Creating email templates

You can create custom email templates for your marketing users. Using templates can help speed up your email creation process and ensure your branding guidelines are followed. Templates can also help your organization maintain consistency across your marketing organization. You can add protections to your email templates to prevent users from deleting or changing elements of an email. Learn more about protected templates.

Note: To manage templates, you must have the Manage Templates action permission. Learn more about action permissions.

Before you begin:

  • This topic describes how to make a template for Oracle Eloqua marketing users. If you need to make an email template for sales users, you create an email instead. Learn more about making email templates for Engage users.
  • You can manage access to the template using asset permissions. Marketing users can access templates from the Template Chooser.

Creating a template

You can create a template using the Manage Templates option. This allows you to add protections as you create the template.

To create a template:

  1. Navigate to Assets An image of the Assets icon, which is represented by a black pencil., then click Emails.
  2. Click Manage Templates.

    An image of the Manage Templates option.

  3. Choose a template or layout for the email.
  4. Add content to the email and update the email settings.
  5. If applicable, define editable elements in the template. Learn more about protected templates.
  6. Save your template.

    Note: The subject line and preview text are not saved as part of the template. This prevents users from erroneously using the original information.

  7. If prompted, complete the Save as Template dialog with information about the template. This information appears for marketers in the Template Chooser when they select the template.
    • You can choose to use a thumbnail of the template or use a custom icon. To use an icon, clear the Use Thumbnail check box and choose the icon.
    • To link to a web page that provides more information about the template, complete the Text to Display for Link and URL for the Link fields. When users select the template, they can follow the link to find out more.
  8. Review and customize the template permissions. To use the template, a security group or user must have View permissions.

If you added protections to the template, the template status is Protected. Otherwise, the template status is Standard. After you save the template, marketing users can use the template based on the permissions you've assigned the template.

Saving an email as a template

You can create a template by creating a new email and saving it as a template.

To save an email as a template:

  1. Navigate to Assets An image of the Assets icon, which is represented by a black pencil., then click Emails.
  2. Choose a template or layout for the email.
  3. Add content to the email and update the email settings.
  4. Click File > Save as Template.

    Note: The subject line and preview text are not saved as part of the template. This prevents users from erroneously using the original information.

    Important: The Classic Design Editor is sunset, and all classic assets are in view-only mode. Users can create and edit emails and landing pages with the Design Editor or Source Editor. Learn More.

  5. If prompted, complete the Save as Template dialog with information about the template. This information appears in the Template Chooser window when the user selects the template.
    • You can choose to use a thumbnail of the template or use a custom icon. To use an icon, clear the Use Thumbnail check box and choose the icon.
    • To link to a web page that provides more information about the template, complete the Text to Display for Link and URL for the Link fields. When users select the template, they can follow the link to find out more.

After you save the template, the original email remains open. If you need to change the template, update permissions, or add protections, you must close the email and open the template using the Manage Templates option. See Creating a template for more information. After you save the template, marketing users can use the template based on the permissions you've assigned the template.

Related

Adding protections to email templates

Email authoring

Email templates

Making a template available in Engage