Overview

The Templates section helps you organize and standardize your messaging templates. You can save and reuse templates from the Templates section to have consistent messaging.

📘

Custom Roles

All users with custom roles have read access to Templates by default. However, the administrator must grant write access for any Template operations. For more information, refer to Define Access for Custom Roles.

Go to Content Manager > Templates > _Email.

The Templates Editor offers the following multiple options:

• Select Views: Switch between list and card view for templates.
• Search Templates: Search a template by its name.
• Sort Template: Sort by template name, created date, and last modified date.
• Bulk Delete: Select multiple files and click the delete icon.

📘

Template Deletion

A template deleted from the template gallery does not affect the running campaign already using these templates.

Create Templates

You can create a template that can be used across various campaigns.

📘

Supported Channels

Currently, only Email templates are supported. We will soon start supporting more channels for template management in the Content Manager.

1. Go to Content Manager > Templates > Email.
2. Click Create Template.

3. After completing the steps to create a template, click Save. The Save Template popup opens.

4. Enter a name and select a label for the template.

📘

Template names

Template names can include letters, numbers (0-9), underscores (_), periods (.), hyphens (-), and spaces. Names must begin with a letter. Additionally, the template name must be unique.

5. Click Save to save your template.

You can add content to pre-built templates or customize and build your own. To create a new template with drag-and-drop elements, refer to drag-and-drop templates. You can also create a template from the HTML editor with a Rich Media template.

Upload HTML Templates Using ZIP File

The Upload HTML Templates feature enables marketers to easily import email designs packaged as ZIP files directly into CleverTap. These ZIP files typically contain a single HTML file and associated image assets, enabling efficient template creation without manual image uploads. You can also upload templates from the What section of the campaign setup. With this feature, you can:

• Faster template creation by uploading a pre-packaged HTML + assets ZIP file
• Automated asset management with image upload to CMS
• Reduces manual errors in HTML and image linkage

To upload an email HTML template using .zip files, perform the following steps:

1. Click Create Template from the Templates page. The Email editor opens.

2. Click Upload File or drag and drop to upload the required .zip file. You can download the sample zip file by clicking the Download sample file link. The ZIP file must meet the following criteria:

   
   

   Requirement	Details
   File type	Must be .zip
   HTML file	Only one .html file allowed. It should be present inside the main folder and not in any subfolder. CSS must be inline and embedded within the .html file; separate stylesheets are not supported.
   Images	All image assets must be placed in a folder named images. Ensure all image references within the HTML file point to this folder correctly.
   Supported image formats	JPG, PNG, GIF
   File size	Must be less than 5 MB

   

   
   

3. CleverTap parses the ZIP file:

   • Images are uploaded to the CMS File Manager.
   • The template is saved under Saved Templates in the What section of campaign setup, as well as in the Templates section of Content Manager.

📘

Personalization for Uploaded Templates

If you upload an HTML file with characters like {{}} or @, CleverTap treats them as plain text. To use personalization, you can manually add them during email campaign setup after template upload. For detailed steps, refer to Personalize Message.

Upload Validations

Upload may fail due to the following validations performed by CleverTap:

Template Operations

You can click the ellipsis from the content card for additional actions to manage templates.

You can select from the following options:

• Edit: Select to make further changes to the template.
• Clone: Select to create a copy of the template. You can then add further edits to the template.
• Rename: Select to change the name of the template.
• Add label: Select to add a label. Labeling templates helps organize and search them easily.
• Delete: Select to delete the template.

📘

Template Deletion

A template deleted from the template gallery will not affect a running campaign.

Filter Templates

You can filter the templates to narrow down your search.

1. Navigate to Content > Content Manager > Messaging Channel > Te`ates.

2. Click Filters. You can filter templates based on the following criteria:

• Time Period: Filter and search by the template's creation period.
• Type: Filter and search by the template type.
• Labels: Filter and search the template by the assigned label.
• Created by: Filter and search by the person who created the template.