Searching in templates

Modified on Thu, 4 Dec at 11:34 AM

Searching in templates

The template search function allows you to search across all templates, forms, HTML components, automation settings, and other system configurations to find where specific text, placeholders, variables, or code is used.

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The template search function allows you to search across all templates, forms, HTML components, automation settings, and other system configurations to find where specific text, placeholders, variables, or code is used. This is essential for auditing, debugging, and managing content across your entire Hubhus system.


Template search provides a powerful way to find any text string across all system templates and configurations. Unlike campaign search (which searches lead data), template search looks through:

  • Email and SMS templates
  • Web page templates and forms
  • HTML components and layouts
  • Automation configurations
  • Calendar settings
  • Internal pages
  • And many other system configurations

This helps you answer questions like "Where is this placeholder used?" or "Which templates contain this company name?"


Go to Account → Search in templates. You will see a search interface with:

  • Search for: Input field for your search term
  • Search in: Dropdown to select which template types to search
  • Spot button: Execute the search
  • Results: Organized by template type with highlighted matches

Search scope selection

Click the "Search in" dropdown to select which types of templates to search. Available options include:

  • Internal pages
  • HTML components
  • HTML layouts
  • Scheduled jobs email templates
  • Scheduled job SMS templates
  • Calendar event types
  • Email templates
  • SMS templates
  • Web page templates
  • Forms
  • Campaign forms
  • Booking forms
  • HTTP request templates
  • Profile page custom content boxes
  • Action listeners
  • Trigger actions
  • Trigger sources
  • Global campaign automation settings
  • Selects

You can select all types using "Select All" or choose specific types. The dropdown shows how many template types are currently selected (e.g., "19 templates selected").


  1. Enter your search term in the "Search for" field (e.g., "navn" for name)
  2. Select which template types to search in
  3. Click the Spot button
  4. Review results organized by category

The search shows:

  • Total number of matches found
  • Which categories contain matches
  • Which categories don't contain matches

Understanding search results

Results are organized into collapsible sections by template type. Each section shows a table with relevant columns for that type:

HTML components:

  • page: Where the component is used
  • name: Component name
  • html: HTML code with search term highlighted
  • css: CSS code with search term highlighted
  • js: JavaScript code with search term highlighted

Email templates:

  • campaign: Which campaign the template belongs to
  • name: Template name
  • cc: CC recipients
  • bcc: BCC recipients
  • from name: Sender name
  • from email: Sender email
  • subject: Email subject with search term highlighted
  • body: Email body with search term highlighted
  • to: Recipient field

SMS templates:

  • campaign: Which campaign
  • name: Template name
  • to: Recipient phone placeholder
  • from: Sender name
  • message: SMS text with search term highlighted

Web page templates:

  • campaign: Which campaign
  • name: Template name
  • head title: Page title
  • custom head: Custom head content
  • html: HTML with search term highlighted
  • css: CSS with search term highlighted
  • js: JavaScript with search term highlighted

Forms:

  • campaign: Which campaign
  • name: Form name
  • html: Form HTML with search term highlighted
  • css: Form CSS with search term highlighted
  • js: Form JavaScript with search term highlighted
  • success title/message/html: Success page content

HTTP request templates:

  • campaign: Which campaign
  • name: Template name
  • url: Request URL
  • request header: Headers with search term highlighted
  • request body: Body with search term highlighted

Profile page custom content boxes:

  • campaign: Which campaign
  • name: Box name
  • html: HTML content with search term highlighted
  • css: CSS with search term highlighted
  • js: JavaScript with search term highlighted

Search term highlighting

The search term is highlighted in red within the results, making it easy to see exactly where the text appears in each template. This is particularly useful when searching through long code blocks or templates.


Linking to source templates

Each result includes a link (typically the campaign name or page name) that takes you directly to the template or configuration where the search term was found. This allows quick navigation to edit or review the source.


Finding placeholder usage: Search for placeholder names (e.g., "%lead_name%", "{{company}}") to see everywhere they're used. This helps when:

  • Renaming or deprecating fields
  • Ensuring consistent placeholder usage
  • Auditing which templates use specific data

Finding company name or branding: Search for your company name or old branding to update across all templates at once.

Debugging code issues: Search for function names, variable names, or specific code patterns to find where they're implemented.

Auditing content: Find all instances of specific text, URLs, or messaging to ensure consistency.

Tracking automation logic: Search for status names, conditions, or automation keywords to see where they're used in workflows.

Finding deleted or changed fields: Search for old field names to identify templates that need updating after system changes.

Compliance auditing: Search for specific legal text, disclaimers, or GDPR-related content to ensure compliance.


Search performance tips

For better search results:

Be specific:

  • Use exact placeholder names including delimiters (%, {{}}, etc.)
  • Search for unique text strings rather than common words

Use partial matches:

  • Search for partial text if you're unsure of the exact format
  • The search finds any occurrence of the text string

Search in relevant categories:

  • If you know the text is in email templates, deselect other categories
  • This speeds up search and reduces noise in results

Case sensitivity:

  • Note whether search is case-sensitive
  • Try different capitalizations if you don't find expected results

What is not searchable

Template search looks through system configurations and templates but does not search:

  • Lead data (use campaign search for that)
  • User-entered content in lead records
  • File contents
  • External systems or integrations
  • Calendar event descriptions (unless in template)

Best practices

When using template search:

Document your findings:

  • Keep notes on where important placeholders or code are used
  • Track dependencies before making changes

Test before bulk changes:

  • When updating text across multiple templates, test in one first
  • Verify the change works as expected before applying everywhere

Regular audits:

  • Periodically search for old URLs, branding, or deprecated fields
  • Clean up unused or outdated content

Coordinate with team:

  • Share search results when planning system changes
  • Ensure others know which templates will be affected

Summary

Template search provides powerful system-wide search across all templates, forms, and configurations in Hubhus. Search for placeholders, text, code, or any string to find every instance across email templates, SMS templates, web pages, forms, HTML components, automation settings, and more. Results are organized by template type with highlighted matches and direct links to source templates. Use this tool for auditing placeholder usage, debugging code, updating branding, ensuring content consistency, and tracking where specific text or logic is implemented. This is essential for system maintenance, troubleshooting, and coordinating changes across your Hubhus account.

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