Saving Customized Templates

With MoEngage In-App Nativ, you can select one of the 19 pre-defined templates, customize these according to your requirements, and create campaigns for your users.

Template Presets allow you to customize the default templates and save them for quick use in your future campaigns. After the feature is enabled for your account, you can start saving your styled templates as presets, available on the Saved Templates page, as shown below.

SaveTemplate.gif

Saving a template

While editing a template, you can save it too. To save a template:

      1. Open the pre-built or custom template you wish to keep.
      2. Click ThreeDots.png.
      3. Click Save.
info

Note

You can save up to 40 templates as presets per account.

On clicking Save, the following pop-up is displayed depending on whether you have selected a default template or a saved template to create the campaign.

      • When editing and saving a default template, you can only save it as a new template preset.
        InAppNativ_SaveTemplates.png
      • When editing and saving a saved template, you can either save this as a new template preset or overwrite the existing template preset.
        InAppNativ_SaveTemplates__1_.png
      • The user preview of the saved template is available.

Use, Delete, and Rename Template

      • To use a template preset, navigate to the Saved Templates tab in the template selection page and select the template to be used for campaign creation.

        In-AppPreviewSaveTemplate.png
      • To delete a template, do the following:
              • Navigate to the Saved Templates tab in the template selection step.
              • Hover over the template you want to delete.
              • Click on the three horizontal dots to view the options available.InAppNativ_Options.png
              • Select Delete template
              • You can have up to forty template presets per MoEngage account; hence, it might be essential for you to delete presets that are no longer relevant. Note: Admins, Managers, and Marketers can delete a preset.
                Delete_TemplatePreset.gif
      • To Rename a Template, do the following:
              • Navigate to the Saved Templates tab in the template selection step.
              • Hover over the template you want to rename.
              • Click on the three horizontal dots to view the options available.InAppNativ_Options__1_.png
              • Select Rename this template in the popup that opens.
                RenameTemplate.gif

Access Control

The following access controls are applicable for template presets.

Role Use Saved Template Save Template Overwrite Saved Template Delete Rename
Developer Yes Yes No No No
Analyst Yes Yes No No No
Marketer Yes Yes Yes Yes Yes
Manager Yes Yes Yes Yes Yes
Admin Yes Yes Yes Yes Yes

 

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