Liquid is the new standard for personalization in Optimove; we have released the Duplicate Template to Liquid functionality to help you convert your templates from legacy syntax to Liquid so that you can seamlessly migrate your templates.

From the template lobby, you create a copy of any legacy template with its personalization converted to Liquid and content tags converted to content blocks. Your original template stays exactly as it is, so your live campaigns keep running while you review the new version.

This guide will walk you through how to duplicate a template to Liquid, what the copy contains, and what to check before you use it.

How to Duplicate a Template to Liquid

Find the Template in the Lobby

Start from the email template you want to move to Liquid. The copy will be saved in the same folder as this template.

1. Go to Plan → Templates → Email to open the Email Templates Lobby.
2. Open the folder that holds the template, or search for it by name.

Duplicate the Template to Liquid

The option sits with the other template actions, next to the regular duplicate.

1. Hover over the template's card to show its actions.
2. Click Duplicate Template to Liquid, the water-drop icon next to Duplicate Template.
3. Wait for the message Template duplicated. Click Edit in the message to open the copy, or find it in the same folder.

Find and Open the Copy

The copy keeps the original's name and adds a copy number in brackets and (Liquid) at the end. For example, duplicating Weekly Sports Newsletter creates Weekly Sports Newsletter(1) (Liquid). The copy opens in the same editor as the original: a template built in the visual editor stays in the visual editor, and an HTML template stays in the HTML editor.

1. In the same folder, find the template ending in (Liquid).
2. Open it. Your personalization tags now appear in Liquid, for example {{ user.FIRST_NAME }} where the original had [%FIRST_NAME%].

Check the Copy Before You Use It

Review the copy as you would any new template before you use it in a campaign.

1. Click Validate and fix anything it reports.
2. Click Preview and check the email as a few different customers.
3. Check any content blocks the template uses (see How Duplicate Template to Liquid Works, below).
4. Save the template, then use the Liquid copy in your campaigns in place of the original.

How Duplicate Template to Liquid Works

• Your original stays as it is. The conversion only ever applies to the new copy. Campaigns that use the original keep running unchanged.
• Personalization is converted. Legacy tags in the email body and subject line are rewritten as Liquid.
• Content tags become content blocks. A legacy content tag becomes the content block with the same name. If that block doesn't exist yet, it's created for you from the content tag, with its personalization converted to Liquid. Blocks that already exist are used as they are.
• The editor stays the same. Visual-editor templates stay in the visual editor, and HTML templates stay in the HTML editor.

How Content Tags Become Content Blocks

When you duplicate a template to Liquid, every legacy content tag in it becomes a content block with the same name. The copy then pulls in that block wherever the content tag used to be.

Content blocks live in Content Studio, Optimove's home for building, organizing and reusing content. In its Content Library, content blocks and templates sit side by side, and each block's card shows how many templates use it. To learn more, see Introduction to Content Studio.

What happens next depends on whether that content block already exists in Content Studio:

• The block already exists. The copy uses it as it is. The block itself isn't changed.
• The block doesn't exist yet. It's created for you in Content Studio from the content tag: same name, same content, and any personalization tags inside it converted to Liquid. For example, an unsubscribe link [%UNSUB%] inside a footer becomes {{ compliance.unsub }}.
• The block can't be created. This happens when the content tag uses a customer attribute your account doesn't have. The copy is still created but saved as invalid, and Validate reports that the content block doesn't exist. Correct the content tag, or create the block yourself in Content Studio, then duplicate the template again.

What to check after duplicating

1. Open Content Studio and find any block named after a content tag the template uses.
2. Check that its content matches what the content tag showed, and preview it.
3. Remember that a content block is shared: any change you make to it shows in every template that uses it. The Used in N templates count on the block's card shows how far a change will reach.

FAQ