Create a template with fixed sections

Have you done a rebrand and want to change the logo in all messages, or do you need to create a template with some locked parts that are not editable by everyone?

Solution

We've updated the editor, and starting today you can create a template with some fixed sections that are not editable by the users who create messages. Also, if you need to change a part of these sections, the change is propagated to all messages created from these templates.

Use case

Let's assume we need to create a template for automated flow messages, with a customized footer that uses code portions that aren’t easily replicable (e.g., visibility conditions based on the country of residence) and that must not be editable by colleagues who compose the message.

To create the template, follow the path  Journey Lab >> Templates >> Communication

1. Click the New template button
2. Give the template a name
3. Choose the Editor method (the same editor used for communications is used)
4. Click the Create Template button
5. Click the Add Locked Section button
   

6. For all countries except the United Kingdom and Ireland, shipping is free. We therefore create two blocks with different visibility conditions:

   • Yellow block → visible to everyone except the United Kingdom and Ireland
   • Green block → visible only to the United Kingdom and Ireland

   We place these 2 blocks in a fixed section; this way, not everyone needs to know the different pricing policies and, if anything changes, it will be enough for a single user to update the condition values for all messages.

   

7. Finally, add the footer as well
   
8. Publish the template.
9. Use the template in the automated flow messages.

Bulk update a text or an image

Let's assume the automated flow has been active for a few months, but you've done a rebrand or changed address - updating the template will be enough:

1. Create a new version of the template and update the data
   
2. Publish the template by selecting the option "Update the uses of this template now"
   
3. Choose which messages to update
   
4. Click the Update Communications button.
   
5. Click the Update button.