Accessing existing email templates when switching from Email editor 1.0 to 2.0

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Anonymous
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Accessing existing email templates when switching from Email editor 1.0 to 2.0

Hello!

We're planning to start using Email editor 2.0 but a bit worried before switching. Did you have any trouble accessing the templates you previously used once you made the switch? Did you have to get anything recoded, or did it automatically work?

Some advice would be highly appreciated. Thanks in advance!

Nina

2 REPLIES 2
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Level 7 - Champion Alumni

Re: Accessing existing email templates when switching from Email editor 1.0 to 2.0

Hi Nina,

The good news is you can always switch back, so I would test and try editing a few templates. I would say simple layout templates will be fine, newsletter and more sophisticated layouts will definitely require testing. Also use Litmus.com or email on acid to test.

This article from Alok is very helpful: Marketo Email Editor 2.0 – Insights you should know!

Excerpt below:

3. How can we edit our old emails in the marketing programs?
After you enable the new email editor, Marketo gives you an option to disable it and use the old editor. However, we do not recommend doing this unless you have a critical business need. While you can open your email in the new editor and try to make edits, you may see an error when trying to approve the email after the edits. If you get an error, something needs to be fixed on the template level. Unless the code on the template is updated, you would not be able to approve the email.
If you want to use your existing templates after the migration, you should get a code review done for the templates to ensure they are seamlessly supported in the new email editor.

4. What kind of templates do we need to make the full use of the new editor?
You can continue using your existing email templates once they are made compatible with the new email editor. Additionally, I would recommend getting a master email template created. Here’s an example of a master email template.
A master email template is designed to cover different modules which a marketer might need when designing a new email for a campaign. Using the master email template, you can easily hide, un-hide, or re-order the sections you need in the email. With a single master email template, you can limit the number of email templates created in your Marketo instance. Your different marketing teams from different regions can simply use the master email template to get an email layout as required, without asking for a new email template.
Most of us may feel that a marketer will have to turn off all the elements they don’t need in the email when using the template. An easy way is to create an email using the master template with all sections turned off and the marketing team can simply clone the email and turn on the sections they need.

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Re: Accessing existing email templates when switching from Email editor 1.0 to 2.0