Templates management
This article explains how to manage templates within the list and provides details for each template.
Step-by-step instructions
Navigate to the "Content" section.
Click the "Templates" button.
Select a channel via the filter button to display specific template types.
Template sorting by name or subject for easier list navigation.
Search execution to find specific templates by name or unique ID.
Reviewing template analytics via the "View analytics" button.
ClickMap visualization to analyze user interactions within emails.
Template details can be reviewed via the “Info” button.
Template duplication to create new items with identical parameters (except for Viber).
Tag management for organizing templates and tracking performance in aggregated reports.
Permanent deletion via the action menu or selection boxes.
Device preview of layouts on Desktop/Mobile, Windows/Mac, or mobile devices by clicking the thumbnail.
Select a contact from the default or selected Contact List for testing.
Manual test entry for sending test messages to contacts not present in the database.
Test message dispatch by clicking the “Send test” button.
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Details
- Channel - the specific type of communication channel for the template.
- Viber | Status - the current state of a Viber template: approved (checked and cleared), pending (awaiting verification), or rejected (not approved).
- Name - the designated name of the template along with its unique ID.
- Creation date - the exact timestamp of template creation based on the account's time zone.
- Viber | Countries - indication of whether the template is eligible for sending to Ukraine, Belarus, or Russia.
- Subject - the defined subject line of the template.
- Email | Editor type - the specific builder type used for creating the email template.
- Tags - the list of organizational labels assigned to the template.