Manage templates

Templates help you quickly and consistently create new emails that perfectly align with your brand strategy. To maintain an overview, it is important to manage your templates.

In this article we explain how you can update, rename, and delete templates created with the Email builder, the Legacy builder and the HTML editor.

Email builder

Go to Settings → Manage templates to list your Email builder templates.

Update template

1. To change the contents of an email builder template click either on the pencil icon, the name, or the thumbnail.
2. The template will open in the email builder where you can adjust it's content.
3. When you're finished click on the Update template button in the upper right corner.
4. Next close the email builder and return to the template overview using the cross in the upper right corner.

Rename template

1. You can change the name of a template by clicking on the pencil icon, the name, or the thumbnail.
2. The template will open in the Email builder.
3. Next click on the pencil icon after the name of your template.
4. Enter a new name and click Save.
5. Close the Email builder with the × in the top right corner.

Remove template

1. Click on the trash can on the row of the template you want to remove.
2. In the following screen confirm your action by entering 'DELETE'
3. Click on the I want to remove this template button to permanently delete the template

Legacy builder

Go to Campaigns → Messages → Create new message → Legacy builder to open the overview with all legacy builder templates. Your own templates will be grouped under 'My category' in the dropdown menu on the left.

Update template

1. To change the content of a Legacy builder template, hover your mouse over the thumbnail of the template. Then click on the pencil icon.
2. The template will open in the legacy builder where you can adjust the content as desired.
3. When you are finished, click on the Save and Exit button at the bottom left to return to the Messages overview.

Rename template

1. You can change the name of a template by hovering your mouse over the thumbnail of the template and then clicking on the pencil icon.
2. The selected template will open in the Legacy builder.
3. Then click on the Rename button in the top right corner.
4. Enter a new name and click on Save.
5. Close the Legacy builder using the Back button at the bottom.

Removing a template

1. Hover your mouse over the thumbnail of the template and then click on the delete icon.
2. Then confirm the action by clicking the Delete button at the top of the page

HTML Editor

Go to Campaigns → Messages → Create new message → HTML editor to see your HTML editor templates. Your templates will be grouped under 'My category' in the menu on the left.

Update template

1. To modify the content of an HTML Editor template, hover over the thumbnail of the template with your mouse. Then click on the pencil icon.
2. The template will open in the HTML Editor where you can adjust the content to your liking.
3. When you are done, click on the Save and Exit button at the bottom left to return to the Messages overview.

Rename template

1. You can change the name of an HTML editor template by hovering over the thumbnail of the template and then clicking on the pencil icon.
2. The chosen template will open in the HTML editor.
3. Then click on the Rename button at the top right.
4. Enter a new name and click on Save.
5. Close the Legacy builder with the Back button at the bottom.

Delete template

1. Hover over the thumbnail of the template with your mouse and then click on the delete icon.
2. Then confirm the action by clicking the Delete button at the top of the page