Create a reusable email template
Note
The Optimizely Digital Experience Platform (DXP) contains many features to support you in your daily work. Depending on how your solution is set up, some features described in this documentation may not be available.
Every campaign has one template comprised of values such as images, text styles, and advanced options. You can develop complex HTML and CSS coding in the campaign options, which generates the image in the preview.
You may have many campaigns, each having the same styling and code.
If you have the same styling and code in multiple campaigns, you can manually change the options in each campaign. However, you can save these options to a named template so that other campaigns can use the same template. Making changes to a saved template applies to campaigns that use the template, saving time and improving the maintenance of your campaigns.
This topic shows how to:
- Create an email template independent of email campaigns.
- Assign the email template to campaigns.
Create an email template from the template view
- Go to Configuration > Email Product Recommendations > Reusable templates.
- Click Create a new template. A template page displays:
- Enter a name for the template.
- Specify values for Image, Text styles, and Advanced editable code (click Show advanced settings).
- Click Save template. The template name displays in the template view.
Create an email template from an existing campaign
- Go to Configuration > Email Product Recommendations > Campaigns and select a campaign from the list.
- Modify the campaign values.
- Select For this campaign only.
- For this campaign only – Default. The template is used in the current campaign only; it keeps Image, Text styles, and Advanced editable code.
- Reusable template – When selected, a drop-down list of reusable templates displays. Selecting a template overwrites the values with the saved template values. See Reuse a saved template
- Click Make reusable to save the template for use in other campaigns. A dialog box displays.
- Enter a name for the template.
- Click Save. The radio button selection changes, and the saved template displays in the Reusable template field (and in the Reusable templates view).
The Reusable templates view shows saved templates, the campaigns each template is assigned, and the modified date. You can Edit, Delete, and Copy each template.
Note
Deleting a template removes the template from the list; it does not delete the template values from the original campaign. For example, if you delete Autumn highlights, the campaign from which Autumn highlights was created retains its template values. Any other campaign that used Autumn highlights also retains its values.
create-a-reusable-email-template.mdxEdit an email template
When you change and save a template, the changes are applied to each campaign that uses the template, listed in the Related campaigns column of the Reusable templates view. For example, if you modify Autumn highlights, the changes are applied to the AUTUMN EMAIL CAMPAIGN and Bulk Powders campaigns.
- Go to Configuration > Email Product Recommendations > Reusable templates.
- Select a template from the list. (Double-click the template name, or click Edit.)
- Make changes.
- Click Save template.
create-a-reusable-email-template.mdxReuse a saved template
To use a saved template for more than one campaign, do the following:
- Go to Configuration > Email Product Recommendations > Campaigns and select a campaign from the list.
- On the Style editor tab, select Reusable template. A drop-down menu displays where you can select a saved template. The selected template populates the current campaign fields. Image, Text styles, and Advanced options are not editable (grayed out). The preview is based on the reusable template.
Note
Selecting a reusable template from the drop-down list overwrites the field values, so if you want to return the current settings, save them to a named template before selecting a reusable template.
Also, if you select a reusable template and then click For this campaign only, you can edit the values, which becomes a template unique to the current campaign; saving the campaign does not affect the previously selected reusable template. You can, however, create another reusable template by basing it on an existing named template. Saving the campaign does not change the reusable template.
Go to Configuration > Email Product Recommendations > Reusable templates to edit a reusable template. See Edit an email template.
- To assign the selected template to the campaign, click Save campaign.
Preview a product
You can enter or select a product in the Select product field. You can use the refCode or description to search. Selecting a product fills in other input boxes of the preview (Product title, Product price, and Custom attributes); you can select other values (such as material). The preview image shows how it will look when the product is recommended.
