Note: Locked emails are not supported in composer for email.
Locked emails are created by organization administrators and include restricted content blocks. Marketing users can only edit areas that are specified as editable.
You can use a locked email when you want to ensure that certain areas of your email remain constant or untouched, such as your logo or privacy policy, while other areas remain editable. Locked emails are helpful when you need to:
- Ensure consistent branding.
- Simplify CAN-SPAM compliance.
- Reduce risk exposure to litigation.
- Provide an intuitive, web-based editing interface.
There are several terms that are specific to locked templates.
Master locked template
Used to create the published locked template.
Published locked template
Use a published locked template as a master template for an organization. Published locked templates cannot be sent.
Editable locked template
Also known as a quick compose email, the editable locked template is a copy of the published locked template and remains in the user's private folder. It can contain areas that are restricted from editing and editable areas. You can send locked editable templates the same way as other emails.
Quick compose user
Can edit locked templates that are created by the web compose user (more restrictive). Quick compose users cannot create or publish locked templates, move or manage locked templates in a shared folder, export templates, save a copy, or convert a template to a web template.
Web compose user
Can create, publish, and edit locked templates.
The organization administrator:
- Enables locked template access and rights in user account settings.
- Defines which users can be web compose users or quick compose users.
- Specifies which content areas are locked.
The creator of the master locked template is responsible for publishing the master and published locked templates to a shared location. Other users are restricted to working in the editable areas of the editable locked templates. After you create your master template, you need to publish it. This produces your published locked template.
Other users open and save an instance of the published locked template, which creates an editable locked template. Marketers never change a published locked template. They can then edit the locked areas of the template through the WYSIWYG editor.
Ultimately, there is one master locked template, one published locked template, and multiple editable locked templates.
How marketers work with locked templates
You can work on the saved editable locked template over several days by opening the editable locked email that you saved. Later, when you want to create another newsletter with the same template, you use the published locked template, save a new editable template, and edit that one. Once the editable locked template is saved, it is ready for you to send.
Locked templates are available for all types of email, including autoresponders, programs, and standard dynamic content.
Deleting a locked template does not affect existing sends and does not delete templates that were previously created from the deleted locked template.
Create locked emails
Web compose users can create a locked email, add content to the email body, identify editable areas, and preview the email. When you create emails from locked emails, use the Save As option to create an email with private access. The copy remains locked.
- Go to Email > Email campaigns. Click the arrow next to Create email and choose New locked email.
- Complete the fields in the Email settings tab, and click Save.
- Click on the Email body tab, then click Import HTML to import existing content or create content in the body.
- Highlight the area in the email body where you want to create an editable area and click the Locked Template key icon.
- Configure the content layout settings in the Create Editable Areas dialog box and click Next.
- Add the text and image to the Provide Default Content dialog box and click Save. The editable content is added to your email.
- If applicable, add attachments and the dynamic content to the template.
- You can attach the contact source to this template by selecting Maintain Contact Source Association.
Preview and publish a locked email
After you create your locked email, you are ready to preview and publish it. Publish locked emails to lock down the content blocks. After the email is published, it is available for editing within the quick compose environment.
- Click the Preview tab to review the email before you publish it. You can view any warnings, perform a SPAM score check, and test any personalization in the email.
- When you're satisfied with the template, click Publish. The template is in the Email and templates view. All published locked templates have a lock icon next to the template name.
After you publish the locked email, web compose and quick compose users can edit it and send the email. The system publishes the email to your organization's shared folder. It is also available in your private folder.
Edit a locked email
You can edit a locked email or create a new locked email based on a published email. You can access published emails in the shared directory. After you publish a locked email, quick compose users can access and edit the email or create new editable emails.
To edit a locked email, complete the following steps.
- Go to Email > Email campaigns and select the published email.
- Complete the mail settings tab.
- Optional: In the quick compose field, rename the email.
- Select a contact source. The send options at the top of the email remain disabled until you select a contact source.
- Click Save. The system saves the new quick compose email in your private folder.
- In the email body, click the Locked Template key icon.
- Edit the image or text in the Provide Content dialog box. You can upload a new image or edit the text area.
- Click Save.
Campaign may insert <p></p>
tags into editable content blocks. To prevent this issue, you can insert the following code into the head or body of the HTML template:
<style type="text/css"> P {margin-top:0px;margin-bottom:0px}</style>
Any <p></p>
tags that are inserted by the locked templates are overwritten by the style, as shown in the previous example.