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Salesforce’s Marketing Cloud allows you to create and sending emails to the masses or to individuals.  Because this application has a plethora of features we are going to cover them in a blog series.  This is the 3rd blog in the series.  We are going to cover how to upload images, create a template and change the template layout in the Marketing Cloud.

Uploading Images

1. From the “Email” Area
2. Select “Overview”
3. Click on “Upload Images”
4. Follow the browse wizard for adding description and uploading
   
   
5. Browse your computer and select files to upload
6. Enter “Display Name”
7. Enter “Description”
8. Select “OK”
   

Creating A Template

1. From the “Email” Area
2. Select “Overview”
3. Click on “Create Template”
   
4. Name the template
5. Pick the location to Save to
6. Select “Use template editor”
7. Select “Save”
   
8. Select “Create Banner”
   
9. Select the preferred orientation (Text only, image only, image and text)
10. Select “Image Only” for example
11. Select “Next”
    
12. Select the image from your folder
13. Select an “Image Size”
14. Select “Next”
    
15. Define properties further if needed (border color etc.)
16. Select “Next”
    
17. Review Image
18. Select “Save”
    
    Your template is created as shown below.  From here you can change color and width or you can change the Layout by clicking on the “Change” hyperlink.
     

Applying a Template Layout Change

1. Select “Overview”
2. Click on “Templates”
3. Select and open template
   1. You can pick a template from the “Recent Items” view or select a template from the “Last Modified By” drop down.
4. Select “Change” hyper link next to the “Layout” field
5. Select a new layout and select “OK”
   
6. Go back to “Overview”
7. Select “Emails
8. Open the email
9. Select “Properties”
10. Select “Apply Template Changes” in the Source Template section
    
11. Drag and drop the content from the left original layout to the right new layout
    

Need more help?  Please feel free to reach out to Antero CRM at [email protected]!