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Creating Co-Branded Emails

Last Updated: Jun 08, 2017 12:22PM EDT
Co-branded emails allow you to create a single email and syndicate it to many partners. These emails utilize marketing assets that are pre-loaded in partner accounts such as company information and logos. Once you have created and made an email available for partners, they are able to pull the email into their account as a Ready Made Email.

 
What will I find in this article?
1.  Email Creation
From the Program Manager select the Tactics tab then choose the Email tab.



This loads the email library.  All previously created emails will be listed.  To access an existing email simply select the name of the email. To copy an existing email place a check in the box and select Copy. To create a new email click New Email.
 


Choose your content source. You have a few options:
 
  • Copy previous email: Makes an exact copy of a previously created email.
     
  • Template library: Select a template from your existing library. The content library contains all previously created templates.
     
  • New Content: Create new content from scratch. This lets you set up all of the campaign options, tracking, leads, content, etc. yourself starting from an empty template.



By selecting New Content it loads the campaign setup screen. In the fields provided, give the email a name, description and campaign variables. It is important to note that recipients of the email will not see this information as it is internal only.



When finished click Save at the bottom of the page.

 
2.  Content Building
Use the content editor to its fullest capabilities. You can adjust font sizes and colors as well as insert links and images. By placing the mouse over each icon in the toolbar of the editor it will tell you specifically what that option does. HTML can be directly entered by selecting the Source button in the editor. When creating content It's important to utilize the [MarketAsset] merge fields. These merge fields are replaced with the partners information when the email is executed. Additional information regarding Market Assets is covered in section 4 of this article.

When finished building content enter a subject and click Save.




Your email can be edited using one of the following two methods:
  • Content Editor: The content editor provides full access to customize the email as required. You can adjust font sizes and colors as well as insert links and images. By placing the mouse over each icon in the toolbar of the editor it will tell you specifically what that option does. After you have finished building your content enter a subject line into the Subject field and select the Save button located at the bottom of the page.

  • Template: With a few clicks, you can add or change images or text, and translate the content within the template without interfering with the integrity of the overall design. These email templates are based upon the template discussed in the article on Point & Click Templates.

Content that can be modified has a red serrated square in the surrounding area. By placing your mouse over that area, a pencil icon appears. 



If you prefer to view all editable fields directly, you can do so using the Table View Edit option. This will display all editable fields in a list format. To the right of the listed fields is a preview of your email.



To modify that section click on the Pencil icon. In the new window, simply enter the new content into the field(s) provided to update the content.



If the section you are modifying requires an image to be replaced click the Choose File button and locate the image on your computer. When finished, select the Save button at the bottom of the page. The image will automatically resize to fit within the target location.



When finished modifying this section click Save at the bottom of the window. You can then move on to edit the next section of the email.

Once you have made all needed changes to the content, click Save & Refresh Preview at the top of the page to generate the email with the changes.
 
​​3.  Market Assets
As mentioned previously, market assets let you merge different types of content into tactics. As long as the market asset is setup and the proper information is provided on the partner account it merges the content automatically. Common types of market assets are company logos, vendor logos and address information. After the marketing asset is created StructuredWeb generates a unique merge field that can be placed within the content of the marketing tactic. 

To review the list of existing market asset select the Assets tab. If you need to create additional market assets review the Creating Market Assets article.



Adding the Market Asset to the email content is simple. Find the desired asset and copy the specific merge field from bracket to bracket. Return back to your email content and paste the merge field in your desired location.  It is important to note that Market Asset merge fields are case sensitive and must be added exactly as shown.



 
4.  Linking
When creating marketing tactics you can hyperlink call to actions to the landing pages located on the local account using Website Links. When those tactics are pulled into the local account it is already hyperlinked to the correct page. This eliminates the process of creating a manual link to the page/form every time the user wants to use that specific tactic.

When using the template editor, links are designated with a chain link icon instead of a pencil. Click the chain link icon to edit the link.



Click Website Links.



Search for your landing page. When you've found it, click Insert link.



Click Save to register your changes.

If you are working with a content editor email, highlight the text or select the image you want to attach the link and choose the Website Links button located in the editor toolbar.



This loads a list of pages previously created.Utilizing the categories on the left side of the window browse and locate the landing page you want to link to and choose the Insert Link button.  



Select the Save button when finished to register your changes.

In order for your link to the landing page to work, that page must also exist on the partner's own account. To ensure the partner has their own customized version of the landing page it can be attached on the Landing Pages tab of the email. 



Type the name of the landing page associated with this email into the Content Search box and click the page you'd like from the results.



This ensures that the partner will have the landing page on their account and that the links within the email will work when the email is selected from your library.

 
5.  Quality Assurance
It is highly recommended to test new content that is made available in the library. This provides you with an accurate preview of the email and lets you resolve any issues you might experience such as missing assets. To appropriately test content you must login to a test account load the email.  For detailed instructions review the Emails - Ready Made article.

 
6.  Activate
When the content of the email is ready you can make the email available to partners from the Settings tab of the email. The system will generate a preview image and thumbnail by default. However, if you want to upload a preselected preview image on the Settings tab of the tactic.



Click Choose File next to Add a thumbnail to select the thumbnail image you would like to use from your computer. Note that the thumbnail image must be 200 x 150 pixels and in eitherjpg, gif, or png format.

To activate the email and make it available to partners, select Yes for Would you like to make this message available for pulling from the managed library? If you have multiple programs on the top-level account, check the program(s) that should have access to the email.



Once the programs are chosen content can be further filtered to partners by selecting Yes under Would you like to limit access based on account profile fields: 



Select the appropriate profile fields that the tactic should be available for by placing a check next to their name. Click Save when finished.
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