Using Your Older Templates in ListManager 9.2

 

If you upgraded to ListManager 9.2 and you have templates that you created in an earlier version, they will not automatically be visible on the ListManager 9.2 View Templates page.

 

To view pre-9.2 templates, type the following URL into your browser:

 

     <server name>/content/view_pre92templates.tml

 

You will see a list of your templates and several commands for each one.

 

Viewing, Editing, Deleting, or Exporting Your Templates

To view a template

Click the Test command for the template.

 

To edit a template

You will not be able to use your pre-9.2 template in 9.2 unless you export it and convert it to a 9.2 version. However, you can make changes here before exporting and converting it if you wish.

 

A change that is required for conversion is that you’ll need to remove any HTML tags that surround a Template field. For instance, in 9.1 a Template field could be inside a <a href=” HTML tag. This is not allowed in 9.2. In order for the conversion to work properly, any HTML tags around Template fields must be removed prior to conversion.

 

Also, in 9.2 Templates must have a HTML Message. The Conversion program will create a HTML Message if your template is Text only, or you can create the HTML Message while editing the template before you run the conversion program.

 

On saving the template, you will see the message “Warning: Your template does not include any editable regions; the entire message will be editable.” Ignore this message. It simply means that in this pre-9.2 version of your template there are no recognizable template fields. Once you run the conversion, ListManager will recognize the converted template fields.

 

Click the Edit command for the template. This takes you to the Edit Template page, where you can make changes in the following tabs:

 

Essentials

 

HTML Message

 

Images (this tab does not work with pre-9.2 templates)

 

Specify Editable Regions (this tab does not work with pre-9.2 templates)

 

Text Message

 

Advanced

 

Internationalization

 

To delete a template

Click the Delete command for the template.

 

To export a template

Click the Export command for the template. Select Save. Navigate to the folder you want, and then save your template.

 

Converting Your Template to a 9.2 version

 

Go to http://www.lyris.com/support/listmanager/convert_template.php.

 

Step 1 takes you through the steps to export your pre-9.2 template.

 

Step 2 allows you to Browse to find your saved template export.

Then click Upload.

 

Step 3 gives you a chance to review your template information.

Then click Convert Template.

 

The template is converted to a 9.2 version and opens in ListManager on the Create New Template page.

 

Click each tab and review its contents to ensure that the template has converted correctly. You can edit the 9.2 version of your template in any way you like. When you are satisfied, click Save.

 

NOTE The name of your template will be changed to include a –copy at the end. This is done because a template with the original name (the pre-9.2 version) already exists in the database.

 

The template is now saved in the 9.2 format.

 

NOTE You must follow these steps for each of your pre-9.2 templates.