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Advancement Marketing Cloud

Creating an email

Emails are created under Content in Email Studio. All emails should be reviewed by a member of the MarComm team prior to creating a draft.

Create in appropriate folder

Select the appropriate folder for the email by expanding the folders under the main Content Builder folder.

Marketing Cloud Email Folders

Because multiple people create and send emails, it is important the emails are kept organized so others can find them when necessary. The folder names should indicate what emails should go where, but please contact Advancement IT if you have any questions.

Click “Create” in the top right corner and select “Email Message.” 

Marketing Cloud Create Email

Select a template

Select the appropriate “Saved” template and click “Select.”

mc_create_email_message-select_template1.jpg

If you do not see the templates, make sure “Template” is selected in the dropdown on the left side of the screen.

Marketing Cloud Select Template Setting

Email properties

Complete the email name and select the appropriate campaign. Click next to continue.

Marketing Cloud email properties

Naming conventions

As mentioned above, following naming conventions helps others more easily find emails. It also affects reports and analytics. The following naming convention should be used:

[two-letter name code] [date in format of yyyy-mm-dd] [Name of email]

Example: FF 2020 05-22 Incoming Parent Welcome

Important: The email name does show in the tracking links, so be subtle and sensitive in the naming of the email.

Selecting a campaign

Select the appropriate campaign for the email. If you are unsure which one to use, please contact Advancement IT.

Marketing Cloud campaign

Subject and preview text

Keep the subject and preview text short, but descriptive. Target having each one no more than 80 characters. Be aware that formatting cannot be applied to this text.

Marketing Cloud Subject and preview text

Content

The content basically consists of text, images, links and buttons. Some content blocks are already created and available for use in the Template Blocks folder. These include event registration, social follow, and footer buttons. Additional empty blocks are available for text, free form (use this if images and text will be used together), and buttons.

Marketing Cloud content blocks

For each content block, drag over a new block or click on an existing block to edit. When edits are complete, click "Done editing" to return to the main content and auto-save.

Click to learn more about each content type

Text can be copied and pasted from another source, like a Google doc. Copy the text from the source then click the area where it should be pasted. Use Ctrl-Shift-V to paste it without existing formatting.

Formatting, like bold and italics, can be added or changed using the controls on the editor. In general, stick with the defaults in place for text size, font, and color. If different colors need to be used, make them match the header graphic or consult the brand guide for acceptable colors.

Marketing Cloud text edit

If you do not see all of the formatting controls, click on the highlighted arrow.


To add a link to text, highlight the text to be linked then click the link/chain icon.

Marketing Cloud link icon

Paste the link into the form that pops up. If it is an email address, select “Email” in the Link to dropdown. Then add the link and a default subject.

Marketing Cloud Link Properties

Make sure the tracking alias is something obvious so anyone can tell what it is on a report.

Most email links should have a UTM code, unless they are one-off emails we are not concerned about tracking, such as one-time event email invitations. Please contact Advancement IT with any questions to get the appropriate UTM code.


Buttons should be treated like links in that the alias should be something obvious and useful on a report. They should also have UTM codes, unless they are not needed for the particular email.

The background and border colors should match and should be a color that matches the header image and/or is in brand. The text of the button should be in a contrasting color, usually white, to be readable. 

Marketing Cloud Button Properties


Images should be uploaded to the appropriate folder in content builder. They should also be close to the size that will be used in the email. When in doubt, make the image slightly larger than needed. 600px wide should be the max.

Be sure to provide alt text for every image.

Click the image icon to insert an image

Marketing Cloud image icon

Follow the pop-up to choose or upload an image, then complete the required property fields.

Marketing Cloud image


Note that video cannot be displayed directly in an email. The video will need to be housed on YouTube or Vimeo (MarComm can assist with reaching out to the correct contacts for this) and, if the appearance of a video is desired, an image of the video thumbnail can be placed in the email and linked to the video.

Also be aware that emails cannot have attachments. Any documents need to be uploaded to the web server and linked from the email. Please contact Advancement IT for assistance with uploading accessible documents.

Dynamic content

It is possible to dynamically display content in emails based on data. Please contact Advancement IT if this is needed for an email.

Alumni community emails

Alumni community emails have custom code (called AMPScript) in them to dynamically pull the community-specific information, like short link and leader signature. Do not change the script at the top of the email or template without first consulting Advancement IT.

CONTACT

University Advancement IT

Daniel J. Curran Place
300 College Park
Dayton, Ohio 45469 - 7051
Email