THE EMAIL DESIGN TOOLKIT

Design emails that go to work for you.

From crafting your email strategy to launching seamless journeys, we’ve compiled tips and best practices to help you create consumer engagement at scale.

 

STRATEGIZE

Develop your email plan of action.

Know your audience, set clear goals, and develop a content strategy to make the most of your email messaging.

 
 

Discover Trailhead and get on the path to delivering real marketing ROI, faster.

 

DESIGN

The right content is the key to great email design.

Engage your audience with effective envelope and body content.

 
 

Send email optimized for any screen resolution or email client by using responsive design.

 
 
 

Hit send once. Fit any device.

Automatically tailor messaging, CTAs, and interactive content for different screen sizes.
 

Design to inspire engagement.

Create fluid, liquid, scalable, adaptive, and truly responsive designs powered by live content — although this sometimes requires building two versions of the email.
 

Start with coding.

CSS3 media queries are added to the email to detect screen size. Then, styles are overwritten to adjust text size, frame width, and image size for a more usable experience.
 

Send a single email that functions well across a range of screen sizes with mobile-optimized design.

 
 
 

Keep it simple.

Use a single-column format for images and copy. Occasionally, a two-column grid looks nice but may not render as well.
 

Make it easy.

Use large text, optimized images, and buttons with plenty of space. The mobile user should be able to read and navigate comfortably.
 

Be navigation-friendly.

Do not use hover, mouseover, or other interactive effects that are difficult or impossible on touchscreens.

Here are some ideas to help build a mobile-first responsive email.

 

Cut your content.

Keep content brief and organized. Content blocks work well to keep messages focused and easy to scan.

Set image properties.

Limit large images and graphics by specifying height and width. Use ALT tags and background colors to account for image blockers.

Mind the fold.

Keep important messages visible above the fold (about 150 pixels high for mobile and 350 pixels high for desktop).

Focus on mobile.

Once you have the meat of mobile-first email design, tailor interactive content and CTAs for other screen sizes.
 
 
 
 

Find more mobile-first email design examples in our Email Swipe File.

 

DELIVER

Send every email with confidence.

Find your way into consumers’ inboxes and avoid the spam and junk folders.

 

ANALYZE

Test emails to optimize performance.

Collect and analyze data about subscribers, your send results, and your tests to enhance the performance of your email strategy.

 

ELEVATE

Evolve your email strategy as you grow.

Connect your email strategy with your entire cross-channel customer journey.

 
 

Elevate your email strategy to increase engagement with your brand.

 
 

Know the consumer experience.

Take inventory of all other touchpoints consumers experience across your company’s channels, including social media, SMS, website, app, and even sales and service interactions.
 

Assess the role of email.

Observe how email fits into each individual’s consumer journey. Identify any opportunities to improve experiences in awareness, acquisition, onboarding, engagement, retention, and advocacy.
 

Inform your adjustments.

Test the consumer’s journey before you push it live. With user testing, adjust and optimize the journey before your subscribers actually experience it — to give your team the best chance at success.
 

GUIDED TOUR

Explore email and cross-channel marketing solutions firsthand.

Questions? We’ll put you on the right path.

Ask about Salesforce products, pricing, implementation, or anything else. Our knowledgeable reps are standing by, ready to help. Or check out our “Pricing and Packaging Guide” to learn more.