Personalization Template System

Marketing Cloud Personalization's template system, composed of Web Templates & Server-Side templates, provides developers with the ability to customize and configure templates to support their business user's use case needs. A template developer has complete control over each component of the template and can determine which aspects of the campaign experience a business user can manipulate. After a developer publishes a template for a business user to use in a campaign, it becomes a reusable tool in the business user's optimization arsenal that allows a business to test and learn at speed.

While developers can configure custom templates from scratch, Personalization accounts are equipped with various global templates specifically designed to cover some of the most common and powerful use cases. These templates require minimal edits to leverage out of the box or can act as the starting point for new template creation. The global templates are great use case accelerators and living/breathing examples of template code in action.

For more information on global templates, see Web Campaign Template Properties on the Salesforce Help site.

Personalization has two types of templates available for developers to configure.

  • Web Templates: Web templates consist of four essential parts: Server-Side Code, Client-Side Code, Handlebars, and CSS. They are used when the Personalization module of the Salesforce Interactions SDK is responsible for rendering the campaign experience on the client's site. Web templates also leverage the web content zones mapped during the website implementation. They determine where a campaign can render on the website.
  • Server-Side Templates: Server-side templates only use server-side code and are used to pass a JSON payload with customer or campaign response data for another system to consume and render.

Data that we refer to as the context drives the content displayed in templates. The data in the context is derived server-side by Personalization from the configuration of the campaign that is using the template. After it is derived on the server, the context is passed to the client browser, where the client-side JavaScript can choose what to do with it, including joining the context with the HTML and rendering it.

The following documents include information and instructions on approaching each component of a template.

Personalization provides several pre-built global templates for common personalization use cases. Examples of pre-built global templates include hero banners, popups, product recommendations, info bars, and so on. These templates are highly customizable to suit individual needs and can save developers a significant amount of time over creating a template from scratch. New global templates are being developed and released regularly to meet a variety of web channel campaign use cases.

To use a global web template, do the following.

  1. Choose the global template that most closely matches your business use case.
  2. Clone the template.
  3. Modify the template code to meet business requirements.

For developer guidance in completing the preceding tasks and best practices for working with global web templates, refer to the Get Started with Global Web Templates documentation.