Working with Marketing Templates

Some of the template functionality is currently only available in the legacy Marketing Campaigns product and is not yet available within the new Marketing Campaigns experience. For additional information, including when we expect it to be available, click here.

Marketing Campaigns templates determine how the content of your campaign will be built and displayed to your recipients. Templates also serve as a quick starting point for future emails by saving you time from having to rebuild your email's layout. Consequently, templates allow you to reuse content and maintain brand consistency across all of your campaign efforts.

We provide a collection of pre-built, responsive templates that you may begin using and customizing immediately, or you can create your own template from scratch.

Creating a New Template

To create a new template:

  1. From the left-hand navigation, select Marketing, and then select Templates.
  2. Click Create New Template.
  3. Select the editor you want to use, and then click Continue.

Developers can use the POST /campaigns API to programmatically upload a template that you can then go in and edit using the Marketing Campaigns application.

Editing an Existing Template

You can only edit custom templates (templates that you have created yourself or duplicated from a SendGrid pre-built template).

To edit a template:

  1. From the left-hand navigation, select Marketing, and then click Templates.

    If you wish to create a custom template using either drag and drop or entering your HTML, select BLANK TEMPLATE.

  2. Navigate to the template you want to edit.

  3. Click the action menu and select Edit.

    This navigates you to the editor originally used to create the campaign. After you create a template, you cannot switch between the design and code editor. However, if you choose the design editor you'll still have HTML editing options, and with the code editor you'll enjoy convenient visual tools like side-by-side code and preview panes.

Duplicating a SendGrid Template

You can easily duplicate a pre-built template provided by SendGrid.

This feature is only currently available in the legacy Marketing Campaigns product.

To duplicate a SendGrid template:

  1. From the left-hand navigation, select Marketing
  2. Click Templates.
  3. Locate the template you want to duplicate and then click the action menu.
  4. Select Duplicate. The duplicate opens in the design editor.

Duplicating a Custom Template

This feature is only currently available in the legacy Marketing Campaigns product.

To duplicate one of your custom templates:

  1. From the left-hand navigation, select Marketing Campaigns,
  2. Click Templates.
  3. Click the action menu and select Duplicate.

Creating a Template from a Single Send

To create a new template from an existing Single Send:

  1. From the left-hand navigation, select Marketing, and then click Single Sends.
  2. Find the campaign you would like to use, click the action menu, and then select Create Template.

Creating a Template from an Automation email.

  1. From the left-hand navigation, select Marketing, and then click Automations.
  2. Click the action menu next to the automation you want to duplicate an email from and then select Edit.
  3. Navigate to the email you'd like to reuse, click the action menu, and then select Create Template.

Additional Resources

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