How do I edit a Thankbox template in an automation?

Automations create Thankboxes for you automatically, and the template controls how each one looks. Editing it sets the default design for every Thankbox that the automation sends.

Step 1: Open your automation

Go to your Admin area and open the automation you'd like to edit.

Step 2: Open the template editor

Scroll to the bottom of the automation to find the Thankbox template. Click Open template editor to start customising.

These settings are the defaults for the automation. Owners can still change them on individual Thankboxes after they're created.

Step 3: Open the Design menu

In the editor, open the Design menu to see everything you can customise: title & names, background, icon, and title font.

Step 4: Edit the title and names

Click Title & names to update:

• Recipient name format - show the recipient's first name only, or their full name
• Thankbox title - the headline on the card, like "Happy Birthday!"
• Sender's name - the name recipients and contributors will see

Step 5: Edit the background, icon and title font

Back in the Design menu, use Edit background, Edit icon, and Edit title font to match the template to your brand and the occasion.

Step 6: Save your changes

Happy with how it looks? Click Save changes. Your updated template will now apply to every future Thankbox this automation creates.