19 Replies Latest reply on Jan 10, 2019 12:42 PM by Sarah White

    Update to email templates

    Jeffrey Hanrahan

      I'm going to start the process of updating the copyright year for our email templates have a couple of questions.

       

      If I update the year will it reflect in the emails that I have previously sent out?

       

      If not will those emails go into draft status because of the update to the date?

       

      Thanks,

      Jeff

        • Re: Update to email templates
          Matjaž Jaušovec

          Hi,

           

          once the email is in the recipient's inbox there's no way to change it, regardless of what you do to it in Marketo.

           

          If you are asking about the email as an asset in Marketo, then, when you change the template, all emails built on it will go into the draft mode (however, your update won't be deployed even you approve them again, so basically they remain the same).

           

          However, maybe it's better to use a token for the copyright year, so you just change the value of it and you don't need to deal with templates at all.

           

          Best;m

          • Re: Update to email templates
            Erik Heldebro

            Regarding the copyright year, token is one solution (as Matjaž mentioned recently), but I would recommend using one snippet for this value.

             

            Better yet, using a snippet for the whole footer of emails (if possible) would allow you to update those parts without needing to reapprove drafts created from template updates. You can however approve multiple emails via Design Studio > Emails once this is done if you need to.

             

            If you specify a snippet section in your template you can use an ID for the snippet with mktoDefaultSnippetId that should be default snippet to use, i.e. footer/copyright value:
            <div class="mktoSnippet" id="unsubscribeFooter" mktoName="Unsubscribe Footer" mktoDefaultSnippetId="12"></div>

             

            Your email that were already sent out have already rendered the html and will remain the same, unless of course someone clicks a view in webpage link, then it would show the most recently approved version (wouldn't matter so much once it's out though).

             

            Hope this helps!

             

            /Erik

            2 of 2 people found this helpful
            • Re: Update to email templates
              Anna Leary

              I highly recommend setting up a copyright year token that lives at the highest level within your Marketing Activities. Tokens can be updated a lot easier than templates and even snippets as updating them does not put your emails into draft mode. You could even consider putting that copyright year token within your snippet.

              1 of 1 people found this helpful
                • Re: Update to email templates
                  Dan Stevens.

                  You nailed it Anna.  That's definitely the best practice: a combination of a parent token (my.year) baked within a snippet.  And we take it one step further - we have a single snippet that serves up localized/translated footer based on country:

                   

                  4 of 4 people found this helpful
                • Re: Update to email templates
                  Carrie Thomas

                  I use snippets for the footer information now.  This way I just update the one place and the date will cascade to the emails using it.

                  • Re: Update to email templates
                    Nicole Mossinger

                    If your copyright year is inside of an editable area, updating it in the email template will not result in any changes in your existing emails. You will get drafts under all emails that use the same template, but Marketo won't make any changes inside of the editable areas.

                     

                    If you ever want to update the content of an editable area, there is a trick. However, you need to be aware that this trick updates the content in ALL emails that use this template...

                     

                    If you change the ID of your editable area, and then approve the template, all emails will discard the old editable area and show the new one with the new default text in its place.

                     

                    Test and use this with caution!

                     

                    PS: I agree that a token is the easiest way to manage the copyright year. I use a {{my.Year}} token in my designs.

                    • Re: Update to email templates
                      Sarah White

                      Hi all -

                      To clarify, should the {{my.Year}} token be placed within the original template so that when a new local email asset is created from it, the token is already present? Or is the{{my.Year}} token added at the email asset creation stage?

                        • Re: Update to email templates
                          Grégoire Michel

                          You can do both.

                           

                          Adding the token directly in the template has a risk though, as if someone use the template to create an email in the design studio, the token will be empty. So make sure to set the default value for the token.

                           

                          You can also consider adding the token in the template within an editable section.

                           

                          -Greg

                          1 of 1 people found this helpful
                          • Re: Update to email templates
                            Anna Leary

                            Sarah - are you emails mostly living within Marketing Activities? If so then I don't see an issue in putting this token within the email template itself. If it's a template used to build emails within the design studio then I would be cautious as to even using tokens with default values because you would always have to remember to go edit the email template if the default value ever changed. Just a head's up.

                              • Re: Update to email templates
                                Sarah White

                                Hi Anna - we are just starting to launch our Marketo instance, so we are a bit of a blank slate. We have a custom email template that was built by an agency for us that lives in the design studio, but I imagine that most of our emails will be created or cloned within Marketing Activities. Being at the very beginning stages of our build, I was hoping to be strategic about setting up copyright dates, logos, and addresses in the footer (we will be moving campuses in 2 years) so that we can update them in one place once a year (or less frequently for logos and addresses) across all live emails instead of needing to manually update each email individually as we need to in our current system.

                                From what you're saying, it sounds like copyright year, logo, and address could live as tokens within the email template in design studio since we would be updating very infrequently while other more variable tokens should be added at the asset level within marketing activities?

                                  • Re: Update to email templates
                                    Sanford Whiteman

                                    You'll be able to create a self-updating Email Script {{my.token}} (for emails) and a self-updating Text {{my.token}} (with the equivalent JavaScript for landing pages) at the uppermost level of Marketing Activities. Neither of these will ever need to be touched.

                                    1 of 1 people found this helpful
                                    • Re: Update to email templates
                                      Anna Leary

                                      Hi Sarah - yes, that is definitely the way to go for things such as copyright year, logo, and address in the footer since it will be the same across all email templates used in Marketing Activities. And then create program level tokens within marketing activities for anything else that you want to tokenize that might change more often. I'm not sure if the template you had created allows for snippets, but snippets are also another way to create a footer that sits within an email and can also contain tokens. Snippets are used if you have more than one footer that will be used in emails (example: different office locations or compliance verbiage). Here is more on snippets in Marketo docs: Add a Snippet to an Email - Marketo Docs - Product Documentation

                                       

                                      While Sanford is correct in that you can create self-updating email script that will update the tokens, for those that are less technical or do not have technical resources then the above is a great approach!

                                      1 of 1 people found this helpful