Templates

Deprecated functionality

Templates are deprecated and hidden in new projects. Existing projects may still show Templates, depending on project settings and previous use. See the September 26, 2023 release notes. For transition guidance and alternatives, contact the support team.

Templates let you start content from a reusable design instead of a blank page. You can load a template, customize it, and adapt it to your needs. The legacy feature offers templates for Hosted Pages, emails, content blocks, and plain text.

Before you start

Open the project you want to work in. Where the legacy feature is available, select Templates above a content list in Contents. Its visibility depends on project settings and your access. The New Template button appears only when you have access to create templates and creation is allowed.

For general access requirements, see Roles and restrictions.

Overview

The Templates overview lists the available templates. Each row includes template information and an Actions menu.

Choose a template type

Select New Template to open Select the Template format. Choose the type that matches the content you need:

Type	Use it for
Hosted page	Single HTML pages in the legacy Hosted Pages feature.
Emails	HTML email templates for notifications or marketing. The selector also describes these as suitable for PDFs. See Emails for creating email content.
Content Block	Reusable pieces of content for emails and Hosted Pages. See HTML Blocks.
Plain text	Short text notifications, such as SMS messages. See Plain Texts.

Legacy document types and PDF layouts

In older PDF template workflows, a document type defined properties such as page dimensions, units, and the initial page count. These document types are different from the content categories listed above.

The New Template selector does not include a PDF option. To create PDF content, use Documents. To define reusable page formats, orientations, and print areas, use Layouts.

Create a template

1. Select New Template.
2. Choose Hosted page, Emails, Content Block, or Plain text.
3. For Hosted page or Emails, select a design from the options shown. For Content Block or Plain text, Flowize creates a template and opens its editor directly.
4. Customize the template and select Save.

Edit a template

Open a template by double-clicking its row or selecting Open from its Actions menu. The code editor has a code pane on the left and a preview on the right. The preview updates as you edit the code.

The controls depend on the template type. For HTML templates, the editor toolbar includes:

Control	What it does
Mobile, tablet, and desktop icons	Change the preview size.
Preview	Offers Download and Send test.
Edit	Provides Undo and Redo for text edits.
Tools	Inserts components such as images, functions, conditions, variables, and attributes.

The plain-text editor provides Tools, Download, and Save.

Validation and errors

In the code editor's save dialog, Title is required and Description is optional.