Introduction

The Templates feature of MoEngage streamlines content creation and management by providing effective tools. Managing templates ensures consistency in branding, saves time and effort in organizing them, and helps in team collaboration.

This Templates page is a central hub for all your template dependencies where you can collectively organize and manage all your templates for multiple channels in one place and retrieve them without any hassle.

This feature facilitates you to perform the following:

• Create templates for different channels.
• Edit templates to your requirements using the Drag and drop editor or Custom HTML editor.
• Manage templates in folders and share folders across teams.
• Share templates individually across teams.
• Preview templates before sending them to users.
• Duplicate and customize templates for personalized communications.
• View and sort templates based on your preferences.
• Check the version history of your template.

Manage Templates

Create Template 

You can create templates for different channels and manage them in one place.

1. On the left navigation of your MoEngage dashboard, select Content > Templates.
2. Click the + Create template button in the upper right corner of the window. You can create templates for Email and On-site. Select the channel for which you want to create a template.

Sort Templates

You can sort and view templates based on your requirements. The templates will be displayed based on your selection from the following:

• All: Shows all the available templates regardless of the channels.
• Email: Shows the templates created for Email.
• On-site: Shows the templates created for On-site.

1. View by: You can view templates by Folders and templates or Templates only.
   • Folders and templates: This option allows you to view templates that are in folders and templates that are not in folders.
   • Templates only: This option allows you to view all the templates regardless of the folders.
2. Sort by: You can sort templates by Name and Last modified.
   • Name: This option aligns the template by template names in alphabetic order. Using this icon, you can choose ascending (A->Z) or descending (Z->A).
     • Ascending (A->Z): This sorting option shows your templates in ascending order based on the template names.
     • Descending (Z->A): This sorting option shows your templates in descending order based on the template names.
   • Last Modified: This option aligns the template based on the recent modification made to any template. Using this icon, you can choose the modifications from Old to New or New to Old to sort the templates.
     • Old to New: This sorting option shows the templates based on the changes made in the past (Old) to recent changes (New).
     • New to Old: This sorting option shows the templates based on the changes made recently (New) to the changes made in the past (Old).

Filters

You can segregate templates as required using the following filters:

1. Template source: You can select the template source from which you want to filter templates. You can filter templates from All templates, Saved templates, and API templates.
2. Tags: You can select the tags associated with the template you want to filter.
3. Message Type (Only for Email): You can filter templates based on the message type.
4. Status: You can select the status of the template which you want to filter.
5. Last updated by: You can fetch the template based on users who updated it recently.
6. Team: You can filter templates based on the team that has access to the template.
7. Communication type: You can filter communication from the following options: All, Engage, and Inform.
8. Editor: You can filter templates based on the editor in which your template has been created.
9. Platform (only for On-site): You can filter templates based on platforms such as Web, Mobile, and TV.
10. Content (only for On-site): You can filter templates based on their content, such as Timers, carousels, etc.
11. Template type (only for On-site): You can filter templates based on the template type, such as Banner, pop-up, etc.
12. Use case (only for On-site): You can filter templates based on the use cases with which they are associated.
13. Show shared items only: Enabling this option allows you to filter the templates and folders shared with other teams.

Template actions

You can perform the following actions in templates by clicking this icon in the folder.

Click this icon in the template. The following actions will be populated.

1. Preview: When you select the preview action, the left window pane lists an array of templates, which you can preview by selecting one. You can change the template by clicking the arrow  icon beside it. On the right side of the window, you can check details like version history, creator details, and so on. You can also preview templates by directly clicking on the existing templates displayed on the main screen.
2. Share: This option allows you to share templates with multiple teams. Sharing folders/templates with multiple teams will allow them to access and use your templates and duplicate them to edit further for their requirements. While sharing your templates with other teams, the team members will receive an email regarding your template being shared.
3. Edit: You can edit templates by choosing the existing templates you created or from the pre-built templates available. 
   1. Select a template that you want to edit. You can edit the template details, such as Name, Tags, Teams, Destination, and Platform. 
   2. If it is an email template, edit the email details, such as Sender details and Attachments. For more information, refer here.
   3. If it is an On-site template, you can edit it using the tools provided. For more information, refer here.
   4. Click Save as new and Publish to save it as a new template, or click Update and Publish to update the template with your changes.
   5. Editing templates associated with campaigns: While editing templates, if its apart of any active or scheduled campaign it will prompt the details of the campaign where the templates are associated. You can Save template & update campaign (which updates the template associated with the email campaign) or to Save template without updating campaigns.

       

      info	Note In On-site messaging, you cannot edit templates associated with any active or scheduled campaigns

      
4. Duplicate: This option allows you to duplicate templates and make further edits. You can manage multiple versions of your current template. For example, you can manage multiple versions of the same template to target customers based on their region, with their local languages and occasional themes. 
5. Rename: This option allows you to rename the template.
6. Move: This option allows you to move the template to a folder and between folders. 
7. Delete: This option allows you to delete templates. If you delete templates that are not part of any active campaigns, your folder gets deleted directly.
   • Delete templates associated with the email campaigns:  If you try to delete templates associated with any active and scheduled campaign, a prompt will appear with details of the campaign and ask you to stop the corresponding template before deleting it.

     info	In On-site messaging, you cannot delete templates that are associated with any active or scheduled campaigns.

      

Manage Folders

You can create folders to manage templates for separate campaigns and channels and share them across teams. For example, to send promotional messages from an email campaign, you can choose promotions as a message type, create templates, and manage them under a folder named email. You can also manage another subfolder for transactional templates.

1. Click Create folder from the title bar.
2. Provide the following details in the Create folder dialog box:
   1. Enter the name of your folder.
   2. In the Teams list, select your teams.
   3. In the Tag(s) list, select tags for your folder and click Create.

       

      

Folder Actions 

You can perform the following  actions in folders by clicking this icon in the folder.

1. Share: This option allows you to share the folder with multiple teams. Sharing folders with multiple teams will allow them to access the folders of your templates and duplicate them to edit further for their requirements. When you share any folder with other teams, the members of the team will get an email notification regarding the folder.
2. Edit: This option allows you to edit the folder name and tags associated with the folder.
3. Move: This option allows you to move the current folder to another folder.
4. View details: This option allows you to check the details of the folder.
5. Delete: This option allows you to delete the folder. When you delete any folders that are not part of any active campaigns, your folder gets deleted directly.
   • Deleting folders associated with email campaigns: If any template you attempt to delete is part of any active or scheduled campaign, it will prompt the campaign's details and ask you to stop the campaign before deleting. You can remove templates associated with any active or scheduled campaigns from the folder and manage them under Templates by selecting the Move above templates outside and delete folder check box.

     info	Note In On-site messaging, you cannot delete a folder associated with any active or scheduled campaigns.

Use of Templates in Campaign Creation

The Templates feature serves a significant purpose with its template creation and management capabilities while creating campaigns. For more information, refer here.

• The templates you have created for that respective channel will be shown while creating campaigns. It also shows the templates that have the tags you add to your campaign. For example, If you add the tag, New customer while creating an email campaign, it will show the email templates with the tag, New customer.
• You can filter templates based on the available options for your respective channels.
• While creating campaigns, you can select the templates based on the editor in which they were created.
• The Templates feature also manages the templates you have created while creating a campaign. You can fetch and edit the templates created via the campaign creation flow from the Templates.