Use delivery templates work-with-delivery-templates
For an accelerated and improved design process, you can create delivery templates to easily reuse custom content and settings across your campaigns. This functionality enables you to standardize the creative look and feel, in order to be quicker in executing and launching campaigns.
A template can include:
- The folder and execution folder of the template. The folder is the location where the delivery template is saved. The execution folder is the folder where deliveries created based on this template are saved.
- Typologies,
- The sender address,
- An audience, including control groups,
- Custom content,
- Personalized fields and conditional content,
- Links to mirror page and unsubscription links,
- Other delivery properties, such as resource validity, retry parameters, or quarantine settings.
Access and manage delivery templates access-manage-templates
To access the content template list, select Campaign Management > Deliveries from the left menu, and browse to the Templates tab.
All the templates that were created on the current environment are displayed.
You can filter content templates on channels and folders. You can also set advanced filters by building a rule using delivery attributes. Learn more on the query modeler
To edit a template, click the desired item from the list. From there:
- You can modify its content, properties, audience and any offers attached to it.
- You can also test your template. Learn more
To delete or duplicate a template, select the corresponding action from the More actions menu, either from the Templates list or from a template edition screen.
Create a delivery template create-a-delivery-template
To create a delivery template, you can:
- Duplicate an existing template - Learn more
- Convert an existing delivery into a template - Learn more
- Create a delivery template from scratch - Learn more
Duplicate an existing delivery template copy-an-existing-template
Campaign comes with a set of built-in templates for each channel: email, push, SMS. The easiest way to create a delivery template is to duplicate and customize a built-in template.
To duplicate a delivery template, follow the steps below:
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Browse to the Templates tab, from the Deliveries left menu. Learn more
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Click the More actions button to the right of the desired template name, and select Duplicate.
You can also select a template from the list and select this option from the template edition screen.
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Confirm duplication.
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The new template dashboard opens in the central screen. Edit the template settings as needed.
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Click the Review button to save and review your template. You can still edit all its settings, delete and duplicate it.
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Test the template rendering if needed. Learn more
The new template is added to the Templates list. You can now select it when creating a new delivery.
Convert a delivery to a template convert-an-existing-delivery
Any delivery can be converted to a template for future repeated delivery actions.
To save a delivery as a template, follow the steps below:
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Browse to the Campaign management > Deliveries menu.
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From the Browse tab, click the More actions button to the right of the desired delivery name, and select Copy as a template.
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You can also select a template from the list and select this option from the template edition screen.
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Confirm duplication.
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The new template dashboard opens in the central screen. Edit the template settings as needed.
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Click the Review button to save and review your template. You can still edit all its settings, delete and duplicate it.
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Test the template rendering if needed. Learn more
The new template is added to the Templates list. You can now select it when creating a new delivery.
Create a new delivery template create-a-new-template
To configure a delivery template from scratch, follow the steps below:
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Browse to the Templates tab, from the Deliveries left menu. Learn more
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Click the Create template button.
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Select the channel you want to use for your template.
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The built-in delivery template for that channel is used by default to help you build your own template. Use the dedicated button to the right of the selected channel to select another template if needed.
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Click the Create template button again.
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Define the template properties, audience and content depending on the selected channel.
note note NOTE Learn more about delivery channels and how to design respective contents in the sections below: -
Additionally, for email templates, advanced settings, such as typology rules and target mappings, can be accessed via the Settings button located on the top right of the screen. Learn more
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Click the Review button to save and review your template. You can still edit all its settings, delete and duplicate it.
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Test the template rendering if needed. Learn more
The new template is added to the Templates list. You can now select it when creating a new delivery.
Test a delivery template test-template
You can test the rendering of any delivery template, whether created from scratch or from an existing content. To do so, follow the steps below.
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Browse to the Templates tab through the Campaign management > Deliveries menu and select any template. Learn more
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Click the Simulate content button on top right of the screen.
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Select one or more test profiles to check your email rendering. You can also select real profiles from your database. Learn more on test profiles
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Toggle between the different profiles to get a personalized representation of the message according to the selected profile. You can also adjust the zoom level and choose the desktop or mobile view.
Learn more on previewing content
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Close the window to go back to the template edition screen.