We have recently migrated the Email Campaigns Visual and HTML Builder part of this article into its own standalone article located under the "Working with Emails" section. Please, find it here. This article now contains expanded information on the Asset Manager itself, how it works and how can you use it.
The Asset Manager stores all your saved templates. It can be thought of as a centralized database for your Email and Web Layer templates, HTML blocks, and Custom Rows. Here, you can view and browse all your Project Templates (i.e. your saved custom templates) or Predefined Templates, which are those created by Exponea.
Watch this short introductory video about this feature (Note that some aspects of the interface might look differently in newer versions):
These templates find their use in a significant range of marketing automation use cases. Web layer templates are the basis for subscription banners, countdown banners, or other notifications. Email templates find their use in Email campaigns, such as personalized newsletters and abandoned cart scenarios.
HTML Blocks, on the other hand, allow you to create standardized email template components, such as headers, footers, or call-to-action buttons; Custom Rows serve as customizable frames for your email template content. These components serve the uniformity of your brand and identity throughout your email communications.
a. Navigate to
b. Click on the
Asset Manager item in the drop-down menu.
c. You will now see the Template browser.
Here you can create, edit, and search for email and web layer templates, HTML blocks, and custom rows. The Template browser consists of a menu/filter pane on the left and the browser itself. The menu allows you to select the template category you want to browse, and then filter the results down by type or tags.
The browser allows you to browse through your templates. You can toggle between a grid view and a more detailed list view in the right corner.
You can create a new template by clicking on the button or one of the available buttons on the top side of the browser. This will take you to the respective editor. The created template will then be saved in the Asset Manager. Note that the same applies for templates created and then saved through a Campaign or a Scenario directly.
The saved templates are divided into Project Templates and Predefined Templates.
The Project Templates are the custom templates that you have created and saved yourself. These can be edited, renamed, archived, or deleted. You can proceed to edit the template by simply clicking on it, and do the rest by clicking on the 3 dots sign in the bottom right corner after hovering your mouse over the template. This applies to all 4 of the asset types available from the Asset Manager. Note that you can also save changes to a template by using it in a Campaign or a Scenario, then editing and saving it from there. Find a more detailed description for each Asset type later in this article.
The Predefined Templates are created and managed by Exponea. They are there to give you a wider variety of starting points for your campaigns or special seasonal events like Black Friday. These are the same for all users and updates from our side are effectively translated to every project in the same way. They are loaded in real-time from a central repository, which ensures that every project has access to the most up-to-date version. Consequently, you cannot edit or delete these templates yourself, but you can open them, make changes, and save them as a copy into your Project Templates or choose them directly in your Campaign.
Here you will find the description of each of the 4 asset (i.e. "template") types that you can find in the Asset Manager, and how to edit them or create new ones yourself.
An email template is essentially the body of your email that you can use in your campaigns. It consists of rows that serve as frames for the structure of the email, and then the content itself within those "frames".
You can create a new template by clicking on either the "Visual Builder" or "HTML Builder" button on the top of the screen when using the Asset Manager. The visual builder is a user-friendly email editor that utilizes an easy drag-and-drop workflow, so it does not require any prior coding know-how. The HTML builder provides you with a clean HTML editing environment where you can use HTML and CSS code to build the email template.
Other than creating templates directly from the asset manager you can also save your emails created through Email Campaigns or a Scenario as new templates. Upon saving, the template will be stored in the Asset Manager.
To create a new Web Layer, in the Asset Manager, click on the "Blank Template" button to start from scratch, or select one of our Predefined Templates and start your editing from there. The Web Layer editor lets you seamlessly switch between an HTML/CSS/JS editor and a Visual "parameters" editor. The latter lets you easily edit the behavior or visuals of the web layer using input fields, sliders, or a color pickers.
Other than creating templates directly from the asset manager you can also create new templates directly from your Web layer campaigns. Upon saving, the web layer will be stored as a template in the Asset Manager.
To learn more about web layers, their functionality, and the editor, read our detailed Web Layers guide.
In their essence, HTML Blocks (also called "dynamic blocks") are custom snippets of HTML code that you can save and reuse. These blocks can be inserted into an email template through both the Visual or HTML editor. Other than emails, HTML blocks can also be used in Experiments.
To create an HTML block, in the Asset Manager, click on the "New block" button at the top of the screen. This will open up the HTML editor. You can also create a new HTML block from the email campaign's HTML editor by clicking the
+ button at the bottom right of the screen and choosing the "New block" option. Upon saving, this block will be stored in the Asset Manager.
To learn more about HTML blocks, their functionality, inserting Jinja, and the HTML editor, read our detailed HTML blocks article.
Rows are the frames that make up the structure of your email template content. They can be filled with any type of content available in the visual email editor. Exponea allows you to save these so that you can reuse parts of your email templates and thus significantly speed up your workflow.
To create a new custom row, you can do so from the Asset Manager by clicking on the "New custom row" button at the top of the screen. This will open up the email visual builder in its full functionality. That means you will be able to add more rows on the screen and edit them at the same time, but you will only be able to save them each separately. Read more about how to save custom rows.
You can also save a custom row at any point when creating an email in the visual editor via Email Campaigns or Scenarios.
In addition to editing, renaming, archiving, and deleting the saved custom rows within the Asset Manager, the 3 dots menu in the bottom right corner will also give you the option to add the row to an initiative or attach tags to it for easier and more clear management.
Custom row updates
Updates made to existing custom rows will not be reflected in existing campaigns that used the row previously. Changes to existing templates and campaigns have to be done individually by manually replacing the row with the updated version.
Updated 5 days ago