To configure this feature, ensure Configuring Campaign Manager is complete.

To create an email channel activity, navigate to the Add Details section of the appropriate campaign or journey.

Tiles and names for up to ten of the most recently edited email templates display. To display in this section, the approved_document__v record representing the template must meet all of the following requirements:

• approved_document_status__v = approved__v
• status__v = active__v
• One of the following object types
• email_template__v
• campaign_manager_template__v
• Respects the user's assigned products via My Setup
• The following fields must be populated:
• email_subject__v
• vault_document_id__v
• vault_instance_id__v

Thumbnails for each template display, enabling marketing users to quickly identify the correct template.

Users require Read permission to the document_thumbnail__v field on the approved_document__v object to view thumbnails.

Hovering over a template displays an option to preview the complete template, enabling users to ensure they select the correct template.

A View All tile also displays, unless all available templates already display. Select the View All tile to view all available templates. Users can perform the following actions to identify the correct template:

• Search – The following columns can be searched on:
• Approved Document Name
• Product
• Content Type
• Description
• Select a column header to sort the list of results based on that column
• Filter the following columns:
• Product
• Content Type
• Language

To select a template:

1. Navigate to the Add Details section of the appropriate campaign.

   
   

2. Preview a template by selecting the Preview button in the tile, or select the tile to immediately select the template.

   Selecting the tile skips Steps 3 and 4.

   
   

3. Use the Sender and Reply To picklists to select the appropriate email addresses. This step is only applicable when viewing a preview of the template.
4. Select the Create Email Activity button.

After a template is selected, the Add Details section and displays the selected Email Template, Subject, and the selected Sender and Reply To email addresses.

Select Edit to edit details, for example, the Sender or Reply to address, to view the selected email template, select a different template, or remove the selected template.

After selecting the appropriate template, marketing users can preview the email associated with their campaign or journey in the Add Details section to ensure the correct email template is selected, all tokens are resolved correctly, and there are no visual errors:

1. Navigate to the appropriate campaign or journey.
2. Hover over the email template image in the Add Details section.

3. Select Preview.

   

4. Use the Preview as drop-down to preview the email template as one of the first five targets in the target list.

   Any tokens in the template automatically render based on the selected target. When hovering over the template, rendered tokens display in blue, except for image tokens and tokens used in the Subject of the template.

   Hover over a rendered token to display the token name. Reset the template by selecting the blank picklist value in the drop-down. The following token types are not supported when previewing an email:

   • Sent Email Related Tokens
   • Text Tokens
   • Functionality Tokens

   Tokens referencing the user__sys object display based on the owner of the tlist__v record for the selected target.

5. Select the Desktop and Mobile tabs to preview how the email template displays in a desktop or mobile format.