Steps
- Open the Templates experience or a public Template page.
- Find the Template you want and review its preview or public details.
- Select Use Template or Use this checklist in Send Listy.
- Send Listy checks access and validates the Template against the current plan limits before creating the list.
- If the Template is allowed, Send Listy creates a fresh draft from the Template content and opens it in the editor.
- Review the new list, make any changes you need, and Create or Save it.
Plan checks
Send Listy checks Template access and plan limits before creating the list. A Template can be shown as fitting the current plan, requiring an upgrade, or requiring sign-in for a plan check depending on the available account and plan information.
What is copied
Supported Template content is normalized into a new list, including items and supported structured fields. For official Templates, the new list also keeps a reference to the source Template and its version.