How To Build Starter Templates

Legacy Cortex users, please visit the Legacy Cortex section here. 

Starter Templates are a great way to establish a baseline for your templates that can be re-used anywhere in the Cortex environment.  Use them to store standard header/footer content for new templates, or to store basic "skeletons" for each stage's messaging.

Creating a new starter template is just like creating a standard template, except it is not required to be finished.  When creating your starter template, you can choose to create it as a starter template for a specific stage, or you can choose "All" to allow the starter template to appear for all stages within Cortex.

Build a Starter Template

Use a Starter Template

Build a Starter Template

1. Click Starter Templates from the navigation bar.
2. Click New Template.
   
   
   
   
3. Name your template.
4. Choose All or a specify a particular Cortex stage to use this template within.
5. Click Ok.
   
   
   
   
6. Select whether to build your Starter Template within the HTML Editor or the Template Builder. Then click Continue to Editor.
   
   
   
   
7. Build your Starter Template. Then click Save.
   
   
   
   

The recently created Starter Template will be visible in the Starter Templates menu for future use. 

Use a Starter Template

While creating a new email, clicking on "Templates" will retrieve all of the available Starter Templates. Selecting a Starter Template from the list will create a new email using the formatting of the pre-built Starter Template.