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Content Templates

A common hassle for most marketers is creating highly interactive and great-looking content for the audience. Simplifying the creation of consistent content alongside saving time and reducing costs, templates have proven successful at quickly developing engaging content for one and all.

The Zeta Marketing Platform gives you a space to create, store, and manage master templates using the Visual Editor and the HTML Editor. Here, you can search for a specific template using the search icon and explore some pre-made designs, or create a new template.

Templates can also be tagged with any relevant information. These tags are also searchable. While the HTML templates can be identified by the HTML tag on the bottom right of the template, Visual Editor Templates can be identified by the lack of the HTML tag.

Mousing over a template, you can click on:

  • Preview to view it,

  • the pencil icon to Edit,

  • the double square icon to Duplicate, and

  • the trash can to Delete.


The Content Preview gives you an easy way to visually validate their messages before launch.

When previewing the email from within a Campaign or Experience, the preview will automatically be generated based on a random user in the platform. You may also easily update the user_id in the UI to generate the message based on a specific user or simply click the refresh icon to randomly generate a message for another user.

Click on Preview Options to reveal the following:

Preview in Litmus

Previewing your content in Litmus will allow you to see the Preview on screen as it would appear on a number of Device / OS / Email Platform combinations. Each rendering will be produced as a PNG file that can be saved, copied, and shared as needed.

Sending Test Emails (Proof)

The visible Preview on the screen can be sent as a Test Email or Proof to any valid email address. Test Emails can be sent from the Preview of any Email whether within:

  • Content Templates

  • Campaigns

  • Experiences

When accessing from a Campaign, you must go to the Content & Audience Tab.

For Experiences, you must open the Campaign Action Node. From there, you can click on the thumbnail to Preview and send a Test Email.

You now have the ability to send one/multiple tests to yourselves

1. From Preview Options, select Send Test Email to render the following pop-up:

  • Add a subject line and email addresses in the To and From fields

  • You can separate multiple emails using a comma (,)

2. Click on Send.


An alternative way to send Test Email proofs is from the Campaigns directly:


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