Marketing and support project type

Connect your content platforms to localize landing pages, email, marketing campaigns, knowledge bases and more!

Alex Terehov avatar
Written by Alex Terehov
Updated over a week ago

By using the Marketing and support project type you can import, translate, and export content to Contentful, Contentful Native, Webflow, Iterable, Marketo, Freshdesk, Contentstack, Ditto, Hubspot, Intercom Articles, Salesforce CRM, Salesforce Knowledge, Storyblok, WordPress, Zendesk Dynamic Content, Zendesk Guide.

This project type helps translate landing pages, blog posts, emails, articles, user guides and all other content coming from the connected platforms.



Zendesk Guide

Project type differences

The Marketing and support project editor is distinct from the Web and mobile project editor in several key ways:

  • These projects operate on the concept of entries, such as blog posts or email templates, each typically consisting of multiple translation keys.

  • The editor supports integration with a single content or customer support application.

  • A distinctive header within the editor delineates the keys for each entry.

  • It maintains the original layout, formatting, and embedded images.

  • Separate keys are generated for different text elements like headers and paragraphs.

  • Direct modifications such as adding or removing keys and paragraphs are not permitted within the Lokalise editor. Instead, any layout changes must be made in the connected third-party service and then reimported into Lokalise, where translations will be retrieved from the translation memory.

  • The keys appear in the same sequence as they do in the uploaded entry, and the editor lacks a Sort button.

  • Modifications to key names, descriptions, and similar attributes are not possible.

  • Unlike regular content operations, content management is handled through a specific tab that allows for synchronization with the connected application.

Getting started

To get started, open your projects dashboard, click New project, and choose the Marketing and support option:

Enter the project name, choose the base language (the one you'll be translating from), one or more target languages (the ones you'll be translating into) and select a content integration you will be connecting to.

Please note that you should add the exact locales as you have in the third-party platform. For example, if you have en-US locale in your content management system, you should select en_US locale in Lokalise (dashes and underscores can be used interchangeably):

Once you are ready, click Create project.

Add the credentials required for the chosen integration. Here is an example for Iterable:

After setting the connection up, Lokalise will start collecting content available for translation. It might take several minutes.

Importing content

Please be aware that Lokalise converts formatted content into HTML when importing from various content sources, including Marketo, Salesforce, Iterable, among others. This conversion occurs irrespective of the content's original format. For detailed information on how this process works and for guidance on customizing HTML parsing rules, we recommend consulting the relevant article.

Proceed to the Content management tab and to see the list of content available for localization. The content refresh should start immediately; otherwise, click Refresh:

On the Available for import view, choose one or more items and click Import to Lokalise. You'll be presented with the following dialog:

Choose the languages to include in the import operation.

Tick the Overwrite existing keys option if you want to update existing translation keys

Importing will happen in the background, and once the operation is completed, you'll see the following notification:

Click View activity if you want to see how many keys were created.

Now you can return to the Editor and perform translations as usual, or create tasks for your translators.

If you upload multiple language versions of the same entry, and they contain minor layout differences (for example, some paragraphs are missing), Lokalise still will try its best to properly align the content without creating any weird extra keys. Learn more about this behavior in the corresponding document.

Editor overview

The project editor allows you to perform translations, review content and add new languages.

Each entry is represented by related fields. For example, an email on Iterable contains subject, preheader, and several body keys. Editing, searching, and applying bulk actions is possible across multiple files simultaneously.

Long HTML content will be segmented. For example, suppose we have the following email on Iterable with a relatively long body:

Then, on Lokalise you'll see the following keys:

This is convenient because translators can work on individual phrases rather than on a huge pieces of text.

Entries are ordered by the upload datetime (with the most recent files being shown first). Keys have a fixed order and are sorted the same way as they appear in the original entry.

Selecting entries for the editor

An entry is a single entity exported from the third-party system (for example, Iterable). Click the Entries button in the top menu to open the Entries widget:

Here you can see two different email templates, and both are currently displayed in the editor. Each email, in turn, is composed of multiple translation keys.

By using the Entries widget, you can:

  • Show and hide entries in the editor. Please note that if you've chosen to hide an entry, its content will be excluded from searching.

  • Delete files from the project by clicking on the trash bin icon next to the entry.

    • Please note that it will take several seconds to delete an entry and no progress indicator will be shown.

  • Search for specific entries.

  • Sort entries in the entries selector.

    • Please note that this sorting won't be applied to an order of entries in the editor.

Exporting content

Once you are done editing translations, you can export them back to the connected app. To achieve that, proceed to the Content management tab:

Switch to the Imported tab and pick one or more entries to export:

Then press Export:

Choose one or more languages and then press Export again:

This is it!

Marketing and support projects in the dashboard

Marketing and support projects are displayed in a similar way to Web and mobile and Ad hoc documents projects in the dashboard:

Here you can see the overall progress of your project as well as that of the languages.

However there are a few differences from a software projects:

  • You can track the progress of each entry in the project separately. Click on the entry name to view its content.

  • To the left you'll see the currently enabled apps for this project (Iterable in the example above).

  • There's no button to download translations as content will be sent back to the Iterable.

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