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Guide to the OneShop Global Template Library

Access ready-to-use email and text templates with the new OneShop Global Template Library.

Updated over 2 months ago

1. What’s New in OneShop?

  • OneShop has transitioned from a fully manual setup to offering pre-designed content for your customer engagement.

  • You no longer need to build everything from scratch — emails, texts, loyalty messages, promotions, and more are now templated.


2. Accessing the Template Library

  • On your OneShop admin homepage, look for the “Discover Today” button.

  • Click “Discover Today” to launch the Template Library in a separate micro app.


3. Browsing Available Templates

  • Inside the Template Library, scroll through available email, SMS, and blended templates.

  • You can filter templates by:

    • Type (email, text, or both)

    • Client filters (targeted segments)

    • Tags (e.g., sign-up, sale, loyalty)


4. Previewing Templates

  • Click into any template to view:

    • Email design preview

    • Text message graphic preview

    • Client segmentation tags and filters


5. Using a Template

  • Click “Use This Template.”

  • The system will load the template into your OneShop app (this may take a few seconds).

  • Once ready, you’ll see a confirmation screen with a “Take Me There” button.


6. Managing Your Imported Templates

  • The template is now stored in your Campaigns section of OneShop.

  • You can now edit and customize the template directly from within the app.


7. What’s Coming Next

  • Currently available for broadcast emails and texts.

  • Coming soon: templates for:

    • Loyalty program messaging

    • Outreach lists for clienteling

    • Automated messaging workflows

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