What is a template?
Templates give you the ability to save information such as metadata and body formatting, so that you don't need to recreate every new article from scratch. We hope that this feature will save you time during the creation process and limit the room for error while selecting meta data options, such as search and recirculation checkboxes.
Reasons you may want to use a template:
Save certain formatting you'd like to re-use for common articles that follow similar structure, such as using 2 columns, page breaks, or bulleted lists.
Have the ability to save distribution channel preferences, in order to decrease errors by forgetting to enable or disable certain settings.
How do I create a template?
You can create a new template by clicking the Gear icon and selecting 'Templates' from the dropdown menu. This will direct you to a Saved Templates page with all templates listed if any have been saved.
Select "Create" in the top right corner to begin customizing your template. In the 'Headline' space of the template, write in the name that you'd like to use to find this template in the future, and that others in your organization will be able to understand as well. (i.e. Shopping Guide v2, Columned template).
When you've finished adding your template preferences, click Save. You'll now be able to access, edit, or archive this template from this folder. Once saved, your brand will have access to this template when creating their own articles.
How do I use my new template?
Now when you click Create "article" from the left-hand menu, you'll now see a pop-up that gives you the option to create an article from blank, as usual, or to use the new templates feature by clicking Start article from template. Select one of the saved templates from the dropdown and click Create to access it.
Please share any and all questions and/or feedback on the new templates feature via the Intercom app chat bubble.