is the fact that every template created is automatically responsive to any device it's viewed on. This fits
Posted: Mon Dec 23, 2024 10:46 am
Manage Permissions
After this has been selected, we can manage the permissions by selecting the Use CMS with Email Templates and Email Content’ permission set and selecting the “Manage Assignments” option.
This simply means adding the users we would like to have these permissions as enabled e.g. Marketing Users. Select the users that will have access to this feature and click save.
How to manage permissions Screenshot
Now, the setup steps are out of the way we can focus on what you came here for… what this feature allows you to do for your Pardot email marketing!
Design Functionalities
As the name suggests, the new drag-and-drop email builder has been created with design functionalities in mind for the non-developer user. With this in mind, I have detailed some of my favourite new additions.
Undo button
One of the most underrated new additions with email builder is the “Undo Button”, a simple yet, much appreciated feature!
Undo button screenshot
Preheader
We are now able to enter the preheader text as a standard field when editing an email template in Pardot Lightning. Again, this simple yet effective upgrade allows us to view and amend without modifying HTML code!
How to enter preheader screenshot
Buttons!
Not only can we drag and drop a button onto an email template, but we are able to customise it without HTML! This exciting feature allows users to change the formatting of the button with ease to represent your brand accurately.
How to customise buttons Screenshot
It is key to note that despite the new formatting accessibility, there are only a limited number of fonts to choose from, and if you (like us) have a favourite font, you may need to use HTML to change this.
Fonts available screenshot
“Locking” functionality
This is a particularly useful feature allowing the user to optionally lock certain components in place on the email template. By doing so, the locked components will remain uneditable when that specific template is selected for a list email.
Screenshot of the locking feature
We suggest this feature should be utilised for headers and footers we don’t want to be changed, for example, the links to privacy policies, company logo and preference centres.
Responsive Design & Preview
One of my favourite aspects of this featurein nicely with another additional feature that the new builder provides: mobile vs. desktop preview.
With this new feature - no HTML experience is needed! AND, just to make things a little easier for the users, we now have the ability and flexibility to view and alter components in either the “Desktop” or “Mobile” view, without having to worry about rendering tests!
Content Management System (CMS) Capabilities
The CMS is an essential part of the new Email Builder because egypt country code this is where Pardot users will store all content for building emails! As Salesforce CMS will be fully integrated and embedded into the Salesforce user experience, this puts an end to the pesky workarounds and limited storage Pardot users have struggled with!
The new CMS is a great new addition, it's fast, flexible and allows for even more control over how and where content is presented.
If you have not used CMS before, you must have a workspace and channel set up to use images in the new email builder. For more information on how to set up a workspace & channel, please click here.
Alternatively, if you already have used CMS and have a workspace and channel created, just click Select Channel located under File Hosting on the Pardot Email Setup page to continue.
Selecting a channel under file hosting Screenshot
After this has been selected, we can manage the permissions by selecting the Use CMS with Email Templates and Email Content’ permission set and selecting the “Manage Assignments” option.
This simply means adding the users we would like to have these permissions as enabled e.g. Marketing Users. Select the users that will have access to this feature and click save.
How to manage permissions Screenshot
Now, the setup steps are out of the way we can focus on what you came here for… what this feature allows you to do for your Pardot email marketing!
Design Functionalities
As the name suggests, the new drag-and-drop email builder has been created with design functionalities in mind for the non-developer user. With this in mind, I have detailed some of my favourite new additions.
Undo button
One of the most underrated new additions with email builder is the “Undo Button”, a simple yet, much appreciated feature!
Undo button screenshot
Preheader
We are now able to enter the preheader text as a standard field when editing an email template in Pardot Lightning. Again, this simple yet effective upgrade allows us to view and amend without modifying HTML code!
How to enter preheader screenshot
Buttons!
Not only can we drag and drop a button onto an email template, but we are able to customise it without HTML! This exciting feature allows users to change the formatting of the button with ease to represent your brand accurately.
How to customise buttons Screenshot
It is key to note that despite the new formatting accessibility, there are only a limited number of fonts to choose from, and if you (like us) have a favourite font, you may need to use HTML to change this.
Fonts available screenshot
“Locking” functionality
This is a particularly useful feature allowing the user to optionally lock certain components in place on the email template. By doing so, the locked components will remain uneditable when that specific template is selected for a list email.
Screenshot of the locking feature
We suggest this feature should be utilised for headers and footers we don’t want to be changed, for example, the links to privacy policies, company logo and preference centres.
Responsive Design & Preview
One of my favourite aspects of this featurein nicely with another additional feature that the new builder provides: mobile vs. desktop preview.
With this new feature - no HTML experience is needed! AND, just to make things a little easier for the users, we now have the ability and flexibility to view and alter components in either the “Desktop” or “Mobile” view, without having to worry about rendering tests!
Content Management System (CMS) Capabilities
The CMS is an essential part of the new Email Builder because egypt country code this is where Pardot users will store all content for building emails! As Salesforce CMS will be fully integrated and embedded into the Salesforce user experience, this puts an end to the pesky workarounds and limited storage Pardot users have struggled with!
The new CMS is a great new addition, it's fast, flexible and allows for even more control over how and where content is presented.
If you have not used CMS before, you must have a workspace and channel set up to use images in the new email builder. For more information on how to set up a workspace & channel, please click here.
Alternatively, if you already have used CMS and have a workspace and channel created, just click Select Channel located under File Hosting on the Pardot Email Setup page to continue.
Selecting a channel under file hosting Screenshot