Creating/Editing the Content of a Marketing Email

To manage the content of a marketing email:

1. Navigate to Partner Marketing > Emails.
2. Find the email whose content you want to design, and click on it to open it for edit.

3. Click Edit Content to open the WYSIWYG Page Editor, where you can manage the content of the email.

   

4. [Optional] If you’re editing the email’s content for the first time, choose a template for the email. The Choose Template window contains a library of Beefree templates (Library), a set of Unifyr's common email templates (Default), and any legacy templates that were created for you (Legacy).

   Note

   If you're working with legacy templates, you may find a different content editing environment from the one described in this article. For information about the legacy editor, see the Partner Marketing - Email (using Legacy Templates) course in CustomerONE.

   If you’ve saved your own templates, they’re available in the Saved tab of the window. For more information, see Saving a Marketing Email as a Local Template.

   

   If you don’t want to use a template, and want to create the content of the email from scratch, click the X button in the top right of the window. You can also select the Blank template from the Default tab.

5. If you’re editing existing content, you may have unsaved changes from previous sessions. You’re prompted to save or discard them:

   

6. Update the subject line for the email by clicking the pencil icon next to Subject at the top of the page. Replace the default subject Email Subject with the subject line you want to use, then click Save.

   The subject line is the short introductory text of an email that shows up in the recipient's inbox with the sender’s email address.

   

7. Add or edit content using the Content, Rows, and Settings menus. We recommend starting with the Settings tab to set your global preferences first. Once you set global settings, you can change the settings of each content block individually as you add them.

   For more information about the blocks and properties available in the menus, see Content/Formatting/Display Options for Supplier-Created Marketing Content.

   The Unifyr Email/Page Editor is powered by Beefree - see here for some useful information resources:

   • Beefree Academy - Designing in the Beefree Builder
   • Beefree's YouTube channel

   Any field you provide in your email can be updated/personalized by the partner before they send the email to their customers. If you want to prevent a user from updating content you’ve provided, toggle the Unlocked/Locked setting for the block in the Content tab of the editor. For more information, see Restrict Editing of Content in a Marketing Email / Landing Page.

   

8. To include a link to a collateral asset, place your cursor in the required place then click More > Link to an Asset. You can then choose the asset you want to link to the email.
9. If you want to link a landing page to your email, and gate the email’s content (for example a collateral asset or an event registration) to users who complete a form, see Associating a Default Landing Page with a Marketing Email.
10. If you want to include a placeholder for a partner logo, see the Adding an Autogenerated Partner Logo to a Marketing Email / Landing Page.
11. [Optional] Click Send Test to send a sample of the email to a selected email address. For more information, see Testing the Content of a Marketing Email. 
12. Click Save or Save and Close when you’ve completed the email’s content.
13. If your email is associated with a Unifyr landing page, you can create/edit/format its content too. Go to Partner Marketing > Landing Pages and open the landing page you want to edit.

Remember to publish the email to make it available to your partners. For more information, see Publishing and Unpublishing Marketing Emails. You must have configured a thumbnail, a description, and content for an email before you can publish it.