Manage templates for campaigns

  • Updated

Optimizely Data Platform (ODP) lets you create and manage templates that you can use to send consistent and visually appealing campaigns across different channels. These templates simplify designing emails, landing pages, or other marketing collateral, ensuring brand consistency and saving time in campaign creation.

Create a template

  1. Go to Activations > Overview.
  2. Edit a campaign or create one. 
  3. Click to edit the touchpoint and open the template.
  4. Design the email content.  
  5. Expand the Load Template section and select Save as Template. 
  6. Select Create New to save the design as a new template or Replace Existing to overwrite a saved template without affecting the content created previously using the template.

Find a template

  1. Click Load Template to open the template gallery.     
  2. Search for your template or sort through the filters.

Edit and delete a template

Edit a template

  1. Click Load Template.
  2. Choose the template you want to edit from the template gallery.
  3. Hover over it to click edit and change the template name. Select Save As Template if you edit the template's layout and want to replace the existing one.

Delete a template

  1. Click Load Template. 
  2. Choose the template you want to delete. 
  3. Hover over it and click delete to delete it.