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Suggested answer

Export of marketing email templates

Posted on by 180

HI

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

Brad

  • Suggested answer
    megcda Profile Picture
    megcda 2,192 on at
    RE: Export of marketing email templates

    Hi Brad,

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

    Thanks,
    Megan

    Please mark as Verified if this answers your question!

  • Abhinav Sunku Profile Picture
    Abhinav Sunku 350 on at
    RE: Export of marketing email templates

    Hi Brad,

    Yes, the html content will be copied.

    Best Regards,

    Abhinav sunku.

  • cloflyMao Profile Picture
    cloflyMao 25,194 on at
    RE: Export of marketing email templates

    Hi Brad,

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

    Regards,

    Clofly

  • Baggie9 Profile Picture
    Baggie9 180 on at
    RE: Export of marketing email templates

    Thank you

    So does this export the entire html?

  • Suggested answer
    Abhinav Sunku Profile Picture
    Abhinav Sunku 350 on at
    RE: Export of marketing email templates

    Hi Brad,

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

    Import-export.PNG

    Hope this helps,

    Regards,

    Abhinav sunku.

    If this answered your question, please mark as Verified!

  • Baggie9 Profile Picture
    Baggie9 180 on at
    RE: Export of marketing email templates

    Thanks very much Clofly this is very helpful

  • cloflyMao Profile Picture
    cloflyMao 25,194 on at
    RE: Export of marketing email templates

    Hi Brad,

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

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

    2318.p2.png

    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. 

    2318.p2.png

    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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