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Templates Manager

Max plan Last reviewed

The Templates Manager holds the custom templates you've saved from your own campaigns. Start a new campaign from a template, open a template to edit it, and rename, tag and delete templates here. Open it from Manage → Templates. Custom templates need the Max plan or higher. Deleting a template doesn't change any campaigns made from it.

What you can do in the Templates Manager

ToDo this
Start a campaign from a templateClick the new campaign button on the template's info pane.
Change a templateClick the open button on its info pane to edit it in the Campaign Builder.
Save a campaign as a templateIn the Campaign Builder, choose make template from campaign. See Creating and using a custom template.
Find a templateUse Search, Tag and Sort.
Rename or delete a templateSee Template options.
Tag or delete several templates at onceSelect them.

Before you start

  • Custom templates need the Max plan or higher. So do tags and Permissions.
  • Deleting a template can't be undone. Campaigns you made from it aren't affected.

Open the Templates Manager

Click Manage in the navigation menu, then Templates, or go straight to the Templates Manager.

What's on the page

Each template has an info pane showing:

DetailWhat it shows
ThumbnailA preview of the template.
Template nameHover over it and click the edit icon to rename the template. Click the blue checkmark to save.
Last updatedWhen the template was last changed.
CreatedWhen the template was saved.

The buttons on the right of each template start a new campaign from it, or open it in the Campaign Builder.

Find a template

  • Search: type a word or phrase from the template's name.
  • Tag: type a tag to see the templates that carry it. See Organizing with tags.
  • Sort: choose Recently Edited, Newest or Oldest.

Template options

Click the arrow on the right of a template.

OptionWhat it does
PermissionsChooses which team members can use this template. See ShortStack for Teams.
DeleteDeletes the template. Campaigns made from it aren't affected.

Work with several templates at once

  1. Click a template to select it. To select several at once, click and drag your cursor across them.
  2. Use the options at the top:
    • Tag: type tags separated by commas, press Enter/Return, then click Save.
    • Delete: type the confirmation prompt, then click the red Delete button.

If something goes wrong

What you seeWhat to do
A template you saved isn't listedClear any search or tag. Then sort by Newest. If it's still missing, save it again with make template from campaign.
A custom template isn't in the Template GalleryClick Private in the Template Gallery. Custom templates aren't shown with the public ones.
A team member can't see a templateGive them access with Permissions in the template's options. See ShortStack for Teams.

FAQs

How do I make a custom template?

Open the campaign in the Campaign Builder, click its name at the top left, and choose make template from campaign. See Creating and using a custom template.

Can I use my custom templates from the Template Gallery?

Yes. When you start a new campaign, click Private in the Template Gallery to see your custom templates.

Does deleting a template delete campaigns made from it?

No. Only the template is deleted. Campaigns you made from it stay as they are.

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