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Email Reference

Training & FAQ


Templates

The following three templates are available for you to choose from which take into account mobile responsive considerations and Pepperdine University styling:

  • Formal Letter
  • Newsletter
  • Promotional

While all three are similar, minor stylistic differences exist to aid readers in quickly deciphering which type of communication they are receiving.


Content Areas

These content areas are the core building blocks for email creation. In addition, there are a few content areas that IMC will customize for your Business Unit.

School Name (Header)

The wordmark of your emails are pre-set for your business unit. Users are not permitted to alter these in any way. For more information regarding wordmark policies, please go here.
Header

 

Social Section

social section

  • All templates aside from the Formal Letter have the ability to include social media links.
  • These are built out by IMC according to your needs.
  • You may then choose whether or not you'd like to include them on a per-email basis.

 

Top & Bottom Navigation

A top navigation bar is available below your header on all three templates.

Top Navigation

A second navigation bar is available below your email content on the Promotional Template.

Bottom Navigation

  • You may choose whether or not you'd like to include a navigation bar on a per-email basis.
  • The number of links available on your navigation bar will depend on the character count of each link.
  • You could potentially have multiple navigation bars available to you, depending on the content of your communications.
  • These will be built out by IMC according to your needs.

Images

Improperly sized and/or poor quality images can detract from the quality and professionalism of your email. Here are some tips on how to avoid this common mistake:

Resizing and Cropping

  • When building out a specific content area of your email, take note of the default placeholder image dimension. The goal here is to replace that placeholder image with one of the exact same dimensions.
  • First, make sure the image you want to use is either similar or larger than the dimensions of the placeholder image. If your image is too small by either the width or height, your image will be stretched out once you upload it.
  • Sometimes, your image may just be exponentially larger in both width and height. If this is the case, while Salesforce Marketing Cloud will automatically resize your image for you, this will also cause your readers to download images that are larger in filesize than needed.
  • If your image needs to be cropped to match the shape of the placeholder image, first resize the image so that the side with the largest dimension matches the size of the placeholder image's largest size. Next, crop the other dimension so that it equals the size of the placeholder.

Saving

  • File size - 200KB maximum
  • Name - Name your photos in the following format prior to uploading:
    • year-description.jpg
    • example: 2015-willy-the-wave.jpg
    • example: 2015-andrew-benton-speaking.jpg
  • File format - Photos typically are best saved in the .jpg format, while drawings and graphics are typically best saved in the .png format.
    • For .png files, use tinypng.com to shrink the file size of your photos.
  • Folder - Your business unit is setup with one folder for each of the image size placeholders available in the shared content areas. Uploading your images into these folders will help you build out your emails in the future, should you choose to reuse images.

Glossary

  • Business Unit - The branch where your emails and contacts reside within Salesforce Marketing Cloud. Based off a lifecycle view of our constituents.
  • My Emails - This folder contains the emails that have been built in your Business Unit. They are only accessible by your Business Unit.
  • My Templates - This folder is not to be used. All emails are to be created from the templates available in Shared Templates. No Business Unit should be saving their own templates.
  • Portfolio - This folder contains the images that have been uploaded to your Business Unit. They are only accessible by your Business Unit.
  • Shared Contents - This folder contains the 10 mobile-responsive content areas that are available to users as the building blocks of their emails.
  • Shared Emails - This folder is shared with all Business Units. If you're working on an email with another Business Unit, you can move the email to Shared Emails and the other user can move it to My Emails within their Business Unit.
  • Shared Portfolio - This folder contains images that are available to all Business Units. Users are welcome to add images to the Shared Portfolio, as long as they are relevant to multiple Business Units.
  • Shared Templates - This folder contains the three templates users have available to create their emails from. When creating a new email, users will select "Template Based" and choose from the Shared Templates folder.
  • See more