Manage templates
Edit a custom template [#custom-templates-edit]
To edit a custom template:
- On the Infobip web interface, go to Automation Studio > Journeys > Templates.
- Select the Templates tab > My Custom.
- Find the required template.
- Select Edit.
Delete custom templates [#custom-template-delete]
Delete a single template
To delete a single custom template:
- On the Infobip web interface, go to Automation Studio > Journeys > Templates.
- Select the Templates tab > My Custom.
- Find the required template.
- Select the three-dots menu and select Delete.
Delete one or more templates
To delete one or more custom templates:
- On the Infobip web interface, go to Automation Studio > Journeys > Templates.
- Select the Templates tab > My Custom.
- Select one or more templates that you want to delete.
- Select Delete templates.
Duplicate a custom template [#custom-template-duplicate]
To duplicate a custom template:
- On the Infobip web interface, go to Automation Studio > Journeys > Templates.
- Select the Templates tab > My Custom.
- Find the required template.
- Select the three-dots menu and select Duplicate.
A new custom template is created.
Template tags [#template-tags]
Template tags are labels that categorize and organize templates by purpose, channel, or business unit.
Difference between template tags and campaign tags
| Template tags | Campaign tags |
|---|---|
| Used to categorize templates | Used to categorize journey campaigns (see Tags) |
| Displayed on the Journey templates page and within the template | Displayed on the Journeys page and within the journey |
| Managed through the Journey templates page | Managed through Campaign tags |
| Example: Tag templates by business unit, use case, or channel type | Example: Tag campaigns by audience, region, or campaign goal |
Create a template tag
NOTE
You can create template tags only for custom templates.
To create a template tag:
- On the Infobip web interface, go to Automation Studio > Journeys > Templates.
- Select the Templates tab > My Custom.
- Select any template.
- Select Manage tags > Create new tag.
- Enter the name of the template tag and select the checkmark.
The template tag is now available to add to custom templates.
Add or remove template tags from a single custom template
To add or remove template tags from a single custom template:
- On the Infobip web interface, go to Automation Studio > Journeys > Templates.
- Select the Templates tab > My Custom.
- Find the required template.
- Select the three-dots menu and select Manage tags.
- Select one or more template tags from the list to add or remove them.
Add or remove template tags from one or more custom templates
To add or remove template tags from one or more custom templates:
- On the Infobip web interface, go to Automation Studio > Journeys > Templates.
- Select the Templates tab > My Custom.
- Select one or more templates for which you want to add or remove template tags.
- Select Manage templates.
- Select one or more template tags from the list to add or remove them.