Find and manage your templates

Who can use this feature

Rights: the Read right on Templates to open the list, consult a template and copy its ID, the Admin right on Templates to edit, duplicate, favourite or delete one.

Location: the Templates page, under Content

Overview

Templates accumulate: one per touchpoint, per brand, per country. This guide covers how to find the one you are looking for, and what you can do to it once you have.

Find a template

1. Open the list. Go to the Templates page, under Content in the sidebar. Each row shows the template thumbnail, its language badges, and the columns Template name, Type, Updated at and Created at. The columns are not sortable, the list is not paginated and it cannot be exported, so the two controls below are how you narrow it down.

2. Filter by channel. Open the All dropdown at the top left and pick a type, among Email (Basic), Email (Custom), SMS and WhatsApp.

3. Search by name. In the Template name search field, marked with a magnifying glass, type any part of the name.

[📸 Screenshot to add, source: to capture live in product, interface: EN, caption: the Templates list with the type filter and the name search at the top left and the row menu open on the right, annotate the filter, the search field and the menu with the numbers 1 to 3, cropped to the list]

Act on a template

Once you have found the row, the actions are split between the Edit button and the row menu ⋮.

• Edit it. Click Edit on the right of the row to reopen the form, filled with the current values. Your changes apply to every dispatch that happens after you save, since a template carries no version history. Messages already sent are unaffected.

• Duplicate it. Open ⋮ and select Duplicate. This is the fastest way to start a variant of an existing template without rebuilding its branding.

• Copy its ID. Open ⋮ and select Copy id. The identifier is what you quote when you contact support about a specific template.

• Favourite it. Open ⋮ and select Make favorite, or click the star next to the template name. The same path removes it from your favourites.

• Delete it. Open ⋮ and select Delete, then confirm in the dialog. Once confirmed the deletion takes effect immediately.

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This document is for information and illustrative purposes only. It does not represent any contractual engagement and is subject to change for the purpose of service improvements.