What is a template?
A template is a base content file to use to build your email design in the Create a Campaign Workflow. Delivra has two types of templates—draft templates and completed templates. You can build, edit, and organize your templates on the Assets dashboard.
A draft template is a template you are still actively designing and soliciting feedback from stakeholders on. Once you are ready to use the template to build campaigns you will want to "complete" the template.
- Hover over the template in question.
- Choose the "Edit" drop-down menu.
- Choose "Complete".
- Add a new file name for your completed template
Completed templates are the only templates that are available to choose/use in the Create a Campaign Workflow. These should be "ready to use" templates. Don't worry—you can always edit a Completed Template but you will be required to rename the new version.
How templates are used:
Templates are built and saved in Assets. Once you've completed a template it is available to choose in your Create a Campaign Workflow.
When creating a campaign using a template, you have the options to choose from:
- Stock templates for the drag-and-drop editor
- Stock templates for the HTML editor
- Complete templates created and saved in your current account
- Complete templates saved in your Customer Template Repository (Professional and Enterprise)
** You can always edit your templates (even the completed ones). If you want to edit a completed template, the system will create a duplicate template in "Draft Templates". Once you are done editing and looking to complete this new template the file will require a new name. You will want to name your different versions in a way that helps you keep track!
** If you are building an automated series that includes very similar email designs, consider creating a template first so you can build your individual campaigns speedily and without much double-work.