First call on every new SFMC engagement: do new emails go through a drag-and-drop Template in Content Builder, or do marketers paste raw HTML for each send?
The decision shapes the next two years of maintenance. Here's how we pick.
Template-based email
Built in Content Builder using drag-and-drop layout blocks. Marketers who don't code pull Content Blocks into predefined slots.
Benefits:
- No developer needed for each new email.
- Lockable content areas (header, footer, brand styles) that marketers can't accidentally break.
- One template serves many emails - update the template and every email using it picks up the change.
Template-based is the default we recommend for teams with multiple marketers and recurring email types.
HTML paste email
Developer writes the full HTML/CSS and pastes it into SFMC. Total control over layout, custom fonts, animations, anything the drag-and-drop can't express.
When HTML paste is the right choice:
- Design requirements beyond what Content Builder renders
- One-off highly customized sends (hero campaigns, product launches)
- Agency already delivers HTML files
Non-negotiable additions when pasting HTML:
- Open tracking pixel
- Physical mailing address (CAN-SPAM requirement)
- Unsubscribe link
Use SFMC's system-defined code snippets in Content Builder to insert these. Don't hand-roll them - the snippets handle format variations across send types correctly.
Mistake 1: No locked content areas
Template has a brand-correct header. Marketer drags, deletes the logo by accident, sends 200k emails with a blank top block.
Fix: when building the template, open Content Area > Properties, mark header and footer locked. Marketers see the areas but can't edit them.
Every template we ship locks at least header, footer, and primary brand colors.
Mistake 2: One template per email
Team creates a separate template for each email. Client changes brand color - now 50 templates need the same edit.
Templates should cover email types (newsletter, promotional, transactional confirmation), not individual sends. Build the template to accept varying content in its flexible slots; keep header, footer, and style rules centralized.
Rule of thumb: if you have 50 emails but only 5-10 templates, you're doing it right. If each email has its own template, the refactor is overdue.
Hybrid approach
On mid-complexity engagements we often use both:
- Templates for recurring sends (weekly newsletter, triggered welcome, transactional)
- HTML paste for high-design hero campaigns that ship once
Content Blocks built in one mode can be reused in the other. A "shared footer block" works in templates and HTML pasted emails alike.
Quick decision table
SituationUseRecurring newsletter sent weeklyTemplateMarketing team of 5+ peopleTemplateOne-off hero campaign with custom designHTML pasteTransactional confirmationsTemplateBrand guidelines are strict, design simpleTemplate with locked areasAgency delivers full HTML per sendHTML paste
Takeaway
Templates with locked content areas are the default for almost every engagement. HTML paste is for the 10% of sends where design requirements exceed Content Builder's capabilities. Getting the split right at account setup saves the client team from a year of template sprawl later.
Setting up SFMC Content Builder for a new client? Our Salesforce team designs template libraries with locked brand areas and reusable Content Blocks on production engagements. Get in touch ->
See our full platform services for the stack we cover.