{"id":21454,"date":"2020-08-06T18:24:44","date_gmt":"2020-08-06T12:54:44","guid":{"rendered":"https:\/\/email.uplers.com\/blog\/?p=21454"},"modified":"2021-06-05T15:25:07","modified_gmt":"2021-06-05T09:55:07","slug":"sales-marketing-email-templates-in-sfmc","status":"publish","type":"post","link":"https:\/\/email.uplers.com\/blog\/sales-marketing-email-templates-in-sfmc\/","title":{"rendered":"A Quick Primer on Sales Email Templates in Salesforce Marketing Cloud (7 Best Practices Included!)"},"content":{"rendered":"\n

In Salesforce Marketing Cloud (SFMC), sales email templates and business email templates<\/a> give you the freedom and flexibility to add personalized<\/em> content directly into a pre-prepared, well-designed file. Moreover, you can re-use the same template for multiple campaigns with different content and\/or graphical elements. All in all, by using a sales email template or business email template in SFMC, you can completely overhaul your email production process and focus on what really matters \u2013 nurturing meaningful relationships with your audience.<\/p>\n\n\n\n

In this brief primer, we will share some useful information about SFMC email templates and also provide some proven tips and best practices to help you make the most of them for your next email marketing campaign. So, if you\u2019re an SFMC email specialist<\/a> or are leading a team of SFMC email specialists, then this article is for you!<\/p>\n\n\n\n

What are the types of <\/strong>sales email templates<\/strong> and <\/strong>business email templates<\/strong> in Salesforce Marketing Cloud?<\/strong><\/h2>\n\n\n\n

SFMC mainly provides 4 types of email templates.<\/p>\n\n\n\n

1. Text email templates<\/em><\/strong><\/p>\n\n\n\n

This is one of the simplest type of sales email examples. It contains only text, no visual or graphical elements so formatting of elements like font color or size, bold text, etc., is not possible.<\/p>\n\n\n\n

\"Text
Source<\/a><\/figcaption><\/figure><\/div>\n\n\n\n

In general, all users can create or change text email templates (insofar as changes are possible), not just administrators.<\/p>\n\n\n\n

2. HTML email templates (with letterhead)<\/em><\/strong><\/p>\n\n\n\n

Administrators and users with permission to \u201cEdit HTML Templates\u201d can create HTML email templates <\/a>in SFMC based on a letterhead. Your SFMC email specialist will first need to create the letterhead \u2013 the \u2018visual container\u2019 of the email. Next, they select an email layout to specify how the content within the template will be distributed. With this option, you can change the formatting and also modify the content as required.<\/p>\n\n\n\n

The great thing about HTML sales email examples in SFMC is that all formatting can be done using the Formatting Controls \u2013 no prior knowledge of HTML\/CSS is required. HTML templates with letterheads can be used when manually sending emails.<\/p>\n\n\n

\"Our<\/a><\/div><\/div>\n\n\n\n

3. Custom HTML email templates<\/em><\/strong><\/p>\n\n\n\n

These templates are created without a letterhead. In order to customize the email layout and formatting, your SFMC email specialist will need to know HTML and how to obtain the HTML code to insert in the template.<\/p>\n\n\n\n

You can re-use custom HTML templates<\/a> when manually sending emails but you cannot modify the layout or content of the email.<\/p>\n\n\n\n

When creating a custom HTML template, if you leave the text-only version blank, SFMC automatically creates text-only content based on the current HTML code. However, if you manually create a text-only version, edits to the HTML version are not reflected in it.<\/p>\n\n\n\n

4. Visualforce email templates<\/em><\/strong><\/p>\n\n\n\n

Visualforce cold email templates<\/a> can only be created by Admins and Developers, and require knowledge of HTML, CSS and Apex. They allow for the advanced merging with a recipient\u2019s data, where the content of a template can contain information from multiple records, not just the current record. With Visualforce templates, your Admin or Developer can also specify a \u201cReply-to\u201d address.<\/p>\n\n\n\n

\"Visualforce
Source<\/a><\/figcaption><\/figure><\/div>\n\n\n\n

When manually sending emails, this email template can be re-used. However, you can\u2019t modify the email\u2019s layout or content.<\/p>\n\n\n\n

All the above 4 template types can include text and merge fields for personalization. They also allow for including attachments.<\/p>\n\n\n\n

How to create a new cold sales email template in Salesforce Marketing Cloud<\/strong><\/h2>\n\n\n\n

Follow these easy steps to create a new sales email template or business email template in SFMC:<\/p>\n\n\n\n

  1. Navigate to Setup > Communication Templates I Email Templates OR Setup > Email I My Templates<\/li>
  2. Select New Template<\/em><\/li>
  3. Select the type of template you want to create<\/li>
  4. Add a Letterhead (see section below) if you are trying to create an HTML template with letterhead see (#3 in previous section)<\/li>
  5. Specify the Template Name and Layout<\/li>
  6. Check the Available for Use<\/em> field<\/li>
  7. Add content to the email body<\/li>
  8. Choose a folder and click Save<\/em><\/li><\/ol>\n\n\n\n

    How to create a letterhead for SFMC HTML email template<\/strong><\/h2>\n\n\n\n

    Use a letterhead to simplify maintenance of your HTML email template library. If your company\u2019s corporate color, logo, graphics, etc. change, you can easily change these elements in one place. When you do, all the HTML email templates using the letterhead will get updated automatically.<\/p>\n\n\n\n

    To create your letterhead:<\/em><\/p>\n\n\n\n

    1. Navigate to Setup > Letterheads in the Quick Find box<\/li>
    2. Select Letterheads<\/em><\/li>
    3. Click New Letterhead<\/em><\/li>
    4. Set the letterhead properties<\/li>
    5. Click Save<\/em><\/li>
    6. Set the letterhead attributes to customize the letterhead to match your corporate look and feel<\/li>
    7. Click Preview<\/em> to display the letterhead in a separate window<\/li>
    8. Click Save<\/em><\/li><\/ol>\n\n\n
      \"Let<\/a><\/div><\/div>\n\n\n\n

      Make the most of cold email templates and business email templates in SFMC with these best practices<\/strong><\/h2>\n\n\n\n

      The 4 Salesforce Marketing Cloud email templates<\/a> can boost your prospecting, lead generation and customer relationship management outcomes with email marketing.\u00a0<\/p>\n\n\n\n

      Follow these best practices to make the most of them.<\/p>\n\n\n\n

      1. Start with a goal and create a specific cold email templates for that<\/em> goal<\/strong><\/p>\n\n\n\n

      Each of the 4 types of templates in SFMC serve a different purpose. Choose your template wisely. And this is easier to do if you start with a goal. <\/p>\n\n\n\n

      To identify your goal, ask yourself these questions:<\/p>\n\n\n\n