Template editor

Edit HTML, text, and global CSS with a live preview.

The template editor is where you write a template, preview it with sample data, send yourself a test, and publish. Open it from Controls → Templates by selecting a template.

Editor layout

Area What it holds
Header The template name, a Draft or Published badge, Publish, and More (Duplicate, Remove).
Alias pill The alias. Select it to copy.
From pill Opens a dialog for Name, Alias, From, and Reply-To.
Subject The line above the tabs. Liquid works here.
Tabs HTML, Text, CSS, and Variables.
Preview The right-hand pane. It renders the current form with Variables.
Footer Save, the test recipient menu, and Send test.

Edit each tab

Tab What it edits
HTML The HTML body, in Liquid.
Text The plain-text part. Fill in both HTML and text to send multipart mail.
CSS Global CSS. PostShiba injects it into the HTML, then inlines it.
Variables A JSON object for the preview and the dashboard test send.

Subject, HTML, Text, and CSS all take Liquid. From and Reply-To do not.

The preview never sends mail. Select Save to keep your changes to the draft. Invalid Liquid or invalid Variables JSON blocks the save and shows the error.

Send a test

  1. Select Save. The test uses the last saved draft, not unsaved edits.
  2. Pick a teammate in the recipient menu.
  3. Select Send test.

The notice reads Test queued as <message-id>. The test goes out on your first sending-ready cluster. More on Send test emails.

Publish

Publish appears while the saved draft differs from the published version, or before the first publish. It copies the saved draft (From, Reply-To, Subject, HTML, Text, and CSS) into the published version. REST sends keep that version until you publish again. Save before you publish, because unsaved edits are not included.

Next steps