Save time and stay on-brand by saving content blocks as templates and reusing them in your publications. In this article, you’ll learn how to save, create, and manage blocks as templates.
Let Vincent, one of our chief designers, show you how to work with the new template manager:
In this article:
- Save blocks as templates
- Create your own templates from scratch
- Manage your templates
- Use a saved template
Save blocks as templates
Saving a block as a template allows you to use it across publications in your account. For example, you can use the same header blocks in more than one publication or reuse certain blocks in several publications.
To save a block, click on Save as template in the purple block settings bar. Bare in mind that this functionality is only available to Admin users.
This will open a pop-up screen where you can name, categorize, and set the availability of your template.
Organizing your templates into categories will give you a better overview of your saved templates.
Only templates set as Available are visible for other users in your account. Templates set as Draft or Unavailable are only visible for admin users in the editor of the Template Manager overview in the dashboard.
To make a template available to other users in your account, click the more button under the template and go to Template Settings. There, you can add a category and select a template status.
Click Save and Continue or Save and to Manager to go back to the dashboard where you’ll find all your saved templates.
Create your own templates from scratch
It’s possible to either save templates from the editor or to create templates from scratch.
To create a new template, click Templates from Templates Overview in the dashboard.
Here you’ll find:
- Your saved templates per category
- The option to create a new template from scratch
To get started, click on Start from scratch.
Start by naming your template (don’t worry if you don’t have the ideal name yet, you can always change it at a later stage).
Click on Save to go to the template editor mode. This mode is slightly different from the normal publication editor as it’s designed for editing your templates.
There’s one big difference though: here, you can only add elements. Once you drag & drop an element, a Block is automatically created.
Note: if you’re using a custom font in your publication, this font will not show in the template editor, as this editor doesn’t have access to your custom fonts library. When a template is used in a publication, it will take over its fonts from the Theme Settings. This way the template will automatically inherit the style of the publication you’re working on.
Once you’re done with your template, click Done to go back to the dashboard. Your template will be saved with the status you selected when creating the template.
Manage your templates
You can manage your templates in the dashboard. From the menu bar on the left, you’ll find the option Templates.
Here you can edit your saved templates per category.
Click on edit, or the pencil icon to launch the template editor and start editing.
Click done to save the edited template.
Use a saved template
Saved templates can be found in the Blocks section of the editor. There, you can drag & drop the blocks onto your page. Changing the block in the page, won’t affect the block template itself.
Note: Only the block templates which are set as available will be visible in the editor.