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Use Loyalty Management Content Blocks to Create Emails and Email Templates
Create emails and email templates that provide members personalized information about their activities.
Required Editions
| Available in: Lightning Experience in Enterprise, Performance, Unlimited, and Developer Editions that have Loyalty Management and Marketing Cloud enabled. |
Before you use the content blocks to create emails, ensure that you’ve created the required data extensions.
To preview and test email templates created using content blocks, create these sendable custom data extensions:
| Content Block | Required Data Extensions Fields |
|---|---|
| Campaign Promotion and Tier Upgrade |
|
| Loyalty Accrual Transactions and Loyalty Redemption Transactions |
|
Important When previewing an email template, ensure that merge fields resolve the
information provided by sendable data extensions. When trying to preview Contact object fields,
specify the Contact ID that’s mentioned in the sendable data extension and not the Contact ID
mentioned in Salesforce Platform. When previewing a person account record, specify the
associated Contact ID that’s mentioned in the sendable data extension.
Complete these steps to create an email template using one of the Loyalty Management content blocks:
- From Content Builder, click Create.
- Click Email Template | From Existing Template.
- Select an email template, and then click Next.
- From the Custom section of the Blocks tab, drag a Loyalty Management content block onto the content area of the editor.
-
If you dragged the Loyalty Campaign Promotion or the Loyalty Tier Upgrade content block,
select these fields:
- Loyalty Campaign Promotion: Campaign and Promotion
- Loyalty Tier Upgrade: Loyalty program, Tier group, and Tier
- Click Next.
-
Select one of these content types:
- Rich Text: Allows you to add the text content for your email. For example, you can add Loyalty Management field content as merge fields, added by the data extensions that you created.
- Button: Allows you to add buttons to your email.
- Add text to your email.
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After you create your email, click Done Editing.
Note You can save an email as a template. Click Save as on the top right of the pane, and then click Save as Template. - Save your changes.
- Define your email template, and then save your changes.
Preview, test, and then save your email by using Journey Builder, Automation Studio, or Email Studio.
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