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James_Gunn-1
James_Gunn-1
Level 2
September 29, 2016
Solved

How to retire old email templates

  • September 29, 2016
  • 1 reply
  • 3644 views

We are getting new email templates designed. I have 2 email templates that are used by 100s of emails. Once the new templates are in use I'd like to retire the old templates so that they cannot be selected when creating emails. What is the best way to do this?

From what I can see, before I can unapprove and archive or delete the old email template I want to retire I first need  to unapprove and delete any emails using the template.

Am I missing something? This wouldn't be practical given the number of emails we have in the system. Please advise a better way if you have one!

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Best answer by Grégoire_Miche2

Hi James,

The simplest way is to archive them. Once done, no one will be able to select them for new emails. And archiving does not requires that you remove emails using them (unlike disapproval or deletion).

But unfortunately, you will never be able to prevent someone to clone an email using the old template and start editing it.

-Greg

1 reply

Grégoire_Miche2
Grégoire_Miche2Accepted solution
Level 10
September 29, 2016

Hi James,

The simplest way is to archive them. Once done, no one will be able to select them for new emails. And archiving does not requires that you remove emails using them (unlike disapproval or deletion).

But unfortunately, you will never be able to prevent someone to clone an email using the old template and start editing it.

-Greg

    A
    Anonymous
    December 2, 2016

    How do I archive old email templates?  Trying to find documentation and playing around in Marketo and I don't see that option.  Thanks!

    Grégoire_Miche2
    Grégoire_Miche2
    Level 10
    December 2, 2016

    Hi Liz,

    1. Go to design studio -> Landing Pages -> Templates.
    2. Create a folder. Name is zz-Archives or whatever you see fit
    3. right click the folder you just created and select "Convert to Archive Folder"
    4. then drag and drop in this folder the templates you want to archive

    -Greg

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