SOP 12Draft — pending review

Build email content and manage files

Images, text, buttons, links and the footer, organized and accessible.

Purpose and outcome

Why it matters. Clear content and tracked links drive clicks, which are a stronger signal than opens.

Expected outcome. An email with a prominent primary action, working links, alt text and an intact footer.

When to use it

  • Editing any email body.

Prerequisites and access

  • Approved images and copy.

Suggested roles (not yet approved): Marketing Coordinator

Instructions

  1. 1

    Upload approved images into the correct community folder in Files.

    From training· ~48:30
  2. 2

    Click the text, image, button or section you want to change.

    From training· ~50:00
  3. 3

    Place the main call to action near the top.

    From training· ~1:12:30
  4. 4

    Link the logo and relevant images to the website.

    From training· ~51:00
  5. 5

    Check maps, addresses, phone numbers and social links.

    From training· ~53:00
  6. 6

    Add alt text to every image and keep key details as live text.

    Recommended practice
  7. 7

    For video, use a linked thumbnail image.

    From training· ~1:02:00
  8. 8

    Leave the footer and subscription links in place.

    Recommended practice

Call-to-action examples

CTA

View Available Homes

CTA

Explore Floorplans

CTA

Register for the Opening

Custom HTML

An email built in custom HTML must be edited in HTML; it doesn’t work in the drag-and-drop editor.

Caivan example

Training reviewed another builder’s email where buttons at the bottom got no clicks. For Caivan, put “View Available Homes” in the first screen and use specific verbs.

Completion checklist

0 of 5 complete

Common mistakes and troubleshooting

Send warning about a social link.

A social icon has no URL. Add it or remove the icon.

Sources and items needing confirmation

Needs confirmation
  • Folder structure in Files.
  • Approved social links.

Account configuration described in training reflects September 28, 2026 and may have changed.