Working in a large international company where many different people have access to Eloqua and are creating Email Assets for campaigns, it is hard to ensure everything always complies with the company's Look & Feel.
To ensure all Emails that are being created align with company branding we created several Email Templates that are now the starting point for every email creation done within Eloqua. Having several different templates setup makes creating Email Assets easier and faster, also for those individuals who do not work with Eloqua on a daily base.
With the implementation of the new Eloqua Responsive Email Editor, our previous email templates needed to be updated. To become familiar with the new Responsive editor I reviewed the “UPDATED Fundamentals of Emails” videos from the “Eloqua Master - 2019 UPDATED 19B” learning path and created the following guide on Creating Email Templates using the new Eloqua Responsive editor to help converting our old templates.
With the new Email Templates in place, everybody in the organization with the proper Eloqua permissions can now easily and quickly create Email assets for their campaigns that are fully aligned with company branding, no matter their experience level in Eloqua.
Creating an Email Template using the new Eloqua Responsive Email editor
Step 1: Setup Email Layout Framework
Starting from a blank responsive email, your first objective is to define the layout of your email template.
Start by adding several Layout blocks to the canvas keeping in mind the intended Content that they will host. Eloqua provides the possibility to select between 1 to 4 column layout blocks. In this example I’ve inserted 3 one-column and 1 two-column layout blocks.
Layout blocks can be recognized by the orange outline when selected and can be adjusted after placement.
Layout block editing options:
Step 2: Place your Content blocks
With content blocks you define the content type you want to use within the layout blocks. The content block option you can choose from are:
- Shared Content
- Dynamic Content
- Custom Code
Start placing the content blocks inside your layout blocks. You can add multiple content blocks within a single layout block (one on top of the other, never side-by-side).
In this example I’ve inserted 6 Text, 2 Image, 1 button and 1 Spacer (under the button).
Content blocks can be recognized by the blue outline when selected and have just a few editing options after placement.
Content field editing options:
Step 3: Configuring Content Blocks
Use your corporate logo, colors, font and style guidelines to give your Email a Look & Feel that aligns with your brand.
Start by adding your pre-defined Header and Footer components.
Then add your corporate logo the Email design.
Configure background colors for specific Content Blocks and set your text styles: font, size, color.
Add pre-defined dynamic content information if available. If you always use the same contact information using a text content block will also do just fine (as done in the below example).
And finally, insert Firstname Fieldmerge with the email salutation (if desired) to ensure consistent email salutation for all your email comunications.
Step 3a: Adding CSS
For an even higher degree of consistent formatting in your emails you can add CSS coding to your template. With CSS you can “hard-code” your Email text styles for example by defining standard font-family, font-size & color for the different text styles used in your emails (Body, Header 1, Header 2, Header 3 etc.) and hyperlink colors. On the internet you can find many standard CSS codes that you can modify according to your needs.
In Eloqua, to add CSS code to your Email design click on the Paint Brush icon and go to the Advanced Styles section. When you click the "Add" button a new window opens where you can paste your customized CSS code.
NOTE: Not all email clients play nice with CSS
Step 4: Save As Template and Manage Templates
Once you have your baseline design ready you can “Save As Template” and the Email design will now appear as a template when people hit “create an email” in the Assets section of Eloqua. Using Manage Templates you can “lock” certain elements in your email template for editing to prevent users to accidently modifying elements that should not be tempered with (eg. Dynamic content, Email Headers and Footers).