Create content templates create-content-templates
There are two ways you can create content templates:
Once saved, your content template is available for use in a campaign or a journey. Whether created from scratch or from a previous content, you can now use this template when building any content within Journey Optimizer. Learn how
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Changes made to content templates are not propagated to campaigns or journeys, whether they are live or draft.
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Similarly, when templates are used in a campaign or a journey, any edits you make to your campaign and journey content do not impact the previously used content template.
Create template from scratch create-template-from-scratch
To create a content template from scratch, follow the steps below.
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Access the content template list through the Content Management > Content Templates left menu.
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Select Create template.
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Fill in the template details and select the desired channel.
note note NOTE Currently all channels are available except Web. -
Choose a Type for the selected channel.
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For Email, if you select Content, you can define the Subject line as part of your template. If you select HTML, you can only define the content of the email body.
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For SMS, Push, In-App and Direct Mail, only the default type is available for the current channel. You still need to select it.
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Select or create ÃÛ¶¹ÊÓƵ Experience Platform tags from the Tags field to categorize your template for improved search. Learn more
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To assign custom or core data usage labels to the template, you can select Manage access. Learn more on Object Level Access Control (OLAC).
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Click Create and design your content as needed, the same way you would do for any content inside a journey or a campaign - according to the channel you selected.
Learn how to create content for the different channels in the following sections:
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If you are creating an Email template with the HTML type, you can test your content. Learn how
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Once your template is ready, click Save.
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Click the arrow next to the template name to go back to the Details screen.
This template is now ready to be used when building any content within Journey Optimizer. Learn how
Save content as content template save-as-template
When designing any content in a campaign or a journey, you can save it for future reuse. To do this, follow the steps below.
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From the message Edit content screen, click the Content template button.
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Select Save as content template from the drop-down menu.
If you are in the Email Designer, you can also select this option from the More drop-down list on top right of the screen.
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Add a name and description for this template.
note note NOTE The current channel and type are automatically filled in and cannot be edited. For email templates created from the Email Designer, the HTML type is automatically selected. -
Select or create an ÃÛ¶¹ÊÓƵ Experience Platform tag from the Tags field to categorize your template. Learn more
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To assign custom or core data usage labels to the template, you can select Manage access. Learn more.
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Click Save.
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The template is saved into the Content Templates list, accessible from the Journey Optimizer dedicated menu. It becomes a standalone content template that can be accessed, edited and deleted as any other item on that list. Learn more
You can now use this template when building any content within Journey Optimizer. Learn how