Access and manage content templates access-manage-templates
Access content templates access
To access the content template list, select Content Management > Content Templates from the left menu.
All the templates that were created on the current sandbox - either from a journey or a campaign using the Save as template option, either from the Content Templates menu - are displayed. Learn how to create templates
The pane on the left allows you to organize content templates into folders. By default, all templates are displayed. When selecting a folder, only the templates and folders included in the selected folder are displayed. Learn more
To find a specific item, start typing a name in the search field. When a folder is selected, the search applies to all content templates or folders in the first level of hierarchy of that folder.
You can sort content templates by:
- Type
- Channel
- Creation or modification date
- Tags - Learn more on tags
You can also choose to display only the items that yourself created or modified.
Use folders to manage content templates folders
To easily navigate your content templates, you can use folders to organize them more effectively into a structured hierarchy. This enables you to categorize and manage the items according to your organization needs.
-
Click the All content templates button to display all the items previsously created without the folder grouping.
-
Click the Root folder to display all the folders created.
note note NOTE If you have not created folders yet, all the content templates are displayed. -
Click any folder inside the Root folder to display its content.
-
Upon clicking the Root folder or any other folder, the Create folder button displays. Select it.
-
Type a name for the new folder and click Save. The new folder displays on top of the content template list inside the Root folder, or inside the folder currently selected.
-
You can click the More actions button to rename or delete the folder.
-
Using the More actions button, you can also move the content template to another existing folder.
-
Now you can navigate to the folder that you just created. Each new content template you create from here is saved into the current folder.
Edit and delete content templates edit
-
To edit a template content, click the desired item from the list and make the desired changes. You can also edit the content template properties by clicking the edit button next to the template’s name.
-
To delete a template, select the More actions button next to the desired template and select Delete.
[Limited Availability]{class="badge informative"} Display templates as thumbnails template-thumbnails
Select the Grid view mode to display each template as a thumbnail.
When you update a content, you may have to wait a few seconds before the changes are reflected in the thumbnail.
Export content templates to another sandbox export
Journey Optimizer allows you to copy a content template from one sandbox to another. For example, you can copy a template from your Stage sandbox environment to your Production sandbox.
The copy process is carried via a package export and import between the source and target sandboxes. Detailed information on how to export objects and import them into a target sandbox are available in this section: Copy objects to another sandbox