ZINFI UPM Guide

Email Marketing Management for Channel Partners

Set-Up an Email Template

Overview

Email marketing is a critical component of partner-driven demand generation. This module provides administrators with the tools to create and manage a library of pre-approved, co-branded email templates that partners can use. By providing these templates, the platform ensures that all partner communications align with brand guidelines and messaging, while still allowing partners to personalize specific sections to resonate with their local audience. This streamlines the marketing process for partners and maintains brand integrity for the vendor.

Selecting an Email Template for Setup

View Email Templates list
View Email Templates list

Click the Set-Up button for the "Server Widget VPN" email template.

Copying and Providing Template Details

Copy Email Template screen
Copy Email Template screen

This screen facilitates the process of copying an existing email template within the Email Marketing Management module. It displays information about the original selected email, allows for the initial naming of the new template, and provides options to customize its content and save it. This functionality is crucial for vendors to efficiently reuse and adapt marketing assets, ensuring brand consistency while enabling rapid deployment of new campaigns. The screen presents a structured workflow, guiding the user through reviewing the source template's details, providing a name for the copy, and then proceeding to content customization before final saving.

Click the "Customize Template" button to proceed with editing the content of the copied email template.

Buttons

ButtonDescription
Edit DetailsAllows the user to modify the name and other basic details of the email template.
Customize TemplateInitiates the process of editing the visual and textual content of the email template.
Save EmailSaves the newly copied email template with its current details and content.

Selected Email Information

FieldDescription
CountryIndicates the geographical scope of the original email template, in this case, 'Global'.
LanguageSpecifies the language of the original email template, here shown as 'English'.
Campaign TypeDescribes the type of campaign associated with the original template, such as 'Microsite'.
CampaignIdentifies the specific campaign the original template belongs to, for example, 'Server Widget FlexiTouch Campaign'.

Provide Details of Your Email Template

FieldDescription
Email Template NameDisplays the current name of the email template being copied. This field is not directly editable on this screen but can be modified via the 'Edit Details' button.

Customizing the Email Template Content

Co-branded email template customization view
Co-branded email template customization view

This screen displays an email template editor within the Market module, allowing users to customize the content and appearance of co-branded email campaigns. It presents a visual representation of the email layout, including vendor and partner branding, and provides a rich text editor toolbar for modifying text elements. This interface is used to prepare email templates for various marketing initiatives, ensuring they align with brand guidelines while enabling partner-specific customization within defined boundaries.