ETB - Template Build Process
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The document discusses the process for building master email templates in Marketo. It defines what a master email template is and explains that it contains a large number of reusable sections (15-40) allowing for the creation of thousands of unique email layouts. The build process involves creating a wireframe blueprint, designing desktop and mobile versions, developing the HTML code, and testing across email clients. The example timeline shows key stages are discovery, design, building and testing, and going live.
ETB - Template Build Process
- 1. 1 MARKETO MASTER EMAIL TEMPLATES BUILD PROCESS OVERVIEW
- 2. INTRODUCTION What is an Email Template? An email template is a reusable collection of sections or blocks than can be assembled to create multiple single emails from the one master. Using the housing analogy, itâs like a collection of prebuilt rooms (bedroom, kitchen, garage), which can be assembled to create a final house. Using an email template in Marketo allows you to produce emails faster, since the underlying code is already written. Instead of having to rewrite an entire email from scratch for every send, you can simply add copy, images, and links to an existing template before testing and sending it.
- 3. INTRODUCTION What is a Master Email Template? A master email template, is a email template where the reusable collection of sections or blocks is very large. While a email template might have 3-6 sections, a master template has at least 15, but could be up to 40. With 15 sections, you can create around 3000 unique layouts (wireframes), whereas with 3-6, you could only create 20. With 40 sections, you can create around 3M unique layouts and every email created would be on-brand.
- 4. BUILD PROCESS What is a Wireframe? A wireframe for a master email template is like a blueprint for a house. You canât build the house without a plan of what is required. The wireframe broadly outlines the required sections required for landing page, but is not visually accurate. Creating a template wireframe, like this example, can help you visualize the arrangement of elements on the page before you create it. SIMPLE EMAIL
- 5. BUILD PROCESS What is a Design? A design of a master email template is like an artistâs rendition of a house. Itâs not the built house, but it captures accurately what the house will look like once itâs built. The design is the final visual look and feel of the landing page. It is captured in a graphics format such as PSD There are two types of design, a desktop design and a mobile design. These are variations based on the space available â consider a one bedroom vs 2 bedroom house, they are the same style but different layout.
- 6. BUILD PROCESS What is HTML code? The HTML code of a master email template is like the bricks & mortar of the house, itâs the physical and final product you can interact with. The HTML code is what is displayed in a visitorâs browser when they visit the landing page. Depending on the size of the browser/device, either the desktop or mobile version of the code will be displayed to the visitor.
- 7. Build Process How Master Email Templates Are Built
- 8. EXAMPLE PROCESS Master Template Build Process Briefing Wireframe Design Mobile Design Approvals Coding QA Launch Concept
- 9. 9 Marketo Email Template TIMELINE â Identify strategy and requirements for day-to-day emails and special emails â Define the wireframe based on the agreed upon requirements and strategy â Apply brand guidelines and requirements to create desktop and mobile designs â Create Email HTML â Email HTML testing and quality assurance across popular/agreed upon email clients â Marketo template testing DISCOVERY 01 DESIGN 02 BUILD & QA/TEST 03 â Handover â Documentation GO LIVE 04 â N/A N/A 05 â N/A N/A 06
- 10. 10 ETB Master Email Template TIMELINE â Identify strategy and requirements for day-to-day emails and special emails â Define the wireframe based on the agreed upon requirements and strategy â Apply brand guidelines and requirements to create desktop and mobile designs â Create Email HTML â Email HTML testing and quality assurance across popular/agreed upon email clients â ETB testing â Integration configuration and testing DISCOVERY 01 DESIGN 02 BUILD & QA/TEST 03 â ETB User Creation and production provisioning â ETB User Training â ETB How to documentation and colour pickers information GO LIVE 04 â N/A N/A 05 â N/A N/A 06 2-3 business days depends on client 7-12 business days depends on client 15 business days on Hoosh Launch! 4 weeks
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