Creating a New Template

Navigate to Templates in the top navigation bar.

Navigate to Custom Templates, and click on the option to upload a new template.

Enter your template details. Name is required, description is optional but recommended.

There are two ways to upload a template into Taxi:

  1. Upload an HTML File
    Choose a file from a location. This file can be HTML or a zip file containing html and images for your template.
  2. Copy and Paste code from your HTML editor
    Paste your HTML straight into Taxi. You can upload images if necessary when you edit your content.

Once you have selected or pasted in your HTML click Create Template.

Taxi will now scan your code for errors and issues. Errors flagged as red must be fixed before you can proceed. Orange issues are advisory. Note that your code must include some Taxi Syntax.

Taxi will then scan your code for any images. If you have hosted images elsewhere or uploaded them in a zip file, you have the option to import them to Taxi CDN.

Taxi will then load your template into the library. This process can take up to 20 seconds.

Note: Depending on your organisation's subscription, the amount of templates you can upload, and their HTML file size may be restricted.

Updating an Existing Template

The process for updating an existing template is very similar to uploading a new one.

Navigate to the Templates section on the main navigation and find the Template you wish to update. On the settings button, click Upload/Paste new HTML.

Then follow the steps above.

A few things to note

  • You can download the current and previous HTML for a template. If you are updating code, it is recommended to work from this version wherever possible.
  • Any changes you make to the Template HTML will affect all current projects, mailings and versions that are using that template.
  • Be careful, when updating a Template's HTML, to ensure that any changes you make to the Taxi Syntax don't cause any previously entered content to un-sync with the template. This can happen if you remove or rename a module, modulezone, editable or field. Taxi reads the name="" attribute on these tags, and uses that to match any existing content.
  • If you would like to change how the title of an element is displayed in the editor interface, you can update this using the label="" attribute.