How Drag and Drop Email Builder is saving my NPSP Salesforce
Having had issues with email formatting for a while, I was really excited to see email templates feature in the Winter 21 release. Whilst its possible to find release notes will tell you its only for Marketing Cloud, it is in fact, available across the board — even to NonProfit Success Pack orgs!
The new builder is unlocked via assignment of a new permission set, and is only available for new email templates. Existing templates:
Newly created templates:
Yes, we will need to re-create any old templates if we want to use the builder.
I have not found a way to amend the settings of a default element or duplicate one you created earlier, which will be a little tedious but hopefully coming in the future (at the very least let us specify the default settings of the button element!).
My Use Case: I have had issues with unintended characters showing up after hyperlinks
I would love to hear from anyone else that has had similar issues with emails composed in Salesforce rendering incorrectly in recipient’s inboxes. In our case it looks fine in Salesforce review mode, but extra ??? appear in the body of the email when recipient receives the email in Outlook.
There is a knowledge article that suggests that you check and save User’s email encoding to be Encoding ISO-8859–1 (assuming you are using English in your org):
However this didn’t help us. I am now using editable buttons created in the Drag and Drop Email Builder as a work around.
I will be creating templates with header and footer elements that won’t be editable but I will create a button for users to amend and hyperlink.
Review / Preview Bug
Amending the text on the button and adding the hyperlink works the same as with the rest of the text. In the review tab, the link is not able to be tested but it does work for the recipients.
