You can update a template's properties, edit its design, preview it, duplicate it to reuse as a starting point, or delete it when it's no longer needed
Open the Templates page
From the left-hand module menu, click Campaigns.
Click Templates. The Templates page opens, showing your existing templates.
Each template is shown as a card with a thumbnail preview, its name, and the date it was created or last saved. A badge on the card tells you which builder the template uses, for example New Builder.
đ¤ Tip: Use the Search by name box at the top of the page to quickly find a template by typing part of its name.
Manage a template
To manage an existing template, follow the steps below:
Hover over the relevant template card.
Click the three dots
icon to open the actions menu.Choose one of the following options:
Edit Properties: Select Edit Properties
to update the template's details. You can update the template's name, sender profiles that can use it and other settings, without opening the design editor. Save your changes to apply themEdit design: Select Edit design
to open the template in the drag-and-drop builder, where you can change its layout, blocks and content. When you've finished, save and close the editor to store your changes.Preview: Select Preview
to see how the template looks without opening the editor. Use this to check the design before applying it to a campaign. Re-upload an edited HTML file to update the template.Duplicate template: Select Duplicate template
to create a copy of the template. This is useful when you want to use an existing template as a starting point for a new one, without changing the original.Delete template: Select Delete template
to remove the template. A confirmation dialog appears; confirm to permanently delete the template from the list.
The Templates page toolbar
At the top of the Templates page you'll find a toolbar to help you find templates and control how they're displayed:
Filter: Click Filter
icon to narrow the list of templates down to just the ones you want to see. Use this alongside the search box to quickly locate a template in a long list.+ New Template: Click + New Template to start building a new email template. This opens the New Template pop-up where you enter the template details before designing it.
Grid / list view toggle: Use the two buttons on the right to switch how your templates are displayed:
Grid view
icon: shows each template as a card with a thumbnail preview and a status badge. campaign-builder.md:394-400List view
icon: shows your templates in a table, which is useful when you have a lot of them.