Using a template
Templates help you start campaigns and journey emails with a consistent layout and brand. This guide shows how to pick a template in the template picker, where your saved templates appear, and how editor type and tags affect what you can choose.
In this guide, you'll find:
- When you pick a template
- Match the editor type
- Find your templates under Account templates
- Browse by tag
- Use a template
- FAQs
1 When you pick a template
The Select a template dialog opens when you:
- Create a new campaign
- Set up or change the content for a journey send email step
From that dialog you can start from a Tarvent design, one of your account templates, a previous campaign, or from scratch, depending on what you're creating.
2 Match the editor type
Before you choose a template, you select the preferred editor for the campaign or journey email. That choice controls which templates appear.
Common editor types include:
- Standard — drag-and-drop editor
- HTML Markup — code editor for HTML
- Plain text — text editor
- AMP Markup — code editor for AMP for Email
Important: The editor type of the template must match the editor type of the campaign or journey email. A Standard (drag-and-drop) template will not appear when you're creating an HTML Markup email, and the reverse is also true.
If you don't see a template you expect, confirm that it was saved with the same editor type you're using for this campaign or journey email.
3 Find your templates under Account templates
In the template picker, your own saved templates are listed under Account templates.
You'll typically see sections such as:
- Standard templates — Tarvent-provided starting designs
- Account templates — templates you (or your team) created and saved in Tarvent
- Account campaigns — when available, previously created campaigns you can copy from
To reuse a design you've already built and saved as a template, open Account templates and select it from that list.
4 Browse by tag
When you tag a template, those tags appear under Account templates in the template picker. Click a tag name to show only the templates with that tag.
This is useful when you organize templates by brand, audience, or purpose (for example, "Newsletter", "Welcome", or "Promo"). A template with more than one tag can appear under each of those tags.
Tip: Use All under Account templates when you want to browse every account template for the selected editor type, then click a tag name when you want a shorter, filtered list.
5 Use a template
Here are the steps:
- Start creating a campaign, or open the journey send email step where you want to choose content.
- Select the editor type that matches the template you plan to use.
- In the Select a template dialog, open Account templates.
- Optionally click a tag name under Account templates to filter the list.
- Select the template, review the preview if shown, and continue.
- Finish the remaining campaign or journey email details, then edit the content as needed.
After you select a template, you can still change the content in the editor. The template is your starting point, not a locked final design (unless parts of it were marked read-only when the template was built).