MoEngage allows you to customize pre-built templates and save them as presets while creating On-site Message Campaigns. Once you've saved the templates, you can access them on the Saved templates page.

You may access all your Pre-built and Saved templates for the old and new editors in the Content section while creating OSM Campaigns.

Saving a Template

Once you've customized a template, you can save it by following the steps below:

1. Select an existing template or create a new one by clicking the Select Template button on the desired template.
   
2. Customize the selected template as required. For example, changing the color of the banner.
3. Click the verticle ellipsis and then select Save template.
   
   In case you decide to use another template at this point, you can select the Change template option and repeat steps 1 to 5.
4. Enter your template name in the pop-up and then click Save to confirm.
   
   

   warning

   Warning You can save up to 40 templates as presets per account. If you exceed the limit, you can delete a Saved template to save a new one.

5. On clicking Save, the following pop-up is displayed depending on whether you have selected a Pre-built template or a Saved template to create the OSM Campaign:
   • When editing and saving a Pre-built template, you can save it as a new preset template in the Saved template section.
     
   • When editing and saving a Saved template, you can either save it as a new preset template or overwrite the existing template.
     
   • The user preview of the saved template is available.
6. Click Save on the pop-up to confirm.

Use a Preset Template

To use a preset template for Campaign creation, navigate to the Saved templates section in the template selection page and either click the Select Template button or the Use this template option displayed after clicking the vertical ellipsis.

Delete a Template

You can have up to 40 preset templates per MoEngage account. So, it might be essential for you to delete presets that are no longer relevant.

To delete a template, follow the steps below:

1. Navigate to the Saved templates section in the template selection step.
2. Hover your cursor over the template you want to delete.
3. Click the vertical ellipsis and then select Delete template in the pop-up.
   

Rename a Template

To Rename a Template, follow the steps below:

1. Navigate to the Saved templates section in the template selection step.
2. Hover your cursor over the template you want to rename.
3. Click the vertical ellipsis and then select Rename this template in the popup.

Access Control

The following access controls are applicable for preset templates.