Message templates

Use message templates to create messages for sending via Smart Campaigns as well as transactional mails and skip the configuration steps.

You can create message templates and configure these by yourself with sender information, recipient lists, and other parameters. You can create a new message template by using an existing message template, directly via HTML code, or by using an existing message as basis.

To open the template overview, open the Optimizely Campaign menu and select Campaigns > Message Templates.

Actions

Create

1. To create a new message template, click Create….
2. From the drop-down list, select an option.
   • New. Create a new message template based on a free-text template or another message template. Click New in the left column, then select a message template from the list on the right.

   The selected message template must support the targeted marketing channel, for example email/print.

   • Message. Apply content from an existing message to this message template. Click Message in the left column then select a message from the list on the right.

     Messages you created with Mailings Classic are also available.

   • Message template. Apply the content and configuration of an existing message template. Click Message template in the left column, then select the template from the right.
3. Click Next to edit the message template.

Copy

1. To create a new message template and apply the content and configuration from an existing message template, click a message template in the list that has parameters that you want to apply.
2. Click Copy…. The message content appears on the screen.
3. Modify as needed then click Save.

Edit

To edit an existing message template, click a message template in the list, then Edit….

Delete

To delete a message template, click a message template in the list, then Delete.

Configuring message templates

A message template usually contains sender information, a personalized subject line and other parameters such as character sets that can be reused. See Configure the message.

For information how to add content to the message template that you want to reuse in messages (for example, header and disclaimer), see:

• Email message templates. See Edit mailing content.
• Print message templates. See Edit print mailing.