Locked email templates in Eloqua and Marketo
Both platforms can stop a marketer changing the parts of an email that carry the brand. Setting that up is template-by-template work and the lock only covers the email. The rest of the campaign is as open as it ever was.
Updated
In short
Eloqua protects emails in two ways. Protected templates let you decide per template whether users may change the style, the design or the content and per element whether it can be edited or deleted. Locked content blocks keep a block’s styling fixed while leaving text, images and links editable. Marketo’s Email Designer has content locking with a read-only mode and structure and component locks, including a mode that locks styles but leaves content editable. All of it has to be configured on every template, it doesn’t stop a marketer choosing the wrong template or starting from scratch and it says nothing about the audience, the schedule or the sender. Campaign Launchpad’s editor lets Ops decide which parts of each email and landing page can change, down to a button’s label and only offers marketers the templates their wizard allows.
Why templates get locked
When one team builds every email the brand is enforced by habit. When marketers build their own the brand is enforced by whatever the template allows and the first off-brand send usually arrives within a week. Locking is how both platforms let a template author decide in advance what the next person may touch.
Eloqua and Marketo both have it. The mechanics differ and so do the gaps.
Eloqua: protected templates
Eloqua’s template-level control lives in the Template Manager under Adding protections to email templates. After you apply protections “the template status changes to Protected” and when a marketer creates an email from it “Oracle Eloqua clearly identifies which content they can edit.” What you can protect depends on which editor the template was built in.
In the Design Editor
Three switches cover the template:
- Allow Changes to Email Style, for the layout and default style settings.
- Allow Changes to Email Design, for adding and moving content.
- Allow Changes to Content which lets you pick the components users may edit. Oracle notes that “by default, this setting is off.”
Turn all three off and the template is read-only. Turn Content on for the headline, body and hero image and leave the other two off and you have a template where the words change and the structure doesn’t.
In the source editors
The classic Source Editor works element by element: right-click, Mark as Editable, give it a name and optionally Allow Delete. The Redwood Source Editor adds Enable template protection, under which “all sections are locked by default,” a separate Allow changes to design switch and per-section options for editing and deleting content. The design lock is Redwood only.
In code the same thing is done with two attributes on block-level containers such as a table cell or a div: elq-edit="true" makes an element editable and elq-delete="true" makes it deletable. Oracle warns not to put them on inline elements like links or spans.
Creating and protecting templates needs the Manage Templates action permission which is how you keep marketers from editing the protections themselves.
Eloqua: locked content blocks
Content blocks are reusable pieces, a header, a footer, a product card, that live in a library and get dropped into emails and landing pages. Locking a block is a check box on its Blocks tab. Blocks are unlocked by default. Once locked “you can only edit images, text, hyperlinks, dynamic content, videos, and carousels (for landing pages) without changing styling, such as colors, background, alignment, or column width.”
That is a useful middle setting. Words and pictures change, the box they sit in doesn’t. Two caveats from Oracle’s own page: a locked block that has been added to an email “remains locked, even if the original block in the block library is subsequently unlocked,” and locked blocks “are not supported in the Oracle Eloqua Sales Tools for the Microsoft Outlook add-in,” where sales users can restyle them freely. Managing blocks needs the Manage Blocks action permission.
Marketo: content locking in the Email Designer
Marketo’s newer Email Designer has content locking built into templates. “Users with permissions to create content templates can enable content locking.” In the Body pane the author turns on Governance and picks one of two modes.
Read only locks the entire template. Marketers can use it and change nothing.
Content locking leaves everything editable by default and lets the author lock what matters. A locked structure locks everything inside it and nothing can be added to it, though individual components inside can be set back to editable. A component can be Locked outright or set to Editable content lock only which “locks the styles but lets the marketer edit the content.” Deletion is blocked by default and allowed per item with Allow delete. Under Enable content edition the author also decides whether marketers may add structures or only add content to existing ones.
On the marketer’s side the right pane says Governance enabled and a Highlight editable areas option shows what can change. The navigation tree marks locked items with a padlock and editable ones with a pencil.
Older templates built for Email Editor 2.0 use Marketo’s template syntax instead. Editable regions are HTML elements with classes such as mktoText and a region without the class isn’t editable. Locking in those templates means editing the HTML which is a job for whoever owns the template rather than the marketer.
Who may touch templates at all is a role permission: Edit Email Template and Approve Email Template are separate from Edit Email so marketers can be allowed to make emails from templates without being able to change the templates.
What locking doesn’t cover
Done properly locking means a marketer can’t move the logo, recolor a button or delete the footer. Every team that has done it properly has still had off-brand email go out. The reasons fall into a few groups.
The lock lives on the template
A marketer with rights to create emails can start from an unprotected template, an old email saved before the protections were added or a blank page. In Eloqua that depends on asset creation rights and on which templates the user can see. In Marketo it depends on which templates are approved and shared into the user’s workspace. Protecting ten templates helps little while the eleventh is open.
Every template is a separate job
Protections are set per template and in Eloqua per editor. A template protected in the Design Editor isn’t protected in the Source Editor. When a template is updated the protections need checking again. A team with forty templates across three brands has forty things to audit.
Editable is still editable
Inside an editable text zone a marketer can write anything: a subject line that triggers spam filters, a claim legal would strike, a link to the staging site. Inside an editable image zone they can drop an image at the wrong size or from the wrong campaign. Locking fixes the frame, which is a real gain. The content inside it still needs a reader.
The email is one part of the campaign
A locked template says nothing about who the email goes to, which email group it belongs to, who it appears to come from, when it sends or what the campaign is called. In Eloqua those are decided on the canvas or in the simple email campaign settings, where the marketer has whatever freedom their permissions give them. In Marketo they are decided in the program and the smart campaign. The brand-perfect email sent to the whole database from a personal sender address is the classic result.
Nobody looks before it sends
Locking replaces one kind of review, the one that catches layout damage. It doesn’t replace the review that catches a wrong date, a wrong audience or a wrong offer and in Eloqua that review can only be attached to multi-step campaigns through campaign approvals.
Templates in Campaign Launchpad
Campaign Launchpad has its own editor for emails and landing pages, built around templates Marketing Ops controls. Ops decides which parts of each template can change “down to a single button. A marketer can rewrite its label, but the color and size stay put.” Fonts, colors, spacing and layout are fixed by the template so there is no way to pick the wrong ones. Images come from the library in your Eloqua or Marketo instance or are uploaded for the platform to host and the editor is drag and drop with no HTML in sight.
The differences that matter sit around the template rather than in it.
- A marketer only sees the templates offered by the wizard they are running. There is no unprotected template to choose instead and no blank email to start from.
- The same wizard fixes everything the template can’t: the sender, the email group, the audiences available, the naming convention and the approvals the campaign needs before it goes live.
- Launchpad builds the finished email inside your own Eloqua or Marketo instance so what your platform sends is what the marketer approved and what Ops allowed.
- Copy written with Launchpad’s AI drafting lands in the same editable zones under rules Ops set so even generated text can’t break the layout.
Locked templates in Eloqua and Marketo are worth setting up whatever else you do, because Ops builds emails too. For marketers the question is bigger than the template. It is which decisions they should be making at all and a wizard answers that in a way a template can’t.
Frequently asked questions
- Can you lock parts of an email template in Eloqua?
- Yes. In the Template Manager you add protections to a template: in the Design Editor you choose whether users may change the email style, the email design and selected content components and in the source editors you mark individual elements as editable or deletable. In HTML the attributes are elq-edit="true" and elq-delete="true". The template’s status changes to Protected and users see which parts they can edit.
- What does locking a content block do in the Eloqua Design Editor?
- A locked block keeps its styling. Users can still edit images, text, hyperlinks, dynamic content and videos but can’t change colors, backgrounds, alignment or column widths. Once a locked block has been placed in an email it stays locked even if the block in the library is later unlocked.
- Are Eloqua locked blocks respected everywhere?
- Not in the Sales Tools for Microsoft Outlook add-in, where Oracle says sales users will be able to edit the locked block styling. They are respected in Engage and in the Design Editor.
- How does content locking work in the Marketo Email Designer?
- A template author turns on Governance in the Body pane and picks a mode. Read only locks the whole template. Content locking lets the author lock individual structures and components, mark components inside a locked structure as editable, lock styles while leaving content editable and decide whether locked items can be deleted. Marketers see a Governance enabled notice and can highlight the editable areas.
- Can marketers still make an off-brand email with a locked template?
- Yes, in several ways. They can start from an unprotected template or a blank email if their permissions allow it, replace an image with one that doesn’t fit, paste in text that breaks the tone, change a link to the wrong page or pick the wrong template for the job. Locking protects the layout and styling of a template. It doesn’t choose the template or review the content.
- Do locked templates control anything outside the email?
- No. The sender, the email group, the audience, the schedule, the campaign name and the landing page are all set elsewhere. A perfectly locked email can go to the wrong segment from the wrong sender with no approval.
- How does Campaign Launchpad lock templates?
- Ops decides which parts of each email and landing page a marketer can change in Launchpad’s visual editor. A zone can be open for text, open for an image or locked entirely and a locked button keeps its color and size while its label can be rewritten. Each wizard offers only the templates Ops chose for it so there is no unprotected template to pick instead and the same wizard fixes the sender, audience rules and approvals around the email.