In this post I will create a e-mail template for ECM from scratch. This article is based on a Webinar (in Dutch) I did about the Email Campaign Manager (ECM) you can see the Webinar on YouTube.

 

 

 

[youtube]hGmzaK79cvI[/youtube]

We build a custom template the same way that we build a page. First we will create the templates, than we will create the presentation components and at the end we will bind the presentation components to the template standard values. Let’s start building!

Create Basic Newsletter template

1. Open the template manager and create a new template called Basic Newsletter, Select the following base templates
/sitecore/templates/Modules/Email Campaign/Messages/Inner Content/Message Root

2. Specify the following fields :
a. Title
b. Text, set the source property to /sitecore/system/Settings/Html Editor Profiles/ Message Content
c. Header Text
d. Header Link Text
e. Footer Text

The Basic Newsletter template in will look like this:

3. Set the following standard values:

Field	Standard value
Title	Newsletter title
Text	Newsletter Text
Header Text	Are you having trouble viewing the e-mail?
Header Link	Text Please click here to see the online version.
Footer Tekst	<table width=”100%” style=”font-family: arial,helvetica,sans-serif; font-size: 11px;” border=”0″ cellspacing=”0″ cellpadding=”0″> <tbody> <tr valign=”top”> <td> <div><b>Organization Name</b></div> <div>Street</div> <div>City</div> <div>Country</div> </td> <td align=”right”> <div>This message was intended for: “$email$”</div> <div><a href=”/link to unsubscribe page.aspx” style=”color: #c73318; text-decoration: underline;”>Unsubscribe</a></div> </td> </tr> </tbody> </table>

Create Basic Newsletter Branche template

1. Create a branch template
2. Select the /sitecore/templates/Modules/Email Campaign/Messages/Pre-existing page template
3. Rename the create Pre-exiting Page branche template to Basic NewsLetter
4. Underneath the $name item create the Email Message root item based on the Basic newsletter template
5. Underneath the created Email Message root item insert a folder called Message Subjects. This folder will contain all subjects for the e-mail.
6. Remove the folder template to insert options of the Message Subject folder and add the Subject template: /sitecore/templates/Modules/Email Campaign/Messages/Inner Content/Newsletter/Subject.
7. Insert a Subject item in the Message Subject folder with the name Subject 1.

The branche template should look like this:

8. In the content tab of the $name item select in the  Web page  field the Email Message Root item:
Sitecore/templates/Branches/Modules/Email Campaign/Messages/Newsletter/Basic Message/$name/Email Message Root

INFO: The $name item will be used for showing an online version of your newsletter and the message preview within ECM.

Create the presentation components

For the basic newsletter we need a few presentation components.

Create the Basic Newsletter Layout

1. Create Basic Newsletter Layout

Insert the html-title placeholder in the <title> tag

[code language=”html”]

[/code]

Add the following table to within the <Form> tag

[code language=”html”]

[/code]

Create the rendering components

1. Create the Basic Newsletter Header rendering.
In the Developer Center select Create a New XSLT rendering. Name the rendering Basic Newsletter Header.
Copy the following code into the rendering.

[code language=”xml”]

[/code]

2. Create the Basic NewsLetter TitleAndText rendering
In the Developer Center select Create a New XSLT rendering. Name the rendering Basic NewsLetter TitleAndText.

Copy the following code into the rendering.

[code language=”xml”]

[/code]

Set the Parameters Template of the Basic NewsLetter TitleAndText rendering to templates/modules/Email Campaign/ID Source Based Parameters

Binding presentation and content

1. In the Basic Newsletter Branche template set the layout details of the Email Message Root item

For the default device;
– Set the  layout to the Basic Newsletter layout
– And add the following controls:

Control	Description	Placeholder
Set page title	Required for e-mail subject support. Also print the e-mail subject, put this control in the title tag. Preferred use is to dynamic bind this to a placeholder. Set the datasource to: sitecore/templates/Branches/Basic NewsLetter/$name/Email Message Root/Message Subjects/Subject 1	Html-title
Basic NewsLetter TitleAndText	Shows Title and Text field	email-content
Basic Newsletter Header	Print the header field, containing a link to the online version.	Email-Header

 

The dynamic binding of the controls should look like this:

2. In the Basic Newsletter Branche template set the layout details of the $name item. This will be the layout settings for the online page.

For the default device;
– Set the  layout to the Basic Newsletter layout
– And add the following controls:

Control	Description	Placeholder
Process Personalization Tokens	Processes all tokens like $name$ or $email$ in the e-mail.	email-content
Basic NewsLetter TitleAndText	Shows Title and Text field Set the datasource to: sitecore/templates/Branches/Basic NewsLetter/$name/Email Message Root	email-content
Set page title	Required for e-mail subject support. Also print the e-mail subject, put this control in the title tag. Preferred use is to dynamic bind this to a placeholder. Set the datasource to: sitecore/templates/Branches/Basic NewsLetter/$name/Email Message Root/Message Subjects/Subject 1	Html-title

 

Set the insert options

Go to the draft folder /sitecore/templates/Modules/Email Campaign/Target Audience/Drafts  and unprotect  the item.

Add the Basic Newsletter Branche template to the insert options.

NOTE: If you already created some target audiences you need to do this for the draft folder of all the target audiences.

Create a Basic Newsletter

Go to ECM select the draft folder and create a Basic Newsletter. The result should look like this:

This is a basic Newsletter from which you easily can design different more complex newsletters.

This is the first part of the How To create custom e-mail template for ECM. In part II I will add a listing to the custom e-mail template. Part II will follow in the next week.

Update: Part II can be found here: Sitecore ECM: How to create a Email template from Scratch – Part II