Use email templates email-templates

On this page: Learn how to start building email content from a sample or saved design template in the Email Designer.

From the Create your email screen, use the Select design template section to start building your content from a template.

You can choose from:

  • Sample templates. The Journey Optimizer interface offers 20 out-of-the-box email templates that you can choose from.

  • Saved templates. You can also use a custom template that you either:

    • Created from scratch using the Content templates menu. Learn more

    • Saved from an email in a journey or a campaign using the Save as content template option. Learn more

To start building your content with one of the sample or saved templates, follow the steps below.

  1. Access the Email Designer from the email Edit content screen.

  2. On the Create your email screen, the Sample templates tab is selected by default.

  3. To use a custom template, go to the Saved templates tab.

  4. The list of all content templates created on the current sandbox displays. You can sort them By name, Last modified and Last created.

  5. Select the template of your choice from the list.

  6. Once selected, you can navigate between all the templates of one category (sample or saved depending on your selection) using the right and left arrrows.

  7. Click Use this template on top right of the screen.

  8. Edit your content as desired using the Email Designer.

AI Knowledge Reference

This section contains structured knowledge intended to support interpretation, retrieval, and question answering related to this topic.

For complete understanding, this information should be combined with the documentation on this page. Neither source is intended to stand alone; the page describes the feature, while this section provides additional context that helps disambiguate terminology, intent, applicability, and constraints.

  • TL;DR: This page explains how to start building email content from a sample or saved design template in the Email Designer, using the Select design template section of the Create your email screen.

Intents:

  • Start building email content from an out-of-the-box sample template
  • Reuse a custom saved template created from scratch or saved from a previous email
  • Access the Email Designer from the email Edit content screen
  • Browse, sort, and select templates on the current sandbox
  • Navigate between templates of a category and apply one to the email

Glossary:

  • Sample templates: Out-of-the-box email templates offered by the Journey Optimizer interface (product-specific)
  • Saved templates: Custom templates created from scratch using the Content templates menu, or saved from an email in a journey or campaign with the Save as content template option (product-specific)
  • Select design template: The section on the Create your email screen used to start building content from a template (product-specific)

Guardrails:

  • The Journey Optimizer interface offers 20 out-of-the-box email templates.
  • The Saved templates tab lists all content templates created on the current sandbox.
  • Saved templates can be sorted By name, Last modified, and Last created.
  • On the Create your email screen, the Sample templates tab is selected by default.
  • Navigation with the right and left arrows moves between templates of one category only (sample or saved, depending on the selection).

Terminology:

  • Canonical name: email template — Acronym: n/a — variants: sample template, saved template, content template
  • Synonyms: “Save as content template” = option to save an email as a template
  • Do not confuse: “Sample templates” (out-of-the-box templates) ≠ “Saved templates” (custom templates created from scratch or saved from a previous email)

FAQ:

  • Q: How many out-of-the-box email templates are available? — 20 sample templates offered by the Journey Optimizer interface.
  • Q: Where do saved templates come from? — They are custom templates created from scratch using the Content templates menu, or saved from an email in a journey or campaign with the Save as content template option.
  • Q: Which tab is selected by default on the Create your email screen? — The Sample templates tab.
  • Q: How do I apply a template once selected? — Click Use this template on the top right of the screen, then edit the content in the Email Designer.
  • Q: How can saved templates be sorted? — By name, Last modified, and Last created.
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