Templates Overview

Templates define layouts, styles and content that Iterable campaigns can send as messages. They can include plain text, HTML, links, images, AMP for Email content, user profile data, information from campaign-triggering events, content from data feeds, snippets and conditional logic.

In Iterable, there are three kinds of templates:

• Base templates - Reusable content that Iterable campaigns can copy, use as a starting point, and customize. Maintaining a comprehensive set of base templates can help you send messages consistent in content, style, tone and voice.

• Campaign templates - Customized message content associated with specific Iterable campaigns. When creating a campaign template, you can use a base template as a starting point, customizing it however necessary—without impacting the base template itself.

• Workflow templates - Customize message content associated with specific workflow-related Iterable campaigns.

# Guides

To learn how to use templates in Iterable, read these guides:

• Base Templates, Campaign Templates and Workflow Templates

  This guide describes base templates, campaign templates and workflow templates—key concepts when working with Iterable.

• Managing Base Templates

  This guide describes how to view a project's base templates, edit them, inspect their revision history, and clone them to the same or other projects.

• Creating Base Templates

  This guide describes how to create base templates—from scratch, by importing HTML files, or by cloning existing campaign or workflow templates.

• Template Options for Email

  Email templates provide various configuration options, described in this guide.

• Template Options for In-App Messages

  In-app message templates provide various configuration options, described in this guide.

• Template Options for Push Notifications

  Push notification templates provide various configuration options, described in this guide.

• Template Options for Web Push Notifications

  Web push notification templates provide various configuration options, described in this guide.

• Template Options for SMS

  SMS templates provide various configuration options, described in this guide.

• Template Editors

  Iterable provides various template editors: Drag and Drop, Side by Side, and WYSIWYG. This guide describes their differences.

• Snippets

  Templates make it possible to reuse content across multiple campaigns, and snippets make it possible to reuse content across multiple templates. This guide describes how to create and use snippets.

• Personalizing Templates with Handlebars

  You'll regularly want to personalize templates with data from the recipient's user profile or the campaign's triggering event. This guide describes how to do so.

• Handlebars FAQ

  This guide provides answers to common questions about using Handlebars to customize templates.

• Conditional Logic with Handlebars

  Handlebars makes it possible to run conditional logic and loops in a template. This guide describes how to do so.

• Universal Merge Parameters

  This guide describes various merge parameters available in all templates.

• Personalizing Templates with Data Feeds

  Data feeds are external web services that Iterable can query when sending a campaign, using their responses to customize their messages accordingly. This guide describes how to set up and use data feeds.

• Custom Link Parameters

  Custom link parameters can help you capture engagement data about your campaigns. This guide describes how to set them up.

• Supporting Multiple Languages

  This guide describes how to set up multiple versions of a template, each associated with a different locale.

• Sending Proofs

  To make sure your templates are correct, it can be helpful to send yourself proofs of their content. This guide describes how to do this.

• Previewing Templates with Data

  Iterable's Preview With Data screen makes it possible to view a template as it will appear to a specified user. This guide describes how to use this feature.

• Dynamic Sender Email Addresses

  It can sometimes be useful to use particular senders for particular recipients. This guide describes how to do this.