A company's branding rarely changes and content within the header and footer usually stays the same. A header usually contains a logo, navigation, and perhaps contact information. A footer often contains a secondary navigation, contact information, store address, links to social media, privacy policy or terms and conditions, and most importantly, a link to unsubscribe. While this information rarely changes, it's reused throughout all of your campaigns. This makes it difficult to update in the future whether there's a change to the content, such as adding or removing a navigation or social media link, the links themselves, or updates to branding, such as a logo change or color and font changes. Previously, every message across lists and campaigns would need to be accounted for, until now! Using saved content to create a header and footer will make updating your header and footer a one-time change that applies everywhere!

SETUP

Set up your Saved Content header and footer first. Do this by following the below steps.

1. Navigate from the home menu to Authoring.
2. Go to Content & Media.
3. Then Content Library.
4. Within your shared folder, click the ⭐ to begin creating Saved Content.
5. Enter a Name.
6. Organize your Saved Content appropriately.

NOTE: If your header and footer differ for different types of campaigns, specify the campaign either within different folders or with unique names. Examples could be Marketing Header, SCA Header, and Transactional Header. Note: Only the Shared folder will allow the Saved Content to be used across multiple lists. All other folders will be specific to the list you're currently on.

After the header and footer are created, you can create a template. Templates are used as a starting point for the style and layout of campaigns. The body content of a template is intended to be updated with each send. Create a template by following the below steps.

7. Navigate from the home menu to Authoring.
8. Go to Content & Media.
9. Then Templates. Create a template with the Saved Content header and footer and templated body content.

HTML

  1. Within the HTML tab, click Saved Content Library.
  2. Navigate to your Saved Content header and footer.
  3. Copy each of the Saved Content tags.
  4. Paste them into the appropriate place within the HTML markup.

LISTRAK COMPOSER

  1. Drag and drop the Saved Content component onto the canvas.
  2. Click Browse Saved Content.
  3. Select your Saved Content.
  4. Click Insert Content.

UPDATING SAVED CONTENT

  • When updating Saved Content from the Content Library, all templates, messages, and conversations where the Saved Content has been applied will be updated. 

NOTE: Republishing a conversation is not required when a change to Saved Content is made, which is awesome!

  • Saved Content can be renamed and moved between folders within the Content Library without impacting future changes.In HTML, the tag will be updated to account for the new name, however tags previously placed in messages will not be updated. This still will not impact changes. Tags do not need to be updated.
  • To ensure Saved Content can be used across lists, make sure it's stored in the Shared folder within the Content Library. 

NOTE: Moving Saved Content out of the Shared folder prevents Saved Content from working across lists.

USE CASES

  • Header: Create a header that includes a logo and navigation, and perhaps contact information.
  • Footer: Create a footer with secondary navigation, contact information, store address, links to social media, privacy policy or terms and conditions, and most importantly, a link to unsubscribe.
  • Product Recommendations and Predictive Content: Placing Product Recommendations and Predictive Content in Saved Content makes it much easier to update item and article layouts. Recipes can be updated without modifying the markup, but item and article design changes require changes to the link and image source.

REMINDER...

  • When personalization tags are used in Saved Content, data should be consistent and available on every list where Saved Content is used. The default value will be shown when data is not available. 
  • Dynamic content must be inserted on a message-level basis.
  • You can add Predictive Content to Saved Content by copying from the Advanced tab in the solution.
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