Template content governance
Within many Marketing organizations, there are content professionals that design email campaigns. A given design can be used as a foundation for custom account journeys across the organization. To ensure adherence to approved content designs, you can use content governance features to lock template components. With content locking activated in the email template, marketers can alter only the permitted elements to keep it aligned with the content strategy.
For example, you might lock the header and footer that is designed for brand communications continuity. You could also lock the column that contains the main body section, but allow authors to modify the text so that it meets their purpose within the account journey design.
Activate content governance for the template
After you use the visual designer to author the structural and content components for your email template, enable governance and apply specific content locking as needed.
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In the visual designer, access the layers/containers and elements using the Navigation tree.
Click the Navigation tree icon (
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In the tree, select the root Body component.
The properties panel to the right of the canvas displays the Settings tab by default.
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Enable the Governance option.
With this option enabled, the default Mode is Read only. With this mode set at the root level, all elements in the template are locked. The tree structure on the left displays the Read only icon (
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To enable specific content locking within the template, change the Mode to Content locking.
With this mode set at the root level, all elements in the template are unlocked. The tree structure on the left displays the Content locking icon (
To allow journey email authors to add structural or content elements, turn on Enable content addition. Choose the type of additions that you want to allow:
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Allow structure & content addition - Choose this option if you want to allow authors to add both structural and content elements.
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Allow content addition only - Choose this option if you want to allow authors to add only content elements.
With this mode set at the root level, all elements in the template are locked. The tree structure on the left displays the Read only icon (
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Apply locking to a structure
Using the structural inheritance model, plan the layout and structure of your email template according to the governance that you want to apply. Use the structural components as containers to group items in ways that make them easy to designate as locked or editable. When the email template design is in place, review the structure and apply locking features according to your plan.
Applying a lock type at the structure level provides a default setting for its child components. You can then apply a specific locking setting at the column or content element level as needed.
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Click the Navigation tree icon (
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Select the structure in the tree.
The properties panel to the right of the canvas displays the Settings tab by default.
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Set the Lock type:
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Locked - With this setting, all child components are locked by default. The tree structure on the left displays the Read only icon (
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Editable - With this setting, all child components are editable by default. The tree structure on the left does not display icons next to the child components.
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Set locking for a child component
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Select the component in the tree.
The properties panel to the right of the canvas displays the Settings tab by default.
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Enable the Use specific locking option.
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Choose the type of governance to apply:
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Editable - Allows full editorial control of the component during email authoring.
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Editable content only - Allows email authors to change the content, but not the component itself.
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Locked - Prevents any changes to the component during email authoring.
For a locked component, you can allow the removal of the component during email authoring by turning on the Allow delete option.
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