Ometria’s Creative Team will create master templates for you during your onboarding (and after onboarding, upon request - speak to your Customer Success Representative).
See also: Templates
Template hierarchy
| Template type | Description |
| Master template |
These can only be created in HTML. Master templates contain all of the blocks you need to create standard templates. You need one master template for automation campaigns and one for broadcast. While there's no limit to how many master templates you can have, it's best practice to have one for each campaign type. |
| Child template |
These can be created either in the visual editor or in HTML. If you create a child template using the visual editor, you can choose any of the editable blocks from the master template. |
| Template instance |
A template instance holds the content of an automation or broadcast campaign. For example, if you use a template to create a broadcast campaign and modify the text or images, that will be saved as an instance within the campaign. More than one campaign or variant can use the same template instance. |
Be aware: If two campaigns share a template instance, a change made in one campaign also changes what the other campaign sends. A common cause is duplicating a campaign and scheduling it without replacing the content. Template instances have no version history, so you can't restore a previous version, and Ometria Support can't restore it for you. To keep a campaign's content separate, build it from its own template instead of duplicating another live campaign. Preview each campaign before you schedule it.
You should not rename the blocks in your master templates if you are using the child templates for your campaigns. If you rename a block in a master template, it will be removed from the existing child templates.
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