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Templates Overview

Templates let you create tags with pre-defined structures, making it easy to create consistent content across multiple tags. Whether you're creating product tags, business cards, or feedback forms, templates save time and ensure uniformity.

What Are Templates?​

Templates are reusable tag configurations that include:

  • Pre-configured blocks - Text, form elements, and content structure
  • Default values - Pre-filled content and settings
  • Categories - Organized by use case

When you create a tag from a template, you get all the blocks and structure ready to customize.

System Templates​

tagd-ai includes built-in templates for common use cases:

Business Card​

Contact information with name, title, email, and phone fields. Perfect for digital business cards.

Product Information​

Product details with description, price, rating, and in-stock toggle. Great for inventory and product tags.

Event Ticket​

Event details with date/time picker, location, and RSVP selection. Ideal for event management.

Feedback Form​

Customer feedback collection with rating, experience dropdown, comments, and recommendation toggle.

Blank Tag​

Start fresh with no pre-configured blocks.

Using Templates​

Create Tag from Template​

  1. Click + New Tag on your dashboard
  2. Select Choose Template
  3. Browse templates by category
  4. Click a template to preview
  5. Click Use Template to create a new tag
  6. Customize the content for your needs

Template Categories​

Templates are organized into categories:

CategoryUse Cases
BusinessBusiness cards, product tags, contact info
PersonalSocial profiles, personal info
EventsTickets, RSVPs, event info
ProductsCatalogs, inventory, specifications
FormsSurveys, feedback, data collection
OtherMiscellaneous templates

Creating Custom Templates​

Save Tag as Template​

Turn any tag into a reusable template:

  1. Create and configure a tag with your desired structure
  2. Click ⋮ → Save as Template
  3. Enter template name and description
  4. Select a category
  5. Click Save Template

Your template is now available in the template picker.

Using the Template Builder​

For more control, use the visual template builder:

  1. Go to Templates → Create New
  2. Drag form elements from the palette to the canvas
  3. Configure each element's settings
  4. Arrange blocks in your desired order
  5. Preview the template
  6. Save with a name and category

See Template Builder for detailed instructions.

Managing Templates​

View Your Templates​

  1. Go to Templates in the sidebar
  2. See all system and custom templates
  3. Filter by category
  4. Search by name

Edit a Template​

  1. Find the template
  2. Click ⋮ → Edit
  3. Modify blocks and settings
  4. Save changes

Note: System templates cannot be edited.

Delete a Template​

  1. Find your custom template
  2. Click ⋮ → Delete
  3. Confirm deletion

Deleting a template doesn't affect tags created from it.

Template Best Practices​

Design for Reuse​

  • Include only blocks that apply to all use cases
  • Use descriptive field labels
  • Set sensible default values
  • Add help text for complex fields

Organization​

  • Choose appropriate categories
  • Use clear, descriptive names
  • Add detailed descriptions
  • Consider who will use the template

Testing​

  • Create a test tag from your template
  • Verify all fields work as expected
  • Check mobile display
  • Get feedback from team members

Template Features​

Form Elements in Templates​

Templates can include interactive form elements:

  • Text inputs - For names, descriptions, notes
  • Toggles - For on/off states
  • Ratings - For feedback and reviews
  • Date pickers - For scheduling
  • Dropdowns - For selections
  • Sliders - For ranges and percentages

See Interactive Form Elements for all available elements.

Default Values​

Set default values that appear when tags are created:

  • Pre-filled text content
  • Initial toggle states
  • Default selected options
  • Starting numeric values

Validation Rules​

Configure validation for form elements:

  • Required fields
  • Min/max values
  • Character limits
  • Pattern matching

Use Cases​

Product Labels​

Create a template with:

  • Product name header
  • Description text block
  • Price field
  • In-stock toggle
  • Rating display

Asset Tracking​

Create a template with:

  • Asset ID field
  • Status dropdown
  • Last maintenance date
  • Condition rating
  • Notes field

Customer Feedback​

Create a template with:

  • Title header
  • Overall rating
  • Experience dropdown
  • Comment text area
  • Recommendation toggle

Next Steps​