Template Metadata will define how your template will appear in the widget. The metadata takes in the basic template info and branding details. The widget appears under the Settings tab of your app as shown below in the following figures.

List View


Grid View

Setting up the template metadata is the last step of the template creation process. At the end of the template creation step, you will be asked to provide details of the template as shown below.

The fields are explained below: 

Template Title: The title of the template that will appear in the widget. For the Grid View image the titles being - Drip contacts, SurveyMonkey, Constant Contact, etc. 

Template Description: This is the one-two liner description of what the template does as shown in the figures above. 


Wizard: The toggle, if turned on, displays the template as a multi-step wizard. For more information, click here. 

Loop Prevention: Makes sure your two-way sync integration is not affected by potential endless loops. This is talked about in detail here.

Forced Updated Order: Provides an order to the events sent by the triggers in your template. Details about this can be found here.

Throttle Error Notifications:

This toggle is related to errors that a user might face while creating or using the integration. It limits the number of error notifications sent for the same authorization to the same user. The notifications can be sent through email or the URL that is discussed in the next section. This toggle is used in order to prevent spamming the user with a lot of notifications if a number of errors occur in the integration in quick succession.

If you turn on the toggle, you will also be able to specify the interval at which it should be applied. You will get only one notification for each interval. For example, if you set it to 1 hr, you will get only one notification per hour, and other notifications will be skipped. Once that hour has passed, you can again get one notification for the next hour and so on.

Error Handling URL: This field takes in the URL that will be called if a user faces any error while creating an integration. 

Error Payload: You can provide the payload of the error in accordance with what you want the user to see.

Integration Creation Button Label: You can specify the template button text in the field such as Save Integration, Save, Done, etc.

The drop-down will display the list of apps being used in the template and set a template color accordingly. 

Lastly, click the Continue button to move to the Bundles page.

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