Template Overview

The Template area is used to manage email layouts and create new templates with the built-in visual editor.

What You Manage Here #

• Saved template records
• Template labels
• Template usage state
• New email template creation

Template List Interface #

Visible controls in the screenshot:

• Left filter sidebar
• Create Template
• Manage Labels
• Settings and refresh icons
• Template table and pagination

Filters #

The left sidebar supports:

• Template ID
• Title
• Label
• Created Date
• Last Modified
• Archived

Template Table Columns #

Column	Meaning
Template ID	Unique template identifier
Title	Template title
Label	Internal label tag area
Type	Communication type, shown as Email
State	Usage state, such as Used
Created By	Creator of the template

Step-by-Step: Find a Template #

1. Open Template.
2. Use filters to narrow the list.
3. Review title, label, and state.
4. Confirm the correct template before using it in campaigns.

Create an Email Template #

Editor Areas #

Area	Meaning
Email Subject	Required subject line field
Variables	Inserts dynamic placeholders
Layers panel	Shows structure of the current design
Canvas	Main visual editing area
Top toolbar	View mode, preview, code, import/export, undo/redo, and other editor controls
Properties panel	Component-level settings for the selected block
Save Template	Saves the finished template

Step-by-Step: Create a Template #

1. Open Template.
2. Click Create Template.
3. Enter the Email Subject.
4. Insert variables if personalization is required.
5. Build the layout inside the canvas.
6. Use the desktop preview and editor controls as needed.
7. Adjust the selected block from the Properties panel.
8. Click Save Template.

Operating Notes #

• Keep template names clear so campaign users can identify the correct layout quickly.
• Use variables only when the downstream campaign or delivery flow supports them.
• Re-check template state before using it in a live campaign.