Working with Templates

The Templates section in EpisXperience allows users to create, manage, and organize various types of templates used across campaigns. Templates help streamline the creation of messages such as emails, SMS, Viber, and more.

Overview

Within the Templates section, users can:

• Create new templates

• Edit existing ones

• Delete templates

• Organise templates into folders for better management

The interface is designed to be intuitive, with dedicated areas for browsing, organising, and filtering templates.

Navigating to the Templates page

You can navigate to the Templates page using the main navigation at the top of UI.

List & Grid view

Templates can be viewed in two ways: List View and Grid View.

List View

Displays templates in a vertical list with key details shown in columns. Ideal for:

• Scanning template names, statuses, and dates

• Sorting and filtering by metadata

• Performing bulk actions

• Viewing more items in a compact layout

Grid View

Shows templates as visual tiles. Best suited for:

• Browsing templates by appearance

• Identifying designs visually

• Focusing on layout and design

Switching Views

To switch between List and Grid views:

1. Click the Grid/List icon in the top-right corner of the Templates page.

Search and Filter templates

EpisXperience includes a powerful search and filter bar to help users quickly find the templates they need.

You can narrow down your search using the following options:

• Type: Email, SMS, Viber, Condition

• Created At: Filter by creation date

• Updated At: Filter by last modification date

Use the search bar to locate templates by name or keyword.

Creating a new folder

EpisXperience supports folder-based organisation, giving users the flexibility to structure templates according to their workflow. Common folder structures include:

• Projects: Newsletters, Authentication

• Regions: EU, US, LATAM

• Time: 2025 → January, February, etc.

This helps teams quickly locate and manage templates relevant to specific regions, campaigns, or purposes.

To create a new folder:

1. Click the New Folder button in the upper-right corner.

2. The folder will be added to the currently active folder.

Delete folder

To delete a folder:

1. Locate the folder you want to remove.

2. Click the three dots button and select delete

3. Confirm the deletion when prompted.

Move templates or folders

To move a template or a folder:

1. Locate the folder you want to move.

2. Click and Hold the Move handle .

3. Drag and Drop the template or a folder to another folder in the Folder section on the left or in the main section.

4. Confirm the action.