I updated this blog on 6/20/2021 to incorporate the Summer 2021 enhancement. Now, Salesforce provides a default CDN domain for your salesforce instance, making the Email Builder set up fast and easy.
Glad to see that you are ready to set up the new Email Builder, the future of email sending in Pardot.
The Email Builder allows marketers to create basic, drag-and-drop email templates.
Setting up Pardot Email Builder
If you prefer videos, watch me set up the Email Builder in 10 MINUTES! Grab some popcorn and enjoy!
To start, go to Salesforce, choose Setup, and in the QuickFind Box type Email Setup.
Follow the predefined steps.
If you are missing the prerequisites, you’ll need more time. Here’s what you need:
• Enable Pardot for Lightning
• Complete Connected Campaigns to sync Pardot and Salesforce campaigns
• Turn on Handlebar Merge Language (HML)
(Contact me if you need help in any of these areas.)
2. Grant Admin and User Access
Next, click on “Create Permission Set” and assign the new permission set to the correct users.
Once you create the permission set, you need to choose Manage Assignments and add the necessary marketers to the new permission set.
3. Configure CMS for Email
CMS stands for Content Management System, and it streamlines image storage for the Email Builder.
Enabling CMS involves two steps: Setting up the CMS and selecting the channel for the email builder.
Before you start, you need to do a little planning.
Here are five questions to ask your team:
>Who needs access to the email builder and CMS?
>What do you want to name your CMS workspace?
A workspace is the primary organizing and security principle in CMS. The workspace holds your images and defines which users are allowed access. You cannot delete workspaces, but you can rename them. I suggest a name like “Images.” More on workspaces here.
>What do you want to name your CMS channel?
A channel lets you share content in your CMS workspace with other endpoints. You can create channels to connect to the Pardot email builder and other destinations like Pardot Landing Page Builder, Commerce Cloud, Marketing Cloud, Heroku or other third-party site using APIs. I suggest a channel name like “Pardot.” More on channels here.
>What role do you want to assign your marketers in CMS?
You have two options:
Content Admin – This role has full access to the workspace and can manage contributors, languages and sharing.
Content Manager – This role has full access to the workspace
You have a choice of 18 different languages.
Go back to Salesforce > Setup > Email Setup, and select “Open CMS.”
Now that you have answers to your planning questions from an earlier step, you can breeze through the CMS set up with the wizard. (High five!)
The first step is going to the CMS Workspace and selecting “Create Workspace.”
STOP! PAY ATTENTION HERE!
You still need to add the domain to the channel. Go to the App Launcher and select CMS Channels.
Choose “Edit” on the right.
Select Domain on the left and “Enable Domain.” Choose the appropriate domain in the dropdown.
NOTE: You need to have My Domain set up for the default CDN domain to appear. Go here to set up My Domain. (Older Pardot instances may not have this enabled.)
Select a channel to use when designing email content
Go back to Salesforce > Setup > Email Setup and choose “Select Channel.”
This is the easiest step! Choose your channel in the dropdown.
You’re Done! Now you can add images to your new CMS workspace!
4. Folders and Enhanced Sharing
One more thing! Make sure that you have folders and enhanced sharing enabled.
In Salesforce, go to Setup > Lightning Email Templates
Go back to Salesforce>Setup and type “App Manager” to add the new items to your navigation. Here are the steps:
Then go back to your Pardot for Lightning app. Add Email Content and Email Templates to your navigation bar with three steps:
Select “Add to Navigation” and “Save.”
You should see the new items on your navigation bar at the top.
If the CMS is set up correctly, you should be able to select “Salesforce CMS” in the email template tab when adding images. If it’s still grey, something is still missing and you should review the set up instructions.
Other helpful Email Builder blogs: