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 CampaignsMessage Templates.

Actions

Create

  1. To create a new message template, click Create….
  2. From the drop-down list, select an option.
  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 the click Save.

Edit

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

If you save the message template under a different name after editing, the message template is renamed when you save it. No automatic copy is created.

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. For information how to configure messages, see Configuring 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: