Understanding the Versioning of Email Template
Versioning within the design of email templates is an essential process that enables designers and developers to systematically create, test, and deploy email templates in a controlled and organized manner. This process typically involves three distinct environments: Draft, Testing, and Publishing. Each environment serves a unique role in the lifecycle of an email template.
Draft Environment
The Draft environment represents the initial phase of
designing and developing email templates. Here, designers and developers have
the freedom to create and modify templates according to specific preferences or
requirements. This environment acts as a sandbox, allowing the integration of
various elements from the system without affecting live templates.
Testing Environment
Once a template is finalized in the Draft environment, it progresses to the Testing phase. This stage is critical for ensuring the template's functionality and compatibility. In this environment, templates are set to read-only mode, and the following key tasks are performed:
- Functionality Testing: Ensures that all components of the email, such as links, images, and dynamic content, function as intended.
- Compatibility Checks: Verifies that the email is displayed correctly across various email clients (e.g., Gmail, Outlook) and devices, including smartphones and tablets.
- Feedback and Revisions: Provides stakeholders an opportunity to review the template and suggest any necessary revisions before deployment.
Publishing Environment
Environment Navigation
Users can seamlessly switch between all three environments to check the status of the email template they are working on. By simply clicking on the desired environment or hovering over the top-left corner of the environment area, they can select and display the corresponding environment.
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