Work with content templates content-templates
For an accelerated and improved design process, you can create standalone templates to easily reuse custom content across Journey Optimizer campaigns and journeys.
This functionality enables content-oriented users to work on templates outside campaigns or journeys. Marketing users can then reuse and adapt these standalone content templates inside their own journeys or campaigns.
For example, a user within your company is in charge of content only, and therefore has no access to campaigns or journeys. However, this user can create an email template that your organization’s marketers will be able to select for use in all emails as a starting point.
You can also create and manage content templates using APIs. For more on this, refer to the Journey Optimizer APIs documentation.
➡️ Learn how to create and use templates in this video
Access and manage templates access-manage-templates
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
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.
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To edit a template content, click the desired item from the list and select Edit content.
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To delete a template, select the More actions button next to the desired template and select Delete.
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.
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 Adobe 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 as 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 Adobe 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
Test email content templates test-template
You can test the rendering of some of your email templates, whether created from scratch or from an existing content. To do so, follow the steps below.
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Access the content template list through the Content Management > Content Templates menu and select any email template.
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Click Edit content from the Template properties.
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Click Simulate Content and select a test profile to check your rendering. Learn more
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You can send a proof to test your content and have it approved by some internal users before using it in a journey or a campaign.
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To do so, click the Send proof button and follow the steps described in this section.
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Before sending the proof, you must select the email surface that will be used to test your content.
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Use content templates use-content-templates
When creating content for any channel (except Web) in Journey Optimizer, you can use a custom template that you either:
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Created from scratch using the Content templates menu. Learn more
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Saved from an existing content in a journey or a campaign using the Save as content template option. Learn more
To start building your content with one of these templates, follow the steps below.
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Whether in a campaign or journey, after selecting Edit content, click the Content template button.
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Select Apply content template.
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Select the template of your choice from the list. Only templates compatible with the selected channel and/or type are displayed.
note note NOTE From this screen, you can also create a new template using the dedicated button, which opens a new tab. -
Click Confirm. The template is applied to your content.
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Continue editing your content as desired.
How-to video video-templates
Learn how to create, edit, and use content templates in Journey Optimizer.