Creating and Using Templates

 

Templates are easy ways to preformat content. ListManager provides sample templates for you to use. Or, create your own templates when creating content by going to Content: New Content: Advanced and select "Yes" next to "Is This a Template".

 

The Invitation template is specifically for the Send-A-Friend feature, and should not be used for other kinds of content.

 

Creating a Template

 

1.   Click on the Content tab.

2.   Click on New Content. You'll be taken to the Content: New Content: Essentials page.

3.   Create your content as you normally would. See Creating Content for more details.

4.   Click on the Advanced tab.

5.   Select Yes for Is This a Template?

6.   Click save.

7.   To create a template from one of ListManager's pre-existing templates, select New Content from Template from the Contents page. This allows you to select a built-in template, and edit it according to your needs.

 

Creating a Fill-in-the-Blank Template

 

A fill-in-the-blank template helps users insert text into the right place to make their own content. To make fill-in-the-blank templates, you must insert a template field into your content. Template fields may be put anywhere in your message—the subject line, say, or the From: address. When a user selects to use the template, all they will need to do is to fill in the form with the requested information to generate new content.

 

7.   Click on the Content tab.

8.   Click on New Content. You'll be taken to the Content: New Content: Essentials page.

9.   Create your content as you normally would. See Creating Content for more details.

10.  Click on the Text or HTML tab.

11.  Click insert field.

12.  Click on the Template tab.

13.  Select whether to Ask User For a Line, Paragraph or URL to an Image.

14.  Enter a Description for the fill-in-the-blank template.

15.  Enter a Default Value for the form.

16.  Click on Insert. Your content will automatically be turned into a template.

17.  Click save.

 

Editing a Template

 

Editing a template is much like creating new templates. To edit preexisting templates, follow these steps:

 

18.  Click on the Content tab.

19.  Select Templates. Select "Your Templates" or "Built-in Templates" from the drop-down menu.

20.  Click on Go.

21.  Click on the name of the template you'd like to edit.

22.  Edit the template as desired.

23.  Click save or save and test.

 

You don't need to know much about HTML to be able to edit ListManager's default templates. See the following URL for basic information about HTML:

 

http://www.lyris.com/products/listmanager/tools/html_basics.html

 

This page gives helpful information about color codes:

 

http://www.lyris.com/products/listmanager/tools/html_colorcodes.html

 

 

Creating Content from a Template

 

Once you've created a template, or a fill-in-the-blank template, creating content is easy:

 

1.   Click on New Content from Template on the Content tab.

2.   Select the content template you would like to use from the Choose a Template drop-down menu.

3.   Click preview to see what that template looks like. Or, move your cursor over one of the thumbnails to see a preview of it.

4.   Click on OK to use that template for your new content.

5.   If a fill-in-the-blank form, enter the requested fields. Convert the text format as desired.

6.   Click OK.

More

 

1.   Quick Start

2.   Running ListManager for the First Time

3.   Logging In and Logging Out

4.   Homepage

5.   Mailing Now!

6.   Adding Test Members

7.   Creating Content

8.   Creating and Using Templates

9.   Personalizing Content

10.  Success Tracking

11.  Creating Segments

12.  Creating Mailings

13.  Approving a Mailing

14.  Viewing Reports

15.  Creating List Administrators

16.  Adding Your Members

 

 



Creating Content Personalizing Content