Templates Manager

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:

1. Click the Tag button.
2. Type tags (comma-separated).
3. Press Enter/Return, then click the blue Save button.

Delete

To delete multiple templates:

1. Highlight the templates by clicking on them.
2. Click the Delete button.
3. 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.