Why use templates? There are so many reasons to use templates, and I as I walk through the template capabilities, I'm sure you'll be thinking up all sorts of great reasons. Here are my favorite five reasons to use templates:
- Be Inspired
- Inspire Others
- Share Best Practices
- Enforce Compliance
Here is what can be saved as a template in Eloqua:
- Landing Pages
- Campaign Canvases
How do you create templates? When you have your Asset, Campaign Canvas, or Segment created to the point you are ready to save as a template, click the gear on the top right of the screen and select "Save As Template..." The placement of the gear and the menu items differ slightly depending on the Asset or if it is a Campaign Canvas or Segment, but the gear menu always starts with the same options:
When saving a template, you have the following details to set: Name, Description, Text to Display for Link, URL for Link, and Location. These are fairly standard, the only part I am going to highlight is the URL for Link and Text to Display for Link.
This allows you to link to documentation related to the template. This is where you could share best practices and configuration instructions for the template.
What does saving as a template do? It saves the Asset, Campaign Canvas, or Segment you have open as a template that will appear for all Users with the appropriate access in the corresponding Template Chooser. If a URL for Link and Text to Display for Link are set, this along with the other template details mentioned above, will appear in the Template Chooser when single clicking the template. As an example, if I just saved an Email template named "Best Practice Newsletter" with a URL for Link going to Topliners and Text to Display for Link "Find More Best Practice Templates on Topliners", a User in Eloqua could find this template by selecting Assets then Emails from the top navigation. Next they would need to select "Create an Email" from the Emails Launchpad. This brings up the Template Chooser, which will show the template under "Blank and Recent" if it was just created; otherwise, you'd navigate to "All Files" or use the Search bar on the top right. Once selecting the template, the pop up appears including the URL.
How do templates help with standardizing and enforcing compliance? For Emails and Landing Pages there is Template Management functionality that allows for easy editing of templates, and template details, and provides tools for standardizing and enforcing compliance. The Template Management functionality allows the ability to assign very granular settings to areas of your Emails or Landing Pages, you can lock all elements in place, then define which specific elements, if any, can be modified when creating new Emails or Landing Pages. This allows you to standardize and enforce compliance by maintaining control and consistency when sending out similar types of Emails or publishing similar types of Landing Pages. It also ensures that important elements are not accidentally deleted. To learn more about the Template Management functionality, start with the Oracle Marketing Cloud Academy Course Eloqua 10: Template and Asset Management and bookmark these Help Center pages: Email template manager and Landing page template manager.
How do you edit templates that do not have the Template Management functionality such as Campaign Canvases, Forms, or Segments? You are able to edit these templates but not the template details. If edits needs to be made to the template details, the template will need to be re-created. Here are the instructions to edit these templates:
A Campaign Canvas is used as an example, but the process is the same for Forms and Segments.
- Reload Eloqua
- From Top Navigation, click Campaigns
- Click "Create a Multi-Step Campaign"
- Select the template you want to edit
- Note the URL has a negative ID (Example: https://secure.eloqua.com/Main.aspx#campaigns&id=-23)
- Copy the URL to the clipboard
- Close the Campaign without saving
- Open a new browser tab
- Paste the URL from the clipboard into the new browser tab, and before clicking enter, change the negative ID to a positive one (Example: https://secure.eloqua.com/Main.aspx#campaigns&id=23)
- You will now be editing the template
Want to be inspired to create your own templates? All Eloqua customers have access to a set of best practice templates for all Assets and Campaign Canvases, along with configuration guides.
And if you have an Eloqua Industry Solution, you have a specific set of best practice templates for your industry, which include:
The best part about templates and corresponding configuration guides is you can incorporate best practices learned from the Oracle Marketing Cloud Academy and Topliners. Here are my favorite courses I've used as part of Eloqua Industry Solution Template Galleries:
- Blind Form Submits
- Testing Campaigns and Assets
- Integrating Custom Objects with Campaign Canvas
- Advanced Editing and Form Processing
Explore these templates and be inspired, not just to create your own Assets and Campaign Canvases, but to create your own internal templates and configuration guides to share best practices and inspire others!