These features available on the Agency Plan (except where noted)
Contents
Layout
Templates
Search
Sorting
Working With Templates
Getting There
Click Other in the main menu, then click Templates in the drop-down.
Layout
The Templates Manager houses all of the custom templates that you've saved using the Campaign Builder. There's also a button that opens up the Public Templates gallery (available on all plans).
Templates
Your templates will appear on the right-hand side. Each info pane will show you the following information:
- A thumbnail preview of the template
- The name of the template
- The last time the template was updated
- The date and time the template was created
There are also buttons you can click to create a new campaign using the selected template (
) and to open the template for editing in the Campaign Builder (
).
If you hover over the template's name, you'll see an edit icon to the right; click this to rename the template. You can also click the name to do the same thing. Type the new name, then click the blue checkmark button to lock it in.
There's also arrow that opens a drop-down menu on the right with more options for managing the template.
Additional Template Options
By clicking the arrow to open the drop-down menu on the right-hand side of any template, you'll get these additional options.
Permissions
If you're using ShortStack for Teams to grant access of your account content to other teammates, clicking Permissions is where you can set the specific access levels for your team members.
Delete
By clicking Delete, you can remove the template from your account entirely. This doesn't remove the campaigns that are using the template - just the template itself.
Note: Deleting templates is permanent, so make absolutely sure you no longer need the template before completing the deletion.
Search
Use the Search field in the top-left corner of the page to look through your templates using a single word or phrase. The Tag field allows you to search through your templates by simply typing in a tag that's attached to one or more templates. Your results will automatically be displayed on the right.
Sorting
To sort the templates, click the button next to the number of templates at the top. Your options are to sort your feeds by Recently Edited, Newest, and Oldest.
Working With Templates
There are a couple other options available when working with templates; you'll see the bar appear up top when you've clicked one or more templates to highlight them.
Tag
Clicking the Tag button will allow you to add tags to all of the selected templates. It also has an area that shows you all the tags already applied to the templates. Just type the tags you wish to add (with a comma between each), hit Enter/Return on your keyboard, then click the blue Save button.
Delete
The other available option is just another way to delete templates; if you'd like to delete multiple templates at once, click each one to highlight it, then click the Delete button up top. You'll be asked to type in a short phrase to confirm, then click the red Delete button to finalize the deletion.
Note: Again - deleting templates is permanent, so make absolutely sure you no longer need the templates before deleting them.
