In this article

The idea of a design template in Shaman is to save you some time, maintain compliance and consistency across your email content as well as facilitating the sharing of content across Products/brands or even work areas and franchises. As the name suggests, it is a template which you can use as a base and then add more specific text, images or links inline with your objective.

A design template can be a fragment/ dynamic content, insertable block or template. (You can not make a design template for a template fragment).

The design template only exists in Shaman (as in, there will be no trace of the design template in your Veeva or OnCore Vault.)

You need special permission to have access to create and edit the master design templates in your account. This is to help conserve the accuracy and consistency of your design templates. If you have any questions or doubts about the design templates available to you, please contact us at support@getshaman.com

From the email overview in the email editor, click the tab “Design Templates”.

You will be directed to an overview of all Design templates in your account. In the overview, you can see the name of the Design Template, the product associated with it (or “All” if available to use with all products”), the type of template it is (eg. a template, fragment/ dynamic content or insertable block) and its status.

As design templates are only used in Shaman (not in Veeva/ OnCore Vault), there are two possible statuses: draft, or live.

Good to know!

When a template is in draft status, it will not be visible in the design template gallery that appears when creating new email content. To make the design template available in the gallery, you need to set it to live. We will take a look at how to do that later on in the article.

To begin creating a new design template, click the “New” button in the top right corner of the screen. You will then be redirected to a page where you can complete key information such as the name of the template, what type of email it is, and whether it should be assigned to one Product in particular (or across all products).

To begin working on the content in your design template, click on the “Design”.

Before being directed to the email editor, your design template gallery will appear. Here you will be able to see all available design templates for the type of content you are creating (relating to the Product/brand you are working with, and which work area or franchise if applicable).

You can either select a design template or if you want a completely blank canvas, click the ´start without template´ button in the top right corner. You will then be redirected to a blank canvas in the email editor to start building your email content.

You may want to take a look at these articles for more information on how to add images, buttons, text and other types of content.

Once you have finished creating the design template, click “Done”. You will then be redirected to the design template details page, where you will see the option:

Click the set to live button to activate the design template for all users in your work area.

From the email overview page which shows all design templates currently created in your account, find the design template you wish to duplicate or delete and click the three dot menu as per the screenshot below.

You will now see the following options:

To duplicate a Design Template, select the option "Duplicate". A copy will be generated and the email details page of this copy will open automatically.

You can edit the email details of the Design template, or click the "Design" tab to edit the copy of the Design template, or click "Set to live" to allow all users create email content using this selected template.

To delete a Design Template, select the option "Delete". A pop up window will appear asking you to confirm that you would like to delete this email content.

Good to know!

It is not possible to recover deleted content in Shaman, so you make sure that you definitely do not need the design template before deleting it.

If you are sure you want to proceed, click "OK".

The selected design template has now been deleted.
​