Salesforce Marketing Cloud | Email Overview and Templates

This email overview and templates training video is available to users of Salesforce Marketing Cloud as a resource to review training content provided in BuckeyeLearn.

This 45-minute video course is a recorded Salesforce Marketing Cloud demonstration session for Ohio State University email senders. See how to navigate SFMC while revisiting important concepts from the Introduction to Email video series. Watch the steps to build an on-brand email template, then learn how to make an email from the template.

Email Overview and Templates [Recorded session]

After completing the BuckeyeLearn SFMC Email and Overview training above, these resources will help you plan, build, and personalize emails in SFMC.

1 Preflight Email Checklist

The checklist is a tool for planning bulk email communications. Follow the checklist before sending an email from Salesforce Marketing Cloud (SFMC). Every email sent under The Ohio State University umbrella represents the brand.

Preflight Email Checklist

2 Email Campaign UTM Code Tagging and Naming Convention Guidelines

This page contains details about the naming convention for emails within Salesforce Marketing Cloud, that align to the UTM code tracking for Google Analytics. UTM codes are the appended details to the links within an email that record page views for the web pages.

Email naming convention and UTM tagging

3 Email Accessibility Standards

Email accessibility is very important for those using screenreaders and assistive technology to ingest the content. Font size, color combinations, image quality and supportive coding practices are all part of accessibility.

Email Accessibility Standards

4 Branded email templates

This page is where you can find the available branded templates and modules. The information can be used to view current branded email templates available in Salesforce Marketing Cloud. The HTML template code is available for the modules and full templates. This code can be used in other bulk email platforms. Consistent branding in email presents a united brand experience to our constituents. Please reach out to the Email and Automation team with any questions.

Branded email templates

5 Brand color guide for digital use

Ohio State's primary color palette — scarlet, gray and white — should be used across touchpoints. Accent colors should not be used for decorative purposes. Additionally, accent colors should not be used as a predominant color or primary way to identify a school, center, institute or department.

Brand color palette instructions for all digital applications

6 Apply personalization to email content in SFMC

The details below are about integrating email personalization in Salesforce Marketing Cloud for your email content. We start with definitions and move on to a list of comment merge tags/AMP script/personalization attributes available in SFMC.

Email content personalization guide

If your team is interested in adding dynamic content blocks to emails in SFMC, there is a course in BuckeyeLearn. See the training guide or search BuckeyeLearn for "Salesforce Marketing Cloud (SFMC) - Intro to Dynamic Content".