Creating An ExactTarget Email: A Step-by-Step Guide

Creating An ExactTarget Email: A Step-by-Step Guide

Meaghan Kelly

Trouble creating an email in ExactTarget?
Follow this step-by-step guide from our support team!

Creating an email will be done in the Content section of your account. The folders in the left window correspond to the different content areas you can build to put together your email. They will hold any information you create or upload. More folders can be added and labeled to organize your content by right clicking and selecting “new folder”

  • My Emails: Where your completed emails are stored
  • My Templates: Where your email templates are stored
  • Portfolio: Where you can house any uploaded images, documents, etc.
  • My Contents: Where you can store frequently used blocks of content

The first step to creating an email is actually creating a template.

(If we have built you a custom template you can skip this step, if not, go ahead and click on the “My templates” link in the left hand windowpane.)

  1. Click create at the top left hand corner of your center window. The only required portion of this is the name. You will want to name your template something that you will remember later because you will be choosing this template to base your content around.
  2. The default location for your new template is the “my templates” folder but you can change that later if you would like to keep your account more organized.
  3. The “template source” is where you choose to either use the ExactTarget editor or upload your own HTML. We are going to cover using the editor so leave that option checked.
  4. Click save and you will taken to the “header editor” section

The only content you will be defining in your template is your header and the actual layout of your content boxes you would like for your email.

  1. Click on “create header” to start a header area from scratch(you can use the “retrieve header” option if you have previously stored a content area under the “my contents” folder).
  2. You will have several options for a layout including uploading your own HTML. Choosing a layout with an image will allow you to either choose from assets you have previously uploaded into the portfolio, pull in an image from the web, or upload from your computer.
  3. You also have the option to size your image, though this can be done later in the editor as well.
  4. Once you have inserted your image you will have the option to place a border around your header, choose a border color, a background color, font,padding, etc.
  5. All of this and more can also be edited in the next screen. This is where you will be entering your text if you chose a layout that included a text option. Feel free to play around with the immense amount of content styling options available to you including dynamic content, hyperlinks, and other standard features you would find in any word processing software.
  6. Once you are happy with the look of your header you can click save. This will show you what your email structure is going to look like.
  7. You again have the option to add a border around the entire email and set colors.
  8. The final thing you are going to want to look at before you save your template is the layout. There are seven different options. Choose the one that fits your purpose remembering that you will not be able to add content areas later but you don’t have to use all of the areas available to you within your template. Unused content areas will not appear in your final email. Clicking save will move your template to the folder you specified earlier.

You are now all set to start creating the content of your email.

  1. Click on the “My Emails” folder in the left window pane and then “create.”
  2. Choose the “build new email from existing template” option and click next.
  3. Choose your template from the drop down, name your email so you can find it later and also give it a subject line. You can pull in dynamic content here and all of this can be edited later on before you send as well.
  4. Click on save and you will be taken to the editor where you can begin to create your content.

Each content area has the same editing options as the header from the template creator.. You can preview your work in HTML as well as the text format using the tabs at the top right hand corner. When you are satisfied with the look of your email you can send it directly from this editor or wait for a later time. The changes you make within this editor are automatically saved as you work so you can come back to your work in progress at any time. Just browse for the email you created within the “My Emails” folder.

ExactTarget is a very powerful platform with which you can create your campaigns. We will be covering these features in later articles and would be glad to also set up training with you and your staff with our support team if you would like a more in depth look at ways to increase your deliverability, ROI, or improve subscriber interaction.

Let us know how we can help you by contacting us at Support@eroi.com

Trouble creating an email in ExactTarget?
Follow this step-by-step guide from our support team!

Creating an email will be done in the Content section of your account. The folders in the left window correspond to the different content areas you can build to put together your email. They will hold any information you create or upload. More folders can be added and labeled to organize your content by right clicking and selecting “new folder”

  • My Emails: Where your completed emails are stored
  • My Templates: Where your email templates are stored
  • Portfolio: Where you can house any uploaded images, documents, etc.
  • My Contents: Where you can store frequently used blocks of content

The first step to creating an email is actually creating a template.

(If we have built you a custom template you can skip this step, if not, go ahead and click on the “My templates” link in the left hand windowpane.)

  1. Click create at the top left hand corner of your center window. The only required portion of this is the name. You will want to name your template something that you will remember later because you will be choosing this template to base your content around.
  2. The default location for your new template is the “my templates” folder but you can change that later if you would like to keep your account more organized.
  3. The “template source” is where you choose to either use the ExactTarget editor or upload your own HTML. We are going to cover using the editor so leave that option checked.
  4. Click save and you will taken to the “header editor” section

The only content you will be defining in your template is your header and the actual layout of your content boxes you would like for your email.

  1. Click on “create header” to start a header area from scratch(you can use the “retrieve header” option if you have previously stored a content area under the “my contents” folder).
  2. You will have several options for a layout including uploading your own HTML. Choosing a layout with an image will allow you to either choose from assets you have previously uploaded into the portfolio, pull in an image from the web, or upload from your computer.
  3. You also have the option to size your image, though this can be done later in the editor as well.
  4. Once you have inserted your image you will have the option to place a border around your header, choose a border color, a background color, font,padding, etc.
  5. All of this and more can also be edited in the next screen. This is where you will be entering your text if you chose a layout that included a text option. Feel free to play around with the immense amount of content styling options available to you including dynamic content, hyperlinks, and other standard features you would find in any word processing software.
  6. Once you are happy with the look of your header you can click save. This will show you what your email structure is going to look like.
  7. You again have the option to add a border around the entire email and set colors.
  8. The final thing you are going to want to look at before you save your template is the layout. There are seven different options. Choose the one that fits your purpose remembering that you will not be able to add content areas later but you don’t have to use all of the areas available to you within your template. Unused content areas will not appear in your final email. Clicking save will move your template to the folder you specified earlier.

You are now all set to start creating the content of your email.

  1. Click on the “My Emails” folder in the left window pane and then “create.”
  2. Choose the “build new email from existing template” option and click next.
  3. Choose your template from the drop down, name your email so you can find it later and also give it a subject line. You can pull in dynamic content here and all of this can be edited later on before you send as well.
  4. Click on save and you will be taken to the editor where you can begin to create your content.

Each content area has the same editing options as the header from the template creator.. You can preview your work in HTML as well as the text format using the tabs at the top right hand corner. When you are satisfied with the look of your email you can send it directly from this editor or wait for a later time. The changes you make within this editor are automatically saved as you work so you can come back to your work in progress at any time. Just browse for the email you created within the “My Emails” folder.

ExactTarget is a very powerful platform with which you can create your campaigns. We will be covering these features in later articles and would be glad to also set up training with you and your staff with our support team if you would like a more in depth look at ways to increase your deliverability, ROI, or improve subscriber interaction.

Let us know how we can help you by contacting us at Support@eroi.com

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