These features available on the Pro Plan (except where noted)
Getting There
To access the Templates Manager:
- From your Home screen, click Manage in the main menu, then select Templates from the drop-down menu.
- If you've favorited the Templates Manager, simply click Templates in the top bar of the Home screen.
Layout
The Templates Manager displays all custom templates saved using the Campaign Builder. A button is also available to access the public Template Gallery - which is available on all plans.
To favorite the Templates Manager (adding a direct link to the top of your Home screen), click the heart icon next to the Templates title. To remove it, click the heart icon again.
Note: Favorites are stored in your browser. If you log into ShortStack from a different computer or browser, you’ll need to re-establish your favorites.
Templates
Overview of Template Information
Templates are displayed on the right-hand side, with each info pane showing:
- Thumbnail Preview of the template.
- Template Name: Hover over the name to reveal an edit icon or click the name to rename the template. Enter the new name and click the blue checkmark to save it.
- Last Updated Date.
- Created Date and Time.
Template Actions
Buttons on each template allow you to:
- Create a New Campaign using the selected template.
- Open the Template for editing in the Campaign Builder.
Click the arrow on the right-hand side of a template to open a drop-down menu with additional management options.
Additional Template Options
Permissions
For ShortStack for Teams users, click Permissions to set access levels for your team members.
Delete
Remove a template from your account by selecting Delete. This action does not delete campaigns using the template—only the template itself.
Note: Deleting templates is permanent. Ensure the template is no longer needed before deleting.
Search and Tag
Search
Use the Search field (top-left) to locate templates using a keyword or phrase.
Tag
Use the Tag field to search for templates by tags attached to them. Results are displayed automatically on the right.
Sorting
Sort templates by:
- Recently Edited
- Newest
- Oldest
Working With Templates
Tag
To add tags to selected templates:
- Click the Tag button.
- Type tags (comma-separated).
- Press Enter/Return, then click the blue Save button.
Delete
To delete multiple templates:
- Highlight the templates by clicking on them.
- Click the Delete button.
- Confirm the action by typing the required prompt, then click the red Delete button.
Note: Deleting templates is permanent. Ensure they are no longer needed before deletion.