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Using CM templates in mailings

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Chapters "What is Content Manager?" to "CM templates" describe the individual components of the CM templates and how they are structured hierarchically. This chapter shows you how to use CM templates for your mailings. Just as for “classic” template, you must first tell OpenEMM which CM templates are to be used for what mailings. The procedure for CM mailings templates is somewhat different, these differences mainly being in the Content submenu in the mailing detail view.

Please note: To assign a CM template to a mailing, at least one mailing must be stored in OpenEMM. You can find out in chapter "Creating a new mailing" how to create a new mailing.

Click on the entries Mailings and Content manager in the navigation bar and then CM templates to call an overview page of available CM templates. Switch to the detail view of the CM template desired by either clicking the Name or the Edit symbol. In the tab Assign to mailing you do exactly that – you inform OpenEMM what mailing should use which CM template.

Fig. 10.21:  In OpenEMM you can assign each CM template to one or more mailings.

Fig. 10.21:  In OpenEMM you can assign each CM template to one or more mailings.

You can assign each CM template to one or more mailings (if available). To do so, place a tick behind the corresponding table entry and accept your settings by clicking on the Save button. Mailings that operate using classic templates cannot have a CM template assigned to them, because it is not possible to use both template variants in parallel in one mailing.

Now you can allow your creativity full rein and create a mailing based on a CM template. To do so, proceed as follows:

1.In the navigation bar, click on the Mailings button and select the mailing that you would like to assign a CM template via the Content Manager.
2.OpenEMM now displays an additional list for further mailing settings. Note that you can still change all the details of the mailing – but not the assigned CM template.
3.Now switch to the Content tab with a mouse click. Here you can see at a glance how a CM template differs from a conventional template. In the main window, the system shows the content defined in the CM template. In addition, on the right-hand side of the window you see a sidebar showing those content modules you remove from the mailing (until you leave the content tab). You can navigate through these easily using the arrow buttons above and below the sidebar.
Fig. 10.22: OpenEMM shows the content of the CM templates. The right-hand bar shows all the available content modules that you can additionally integrate into the mailing.

Fig. 10.22: OpenEMM shows the content of the CM templates. The right-hand bar shows all the available content modules that you can additionally integrate into the mailing.

4.You are completely free to arrange the content module within the mailing as you wish. Each of the content modules shown in the sidebar can be integrated into the mailing by clicking on the Plus symbol. The placing of the module within the mailing is carried out using the arrow buttons. Click on the Delete symbol to remove a content module from the mailing. OpenEMM notes the current arrangement of the content module when you click the Save button. You can limit each content module to a target group by using the Target group field, so that not all recipients receive the same content module.
5.The content module that has been added to the mailing can also be filled with contents. If you click on the Edit symbol of the desired content module, OpenEMM switches to the Content Manager submenu Content module, opening the corresponding input mask there. Proceed as described in chapter "Content modules".
Please note: If you have already defined the structure of the content module for your mailing and want to fill a specific content module with contents, do not forget to Save it first. Your changes will otherwise not be accepted.

If you have finished the layout of your mailing and confirmed this with Save, you can configure further settings for your mailing. To do so, proceed as described in chapter "Mailings - Sending out newsletters".