Manage templates for campaigns (Legacy)

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Use Optimizely Data Platform’s (ODP) templates feature to 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. 

Click the arrow by Load Template, and select Save as a Template.


Select whether you want to Create New or Replace Existing.


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.


Search for templates or use one of the sort filters.


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 on the pencil icon.


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

Delete a template 

Select Load Template in the designer to delete a template.

Hover over a template, then click on the trash icon.


Duplicate a Template

Duplicate a template by loading the template and using Save As to store a version of the copy.