How to create and manage universal and saved content

You will learn

Learn how to use universal or saved content to reuse specific blocks or sections within a template and avoid duplicative work. For example, if you have a header or a footer that you use in all your email templates, you can save it to avoid recreating it from scratch in every new email.

In Klaviyo’s template editor, you can save blocks or sections as universal content. When you do, you can choose to apply future edits to every instance of the universal block, across all templates. 

Create and use universal content 

Save a block for reuse

When you hover over or click a block within an email template, you will see a star icon. Once you have a block formatted the way you would like it, click the star icon to save it as a universal block. Make sure to use a descriptive name so the content is easy to find later. 

Save a section for reuse

When you hover over or click a section within an email template, you’ll see a star icon. To make sure you’re selecting a section (rather than a block within the section), click to the right or left of the section’s content. Once you’re ready to save a section, click its star icon. 

When you click the star icon, you will be prompted to name your universal content. Name it something that will allow you to find it easily, like "Header" or "Footer."

Access and use universal content 

To access and reuse a universal block or section, open the Content tab and click Universal. 

Then, you’ll be prompted to choose a universal block or section. Search by the content’s name or scroll through all your universal content to choose one.

Once you find the block or section you would like to reuse, drag it into your template. 

Manage universal content

To manage universal content, navigate to Content > Templates > Universal content. Here, you can search for and sort content based on features like device type (i.e., mobile vs. desktop), show/hide settings, and content type. Content blocks are labeled using the block or section type. Note the icons below, which denote visibility settings: 

• Mobile only
  
• Desktop only
  
• Show/hide settings
  

Additionally, you can rename, clone, preview, or delete content using the three dots icons on each card or list item.

Edit content across multiple templates

To edit a universal content block or section, click on it from any template. You have two options for editing universal content: 

• Edit Across All Instances
  Choose this option if you’d like your edits reflected in every template containing this piece of content
• Unlink and Edit Independently
  Choose this option if you’d like your edits to only apply in the template you’re currently editing 

If you click Edit Across All Instances, editing other blocks in your template will temporarily be disabled. Make any desired edits to the universal content, then click Publish Changes to apply the changes across all instances of the content in other templates. Alternatively, use the back arrow to discard your changes and return to the main editor. 

Use the # emails and templates button to see a list of all messages where the block is currently in use. 

After you publish the changes, other blocks in the current template will become editable again. 

Additional resources

• How to insert your company name and address to an email footer
• How to create a base template