Step 1: Create Email

The goal of this section is to guide you through the email creation process. We will be working in the Email Studio section of Marketing Cloud. 

From the Marketing Cloud Dashboard, hover over Email Studio and select Email.

2. Select the SHARED tab and locate your chapter's folder then select the year. 

The process of creating an email starts with choosing the type of email you would like to create. This will always be creating an email from a template or an existing email.  

Option 1: Create Email From a Template

A template provides a framework that contains the appropriate Team RWB branding. The template includes logo, appropriate background color(s), borders, and general layout of an empty/usable email. You will use the template(s) provided by Team RWB as the basis of multiple various emails. 

Note: The provided template(s) contain the required Team RWB branding, layout of various content areas, as well as required elements for legal compliance and CAN-SPAM email regulations.

     

The process of creating an email starts with choosing the type of email you would like to create. This will always be creating an email from a template, or by duplicating an existing email.  After you've created an email, you can send it immediately or schedule the email to be sent later.

Content Builder contains wizards which will walk you through changing to the appropriate template or how to update the email using the current template.

  1. Click the Content tab at the top of the window within in Email Studio.
  2. Click the blue button labeled "Create > Email Message."
  3. Once on the "Create An Email" screen, click on the drop-down menu next to Create Email. Available choices are:
    • Template - Select this option to start with a template to create your email.
    • Existing Email - Select this option to start with an existing email to create your email. 
    • HTML Paste - DO NOT USE
    • Text Only - DO NOT USE
  4. Choose "Template," then choose the tab labeled "Saved."
  5. After clicking on the "Saved" tab, depress the button labeled "Folders" to reveal a menu on the left side of the window. Choose "Shared."
  6. The menu will change revealing "All Shared Content" highlighted in blue with shared folders below. Available folders will be:
    • Chapter Content Areas
    • Chapter Shared Images
    • Chapter Templates
  7. Click on the folder labeled "Chapter Templates" to reveal available templates.
  8. Click on an available template, then click the blue "Select" button at the bottom of the window.
  9. Fill in the required fields to create an email.

Email Properties fields

  • Name: Internal field. HINT: Use a naming convention to help you organize emails such as Month Year - Email - Chapter Name (ie: October 2019 - Newsletter - Atlanta). 
  • Description: Internal field used to communicate the focus of the campaign. 
  • Location: double check that email is created in the right folder.  Use "Select" to Navigate to a new folder if needed.

No other fields are needed before clicking NEXT to add content.

After clicking NEXT, Marketing Cloud will automatically save your email and redirect you to the Add Content page. 

Next Step: Add Content.

Option 2: Create an Email From an Existing Email

Using an existing email is a great way to preserve the Content Areas you previously customized. 

From your chapter email folder, Click Create - Email Message

Use the drop down to select Existing Email. From the local tab, navigate to your folder, select the email you wish to copy, then click Select.

Update Email Properties fields.

  • Name: Internal field. HINT: Use a naming convention to help you organize emails such as Month Year - Email - Chapter Name (ie: October 2019 - Newsletter - Atlanta). 
  • Description: Internal field used to communicate the focus of the campaign. 
  • Location: double check that email is created in the right folder.  Use "Select" to Navigate to a new folder if needed.

No other fields are needed.

After clicking NEXT, Marketing Cloud will automatically save your email and redirect you to the Add Content page. 

Next Step: Add Content.

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