How to get there: Go to Automation → Message Templates.
Understanding the Templates Table
Each row in the table represents one template. You'll see these columns:
Template Name – The template's name.
Type – Whether the template is an email template or a text template.
Comm. Type – If Communication Types is enabled, shows how the template is categorized.
Location(s) Available – Which locations can see and use this template.
Tags – If Template Tags is enabled, shows any tags assigned to the template, including system-locked tags like "Used in Workflows" and "Used in Drips".
Subject – The subject line (email templates only).
Modified – The last time the template was updated.
Searching and Filtering
Use the controls above the table to narrow down your list.
Type in the Search Templates box to find templates by Template Name, Location(s) Available, or Subject.
If Template Tags is enabled, use the Tags dropdown to filter by one or more tags.
Toggle Show Archived to include or hide archived templates. By default, archived templates are hidden.
Note that if you select more than one tag, only templates that include all the tags you select will appear.
Note that if you select tags and enter something in the Search Template bar, only templates that have the selected tag(s) AND contain the Search Template content will appear.
Opening a Template
Click any row of the Message Templates table to open that template in a new browser tab. This lets you work on several templates at once without losing your place in the list.
Group Actions
Corporate users can update multiple templates at once.
Click the Group Action button near the top left.
Check the box to the left of each template you want to update.
Click the Next button near the bottom right.
Update the setting(s) you want to change for the selected template.
IMPORTANT: Settings that you do not change will remain unaffected by this process. Example: if you don't change "Who Can Send This Template:" then none of those setting will be changed for any of the selected templates.Here are the things you can change on multiple templates using the Group Action button:
Copy – Make duplicates of the selected templates.
Archive – Hide selected templates from the Message Templates table.
Who Can Send This Template – Change send permissions across the selected templates.
Template Group – If Template Groups is enabled, assigns the selected templates to the indicated template group.
Communication Type – If Communication Types is enabled, changes the type for all selected templates.
Tags – If Template Tags is enabled, add or remove tags on all selected templates at once.
IMPORTANT: You cannot change system-locked tags ("Used in Drips" or "Used in Workflows") with this feature
IMPORTANT: Except for system-locked tags, the tags you select will be the only tags assigned to the selected templates after you save. Previous tags will be removed if not selected.
Attachments – Manage attachments across selected templates.
IMPORTANT: The attachments you select will be the only files attached to the selected templates after you save. Previous attachments will be removed if not selected.
Click the Save button.
Include Archived
To see templates that were previously archived, simply click the "Include Archived" checkbox below the search bar.