Create a template

Create a draft in the dashboard or with the API.

Create a template draft, then publish it so it can send. You can do both in the dashboard or over the API.

Before you start

• You need the Team Administrator role to create or change templates.

Create a template in the dashboard

1. In the sidebar, open Controls → Templates, then select Add template.
2. Enter a Name, such as Welcome.
3. Enter an Alias, or leave it blank. PostShiba builds one from the name, so Welcome becomes welcome. The alias is the template.id you pass when you send.
4. Select Add template.

The editor opens on a starter draft. It greets {{ name }}, prints {{ body }} with a default, shows a Continue button when action_url is set, and includes global CSS. Edit it, then select Save and Publish. See Template editor.

Aliases use lowercase letters, numbers, and hyphens, and are unique within your team.

Create a template with the API

POST a draft to /api/v1/teams/:obfuscated_team_id/templates.

sample_data is what the dashboard shows as Variables. The template stays a draft until you call publish. Publish, duplicate, and field rules are on Templates. Member routes take the public id or the alias.

Duplicate a template

Open a template, select More, then Duplicate. The copy is a new unpublished draft named <name> copy, with its own alias. Use it for a variant subject or a seasonal layout.

To delete a template, select More, then Remove.

Next steps

• Template editor
• Liquid
• Send with a template
• Templates API