Templates allow you to save the structure and design of a piece of content so that it can be reused and personalized additional times.

Create a template

To create a template: 

• Navigate to Campaigns > Templates.
• In the upper left, click Create New Template.
• Select the channel (Email, Web Push, etc.) for which you'd like to create a template. 
• In the upper left, click into the Untitled Template field to set a template name.
• Design your template. Additional information concerning design is linked below. 
• Select the Save option at the upper right to ensure your progress saves and to make the template available.

Design a template

Information on creating content for the various channels:

• Email
• Web Push
• App Push
• Web Modal
• Web Embed

Use a template

To apply a template to a piece of content: 

• Navigate to Campaigns.
• Select or create a campaign that will leverage the template. 
• Click on the Edit icon of a campaign touchpoint to access the editor. 
• Select a template that matches the touchpoint type from the Load Template dropdown menu.

Copy a template

There are two ways to clone a template: 

The templates dashboard

• Navigate to Campaigns > Templates.
• Locate the desired template from the list and click the Copy icon.
• Provide the required information in the prompt and confirm your decision by selecting Copy.

The templates editor

While viewing or updating a template, you can save it and any changes you've made as a clone by selecting the Save as Clone option from the Save dropdown.