template, but I don't need it. I, I'm gonna go ahead and click the little drop down here and go to delete. Am I sure?

Yep. And it's gone. Now here is an image block as I talked about earlier, about dragging over an image. Here's an example of an image block and we'll talk about that in just a bit. But as I keep going, what I'm really happy with here is that this email always has a header, um, hero image at the top one story here and then four or so more stories following.

So this is actually a perfect layout for me because I would duplicate each block anyway. So having two here is great. I can help me move forward. Now down here at the bottom, I will not take the time to do that in this session, but one thing you would do is update your footer. It's really the main thing that is different across different business units and different audiences.

So that's why I don't emphasize it in the email overview and templates session. But what you can do is set up your footer and then literally drag it right in here. So you could drag this out, drag the new one in. Chances are there's already a footer available, so you need to talk to other people in your unit and get, get on the same page. But what great, what's, that's what's great about having all those unit folders in place is that we have so many things saved already, but then if you need any help with setting up your first footer, we're here to help with that as well.

But this is the type of, to wrap up the point about the footer, it's the perfect example of something that would be already set in your template and then you wouldn't have to change it month to month or anything in your email. But if you had to make a change to the footer, say a new address or we implement a different change, then you can make that change and keep that fresh footer over here in your template as you copy it to make emails. Another bit that would probably be pretty obvious is that you could update the college or unit name piece since that would not be changing month to month or anything. I think I see an extra f nice tip to say and as we go through working on content, it's best to not type live into Salesforce. As you could see that typo that was right there on the screen.

But what I'm going to do is just to be thorough here, is go ahead and click save. So what we have done here is just make a brief template based on the image newsletter template that I can use to then lay out for my alumni magazine example as we proceed. So what I'm gonna do is actually click back over to content content. You can do that, I just went away from it too quick. There's a little save and exit button here that'll take you here as well.

But I tend to just click it and get here. Now chances are whatever you're working on is near the top, so you'd see it there. But what do we do next? Well, what do I want to do now? Because as we talked about template based email versus template, you know, with a template you can't preview and test it.

A template doesn't have a subject and preheader at the top. So especially for new users, I like you to get into emails as well just so you can get used to how things look in there because it's just a little bit different. But before I leave templates, just a friendly note. The templates are really great time savers to help you think about length of contents, call to actions and what you wanna put in your email in the first place. As I scroll down too far, there we go.

I'm going to once again click that FY 24 folder because that's where I want my item to go to today. So from there I'm going to, what am I doing next? Well, I'm going to click the create button once again, but this time I'm creating an email based off that template. So like earlier we were creating a template from the template, now we're creating an email off of our own template. So once again, I'm gonna go to the blue create button and click email message.

Now everything goes all the way to the left, a little bit awkwardly, but we keep going. So here it says create email, select creation option. From that, what are we doing? It is from a template and now we should see our template right there on the screen. There should, unless you are going and need to go through the folders, that's fine, but if it's something you've just worked on, it'll be right here.

But again, once again, if you need to go into the folders, you just go to save folders and enter either the local folders or the shared ones if you're trying to just make an email from a template at this time. So as I click June 26 training and select here we have another screen of kind of blanks. You know what? What do we do next? Well, as I mentioned about email tagging guidelines, once again I'm gonna say it's not important yet.

We'll address it in a few moments. So this is a working email. You're welcome to call it whatever you want. And when you get to previewing and testing, you don't have to have it named yet, but before you press, send on a message, make sure it's named properly. Just gonna go with that.

Again, if you need to add a description here, go ahead and another option to put things where it goes. You see this time you click select, but we already took care of that. It's not click next. Now we're looking at something pretty familiar. If you notice the difference here is that we do have that subject and preheader option here.

And then as you proceed you have the option to actually preview and test. So again, when you're a newer user getting used to this, I definitely recommend getting you getting used to being in the previewing testing part just so you can see that. Get used to seeing tests in your inbox. I'll talk about that a few times today. So now as we look at this, again, copy of an email, a copy, a copy of that template.

Now we're looking at an email. We're once again not affecting that template and in any way, this is just the email content. So I'm gonna open up, bring up that Word document again. So what we're looking at here is that we have, you know, the content as it comes to me. And so we have the headline, I'm actually good with this one right here.

You see right here where you have the headline, the text that goes with it, it says Read more for the CTA or call to action and the link where it goes. So all of that content is right there on the screen for me. But what I want to show then is how to actually translate that into Salesforce. And what's extremely reasonable and accurate here is that we are so often bringing content from word over to Salesforce. But that said, if you can tell where I'm headed, let's say I just copy this text as is pulling strong together.

So I just press Ctrl C and come back over here to Salesforce. Now I'll tell you to give, start with the beginning, beginning. Anytime you wanna click anything, oh wait, let's show that I wanna edit something in the first place. How do you do that? Let me click in here to click on the right to edit on the left.

So now I can go over here and edit and I'll be making live changes to the content I see on the right. Now, if you remember, I copied that header text in word. And so what I'm going to do is click three times 1, 2, 3, which that highlights all that. That's my first step. But if I merely press paste, I'm getting word text, I'm not getting good.

I want my format to stay just as I see on the screen. I wanna keep every, all the integrity in place. So as I press control Z to undo that, what I actually wanna do is place that text properly. Now before I do that, lemme give a little tip that if you're interested, interested in this, you know, there's only one block here and I just said press control Z to undo. But always consider how you could duplicate basically anything on the screen so that you have a fresh copyright under it.

I think I can really help when you're trying to get to know this thing and it, it can be a little quirky, that's bottom line, it's a little quirky. So a great way to help protect yourself a little bit, keep work on the screen like this is to just consider making a duplicate. Of course, before you go to press send, or even when you're previewing, if you notice that extra block, well you're gonna notice. So any reason that would be, well don't do that because you might forget to delete it. Nope, let's use it.

So it helps us do better emails. And you see I brought up the E, the message back up. What I just have to do is add that subject in Preheader because it's, you're gonna yell at me till I do. So I copied my subject. There's our subject line.

We tend to send the same subject every month. And then my pre-header alluding to the great feature story that's in the email. Remember how well a pre-header can support your subject line and help people open your message, give them a reason to open. So that said, I'm finally gonna click into this block again. So click on the right, it's edit in the left.

I can't remember if I'm holding that text anymore from when I copied. So lemme grab that again. So pulling strong together, I'm just pressing C, control C. Now what I'm gonna do over here is highlight all the text 1, 2, 3. Now what you can do is in your browser, this is the wizzywig editor, what you see is what you get.

You go to the little paste symbol. You don't have to do this every time, but when you select paste as plain text, the browser then will tell you what to do. And so the browser says control shift V. All right, so now, and this is relatively new to me, maybe about a year in, I now press control shift V every time I paste it saves me a lot of time. But I will show you what I used to do just to be fair after I set up this block.

Because there's definitely at least two different ways to do this, right? Let's word it that way. So once again, I'm just going to press copy here on all of this text copy go over here to all of this lower ipsum text here. Three clicks helps me select all that. And if I do control shift V, now I have pasted that text successfully.

That makes me feel good. I'm gonna go ahead and click done editing just to get that saved. I feel good about that too. Now what I need to do is update that CTA link here, text and the image up here as both items go to the same link. So I'm gonna go back over here and click or pardon me, copy that hyperlink, then click copy.

We'll see how it performs here. So right here we have that button and you see it says CTA link here. What we do is just like we did before where we click 1, 2, 3, 3 times, you know you got it right if the whole, all of the text illuminates like that, I'll see if I can get it to work unsuccessfully. Often I don't, this will do it. Ah, see it ended up highlighting it all.

If you ever notice that you only get one word highlighted and there's no link to update, it means it didn't catch it all. So again, you just click three times in here, you get this link window to pop up. So now we can finally update it. So I'm gonna highlight over the osu.edu text and paste the link I had. You see how that reset and that's great.

Now the CTA link here text, how do we do that? Well that is in this link text here. As you might expect those words CTA link here are here somewhere. Well they're at the end and this is really one of the only HTML bits you need to do. I do totally recommend that you make the change of this.

These words here, it's really frequently will make the text blue or do something weird if you do it on the last screen. So, or pardon me here, right here in the editor. So my, what you should do is either three clicks to do it and edit it all here or if you like to go into the HTML code, be my guest. But the point of my session is to show how you don't need to use HTML code to do this stuff. Alright, I'm gonna click done editing.

What we have now in place is we have that headline, we have the text and that read more link is all set. It said CT CTA earlier. Now that we've done that. But I'm actually gonna scroll back up in the email now because now we have an image here. So let's address that.

So right here you can see that it says 600 by 400 and we put that there as a recommendation of what the image size should be. And we especially mean the width. And that's about everything stacking on that say a mobile device when, and you probably noticed that on regular on desktop too, where sometimes emails will just look a little different. Things will stack well that's how all this has been built to keep that in mind. Um, you if you need to, you can use the Adobe Express software to resize your images first.

If you need any assistance on those lines, you're welcome to get in touch and we can point you in those directions for that type of resource. But what we want to do here is click, like everything else, we click to edit it. So right here we see that 600 by 400 there and we can update it. Now before I proceed, let me do mention that, say this is a spot where you'd wanna put a banner. By all means put a 600 by one 50 banner.

It'll work out great here. So just wanna mention that before I go on. So now what we're looking at again is this placeholder. So what we want to do is go ahead and tell it what we want. I upload all my images right here to Salesforce.

So I would recommend you do the same. It'll save you a lot of time. So I'm going to just click the replace button here. And here we are. So we are seeing these same folders that we saw earlier.

What we can do is go to straight to the folder where we would want our items to go. So that's what I'm scrolling to right now. I'm gonna say this assets folder. Now what you can do now as it is these images are all already here so I'm not going to upload them again, but if I did, but you literally can just bring the image right over here. You can upload more than one on the screen and it works just fine.

But as I mentioned, since my things are already here, I'm going to go ahead and click right away to what I have. That's a good point to say that you could upload these before you get into the email as well. Now you can't see that it actually changed anything, but it did change the file name here. So sometimes I just go ahead and click okay just so I get that physical, I see it. Click done editing here if you want and go click back in again.

I, I literally do that. So consider that. Oh and here we are at the alt text every time in training, this is toughest thing to talk about. So any of you are sending emails on behalf of your unit, please use your expertise or someone on your team to help you write a good alt text. Alt text for the image.

And what I'm getting at here is that there's a reason why this image is here and there's all kinds of images that are used in emails and if you remember, say more in the past you might get an entire email that's just an image and that could be, you know, a whole bunch of information like a poster or something. But consider how that is really bad for accessibility. A screen reader has no idea what that image says. So what we need to do is bridge the gap that we want to give them the same experience with this image being here. Now this as all alumni images are is extremely compelling and there's a lot going on.

But again, do your best to describe the image and why it's included in this email. So someone who can't see it can get a equitable experience of why it's here in the first place. So what I'm going to go with right now to continue, can't say it's perfect, but you can tell the direction I'm going in about, you're describing the image for an equitable experience of why it's there and mentioning it this way can also give some credence to maybe there shouldn't be a big banner image there. Maybe we need to consider what if there's too much text in the image and that sort of thing. So just helping bring all that full circle scrolling down.

Now we have an opportunity to change the link of where this image goes when clicked. Some people opt to remove the im the link entirely. That is fine. And a piece of information that that may actually help your engagement with other clicks. If people can't just click that top image.

So consider that. But in our situation we're gonna go ahead and edit at the at link to make it go to that same web story. I'm gonna go ahead and press paste because hey, I still had it there. I was not sure. So I went ahead and pressed paste and that updated that URL so I can go ahead and click save and okay, now what I have done here, I now have this whole initial story block done.

The whole hero for my email where I have the image and the read more link, both going to that same CTA as planned. And then I also have my headline text and the body text pasted, uh, sticking to our fonts and keeping everything looking good. So now as I go down, remember I said about keeping this, I clicked on here about keeping this block. Well now I officially don't need it. I have successfully updated that block above and I can move on with my life.

So that is cool. Delete. Yep. Now I have these two blocks here because the way this email would continue is that there would be four feature stories. So I'm gonna go ahead and lay out one of those and what I'm gonna do is use the old method.

I'll just call it the old method today. But this is how I did emails for many, many years before this point. So I might as well talk about it that way now. So we're gonna go with the, in the end pride all around one here. And if you see what I'm doing, I'm copying all of that.

So right now I have copied the headline, the body text and where that CTA are gonna go. Now where am I going taking that? Well, here's good old notepad. You could bring up any, this could be done in an email compose window, um, text edit, I believe on a Mac, just anything that strips away any extra code. So now I can just press paste.

Now I remember all this stuff. It was all um, checked by our writer, by our uh, copy editor. Um, I got it in Word and brought it here. So now it's in that final form for me to move forward. So all said, what I can do now is just start copying like I was earlier.

I'm copying that subject, that top the headline. Once again, I'm holding that, but I can click 1, 2, 3. Now I could just press paste because there's no extra formatting. That was just literally those. However many characters there are there in that comma.

That was it. And do it again. Copying just that body text copy, selecting all this. That was three clicks. 1, 2, 3, and paste.

I think I got the wrong one, that's why it's a little long. But that is okay. Alright, now what? Now the last one would be that hyperlink. So if you want to, you see what I've got going here that I have that text saved, I could click done editing to just go, okay, that's all there.

Now let's click in again. What we have left here is that the link and that, um, graphic. Now I tend to go around and uh, counterclockwise. So I will keep going on how I do it. So I'm gonna click three times, once again, two three to get this text to come up.

So once again, I'm going to replace this URL text. And once again I'm gonna scroll to the end of here to this CTA link here and replace that with my CTA that I want to say of read more. Sometimes we say watch video, sometimes we say learn more. Yeah, one more thing to do is update this image. So I'm gonna click that, go to replace, scroll all the way down, find my folder again.

'cause earlier when we did this, we were in that a different screen, but this is the same area. So I wanna go under my os a M assets folder. That's, I know it's where they are. And here we go. So per what I was talking about earlier about image sizes, whether that's you or somebody else on your team or another colleague updating ima or pardon me, resizing images for you think if I scroll down, I'll actually have some, see sometimes I have them where it says those, um, uh, the file suggested those numbers there.

And so right here we have it with in the name there. But for, I know for what I'm doing, that's saying primary and secondary that those are the right images for me. So this is my square image that's sized at 4 75, 5 4 75 so that it stacks properly on mobile. Also too, I didn't mention that earlier about images sizing things down. So things aren't too big.

That's very important. It will tell you if your message is over, I believe 128 k, some specific amount. So it will let you know. All right, so once again, it has updated the image. I can see it up here in the file name, but it doesn't show here.

So I'm gonna again click okay, and I'm gonna click in again. So again, we have alt text and you say Gene Smith, you know, I mean it, it's probably an ongoing thing for me, for me to even say it in this context. So remember you're explaining why the image is being used. So now I'm gonna click edit again. This is the next time to change that hyperlink of where this goes.

Now click save. Now while I am here, I do wanna take a moment to talk about hyperlinks because we've talked all, all so far about this here with a um, CTA. But what if you do wanna include a text, a hyperlink text within the body of an email? Let me show you how to do that. So I'm gonna click done editing to once again save.

I'll just admit for this purpose, I don't normally do this here in this email, but I do want to show you today how you could, so I'm going to go with which part of the text I wanna hyperlink, I'm gonna go with, answered our questions. So I'm gonna highlight that text and then I'm going to go to the link button up here in the wizzywig. When I click that, then I get this to come up and you see that it's a little different than we looked at earlier because we actually need to edit some more information. So I'm gonna go ahead and put in the link and then I go down and I delete both of these because I wish they weren't there and that's just something that Salesforce does. But now what, actually, I'm gonna go ahead and click okay.

'cause where we're at now is, yep, we have linked text, but it's blue and it's not underlined. So what do we do? I'm gonna click it one more time. Now what, well by default it does not include the underline on a hyperlink that's across Salesforce. So that's fine for us in terms of the buttons, is we don't use a a hyperlink on those either.

But we do wanna hyperlink in this example. So I'm gonna put it, and we always want hyperlinks and intex links, pardon me. But now what we have is an underlying blue link. So the only thing you need to do, you have your, this is the code for our Scarlet. So if you've ever seen a hex code before, there it is, that's ours.

BA zero C two F will be our specific Scarlet. So once you do that, then that hyperlink will be in scarlet. So that's what that's all about. A very frequently asked thing of like how do you make that work? It's not something we can program into Salesforce, like some of these other things with these modules.

So I'd like to show it to you that way. Now one bit I do want to add here. Now you see we have that module all set and there's another one right here. Say that all of my um, stories were in here and then I had gotten to this last one I don't need anymore and go ahead and click delete. But while we are here and speaking of these modules, what I do want to show you is under here, under content folders and shared where we looked at earlier for finding these templates in the first place.

Well, there's all these other things here too. So you'll see these different under body modules. See that now I'll get it big again. This has all these different kinds of blocks that you can use and just drag over and whatever you need. So say maybe you have this template in place, but this time you need to include a different kind of block for something.

Well, you can go ahead and do that. One of my frequently used blocks is within the secondary content modules. I'm gonna put it at the bottom here and it's right here. This either two thirds text, one third image, or one third image, two thirds text. I can't believe how often this one just bails me out in terms of getting, needing to get some content in an email and getting it out the door because it's just that right size.

But you can see that there's lots of other kinds of blocks in here in addition. So these are all here under these body modules. But then under there, once you get to shared content modules, that's where we frequently post content that is available for use. I hear that a lot of people don't have much to promote in the summer, so this is a great way to find some content, find some stories that might be relevant to you. So again, on these alumni magazine stories, well all these modules are right here.

So after I build them and send them out an email, well you can come over here and go studying in Spain, then all of a sudden you have another bit of content in your email. So if that's, if that's useful to you, that's awesome. In addition, we have like, I gotta do the Buckeye love one because for Buckeye love we did the cutest, pardon the word, but we did this where we had that available and like just look how much difference that makes in the email. So it's an exciting time to onboard because we will keep adding more shared modules like this that are again, under content folders. And then all of this is under these shared content modules under the body modules.

So, so much stuff in here to look at. So get in here and look around and play around and build something that's, that's what I definitely, definitely like to say. You know, like Legos, really. So the deal here is that this is the email as you, you're working on this email, you're seeing how things look, what you can do next. Then once you have, and at any point of the process may I say this was all about laying out the email, but once we either click next or just click over here to preview and test, we're in another extremely important part of all this because when it comes to email, you know, say a message you get in your inbox after you shop somewhere or even after you just browse somewhere and you get that shopping cart reminder message, Hey, come back.

You know they can contact you because they have enough information from about you to say that they know this. And I say that because as we look at these emails, we need to consider that they're going to actual real people of course. And so in my, as I look over here, I have Jay Schneider here because I can see that person as my example. This is our only time in the email sending process where we can actually email process, pardon me, where we can actually see how the email would look to an actual person. I'm gonna click the X here real quick because once I do that now person and personalization, what this is all about is that content, like I said about the shopping cart email, that's all based on you as a contact or as an individual contact.

The only thing I can give you as an example here really is right here in the XT year, this is Amps script that populates anything with these percentage signs populates based on the contact data it has. So right now it doesn't have anybody. When we got here it did and that's why things looked as they did. But right now we get this really not urgent, but super, super urgent message that says you need to select a subscriber to preview personalization. Again, I say it's urgent because this is the only time you can actually test to make sure things are right.

So go ahead and click the folder. That's the thing. It doesn't tell you to click the blue folder, but no matter what, that's what you do to associate this with an actual person. No, no, let me take a moment to say that whatever part of the process you're in, in addition, if you, you're actually sending through a different method, we may need to help you get a test list or something in place so you can keep going with this part of this step. But the whole point is, is that if you're, whenever you're pressing send, especially in incorporating it in personalization, you need to make sure that you've taken the time to preview and test to each and every list that you're sending to to make sure everything is working just as expected.

But with all of that, right now we are in the testing phase. So that's what we want to do. And what I'm doing right now is just clicking to get an example person. 'cause now I can now look at the email as a person on this data extension I was just looking at over here on the left, it would load all the data that we have based on it. And I, I did just say that word data extension is that's what we call lists here in Salesforce Marketing Cloud.

What you can do too is arrow through each person on the data extensions. That is neat, especially if you're incorporating a lot of personalization. Now that said, I'm going to go ahead and go forward and say this, say this message is in a state that I want to preview and test it and see how it looks in an inbox right here. I can talk about a couple important things. So over here on the left, first it would say who you are sending this message, this test message to please note that anyone that you were looking at as the example person or who this, this test email is based on, they will not get any, um, they will not know that this message is happening on their behalf let's say.

But as it is, if I click this manage preferences link at the bottom, it is their actual managers manage preferences link as if this email was in their inbox. So it does show the importance and legitimacy of this testing process. It's real. So in my example, I'm often say send any and all test messages to email marketing@osu.edu because that reaches our whole email team. And then we can help you if you do that.

And if you reach out to us and you haven't sent a test, we'll likely ask you to send a test. That's a good place to start. But now here's our first time in the session talking about sender profiles. And this is who the message is coming from. Chances are you're pressing send on the message, but you are not the one the message is actually coming from.

And so this example I can see right here is that this is a vet med alumni sender profile. So it would be saying the message is coming from them. And we can see there's a lot of sender profiles in here as well. These are, we do create these ourselves, office of American Youth Communications. So reach out to us and we will help you with that, help get that set up for you.

And in addition, we like to talk about, um, how you, how you can use strategy and maybe how that could help you figure out what the sender profile should be in the first place. This does an important note, the who it's from and where the replies from can be different, the names can be different. So it's a really good opportunity to consider how to help again, how to help people open your messages based on who it's coming from. It's about 50 50, about whether people look at the sender profile first, the sender or the subject line. So it shows how important both are.

So if I were to keep going, I would click send test, and then this test would go out to everyone on that email marketing list. But because it's kind of a not unfinished email and it was just for testing today, I'm going to actually back out. All right, so with that, that is the overview of how we work on setting up emails to test and practice and get to figure out how we want to get an email in place. And then once we're ready, how to keep going, get a test set up to our data extension so that we can then press send on an email and get it out the door. So I thank you for coming to learn more about email templates and how to get things set up here in Marketing Cloud through Ohio State.

If you have any questions at any time, I hope you will reach out to us at email marketing at OSU dot Edo. I thank you for your time.