Templates List Page and Idea Gallery
The Templates page includes a list of all your available templates, sortable by date updated, search, and options for filtering by Type, Content, Label, Team, and Archive status.
To create a new template, click the New Template button.
Select the type of template you want to create (HTML, Visual, or SMS), and the appropriate editor will open.
The Template List shows the templates you have access to, based on your account permissions. Some template access may be limited based on Team membership. Within the Template list, icons show the type and status of the template, and a thumbnail provides a preview on hover.
Each Template listed shows the Name and the Date Last Updated, as well as any Labels and the Teams that have been applied.
Template Thumbnail and Icon
There are two images to the left of the template Name – the template thumbnail and the template type icon.
The first image in the entry is the template’s thumbnail. If the template is empty, you’ll see a placeholder image.
|Empty template placeholder|
Hovering over the thumbnail shows a preview of the template:
The icon denotes the type of template.
|Visual Email||An email template created in Email Composer.|
|HTML Email||An email template created in the Template Editor.|
|SMS||An SMS template created in the Template Editor.|
Labeling and Copying Templates
Hover over the end of the template entry to see the Tag and Copy options.
Selecting Copy shows a dialog box containing copy options. You can make a copy of your template within your account or copy your template across accounts.
If you select Different Account, you’ll see a dropdown menu of the accounts you have access to.
Once you’ve selected the account or accounts to copy the template to, select Apply. You’ll see the following message at the bottom of your screen to track copy progress.
Once your templates have finished copying, log into your other account to see the template.
Selecting Label opens the Edit/Update Labels dialog box:
Select one or multiple labels, or create a new label for your template.
Archiving a template takes it out of your active template list. Archiving doesn’t delete your template or change its status.
Selecting Archive opens the Archive dialog box:
Click Archive to add the template to your template archive. To find your archived templates, go to the end of your filters. Select Include Archived:
To hide archived items, click the toggle again.
The Templates List page allows for bulk actions on templates. Label, archive, or delete one or more templates at a time.
Select multiple templates, or select all templates at once with the checkbox at the top of the template list.
In addition to the bulk action options, the UI shows the number of templates you have selected.
Search and Filter
Search for and filter your templates from the left-hand sidebar.
Search for a specific template by Name from the search box in the sidebar. Results are displayed as you type.
Templates can be filtered by a variety of options. Each filter section shows a count of how many templates belong to that designation.
|Message Content||Select the type of campaign content you’d like to see – limit by Transactional or Marketing content.|
|Type||Filter by template type: HTML Email, Visual Email, or SMS. Select one or multiple options.|
|Team Permissions||Filter by one or more Teams. You’ll see only the Teams you belong to. Set Team privileges in Email Composer or the HTML Editor.|
|Labels||Filter templates by Label. Select one or more of the labels.|
Browse ready-to-use email templates for a quick design or for inspiration. From the Templates page, select Idea Gallery.
The Idea Gallery loads.
When you hover over a template, an Import to Visual Email option overlays the template image.
Click to import the template to a Visual Email template.