User
Marketing Templates
Create or edit reusable content for this feature.
Step-by-step guide
Before you start
Use the account and workspace that own the records. This page does not include administrator configuration forms.
Open this feature
A reliable menu entry has not been confirmed for this page. Treat the route list in Technical reference as source evidence, not a tested navigation instruction.
Steps
Import template
- Open / on your own application domain.
- Complete these fields in that form: Template JSON. Their choices and limits are listed below.
- Select Import template. The exact label can change between creating and editing a record.
- If validation fails, correct the named field and submit again. After success, reopen the same record and compare the saved values.
| Field shown in the form | What to enter | Example / note |
|---|---|---|
| Template JSON | Required. | Use the value required by the task; no example is assumed. |
Save Draft Template
- Open / on your own application domain.
- Complete these fields in that form: Business category, Goal, Template type, Offer. Their choices and limits are listed below.
- Select Save Draft Template. The exact label can change between creating and editing a record.
- If validation fails, correct the named field and submit again. After success, reopen the same record and compare the saved values.
| Field shown in the form | What to enter | Example / note |
|---|---|---|
| Business category | Required. No more than 60 characters. | Use the value required by the task; no example is assumed. |
| Goal | Required. No more than 60 characters. | Use the value required by the task; no example is assumed. |
| Template type | Required. Choose one of the options shown by the form. | Use the value required by the task; no example is assumed. |
| Offer | Optional, unless this form asks for it. No more than 255 characters. | Use the value required by the task; no example is assumed. |
Save template
- Open / on your own application domain.
- Complete these fields in that form: Template name, Template type, Business category, Campaign goal, Description, Status, Source, Visibility, Version, Settings JSON, Content JSON, Design JSON, Builder Schema JSON. Their choices and limits are listed below.
- Select Save template. The exact label can change between creating and editing a record.
- If validation fails, correct the named field and submit again. After success, reopen the same record and compare the saved values.
| Field shown in the form | What to enter | Example / note |
|---|---|---|
| Template name | Required. No more than 255 characters. | Test record (use a unique value where required). |
| Template type | Required. Choose one of the options shown by the form. | Use the value required by the task; no example is assumed. |
| Business category | Required. No more than 60 characters. | Use the value required by the task; no example is assumed. |
| Campaign goal | Required. No more than 60 characters. | Use the value required by the task; no example is assumed. |
| Description | Optional, unless this form asks for it. No more than 1000 characters. | A short description of this test record. |
| Status | Required. Choose one of the options shown by the form. | Use the value required by the task; no example is assumed. |
| Source | Required. Choose one of the options shown by the form. | Use the value required by the task; no example is assumed. |
| Visibility | Required. Choose one of the options shown by the form. | Use the value required by the task; no example is assumed. |
| Version | Required. No more than 30 characters. | Use the value required by the task; no example is assumed. |
| Settings JSON | Optional, unless this form asks for it. | Use the value required by the task; no example is assumed. |
| Content JSON | Optional, unless this form asks for it. | Use the value required by the task; no example is assumed. |
| Design JSON | Optional, unless this form asks for it. | Use the value required by the task; no example is assumed. |
| Builder Schema JSON | Optional, unless this form asks for it. | Use the value required by the task; no example is assumed. |
Fields shown in the interface
Only fields traced to this role’s handler and its own view are listed. The application can show separate create/edit forms; do not fill every row on one screen.
Form 1 — fields shown in the interface
| Field | What to enter or choose |
|---|---|
| Template name | Required. No more than 255 characters. |
| Template type | Required. Choose one of the options shown by the form. |
| Business category | Required. No more than 60 characters. |
| Campaign goal | Required. No more than 60 characters. |
| Description | Optional, unless this form asks for it. No more than 1000 characters. |
| Status | Required. Choose one of the options shown by the form. |
| Source | Required. Choose one of the options shown by the form. |
| Visibility | Required. Choose one of the options shown by the form. |
| Version | Required. No more than 30 characters. |
| Settings JSON | Optional, unless this form asks for it. |
| Content JSON | Optional, unless this form asks for it. |
| Design JSON | Optional, unless this form asks for it. |
| Builder Schema JSON | Optional, unless this form asks for it. |
| Goal | Required. No more than 60 characters. |
| Offer | Optional, unless this form asks for it. No more than 255 characters. |
| Template JSON | Required. |
| Business | Required. Choose Choose business. Enter a whole number. |
| Page title / Campaign name | Required. No more than 255 characters. |
| Page headline | Required. No more than 255 characters. |
| Description | Optional, unless this form asks for it. No more than 2000 characters. |
| CTA button | Required. No more than 80 characters. |
| Thank you message | Required. No more than 1000 characters. |
Check the result
After a source-checked procedure, verify the same record in the same workspace. Check saved values, visible state and access with the intended test account. An external payment/message/provider action needs its own result check.
Problems and validation
| Problem | Next step |
|---|---|
| A field rejects the value | Check its named error, the form’s visible choices and the relevant limit. Do not substitute internal numeric codes for the displayed options. |
| The control is missing | Check role, plan, enabled app and current record state. Do not grant administrator access merely to complete a User task. |
| The saved result is unexpected | Reopen the same record and verify its owner/workspace before repeating the action. |
Messages defined for this screen
| Message | What to review |
|---|---|
| Unable to read the uploaded template file. | Check the related field or action in this role’s form. |
Technical reference
Role-scoped source references
Pinned commit: 5af0236c6d99c50079f5ab8b8fb035506634bd8d
Source-only route information
| Method | Source-default route |
|---|---|
| LIVEWIRE | / |
Unmapped fields — not user instructions
These fields belong to this role’s source handler, but their screen labels were not confirmed.
| Source key | Handler |
|---|---|
| importFile | modules/AppMarketingTemplates/Livewire/MarketingTemplateIndex.php |
| form.icon | modules/AppMarketingTemplates/Livewire/MarketingTemplateIndex.php |
| aiForm.tone | modules/AppMarketingTemplates/Livewire/MarketingTemplateIndex.php |
| aiForm.language | modules/AppMarketingTemplates/Livewire/MarketingTemplateIndex.php |
| form_fields | modules/AppMarketingTemplates/Livewire/MarketingTemplateIndex.php |