Deleting templates and triggers

Jen C
Jan 9, 2024 1:13 PM
Joined Apr, 2022 3 posts

Can someone please guide me on how to delete a template or trigger? Thank you

Suzee S
Jan 15, 2024 4:45 PM
OR Team Member Joined Apr, 2023 3 posts

On the Templates or Triggers settings page, you'll see a checkbox next to each template or trigger. When you check the template or trigger you want to delete, you will see a Delete button appear at the top. Just click that Delete button. 

 

If there are messages associated with the trigger, you won't be able to delete the trigger. Instead, you can disable the trigger by going in to the trigger and scrolling all the way to the bottom of the screen. You'll see a Status Enabled checkbox. If you uncheck the box, the trigger will be disabled and won't show up by default in the listing of all active triggers.

Jen C
Jan 15, 2024 7:04 PM
Joined Apr, 2022 3 posts

Thank you so much! How can you delete a template? I keep getting a message saying it cannot be deleted. 

Adria H
Jan 15, 2024 10:15 PM
OR Team Member Joined Aug, 2022 144 posts

Hi Jen:

If there are messages associated with the trigger, you won't be able to delete the trigger. Instead, you can disable the trigger by going in to the trigger and scrolling all the way to the bottom of the screen. You'll see a Status Enabled checkbox. If you uncheck the box, the trigger will be disabled and won't show up by default in the listing of all active triggers.

Jen C
Jan 15, 2024 10:18 PM
Joined Apr, 2022 3 posts

Thank you!! That worked!! I appreciate your time.

Ed T
Jan 27, 2024 2:47 AM
Joined Nov, 2023 24 posts

I was going to post the same question.  I'd suggest one enhancement to the response you have received.  Disabling a trigger is fine but I'm a bit OCD and don't like even inactive triggers confusing my options.  It turns out you can "recycle" the trigger.   Change the associated template associated with the trigger and change the criteria.  Voila 

Erin O
Mar 11, 2024 1:06 AM
Joined Oct, 2023 6 posts

Hi Jen:

If there are messages associated with the trigger, you won't be able to delete the trigger. Instead, you can disable the trigger by going in to the trigger and scrolling all the way to the bottom of the screen. You'll see a Status Enabled checkbox. If you uncheck the box, the trigger will be disabled and won't show up by default in the listing of all active triggers.

by Adria H – Jan 16, 2024 3:15 AM (UTC

Hi, my triggers do not have a status box, and are unable to be deleted because they give me a message saying they are still tied to a historical template. 

Lisa L
Mar 12, 2024 3:12 PM
OR Team Member Joined Sep, 2022 1 post

Hi Erin! We've just recently updated our triggers to expand the range of customization for messaging so this does look quite different now. Go to Settings>Triggers>Select Trigger>Disable 

 

Erin O
Mar 12, 2024 6:19 PM
Joined Oct, 2023 6 posts

Thanks!

Nadine E
Aug 29, 2024 11:44 AM
Joined Apr, 2024 1 post

I am trying to delete a template with a trigger asoociated with it, but because the template has historical messages I can't delete the template. The trigger associated with it can't be deleted because there is an email associated with it and there is no status enable box at the bottom of the trigger page. How can I delete this template I know longer want sent to my future guests?

 

Caleb M
Aug 30, 2024 2:48 PM
OR Team Member Joined Mar, 2022 174 posts

Hi Nadine,

Generally we recommend disabling over deleting, disabling at the surface level will function more or less the same way as deleting will. The template will no longer be visible or be used by the system, the benefit however is that you will be able to review or re-activate that template should you need it in the future.

If you're adamant on deleting it however, please reach out to our helpdesk and provide the template in question so we can take a look at what exactly is holding up that template for you.

~Caleb