Use delivery templates

Last update: April 11, 2025

CREATED FOR:

  • Beginner
  • User

To accelerate and improve the design process, create delivery templates to reuse custom content and settings across your campaigns. This functionality standardizes the creative look and feel, enabling quicker execution and launch of campaigns.

A template includes:

  • The folder and execution folder of the template. The folder is the location where the delivery template is saved. The execution folder is the folder where deliveries created based on this template are saved.
  • Typologies,
  • The sender address,
  • An audience, including control groups,
  • Custom content,
  • Personalized fields and conditional content,
  • Links to mirror page and unsubscription links,
  • Other delivery properties, such as resource validity, retry parameters, or quarantine settings.
NOTE
Delivery templates differ from content templates, which allow you to reuse only the content of your emails and start building content with one of the sample email templates provided out-of-the-box.

Access and manage delivery templates

To access the content template list, select Campaign Management > Deliveries from the left menu, and browse to the Templates tab.

The Templates tab in the Deliveries menu

All templates created in the current environment are displayed.

You can filter content templates by channels and folders. You can also set advanced filters by building a rule using delivery attributes. Learn more about the query modeler

Filtering options for templates

To edit a template, click the desired item from the list. From there:

  • Modify its content, properties, audience, and any offers attached to it.
  • Test your template. Learn more

Editing a template

To delete or duplicate a template, select the corresponding action from the More actions menu, either from the Templates list or from a template edition screen.

More actions menu for templates

NOTE
When a template is edited or deleted, deliveries created using this template are not impacted.

Create a delivery template

To create a delivery template, you can:

  • Duplicate an existing template - Learn more
  • Convert an existing delivery into a template - Learn more
  • Create a delivery template from scratch - Learn more

Duplicate an existing delivery template

Campaign includes built-in templates for each channel: email, push, and SMS. The easiest way to create a delivery template is to duplicate and customize a built-in template.

NOTE
You can also duplicate any custom template.

To duplicate a delivery template, follow these steps:

  1. Browse to the Templates tab from the Deliveries left menu. Learn more

  2. Click the More actions button to the right of the desired template name, and select Duplicate.

    You can also select a template from the list and choose this option from the template edition screen.

  3. Confirm duplication.

    Confirmation dialog for duplicating a template

  4. The new template dashboard opens in the central screen. Edit the template settings as needed.

    Duplicated template dashboard

  5. Click the Review button to save and review your template. You can still edit all its settings, delete, and duplicate it.

    Review screen for a template

  6. Test the template rendering if needed. Learn more

The new template is added to the Templates list. You can now select it when creating a new delivery.

Convert a delivery to a template

Any delivery can be converted to a template for future repeated delivery actions.

To save a delivery as a template, follow these steps:

  1. Browse to the Campaign management > Deliveries menu.

  2. From the Browse tab, click the More actions button to the right of the desired delivery name, and select Copy as a template.

    Option to copy a delivery as a template

    You can also select a template from the list and choose this option from the template edition screen.

  3. Confirm duplication.

  4. The new template dashboard opens in the central screen. Edit the template settings as needed.

  5. Click the Review button to save and review your template. You can still edit all its settings, delete, and duplicate it.

  6. Test the template rendering if needed. Learn more

The new template is added to the Templates list. You can now select it when creating a new delivery.

Create a new delivery template

NOTE
To avoid configuration errors, Adobe recommends duplicating a built-in template and customizing its properties rather than creating a new template.

To configure a delivery template from scratch, follow these steps:

  1. Browse to the Templates tab from the Deliveries left menu. Learn more

  2. Click the Create template button.

    Create template button

  3. Select the channel you want to use for your template.

  4. The built-in delivery template for that channel is used by default to help you build your own template. Use the dedicated button to the right of the selected channel to select another template if needed.

    Channel selection for a new template

  5. Click the Create template button again.

  6. Define the template properties, audience, and content depending on the selected channel.

    NOTE
    Learn more about delivery channels and how to design respective contents in the sections below:

  7. Additionally, for email templates, advanced settings, such as typology rules and target mappings, can be accessed via the Settings button located on the top right of the screen. Learn more

  8. Click the Review button to save and review your template. You can still edit all its settings, delete, and duplicate it.

  9. Test the template rendering if needed. Learn more

The new template is added to the Templates list. You can now select it when creating a new delivery.