Public
- Everyone in the organization can see and use the template.
- Use for approved messages your whole team should send consistently.
Private
- Only you can see and use the template.
- Use for personal drafts or templates you are still iterating on.
Steps
1
Open the template
Edit an existing template or open the builder for a new one.
2
Toggle visibility
Switch between public and private.
3
Save
Visibility takes effect immediately.
Tips
- Promote a template from private to public once it has been reviewed.
- Public templates set the standard for your team. Treat them as approved messaging.