Manage templates for campaigns

  • Updated

Optimizely Data Platform (ODP) templates save the structure and the design of your content for reuse in future campaigns.

Create a template

You can save a layout as a template in the Optimizely Engagement Designer as you are working on your email, web modal, or embed. 

  1. Open Load Template, and select Save as Template.

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  2. Select whether you want to Create New or Replace Existing.

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    Use Replace Existing to overwrite a saved template without affecting any previously created content. For example, removing a template with an email header element and replacing it with a template without a header element will change previously created emails.

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  3. Search for templates or use one of the sort filters.

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Edit a template

Select Load Template in the designer to edit a template.

To edit the name of a template, hover over a template and click Edit (icon).

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To edit the layout of a template, make your changes then select Save As Template to replace the current version.

Copy a template

Copy a template by loading the template and select Save As to store a copy.

Delete a template 

Select Load Template in the designer to delete a template.

Hover over a template, then click Delete (icon).

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