Custom Content Templates

When you create portal content or communications, you have many options for adding content and formatting them to your particular business requirements or corporate branding. To ensure that your content/communications are standardized and consistent across the whole portal, you may want to use templates when creating them.

As a supplier, you can create custom templates to format these types of content:

• Custom Pages

  For information about creating custom pages and adding them to site navigation, see these articles:

  • Custom Page: Create or Edit
  • Advanced Custom Page Editing
  • Manage Site Configuration and Navigation

• TPC Emails

  For information about creating TPC emails, see these articles:

  • Partner Messaging Overview
  • Creating an Email Communication to Partners

• Marketing Emails

  For information about creating marketing emails, see these articles:

  • About Marketing Emails
  • Creating Marketing Emails
  • Creating/Editing the Content of a Marketing Email

• Landing Pages

  For information about creating landing pages, see these articles:

  • Creating a Landing Page
  • Creating/Editing the Content of a Landing Page

• Deal Quotes

  A Deal Quote template is used when partners click Download Quote for a deal, to get a quote in PDF form.

  You assign the template to a Deal Type, or to all Deals in the general Deal Settings if you’re not using Deal Types.

  For information about making templates available to generate deal quotes, see these articles:

  • Adding Custom Deal Types
  • Managing Deal Settings

As a supplier you can maintain your own set of custom templates in   > Settings > Templates. 

These templates are then available for you to choose from the Saved area of the template selector when creating a new item.

Contents

Click + to expand the instructions for each task.

Create a New Custom Content Template

You can create content/communication templates in two ways:

• By creating from scratch in   > Settings > Templates.
• By using the Save as Template option when creating an item such as a custom page.

To create a new template in   > Settings > Templates:

1. Navigate to   > Settings > Templates.
2. In the left sidebar, choose the type of object for which you want to create a new template:
   • General
     • Pages (for custom pages)
     • Emails (for TPC emails)
   • Partner Marketing
     • Emails (for marketing emails)
     • Landing Pages
   • Deals
     • Deal Quotes

3. Click Create Template.

   

4. On the Create page, add a name for the template in the Name field.

5. In the Content area, use the WYSIWYG editor and properties panel to construct the content and formatting for the template.

   For information on the options and properties available to you, and how to use them, see Content/Formatting/Display Options for Supplier-Created Content.

   If you're creating a template for Deal Quotes, default content is provided.

6. [Optional] Toggle the Active switch to On. This activates the template for your users, who can choose it from the Saved area of the template picker when creating new content/communication. You can complete this step later, if you have further edits to make to the template.
7. Click Save to preserve your changes, or Save & Close to save your updates and exit the editor.

Activate / Deactivate a Custom Template

When a custom template is active, your users can choose it from the Saved area of the template picker when creating a new custom page / TPC email / marketing email / landing page / deal quote.

Active Deal Quote templates will be used when generating a quote for partners, if they’re assigned to deal settings or to individual deal types. For more information, see Adding Custom Deal Types and Managing Deal Settings.

You can deactivate a template if it's redundant.

To activate/deactivate a template:

1. Navigate to   > Settings > Templates.
2. In the left sidebar, choose the type of object for which you want to create a new template:
   • General
     • Pages (for custom pages)
     • Emails (for TPC emails)
   • Partner Marketing
     • Emails (for marketing emails)
     • Landing Pages
   • Deals
     • Deal Quotes
3. Click on the template you want to activate/deactivate, to open it for edit.

4. Toggle on the Active or Inactive switch, as required.

   

5. Click Save to preserve your changes, or Save & Close to save your updates and exit the editor.

View and Restore Versions of a Custom Template

You can view a list of versions of a content/communication template, and information about the user that saved each one. From the list, you can restore any of the previous versions to make it the current one.

1. Navigate to   > Settings > Templates.
2. In the left sidebar, choose the type of object for which you want to create a new template:
   • General
     • Pages (for custom pages)
     • Emails (for TPC emails)
   • Partner Marketing
     • Emails (for marketing emails)
     • Landing Pages
   • Deals
     • Deal Quotes
3. Click on the template you want to review, to open it for edit.

4. Click Options > View History.

   

   A version history of the page is presented - each entry details the version date, the user that created the version, and any comments they left.

   

5. [Optional] Click on one of the versions to restore it as the current one.