Yesterday, Marketo began rolling out the new Email Editor and Template system. Quite a few others have already written in detail about it. Marketo’s docs are fairly clear as well.
Template provider Knak.io sent a notice regarding the Email 2.0 rollout process that everyone should pay attention to:
“When you switch to the new editor, all of your existing (v1.0) templates go into draft mode. If those templates are reapproved, Marketo converts them to v2.0 and it is impossible to revert them back to v1.0. This means that if for some reason you are not happy with the new editor, or it is not able to produce code that is conducive to fully responsive templates, you would not be able to revert the templates back to their original state.” – Pierce Ujjainwalla
To handle this rollout for your team, I recommend testing and training in your Sandbox first. If you do not have a Marketo Sandbox available, please consider carefully training your Designers and Marketers before switching on Email Editor 2.0 in Admin > Email > Email Editor. The biggest impact here is on Templates that were created before you turned on Email 2.0. Be very careful about editing Templates or re-approving Templates with a 2.0 Draft.
Email 2.0 addresses many of the shortcomings of last year’s Email Editor update as well as new features we’ve been clamoring for. Here’s what I’m excited about as I prepare a giant Template Update this year:
- Built in Pre-Header Text – no more asking for special code. This enables Gmail and other viewers to display a short text to entice leads to open your emails.
- Improved Editor and Section Designer – Modules! This is essentially Guided Templates for Email – add and remove sections you want, or don’t. This feature also enables human friendly section names and enhanced handling of image, video, and rich text components. The options include “snippitization” where you can designate a section for a Snippet. And now that Snippets no longer throw all your assets into “Approved w/ Draft” mode, you can easily scale up Footers globally much faster.
- Template Picker – this includes templates from Marketo’s Library and your Library in a nice previewer that takes the guess work out of the picture.
Marketo is also recommending turning on Rich Text Editor when using Email 2.0. My bet is you already turned this on last year, but in case you did not, do so when switching to the upgraded Email system.
Stay tuned for more on Email and Landing Page Template planning and design.
Image Credit: Marketo.