Overview - Template Groups

As a marketer, you may want to create multi-locale, multi-variant email campaigns at times. For example, if you want to run a campaign for 20 locales with two variants  each, you have to add content for 40 combinations. These 40 combinations are related to each other because they have the same message to be conveyed. It is common for such templates to be created together and be published in a campaign together.

MoEngage allows you to create Template Groups by passing the locale, variant, and group_id parameters in the Create Email Template API. For more information, refer to Create Email Template API.

The Template Groups feature allows you to import template groups into the MoEngage ecosystem and renders the mapped templates together. While creating an email campaign, when you go to Step 2 Content and the Imported templates tab, you can see template groups that you have created using the Create Email Template API. When you select a template group, MoEngage automatically populates content for all locale and variation combinations. This feature saves you time because you need not add templates manually for all locale and variant combinations. In the above example of 40 combinations, it takes just one click to populate all of the relevant content.

Create and Push a Template Group to MoEngage

If you create your content outside of MoEngage, for example, in some Content Management System (CMS), you can push it into MoEngage using our Create Email Template API. If you have a use case to run multi-locale campaigns and/or want to conduct A/B testing, you can pass the locale, variant, and group_id parameters in the API. This enables association of individual templates into a template group.

Preview a Template Group

1. In Step 2 (Content) of the email campaign creation journey, you can find these templates/template groups on the Imported templates tab. A template group can be identified with a badge indicating the total number of variations in the template group.
   
2. Hover the mouse on the thumbnail to see the Preview icon.
3. Click the Preview icon. The Preview template pop-up is displayed. You can see the preview of each template based on its locale and variation.
   
4. From the Locales and Variations drop-down lists, select the required values to see the associated template. If a locale does not have a variation, the Variations drop-down list is unavailable.
5. Click Choose and Continue to add this template group to the email campaign. All templates in the group will get added to the campaign automatically.

Add a Template Group to Email Campaigns

1. In Step 2 Content, go to the Imported templates tab. 
2. Hover the mouse on the thumbnail of the required template group.
3. Click the template group to add it to the email campaign. MoEngage automatically creates all locales and all variations within locales, and populates the same on the Step 2 Content page. 
   
   MoEngage keeps the number of variations consistent across all locales in the template group. If some locales do not have variations, MoEngage adds blank variations in those locales. In that case, the following warning is displayed:
   
   MoEngage adds warning icons for locales and variations to help you quickly identify that there are blank variations where you must add content.
   

Change a Template Group

To change the selected template group:

1. Click the ellipsis icon next to the Template actions (custom) button. A shortcut menu is displayed.
   
2. Click Change template. You are back to the Import templates tab.
3. Select the required template.
   
   Template Group Individual Template

   When you select a template group, the Change template pop-up is displayed prompting you for a confirmation.
   
   Click Add group to replace all the existing locales and variations by the new group selected.

   When you select an individual template, the Change template pop-up is displayed prompting you for a confirmation.
   
   Click Replace the group to replace the whole group.
   Click Update current variation to add the individual template to the variation template.

Add a Locale to the Email Campaign

1. Click + Locale to select another locale. A dialog box is displayed where you can search all locales in the system.
   
2. Select the required locales and click Add. The Choose content for new added locales pop-up is displayed.
   
   
3. For each locale, from the Choose locale content from drop-down list, select the locale content from the following options:
   • Create new content
   • Copy from locale Default
   • Copy from locale <name>
4. Click Done. To make the number of variations consistent across locales, MoEngage adds blank variations for the newly-added locales. You must add content before proceeding to next step.

Add or Remove a Variation

1. Click + Variation to add a variation to a locale. A pop-up window is displayed.
   
2. Choose one of the following options:
   • Click Copy Variation <number> to copy an existing variation with its content in the selected locale. MoEngage adds the copied variation to all other locales in the template group.
   • Click + New Variation to add a new variation. MoEngage adds this blank variation to the selected locale and all other locales in the template group. You must add content before proceeding to next step.
3. To remove a variation, click the delete icon on the variation to be removed.
    
   MoEngage removes the variation from the selected locale and all other locales.

Copy Email Addresses to All Variations

You can copy the Sender name, From email address, and Reply-to email address from the default variation of the default locale to all other combinations.

1. Click the ellipsis icon next to the Template actions (custom) button. A shortcut menu is displayed.
   
2. Click Copy to all variations. This copies the Sender name, From email address, and Reply-to email address from the default variation of the default locale to all other combinations.

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Continue with email campaign creation.