View and edit template versions

whispir logo This topic relates to Whispir’s Rich Message Studio (not to Whispir’s ‘classic’ messaging).

The Rich Message Studio contains both a Template Library (ready-made message templates that are available across all workspaces) and a workspace’s My Templates page (templates that users have either created by saving another template with a new name or created from scratch). When you click My Templates on the Workspace menu the My Templates page opens.

Any templates that you save to a workspace’s My Templates page are assigned a version number, starting at 1. Every time you (or another workspace user) make changes to one of these templates and save it it’s given a new version number.

You can view and edit all versions of a workspace template. When you make and save changes to a version it’s saved as a new version with a new number. It’s added to the My Templates page, replacing the previous most recent version.

Notes:

  • If you can’t see version numbers on templates the template versioning function hasn’t been enabled. Contact your company administrator. See Configure template versioning.
  • If a template has been mapped to another workspace, any changes you make to a template version won't be applied to the version in the other workspace. You will need to re-map that template. See Copy, move or map templates.
version number on template

Steps

  1. Ensure that the required workspace is on the Workspace toolbar.
  2. Hover over the workspace to view the Workspace menu
  3. Under Template Studio click My Templates.
    The Rich Message Studio opens at the My Templates page for the current workspace.
  4. On the My Templates page find the template whose version you want to access and click its version number.
    The versions are listed in the versioning pane on the left.
  5. Select the required version and then click Edit.
    The version opens.
  6. Make your changes and click Save As.
    The version is saved with a new number and is added to the My Templates page, replacing the previous most recent version.

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