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Create content templates create-content-templates

There are two ways you can create content templates:

  • Create a content template from scratch, using the left rail Content templates menu. Learn how

  • When designing your content within a campaign or a journey, save it as a template. Learn how

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

NOTE
  • Changes made to content templates are not propagated to campaigns or journeys, whether they are live or draft.

  • 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

NOTE
Starting from March 2025, HTML type content templates are now deprecated. You can still use existing HTML content templates previously created in Journey Optimizer.

To create a content template from scratch, follow the steps below.

  1. Access the content template list through the Content Management > Content Templates left menu.

  2. Select Create template.

  3. Fill in the template details and select the desired channel.

    note note
    NOTE
    Currently all channels are available except Web.
  4. Select or create ÃÛ¶¹ÊÓÆµ Experience Platform tags from the Tags field to categorize your template for improved search. Learn more

  5. To assign custom or core data usage labels to the template, you can select Manage access. Learn more about Object Level Access Control (OLAC).

  6. 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:

  7. You can test your content. Learn how

  8. Once your template is ready, click Save.

  9. 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.

  1. From the message Edit content screen, click the Content template button.

  2. 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.

  3. Add a name and description for this template.

    note note
    NOTE
    The current channel is automatically filled in and cannot be edited.
  4. Select or create an ÃÛ¶¹ÊÓÆµ Experience Platform tag from the Tags field to categorize your template. Learn more

  5. To assign custom or core data usage labels to the template, you can select Manage access. Learn more.

  6. Click Save.

  7. 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

NOTE
Any change to that new template is not propagated to the content it comes from. Similarly, when the original content is edited within that content, the new template is not modified.
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