Publishing, testing & managing templates
Save draft vs. save & publish
|
Action |
What happens |
|
Save Draft |
Saves changes. Template stays in Draft status. Not sent to anyone. |
|
Save & Publish |
Saves changes AND makes this version the active live template. Takes effect immediately. |
|
Note: Save & Publish takes effect immediately - there is no staging period. Always send a test email first. |
Send test email
Click “Send Test” in the top-right corner of the editor. This sends the current template to your admin email so you can verify formatting, variable placeholders, links, and mobile rendering.
Managing template lifecycle
|
Step |
What to do |
|
1 |
Create a new version when you want to change a live template |
|
2 |
Edit the draft while the current default continues serving |
|
3 |
Send a test email to verify |
|
4 |
Publish the draft to make it the new default |
|
5 |
Optionally delete the old version |
Published 2 days ago
Version 1.0