Templates
- 31 Mar 2023
- 5 Minutes to read
- Print
- DarkLight
- PDF
Templates
- Updated on 31 Mar 2023
- 5 Minutes to read
- Print
- DarkLight
- PDF
Article summary
Did you find this summary helpful?
Thank you for your feedback
Templates allow designers to create reusable designs for custom website content and email documents for their clients.
Add A Content Block Template
Your admin user account must be marked as Is Developer to access the Templates section.
1. Create a Content Block Template
1. Go to Settings > Templates.
2. Click Add A Template.
3. Enter the name of your Template in the Title field and select Type = Content Block.
4. Next, set the display options for your Template. You can choose to select Component and Is Block Componentable.
| Is Component | Allows you to display all of the Content Blocks that belong to this specific Template together through one component. (It will be added to the page through the components tool.) |
|---|---|
| Is Block Componentable? | Allows you to display a single Content Block that belongs to this Template onto a page. A unique component is generated for every Content Block created, and they can be added onto completely separate pages throughout the site. |
If you want to pull the Content Blocks into your template file instead of adding it through the Content Editor, you can use the v65:contentblock tag. This tag be placed in the HTML of any page to dynamically pull in all the Content Blocks that are part of a specific Template.
5. Related To. For general use, you can leave this area blank. Check off the corresponding boxes if you want this Template to be displayed on specific content or product pages.
| Pages | If this is checked off, Content Blocks using this Template can be applied to display on only certain Content Editor pages. After creating the Content Block under Content Editor > Content Blocks, there will be a list of all pages where you can check off the pages it will display. |
|---|---|
| Products | If this is checked off, Content Blocks using this Template can be applied to specific products using a custom layout that includes the v65:contentblock tag. After creating the Content Block under Content Editor > Content Blocks, there will be a list of all products where you can check off the products you want that custom content to display. |
6. Click Save.
After you have set the display options, you can move on to the Template Elements, which will allow you to create the content sections that make up your Content Block template.
2. Add Template Elements
Under the Template Elements section, you'll set up the different sections for the Content Block Template. There are eight elements: Text Box (Single Line), Text Box (Multi Line), HTML Content, Numeric Field, Upload Photo, Option List, Yes/No, and Upload File.
Click Add Element, then choose the element type you want to use. Make a general label for what the user should input here, then fill out the rest of the Element, depending on your chosen type. See below for the list of element types and their uses.
Element Types
| Text Box (Single Line) | Add a single line field. The plain text is the output. |
|---|---|
| Text Box (Multi Line) | Add a multi-line field. The plain text is the output. |
| HTML Content | Displays Text/Content Editor and allows users to upload photos, links and change text size, etc. The HTML from the editor is the output. |
| Numeric Field | Add a single line field for numbers. The plain text is the output. |
| Upload Photo | Add the ability to upload a photo. The URL of the photo is the output. |
| Option List | Add a dropdown of user-set values. The selected value is output. |
| Yes/No | Add the ability to choose 'Yes' or 'No.' 'Yes' or 'No' is output. |
| Upload File | Add the ability to upload a file. The URL of the file is output. |
Yes/No
The 'Yes/No' elements output with a 'Yes' or 'No' depending on what the user selects in the Content Block.An example use would be to alter an attached css class. For example:
This is a Template with an optional field for a link. If 'No' is selected, the link will have a class of 'displayNo'; if 'Yes' is selected, 'displayYes.'' You can have CSS properties for each depending on what is chosen. (Hide the Element is 'displayNo' is the class.) The benefit of this is using one Template for multiple similar Content Blocks.
3. Create HTML Output
Once you have finished adding elements, the output must be created. The output is the HTML used when the website renders the Template.
After creating the HTML structure for the Content Block Template, you can place where you would like your elements to display. If you have an Upload Photo element with a label of 'Image,' for example, wrap the label in forward slashes [i.e.,//Image//]. When the user creates a new Content Block, whatever they put into that Element will be displayed in place of its name.
Add An Email Template
Your admin user account must be marked as Is Developer to access the Templates section.
1. Create an Email Template
1. Go to Settings > Templates.
2. Click Add A Template.
3. Name your Template and select Type = Email.
4. Click Save.
This will allow you to create the basic Template. The next section that appears, Template Elements, will allow you to create the content sections of the email template.
2. Add Template Elements
Under the Template Elements section, you'll set up the different content sections for the email template. There are five elements: Text Box (Single Line), Text Box (Multi Line), HTML Content, Numeric Field, and Upload Photo.
Element Types
| Text Box (Single Line) | Add a single line field. The plain text is the output. |
|---|---|
| Text Box (Multi Line) | Add a multi-line field. The plain text is the output. |
| HTML Content | Displays Text/Content Editor and allows users to upload photos, links, change text size, etc. The HTML from the editor is the output. |
| Numeric Field | Add a single line field for numbers. The plain text is the output. |
| Upload Photo | Add the ability to upload a photo. The URL of the photo is the output. |
Add An Element
Click Add Element, then choose the element type you want to use. Make a general label for what the user should input here, then fill out the rest of the Element, depending on your chosen type. See below for the list of element types and their uses.
3. Create HTML Output
Once you have finished adding elements, the output must be created. The output is the HTML that is used when the Template is rendered. After figuring out the HTML structure for the Template, you can place the elements added above by wrapping the names of those elements in forward slashes [i.e.,//Image//]. When the user creates a new email document, whatever they put into each Element will be displayed in place of its name.
Template FAQs
I have made Template Elements for my Email, but they are not populating when I make an email document.
Every template element has to be added somewhere into the HTML within the Output section. This can be done by including //ElementNameHere// in the location in the HTML that you wish for the element to appear.
Was this article helpful?
