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Managing email templates in Marketing: add, search, archive, restore and delete

How to open the Your emails template library from Marketing › Emails › View Templates, add a template, search, archive and unarchive templates, and delete one.

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Written by Kelly Shirey

This article shows you how to open your email templates in Stackably's Marketing › Emails screen, add a new template, search for a template, archive or restore it, and delete a template you no longer need.

Where are my email templates in Marketing?

Your email templates in Marketing are kept in the Your emails library.

  1. Go to Marketing › Emails and click View Templates, just below the Compose button.

Marketing Emails tab with the View Templates button below Compose

The Your emails window opens ("Preview an email, then use it or edit it"). Each template is shown as a card with its name and a preview. On the left, YOUR FOLDERS lists your template folders with a count beside each one, and Archived is at the bottom.

How do I add a new email template?

To add a new email template, use the New email button in the Your emails library.

  1. Click New email at the top right of the Your emails window.

Your emails template library with the New email button

The Create Template window opens.

  1. Enter Name: type the template name, for example "Holiday Gift Card Promo". The name is required; if you leave it blank and click Next, Stackably shows "Template name is required".

  2. Select Category: choose the folder the template belongs in, for example Thank You Pages.

  3. Click Next.

Create Template window with name and category

When it worked, the email editor opens with your template name at the top and the buttons Back, Merge fields, Save Template and Use in Email. Your new template also appears in the Your emails library, and the count beside its folder goes up by one.

How do I search for an email template?

To search for an email template, use the Search emails box in the Your emails library.

  1. Click Search emails and type part of the template name, for example "gift card".

  2. Only the templates whose names match stay in the library.

Template library searched for receipt

If nothing matches, the library shows "No emails match that search" and "Try another name, or create a new email."

How do I archive an email template?

Archiving an email template hides it from your folders without deleting it.

  1. On the template's card, click the three-dot menu (•••) next to the template name.

  2. Click Archive. The menu also has Edit and Delete.

Template card menu with Archive, Edit and Delete

When it worked, the template disappears from its folder and the number beside Archived goes up by one.

  1. Click Archived at the bottom left of the Your emails window to see your archived templates.

Archived list with one archived template

The Archived list says "Emails you archived. Only you see this list — shared emails stay visible for everyone else."

How do I restore an archived email template?

To restore an archived email template, unarchive it from the Archived list.

  1. In Archived, click the template's three-dot menu (•••) and click Unarchive.

Archived template menu with Unarchive, Edit and Delete

When it worked, the template leaves the Archived list and is back in its folder, and the Archived count goes down by one.

How do I delete an email template?

Deleting an email template removes it from the Your emails library permanently.

On the template's card, click the three-dot menu (•••) and click Delete. A Delete this email? window opens and says the template "will be removed. This cannot be undone."

  1. Cancel closes the window and keeps the template.

  2. Delete removes the template.

Delete this email? confirmation with Cancel and Delete

When it worked, the template is gone from the library and does not come back when you reload the page.

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