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What is a template fragment?
A template fragment is an HTML snippet that can be added to an email template. A template fragment is similar to an email fragment, but there are two important differences:
Once a template fragment placeholder is added to an email template, the template fragment assigned to that email template will always be sent out automatically along with the email template. That is to say, the end user will not have the option to remove the template fragment or select a different template fragment.
Only one template fragment can be sent per email template.
It may be helpful to point out some use cases of template fragments to help distinguish them from other types of email content.
Template fragments can be extremely useful if you are working across multiple email templates but also need to maintain control of the footer of the email, which in many cases is a legal disclaimer or holds company information specific to a franchise. In the case that you need to update this footer, with template fragments you only need to update the template fragment itself, instead of updating the footer across all of your email templates.
The template fragment will be added to an email template at the moment that the email is sent, so a single update of the template fragment (as well as a resync and approval in Veeva Vault) will ensure that all email templates sent out after that date will have the new, updated footer. This reduces the possibility of errors and also the amount of time and effort spent during creation and update processes.
In order for a template fragment to be visible in your test CRM environment, it needs to be added to the email template and synced with that email template to your Veeva Vault or OnCore Vault.
And in order for the template fragment to show within an email template in CRM (both test and live environments), a template fragment placeholder must be added to the body of the email template in Shaman. Without it, a connection between the template fragment and the email template will not be successfully established and the template fragment will not be sent out with the email template.
To find out how to add a template fragment to your email template, click here.
How do you create a template fragment?
Once you have logged in to Shaman and clicked the email icon from the menu on the left for the email editor, you will see different tabs for email templates, email fragments, and template fragments. (If you have permission to access the master design templates, you will also see a tab for design templates).
Select the template fragments tab, then click the New button (as per the screenshot) to get started. A window will appear to add the name and product for your new template fragment. Name is a free text field, but Product is selected from the dropdown menu. If you don´t see a product that you are looking for, contact us at support@getshaman.com.
Once you have completed this information, click Create.
You will then be directed to a page that is known as the email details page. Here, you add all of the necessary information to successfully sync your content to Veeva or OnCore Vault. Check out this article to learn more about how to complete these fields.
Good to know!
In the menu on the left hand side, you will see the section headings of the information that should be completed before syncing to Veeva Vault.
Once you have completed the Veeva information, click the "Design" tab to proceed to the next step in the email content creation process in Shaman.
Before being directed to the email editor, your Design template gallery will appear. Here you will be able to see all available design templates for email fragments (relating to the Product/brand you are working with, and which work area or franchise if applicable).
Simply click on the design template you wish to use to select it. You can also click the zoom icon to preview the design template before selecting it, or search using the filter box at the top of the screen to find a specific design template. Or, click "Start without template" to start from a blank canvas.
You will then be redirected to the HTML editor to start building your template fragment. You might want to take a look at these articles to give you some inspiration!
Good to know!
It is not possible to create a template fragment from a design template.