The simplest way to develop a Marketing Cloud Personalization web template is to use one of our global templates and customize it for your business use case. To use a global template, do the following.
The following sections present the steps for cloning a global template in Personalization and the standards for customizing global template code.
For information on the most current list of available global templates and their recommended web channel use cases, see Web Campaign Template Properties on Salesforce Help.
To clone a global template, do the following:
Open the Salesforce Interactions SDK Launcher Chrome extension tool, and click the View List section of the template button:
To find a list of all currently available global templates, click the Global Templates tab.
To clone a global template for customization, click the Clone Global Template button associated with the global template you want to customize.
Cloning a global template opens a new copy of the template, with the text “[CLONE]” prepended to the template name.
Cloning and customizing a global template doesn’t alter the original version of the global template in the Global Templates tab. You can make as many clones of a global template as you require for different use cases.
Note
In global templates, comments are provided at the top of the code tabs to help template developers effectively customize the template. For an example of comments within global templates, see the comments in the Handlebars tab in the above [CLONE] Einstein Product Recommendations figure.
Note
Click Save to save the cloned version of the global template to your dataset. This cloned version appears in the Templates tab along with any other templates you’ve created or cloned.
After you’ve cloned a global template as described in the preceding section, customize the template components to meet the requirements of the business use case. As a best practice, we recommend you modify the template component code in the following order:
When customizing global templates, follow the recommendations outlined in the following articles.
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