Creating a New Template for Content/Communications

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.