So you just joined Knak, awesome! We can't wait to help you create beautiful on brand emails.
Where to start.....
Help & Support
Live Chat - The fastest way to get help is via the chat icon in the bottom right corner of the screen. Our support team is standing by to answer your questions!
Help Center - a collection of articles and videos covering how to get started, best practices and 'how to' guides for all scenarios. https://help.knak.io/en/
Phase 1 - How to set up the basics
Most of the items you will need to initially set up your account can be found under the company settings menu.
Users - here you can invite your team members to join you in Knak. More details
Roles - each user can be assigned a role in Knak, roles will dictate what the user can do in Knak. You account will come with default roles, these can be edited and you can also create your own custom roles. More details
Integration - set up the link between Knak and your marketing automation platform so you can move emails across fast! The process to set this up will be specific to your platform. Details for Marketo or Eloqua. Using something else? Speak to your customer success manager.
Brands - define attributes like colors so you can easily add those to your emails. How to set up brands
Brands also act as a way to partition or segment your account. If you have multiple teams using Knak that don't need to see each others content, set up a brand for each team to keep things separate. How to use brands for segmentation
Image Library - Create a folder structure so each team or user has a place to store image assets. Do this early to avoid clutter in your image library. You can set restrictions on each folder so only certain people can view and edit folders. More details here.
Phase 2 - Familiarize yourself with the Knak email editor
The core of Knak is a powerful, yet easy to use editor that allows you to build any kind of email quickly and easily. Whether you're building a complete email or creating building blocks like modules or themes, the basic build process will be the same. Here are some resources to help you become a Knak building pro!
Full video - how to build emails.
Help doc - how to build an email in Knak.
Help doc - email settings, Content & Structure - How do they work.
Help doc - adding a background image
Help doc - email & Module best practice guide
Phase 3 - Build out a content library
Now that you have the basics in place its time to start building out some content. Knak recommends taking a modular approach, it gives you maximum design flexibility while still allowing you to remain brand compliant at all times.
Once built, modules can be easily dragged into any email whenever you need them. Below are the recommended steps to build out a module library
Define module categories - Set up the categories you will classify each module under. Header, Body & Footer are the recommended minimum categories. More details
Build your modules - Build out your most commonly used content as modules to be easily inserted into your emails. More details
Themes - in addition to modules, Knak allows you to build and save complete email designs called themes. If you build themes, we still recommend building modules first and creating your themes from modules. How to build a custom theme.
Phase 4 - Set up module and theme editing restrictions
Knak gives you a lot of power to set granular editing restrictions. That can help with adherence to brand guidelines and ensure emails are created only in predefined ways.
How to set up editing restrictions.
Phase 5 - Approval groups
Your account is up and running, you have a content library and team members are starting to build emails.
To ensure email creation is happening in the right way, consider implementing an approval process. Approvers would be given the chance to leave comments, request changes and ensure no email gets synced or downloaded without proper authorization.
You can set up predefined approval groups or create a dynamic approval workflow on the fly.