Education Email Template System

I led the design and implementation of a modular email template system for our monthly and quarterly education campaigns. My role spanned strategy, visual design, and Salesforce Marketing Cloud (SFMC) execution.

About the project

To streamline our monthly and quarterly education campaigns, I designed a flexible email template system built within Salesforce Marketing Cloud. The goal was to reduce production time, improve visual consistency, and make updates easier for both designers and marketers.

Client:

Align Education

Services:

Email Strategy and Design

The Challenge:

The existing process for building and deploying education emails was time-consuming and inconsistent. Each send required manual updates, full redesigns, and intensive QA — resulting in long turnaround times and a high margin for error.

The Process:

I started by auditing our past sends to identify recurring patterns in structure and content. From there, I mapped out a modular framework that could flex between monthly and quarterly formats. I collaborated with our marketing and localization teams to ensure the design would scale across North America and LATAM. I then built the system in SFMC using reusable content blocks and mobile-first layout logic.

The Solution:

The final product was a responsive, branded email template system that allowed teams to swap in new content quickly without needing heavy design or dev support. It included editable zones for personalization, pre-set styling, and conditional formatting for regional needs.

The Outcome:

Production and deployment time was reduced by 2 full days per campaign. The system now serves as a foundational tool for our education communications, increasing consistency, reducing QA errors, and giving internal teams more autonomy to execute confidently and on time.