Control How Users Can Change Email Template Content

Email templates that you create in Account Engagement are editable by default. If you want users to edit only parts of a template, you can define which elements are editable. When you define at least one element as editable, the default behavior changes and any element that you don’t define as editable is locked.

Required Editions

Available in: All Account Engagement Editions
User Permissions Needed
To edit email templates: Account Engagement Administrator or Marketing role

Editing restrictions aren’t applied to emails created using the Send Account Engagement Email button.

  1. Open the Email Templates page.
    1. In Account Engagement, select Marketing | Emails | Templates.
    2. In the Lightning app, select Account Engagement Email and then Templates.
  2. Create or edit an email template.
  3. On the Building tab, click HTML to edit the source code.
  4. Insert an attribute for each element to define what users can do.
    • pardot-region lets users edit the content of an element.
    • pardot-repeatable lets users copy or move the element.
    • pardot-removable lets users remove the element
  5. To combine capabilities, nest different attributes. For example, to make a section removable and editable, use both pardot-removable and pardot-region.
    <td width="200">
    	<div pardot-removable="sidebar-1">
    	<div pardot-region>
    	<h1>Title</h1>
    	A paragraph of text
    		<a href="#">Read More</a>
    	</div>
    	</div>
    	</td>
    When combining content regions, you can only nest different attributes.
  6. To make the template available to users, click Publish to Template.

When a user applies the template, a dropdown menu appears in the corner of each editable section with the options available for that element.

Screenshot of an editable element in the editor with the dropdown menu shown.