Ability to create campaign templates

Comments

5 comments

  • Ruthy Lichtenstein

    I have used html templating tools with the HTML source code option in totago.

    You'll need to select the plain text template, then click on the edit HTML and paste the HTML code you have.
    It worked fine for simple designs.

    If you have many stacked layers in the original design, it will probably not look as shiny. but generally, it's never a good idea to import those, as many things can go wrong with the different design rendering.

     

    Also, while you can't "save as template", once you have an email that's designed to your liking, you can always copy that one to create the new ones. I've been doing that with dozens of emails and that created a very unified look and feel :)

    My suggestion is to create the main template in the "global" section, since you cannot copy an email from other sections onto "global", but you could easily copy from "global" to others.

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  • Kylee Graff

    I think this would be very helpful too.  I do as Ruthy described today but I can also see the benefit of being able to have custom templates we've already edited stored in the template area.  As it is today, it's much more complicated since you have to know what's been sent in the past and where it's saved.  Stored custom templates would allow more team members to create and send campaigns using approved designs without having HTML knowledge.

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  • Vijay

    Ruthy and Kylee,

     

    Thank you for your feedback. We will approaching the changes to campaigns module in a similar direction described by you. Do you currently have in house designers who design your campaigns? Who does the design? What does a typical process look like in your organization when you decide you want to send a campaign in a new template / format?

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  • Kylee Graff

    Hi Vijay -  For us, I'm responsible for the creation and design of all Totango campaigns.  Typically, I'm given a general campaign idea or text content and then coordinate with other departments on portions of the content they manage that I'd highlight or link to further.  The actual email design is up to our CS team though.   We have brand guidelines to follow and when needed, I can request additional assistance from our User Experience and Design team. 

    My process isn't anything fancy and I'm sure there are better ways but I often start with a past campaign, pull the HTML out from the preview window in the console view, then depending on the complexity will edit in your plain text template option using the source code button, Notepad++ or go to an in-house product that uses CKEditor, build and copy back to Totango.  Recently, I have run into issues (like with tables) when using outside systems and copying back to Totango so I'm not sure that that later process is sustainable long term.

    If there was greater flexibility with components and additional template options, I would rely on those more as I'm certainly no HTML expert. For example, the ability to drag/drop-in different components and sections would be fantastic and I believe is already suggested on the community pages here. 

    I'd like to emphasize though that Matt's original request would prevent me from having to keep up with all historical sends then sort through them to find a past design I know is a foundation for the new one I need.  There are certainly ones that become standard and it seems odd to always have to copy old messages or start from scratch.

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  • Ruthy Lichtenstein

    Vijay,

    I do pretty much what Kylee described.
    When I come up with a good design that other parties approve, I also like to create a "template" email (aka just an email that stays as disabled) in the "general" part, so I can have one to easily copy from.

    I only use 2-3 different designs, and the changes are with the different content - some have videos, some just text, some a gif.
    But the same template works for all :)

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