Engage has a new way of working with emails. It is designed to help you work more efficiently, especially when sending personalized, multi-market communication. This guide walks you through what will change, what stays the same, and how you can start preparing today.
Here’s a quick comparison between the old and new email workflow:
| Feature | Classic workflow | New workflow |
|---|---|---|
| Module creation | Need to be coded | Create and style your own modules |
| Email creation | Use modules and insert content | Use modules and smart paste content |
| Localization | Duplicate emails | Built-in multi-market-language support |
| Product feeds | Custom logic/XSLT often required | Standard-based, per marketing group |
| Automations | One flow per market | One email activity for all markets |
| Reporting | By single email | By single marketing group variant |
What stays the same
You will not lose anything when the new workflow becomes available. You will still have full access to your old emails and automations, and you can continue using the existing email editor while migrating to the new solution. The new email design studio runs in parallel, so you can switch over gradually without interrupting your current setup. Reports will include both emails sent from the new and old workflows—no separate dashboards or tools are required.
What you need to plan for:
Set up your marketing groups
Marketing groups are the foundation of the new email workflow. They define how you want to communicate with your different regional audiences—based on attributes like country and language. These groups help Engage automatically send the correct email variant to each contact and apply the right dynamic content, links, currency formats, and more.
To prepare, you need to review how you localize your emails today (e.g. by market, language, or pricing), and set up marketing groups for each region or audience you need.
If you are only sending emails to one market, in one language, you can use the Default marketing group. Just make sure you customize it with the correct language, time zone and product feed for your market.
Each contact must belong to one marketing group. To be able to assign them correctly, every contact must have a country code included in their contact information. If you want to segment by language, make sure to use Engage’s standard language attribute, and not a custom one.
More detailed articles about Marketing groups will be available very soon.
Make sure product feeds use standard formats
To display prices with the right symbols and number formatting, the system needs to understand what’s actually a price. Standard tags like price, sale_price, name are recognized automatically, so you don’t need to adjust anything manually. Following the standard means you won’t need custom fixes (like XSLT) to get your product data to appear correctly.
Build your new template and module library, using your custom style
The new email design studio is built around reusable templates and modules. This fundamental difference means that emails from the classic email editor can not be migrated to the new design studio automatically.
You will need to create templates for your different types of emails in the new design studio. Once you have created your template for e.g. newsletters, that template can power multiple market versions of that email—no need to design separate emails for each region.
Modules are the building blocks you use inside those templates, such as banners, product sections, or footers. You will have access to Starter modules from Voyado to help you get going. When you have customized them according to your brand and style, you can save them as Team modules, and they will be available for your team to use and reuse in emails.
We recommend that you start by creating team modules for parts of emails that you frequently use, and maybe share between types of emails, like header banners and footers. You can then reuse them in all new templates you create.
As you create modules, you will need to customize the Styles of buttons, headlines, links etc, to align with your brand's graphical profile. Voyado will provide you with predefined styles, ready for you to customize.
If we use buttons as an example, you will define the button size, color, text color, text font, padding and more, in the style of the button. Styles are synchronized, so any changes you do to a button style will reflect on the modules where the button style is used.
This initial setup will take a bit of work, but once done, it will significantly speed up your workflow—especially when working across multiple markets.
Rebuild emails for automation
Each email in your current automation flows needs to be manually recreated using the new design studio. Once rebuilt, replace the old activity with a multi-market email block. That way, you can send one email activity with different variants for each market, instead of having separate branches per country or language.
Adjust analytics and reporting
With the introduction of multi-market emails, each localized variant of an email is tracked individually in reporting and data exports. Instead of relying on naming conventions (e.g. “Newsletter_w16_Sweden”) to identify markets, reports will now directly reference the Marketing Group each variant was sent to. This makes it easier to analyze performance per region and understand exactly which version of an email a contact received and interacted with. Depending on how you currently use and report email data, you might need to make adjustments on your end.
Suggested transition plan
We recommend a phased approach so you can get started without pressure:
- Start with marketing groups. Define how you want to localize your communication. Begin by setting up groups in draft mode so you can use them when building emails and modules—even before they’re active.
- Build core templates and modules Focus on your most-used email types first, like newsletters or welcome flows. Use starter modules to speed up creation.
- Switch one email type at a time Start by using the new design studio for manual sendouts (like newsletters), then gradually move over your automated emails.
- Review your product feeds Ensure your product feed uses standard tags (like price and sale_price) so everything displays correctly in dynamic modules. If you are currently using a custom fix for your product feed, please reach out to Voyado support.
The classic editor and the new design studio will be available side by side for now. You can continue using the old setup while gradually transitioning to the new one. We won’t deactivate the classic editor until all customers are ready.
Working with several brands
You can use several brands if they share styles, team modules and templates. But if your brands do not share any modules, it can become messy to manage. If you want to do this, it is recommended that you start with one brand, to learn how to work with the design studio, so when you want to work with several brands it will be easier to manage.
Officially separating styles and module by brand is however on the product roadmap.
Article last reviewed
Comments
0 comments
Please sign in to leave a comment.