# Create, send, and share gifts with Templates

> Save Goody gift setups as templates with products, cards, and send options. Reuse them, share with coworkers, or use them in HubSpot automations.

Source: https://support.ongoody.com/en_us/create-send-and-share-gifts-with-templates-HJlSi9Drzg

Last updated: 2026-10-02T15:29:53.255Z

_Can I create a template for gifts?_

Save a gift configuration — products, card, message, and send options — so you can reuse it later, share it with coworkers, or use it in automations.

_Templates are available when Goody has enabled them for your account. If you do not see Templates under Send Gift or in the account menu, ask your Goody admin or contact Goody support._

## Open Templates

1.  Sign in to Goody.
2.  Go to [**Send Gift**](https://www.ongoody.com/plus/send), then click **Templates** in the bar under the main navigation.
3.  Or open **Templates** from the account menu.

You will see three views:

View

Shows

Dashboard

Every template you can use (yours and ones shared with you)

Created by me

Only templates you own

Shared with me

Templates others shared with you, your workspace, or your organization

## Create a template

1.  Click **New** (or **New template**).
2.  Give the template a name.
3.  Add any combination of:
    *   From name
    *   Message and greeting card
    *   Products (including gift of choice or gift cards)
    *   Send options (swap, international shipping, notifications, meeting booking, custom form, branding)
4.  Optionally turn on **Enable for automations** if you want this template available for [HubSpot workflows](https://support.ongoody.com/en_us/articles/hubspot-workflows-S1ZkyswBMg) — pick a workspace and payment method.
5.  Click **Save template**.

You need a name plus at least one of: from name, message, card, or a product. Unfinished work stays in the editor until you save.

Some product types (for example a gift card or gift of choice) cannot be mixed with other products in the same template — remove the conflicting items, then save again.

## Send from a template

1.  Open Templates and find the template.
2.  Click **Send** on the card, or open the template and click **Send**.
3.  Goody opens Send Gift with the template’s products and settings filled in.
4.  Add recipients, review, and send as usual.

If you already had items in a draft gift, Goody asks before replacing them with the template. You can edit anything after applying a template — applying does not lock the gift.

## Edit a template

Only the owner can edit.

1.  Open the template from Templates.
2.  Click **Edit**.
3.  Change anything, then click **Save template**.

## Share a template

Only the owner can share. Save the template first.

1.  Open the template editor (Edit).
2.  Click **Share**.
3.  Choose who can use it:
    *   Everyone at your organization
    *   Specific workspaces you belong to
    *   Specific people in your organization
4.  Click **save** in the share dialog.

Coworkers see shared templates under Shared with me (and on Dashboard). They can send from them but cannot edit, share, or archive them. You can also copy a link to the template from the share dialog.

## Archive a template

Only the owner can archive. Archiving hides the template from everyone’s lists; it does not delete past gifts that used it.

1.  Open the template editor.
2.  Open the ⋯ menu.
3.  Click **Archive template**.

## Enable for automations

When **Enable for automations** is on, the template can be used for [HubSpot workflows](https://support.ongoody.com/en_us/articles/hubspot-workflows-S1ZkyswBMg). You must pick:

*   A workspace in your organization (gifts created from the template are linked there)
*   A payment method

You cannot save with automations turned on until both are set.

## If something goes wrong

Problem

What to do

Templates is missing

Templates may not be enabled for your account. Ask a Goody org admin or contact Goody support.

Cannot save

Add a name and at least a from name, message, card, or product. If automations are on, finish workspace and payment method.

Cannot edit or share

Only the owner can edit, share, or archive. Ask the creator to update it, or copy the setup into a new template of your own.

Shared template is empty or missing products

Some products (for example workspace-only swag) may be hidden from you. Ask the owner, or use a different template.

Applying a template cleared my draft

That is expected when you confirm replace. Start a new send and apply again if you need to redo it.

## Related articles

*   [Automating gifts with HubSpot workflows](https://support.ongoody.com/en_us/articles/hubspot-workflows-S1ZkyswBMg)
*   [](https://support.ongoody.com/en_us/articles/how-do-i-send-my-first-gift-ryTr4aC2Wl)[Set up workspaces for your team](https://goody.kustomer.help/en_us/set-up-workspaces-for-your-teams-rJ_ntaAhZl)
*   [Send a business gift](https://goody.kustomer.help/en_us/send-a-business-gift-ryTr4aC2Wl)