Templates

Whether you’re creating a simple welcome message or a complex marketing campaign, templates streamline your work while ensuring all your content stays consistent and high-quality.

This article shows you how to create and organize templates, plus how to manage who can access them on your team.

Where you’ll find templates

Templates are available for these content types:

• Email messages.
• Email content in scenarios.
• Banners.
• Pop-ups.
• Forms.

You’ll find them in the content editor under the Templates button in the top toolbar.

How to create a new template

The template feature in ECDP lets you save content you’ve created for future use.

To create a new template:

1. Go to your chosen content editor.
2. Design your template in the Content tab of the editor.
3. Click the Templates button in the top toolbar.
4. Select Save as new template.
5. In the settings window:
   • Give your template a name. It must be unique for this content type.
   • Choose a category from the available options.
   • Indicate who can use the template.
6. Click Save.

Template library

The library contains all available templates–both ones you’ve created and those shared by other users.

To use a template from the library:

1. Go to the Content tab in your chosen editor.
2. Click Templates.
3. Click Choose from library.
4. Find the right template using:
   • Search bar – search by template name.
   • Category filters – content categories and availability.
   • Sorting – by name or creation date.
5. Click the template or use the Use template button.

The template will open in the editor workspace.

Editing existing templates

You can edit these elements of your templates:

• Name – change the template name. The new name must be unique.
• Category – assign the template to one or multiple categories at once.
• Template availability – share the template with a wider or narrower group of users: your own team, organization (all business units within it), or everyone using ECDP.

To edit a template:

1. Open the template library.
2. Find your template.
3. Click the Edit button.
4. Make your changes and save.

You can also make changes to the content of a selected template. To save these changes, you need to use the Update existing template option.

Updating existing templates

The update feature lets you replace a selected template from the library with completely new content. You can only update templates available in your organization.

To update a template:

1. Design new content in the editor.
2. Click Templates > Update existing template.
3. Select the template to replace with the current one.
4. Click Update template.

Template categories

Categories make it easier to organize and find templates in the library. Assigning a category isn’t required–you can create a template without one.

Template categories available by content type:

1. Email messages:
   • Promotions
   • Announcements
   • Upselling
   • Recommendations
2. Email content in scenarios:
   • Welcome message
   • Follow-up communication
   • Abandoned cart
   • Abandoned browsing
   • Price drop
3. Pop-ups:
   • Promotions
   • Announcements
   • Upselling
   • Recommendations
4. Banners:
   • Recommendations
   • Announcements
5. Forms:
   • Lead qualification

Template availability

When creating or editing a template, you can control who has access to it:

• All ECDP users.
• Selected team.
• Selected organization.

By default, templates are shared with the organization your user account is assigned to.