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When your subscription gets access to the new Email Editor 2.0, it will be turned off by default.

Before You Turn on Email Editor 2.0

As of the Spring ’16 Release, emails and email templates within your subscription now have a version number. The version can be found in the asset’s summary page.

By default, all of your existing emails and email templates will be marked as v1.0 if they were created either prior to the Spring ’16 Release, or after the release when Email Editor 2.0 is disabled. When you enable Email Editor 2.0, you will see the following behavior:
  • When you create a new email, the Email Template Picker will display and you'll be able to choose from either a v1.0 or v2.0 email template. Email Editor 2.0 is backward compatible, so using a v1.0 email template is an option. Email Editor 2.0 can create and edit emails using v1.0 or v2.0 templates.
  • Email Editor 1.0 will only be able to edit v1.0 emails or create new emails from v1.0 email templates.
  • Whenever you create or edit an email with Email Editor 2.0 enabled, the resulting email will always be marked as v2.0 (even if you used a v1.0 email template).
  • If you enable Email Editor 2.0 then later disable it, v2.0 emails and email templates will not be editable in Email Editor 1.0.
If your subscription has v1.0 emails before enabling Email Editor 2.0 (which it should!), you will experience the following behavior based on the asset's current state:

Approved - Clicking “Edit Draft” with Email Editor 2.0 enabled will create a v2.0 draft of the approved email. If you then approve the v2.0 draft, the approved state of the email becomes v2.0 and there is no way to revert back to v1.0.
Draft - Clicking “Edit Draft” with Email Editor 2.0 enabled will automatically mark that draft as v2.0. At this point, it would not be possible to discard and revert to v1.0 because there is no approved version of the asset. 
Approved with Draft - Clicking “Edit Draft” with Email Editor 2.0 enabled will then automatically mark that draft as v2.0. Because of this, there is also no way to revert the draft back to v1.0. If you previously made changes you wanted approved as a v1.0 email, it must be done beforehand when Email Editor 2.0 is disabled.

If your subscription has v1.0 email templates before enabling Email Editor 2.0 (again, it should!), you will experience the following behavior:

Approved - Clicking “Edit Draft” with Email Editor 2.0 enabled will create a v2.0 draft of the existing email template.
Draft - Clicking “Edit Draft” with Email Editor 2.0 enabled will automatically mark that draft as v2.0. At this point, it would not be possible to discard and revert to v1.0 because there is no approved version of the asset. 
Approved with Draft - Clicking “Edit Draft” with Email Editor 2.0 enabled will automatically mark that draft as v2.0. Because of this, there is also no way to revert the draft back to v1.0. If you previously made changes you wanted approved as a v1.0 email template, it must be done beforehand when Email Editor 2.0 is disabled.

If you approve an email template that was previously v1.0 (in any of the above states) with Email Editor 2.0 enabled, you will see the following behavior:

For existing v1.0 emails that were using the (previously v1.0) template:
Approved v1.0 email – A v2.0 draft will be created for this email, still using the newly approved v2.0 template. It will also receive any template changes.
Draft v1.0 email – The draft will remain v1.0 until you click “Edit Draft." After that, it will be automatically marked as v2.0 and receive any template changes.
Approved with Draft v1.0 email – The draft will remain v1.0 until you click “Edit Draft." After that, it will be automatically marked as v2.0 and receive any template changes.


For existing v2.0 emails that were using the (previously v1.0) template:

Approved v2.0 email – A v2.0 draft will be created for this email, still “using” the newly approved template, and will receive any template changes.
Draft v2.0 email – The draft will remain as-is (v2.0) and receive any template changes.
Approved with Draft v2.0 email – The draft will remain as-is (v2.0) and receive any template changes.

 

Caution

If you ever approve the v2.0 draft of a v1.0 email template, the template will become v2.0. There is no way to revert it back to v1.0.

Things to Note
  • Approved emails are never changed.
  • Approved Email Templates are never changed.
  • If any campaign is sending an approved email, and you turn Email Editor 2.0 on or off, nothing is impacted. The approved version (v1.0 or v2.0) of the email will still be used as expected.
  • Turning on/off Email Editor 2.0 simply controls the “editing mode” and what version you'll be using when editing an asset. Approved assets are never modified and are available to any Marketo program, smart campaign, etc.
  • In a few rare cases, a v1.0 Email can't be opened in Email Editor 2.0. If this occurs, discard the draft and contact Marketo Support. If you must urgently edit this asset, switching back to Email 1.0 should work as a short-term workaround.

How to Turn on Email Editor 2.0

Ready to try it out? Here we go!

Admin Permissions Required

1. From My Marketo, click Admin.

2. Click Email.

3. Click Edit Email Editor Settings.

4. Select New, check Enable Marketo Starter Templates (optional), and click Save (alternatively, selecting "Legacy" turns Email Editor 2.0 off).

Note

If you don't enable Marketo Starter Templates, the only templates you'll see are the ones in your Design Studio.

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