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Export of marketing email templates

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Posted on by Baggie9

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Is there a way to export the marketing email templates, pages and forms from one instance to another instance?

Brad

Categories:

Marketing Pages Forms and Surveys

Event Planning and Management

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cloflyMao 25,210 on at

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Hi Brad,

What are your "pages" and "forms" stand for?

If they are shown as the following, please continue reading.

Unfortunately, there is no system option for exporting templates directly at present.

But you can copy their HTML code and save it as a HTML file manually.

Here are steps:

1. Click HTML tab, right-click anywhere in the editor and select Format document to make the code more readable.

2. Be careful when editing the code, because the graphical editor expects specific types of markup to implement its drag-and-drop elements in Designer mode, you can skip this step if you only need to copy it out.

3. Just create a new record and paste code in another instance.

Marketing email templates, pages and forms are all supported by this method.

In addition, you should note that form can't be copied from page HTML code, because it is loaded by system. You have to export the form separately. Thanks.

Regards,

Clofly

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Baggie9 180 on at

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Thanks very much Clofly this is very helpful

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Abhinav Sunku 350 on at

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Hi Brad,

You can also Export from One instance and Import to another instance, same works with pages and forms.

Hope this helps,

Regards,

Abhinav sunku.

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Baggie9 180 on at

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Thank you

So does this export the entire html?

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cloflyMao 25,210 on at

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Hi Brad,

If you find any response helps you resolve the issue, could you kindly mark it as verified? Thanks. )

Regards,

Clofly

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Abhinav Sunku 350 on at

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Hi Brad,

Yes, the html content will be copied.

Best Regards,

Abhinav sunku.

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megcda 2,192 on at

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Hi Brad,

Here is another post where I talk about migrating Marketing data with the Configuration Migration Utility.

Thanks,
Megan

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