eInsight - selecting a master template for a new campaign – Cendyn

Getting Started

Navigate to Campaigns > Create > Template.

Search for an Existing Template

Enter criteria into Search and/or use the Sort drop-down list to locate an existing Master Template.

Tips
The editor type, Studio, Code (Legacy) or Drag & Drop (Legacy), is listed under the template name.

Select a Template for a New Campaign

Click a thumbnail to select it for your campaign. It will become outlined in blue. Select Save & Continue.

A copy of the Master Template you selected will now appear.

Modify the Template for the Campaign

Enter a Subject line for the campaign, then select Save. Format personalization tags and add-on snippets and make any other modifications to the template as needed for your campaign.

Note
Updating and making edits to the selected template in the campaign process will not impact the Master Template.

eInsight_MainNav_Campaigns_TemplateTab_ModifyTemplate.png

Start a New Master Template in Studio

Alert
New templates can no longer be created in the legacy editors.

Select Create Template.

Read more about creating a new Master Template here.