- 1. Types of templates
- 2. Create or Edit a New Template
- 3. Template Management
The templates that you use in your automation and broadcast campaign emails are accessible directly from the Templates dashboard (as well as from automation and broadcast campaigns, of course.)
Templates are displayed in a list which you can sort and filter based on what you need. You can also create, edit and save templates by clicking through to the Visual Editor.
1. Types of templates
The templates that you receive in the platform during the onboarding phase and later from the Ometria creative team are called the master templates. Any edits that you make on these templates will be saved as subtemplates. See the hierarchy below.
There is a specific template hierarchy:
- Master template: can only be created in HTML. Will contain all blocks that can be used to create "standard" templates. There is no limit to how many master templates you can have but you need at least one for automation and broadcast each.
- Standard Template: can be created either in the visual editor or from HTML. If you create one using a visual editor, you will be using your pick of blocks from the master template and forming your own standard template from the master template. You are basically saving a combination of your pick of blocks from the master template.
- Template instance: a template instance belongs to a specific 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.
Any changes you make in the master template will apply to all its linked standard templates and template instances.
2. Create or Edit a New Template
Access the Templates dashboard from the top navigation bar as shown below.
The template management dashboard can be accessed from the Automation and Broadcast Campaigns dashboards as well, by clicking on Manage Templates.
Fig 2: Access Templates dashboard from Automation and Broadcast dashboard
Note: if you create a template in the automation section, it will only be usable in triggered/automation campaigns. Same applies when creating broadcast templates. For example, when creating a broadcast campaign, in the template selection screen, you will only see campaigns that were created via the broadcast campaigns screen.
1. You can create a new template from HTML, or from your inventory of master templates.
2. Select a template eithe r From a Master Template or From HTML to start creating your new template.
Fig 3: You can create a template from either a master template or from HTML
3. Once you select a template, you will be redirected to the Visual Editor where you can create your campaign. See the Visual Editor guide.
4. To edit an existing template, locate it in the list of templates. Use the filtering, sorting, or tag-searching options explained below to help you locate your template. Once you click Edit you will be redirected to the Visual Editor where you can make changes to the existing template.
5. After you have saved your standard template or template instance, it will show up in the list of templates in the Templates dashboard, with its master template name displayed as shown.
Fig 4: Master template labelled under template title
Note: If the template in the list does not show its master template title, it means it is itself a master template.
3. Template Management
Once in Templates, you can navigate between templates for automation broadcast and transactional as shown below.
Fig 5: Navigate between templates for different kinds of emails
Each template is listed with its
- The master template from which it was created
- The status of the template: Draft, Published, Has Unpublished Changes
- An HTML label if the template was edited in HTML
- The date it was created
- The date it was last updated
- The options to edit, clone or archive an existing campaign
Fig 6: Edit or Clone a template
3.1. Filtering and Sorting templates
You can also filter the templates displayed in the dashboard via these dropdowns.
Fig 7: Filtering and sorting options in Templates
So selecting Published templates, for example, will display only published templates, etc. You can sort templates, by the options shown below. So Recently updated will show the most recently updated templates at the top.
Fig 8: Filtering and sorting options expanded
You can also quick-search for templates by their titles as shown.
Fig 9: Quick-search templates
And you can search by template ID as well.
And lastly, you can filter templates by their tags. See more on tagging and finding tagged templates in the next section.
3.2. Template Tagging
Over time the number of templates you have stored may increase and it can become a challenge to manage them and/or find a specific template when you need it.
To save time searching for templates, you can tag and group similar templates, and filter on the tag when you need to locate any specific one.
3.2.1 To tag templates:
1. Select any number of templates you want to group under a tag(s).
2. Click on Tag/Untag Templates.
Fig 11: Steps to tag a template
3. Select the tag or multiple tags you want to add to your selection. If you have a high volume of tags quick-search in the text field, you can also create a new tag. Try to name tags that are reflective of a template type/group. E.g. Product rec, Welcomes, Sales, November, etc.
Fig 12: Add tags to templates or create a new tag if it doesn't exist
Means that more than one of the selected templates has already been tagged with that particular tag.
Means that the tag is now selected to be applied on a template; or in the case that only one template is selected, this symbol means the template is at the moment tagged with the ticked tags.
Fig 13: Gif demonstrating quick-searching for tags for tagging templates with.
3.2.2. To untag template:
- Select any number of templates you want to remove a tag from
- Click on Tag/Untag Templates
- Select any tags with a to remove the tag.
3.2.3. To delete a tag:
If a tag has no templates attached, (in all automation, broadcast, transactional templates) it will automatically be deleted.
So, to permanently delete a tag,
- Filter on the tag
- Untag the templates with that tag to remove it from all templates
- Repeat with all tabs: Broadcast, Automation and Transactional
- Once the tag has no template attached it will be deleted.
A tag will be visible in your list of tags as long as there is even one template attached to it.
3.2.4. To find your tagged template:
Click the Filter tags drop down and select the tags you want to filter.
Fig 14: Filter on tags
The templates list will update to display the tag-filtered templates.
To see all the tags for a specific email template, hover over the luggage tag pinned on the template listing, as shown: