What can be searched

Template search covers: email templates, SMS templates, web page templates, forms (campaign, booking), HTML components and layouts, HTTP request templates, action listeners, trigger actions/sources, automation settings, calendar event types, internal pages, and profile page content boxes. It does not search lead data — use campaign search for that.

How to use it

Enter your search term, select template types from the dropdown (use "Select All" or narrow to specific types), and click Spot. Results are grouped by type with totals. The search term is highlighted in red within each match. Each result has a direct link to open and edit the source template.

Common use cases

Template search is most useful for:

• Finding all places a placeholder is used (e.g. search %lead_email%)
• Updating company name or branding across all templates at once
• Debugging: finding where a function or variable is referenced
• Compliance: locating all instances of legal text or disclaimers
• Finding outdated URLs, old domain names, or deprecated field names

Search tips

Use exact placeholder syntax including delimiters (e.g. %lead_name%, not just lead_name). Narrow the template type selection to reduce noise and speed up results. If you don't find what you expect, try a partial string or different capitalisation — check if the content might be in a template type you excluded.