Work with Templates
GenStudio for Performance Marketing enables content creators to produce consistent on-brand marketing content quickly using templates. A template significantly reduces the time and effort required to generate new content by providing a starting point that includes pre-configured layouts and design elements.
While GenStudio for Performance Marketing does not support the direct creation of templates within the application, you can easily design and prepare templates using popular design tools, such as ۶Ƶ InDesign, Illustrator, or Express. Once your design is complete, you can adapt it for use in GenStudio for Performance Marketing. Begin using templates by following these steps:
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Design Your Template: Use your preferred design tool to create the visual layout of your template with elements such as a preheader, headline, body, CTA, images, and footer.
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Code Your Template: Convert your design into HTML and inline CSS to ensure it is clean and responsive across various devices. Consider the accessibility guidelines to aid in reaching your maximum intended audience.
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Prepare for GenStudio for Performance Marketing: Adapt your HTML template using the Handlebars templating language. Insert placeholders to indicate where GenStudio for Performance Marketing should generate content dynamically. See how to Customize a template for GenStudio for Performance Marketing.
By following these steps, you can create professional and effective templates that are ready for use in GenStudio for Performance Marketing, enabling you to produce on-brand content quickly and efficiently.
Template elements
A template is a set of instructions defined with HTML and inline CSS that can be used to produce an email, social ad, or display ad experience. Template elements provide the structure for content creation.
The following is a list of elements that are used in templates and some details about their characteristics:
Customize template
You customize your template for use in GenStudio for Performance Marketing by inserting content placeholders, or fields, that the generative AI uses to insert content. GenStudio for Performance Marketing recognizes certain fields, such as the body field, and adheres to the channel guidelines configured for the selected brand.
Manage templates
The Templates gallery displays your inventory of templates customized for generating experiences in GenStudio for Performance Marketing. You can filter templates by the channel type, such as email, Display ads, Meta ads, and LinkedIn ads.
Add a template
Before uploading a template, ensure it is fully prepared and ready for use in GenStudio for Performance Marketing by following the Customize templates guidance.
To add a template:
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In Content, select the Templates section.
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Click Add template.
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In the Add your approved template pane, browse for the HTML template file or drag the HTML template file to the drop space. Click Next.
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In the Check detected fields pane, review the fields. Verify that you are using the correct template and that all the details are as expected.
Example Preview for an email template:
note tip TIP If the template is not correct, click Back and return to the previous step. Upload the corrected template file. Or use the template code editor to make simple corrections. -
Click Next when you are satisfied with the template preview.
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In the Provide template details and upload pane, name your template and select a Channel type.
Template name and channel type are required. Additional requirements may include:
- Meta: requires Aspect ratio
- Banner and Display ad: requires Dimensions
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Add as many details as you can to improve template identification in searches and filtering.
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Click Done.
Refresh template
Templates may include static files, such as icons or logos. Static content is not stored after creating the template preview. GenStudio for Performance Marketing continues to reference the source link provided in the template. Use refresh to update the template preview with the latest versions of these assets.
To refresh the template:
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In Content, select the Templates section.
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Click on a template for a full view and a list of details.
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Click Refresh (circling arrows) from the upper right corner to perform a refresh of all assets used in the template.
Create an experience with a template
Find and use an existing template in GenStudio for Performance Marketing to create more experiences.
To create an experience with a template:
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In Content, select the Templates section.
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Click on a template for a full view and a list of details.
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Click Create Experience (paintbrush) from the upper right corner to use the template.
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Continue to Create an experience.
Templates from AJO and Marketo
You can upload a template that you created in ۶Ƶ Journey Optimizer (AJO) or Marketo. GenStudio for Performance Marketing detects application-specific patterns and ignores them, preserving the original form for continued use in AJO or Marketo. You do not need to make any changes to the original AJO or Marketo syntax.
Recognized application patterns include:
- AJO:
{{profile.*}},{{context.*}} - Marketo:
{{my.*}},{{lead.*}},{{system.*}}
Prerequisites
- The application (AJO, Marketo) and GenStudio for Performance Marketing must belong to the same IMS Org for integration
- Users must have the “Collaborator” role (the lowest level) or higher
Next, customize your template with placeholders to indicate where GenStudio for Performance Marketing should generate content for you. Add your template to the Content repository and validate the template. Make any minor corrections using the code editor.