Creating Content for Email Builder
Content Creators can use PromoMats or MedComms to create and manage content for Email Builder grids. This content is available to end users when they select an Approved Email template with Email Builder functionality.
Email Builder functionality consists of a CRM Email Module defining the content in the Email Builder grid, and an associated template to render the grid. Content creators define what text is available for each of the cells of text, and can optionally add Email Builder rules to define dependencies between the cells. This allows content creators to create one Email Builder per theme instead of maintaining multiple email templates.
Who can use this feature?
- Content Creation Users — Browser
- Creating Content for Email Builder
- Users require an Approved Email license and access to PromoMats or MedComms
Creating Content for Email Builder
Content Creation Users
For detailed instructions on creating Email Builder content modules and associating them with templates, see the PromoMats documentation.
The Email Builder rules defined in PromoMats or MedComms must include at least one cell from each of the available Email Builder grid columns.
Email Builder does not support multiple products. Content creators cannot associate multiple products with Email Templates containing lookups to the Email Builder, or with Email Fragments that are looked up by the Email Builder Cells.
The Approved Email process syncs the content to Vault CRM so end users can select templates associated with an Email Builder grid to easily compose approved emails.
The {{insertEmailFragments}} token should not be used in Email Builder templates because it allows users to add documents not defined in the Email Builder configuration.
