Difference between revisions of "Template Modification Tutorial"

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<p>As a precursor, we will quickly show you the difference between the WYSIWYG display and the Source display. The WYSIWYG display visually shows the template as one receiving it by email or viewing it in a web browser:
 
<p>As a precursor, we will quickly show you the difference between the WYSIWYG display and the Source display. The WYSIWYG display visually shows the template as one receiving it by email or viewing it in a web browser:
  
[[File:Template-Modification-WYSIWYG-display.png|center|frame|WYSIWYG Display]]
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[[File:Template-Modification-WYSIWYG-display.png|center|frame|link=|WYSIWYG Display]]
  
 
The Source display (by clicking on the ‘Source’ button in the upper left icon area) visually shows the template in the html coding behind the page. This coding normally includes tables, cells, image/website links, CSS styling and content text:
 
The Source display (by clicking on the ‘Source’ button in the upper left icon area) visually shows the template in the html coding behind the page. This coding normally includes tables, cells, image/website links, CSS styling and content text:
  
[[File:Template-Modification-Source-display.png|center|frame|WYSIWYG Source]]  
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[[File:Template-Modification-Source-display.png|center|frame|link=|Source Display]]  
  
 
For the most part, this tutorial will discuss template modifications in the WYSISWYG display setting.
 
For the most part, this tutorial will discuss template modifications in the WYSISWYG display setting.
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== Modifying Templates in Email Templates > Templates ==
 
== Modifying Templates in Email Templates > Templates ==
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Click on Email Templates > Templates, this takes you to the ‘Email Templates’ page and the template you imported from the Gallery.
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[[File:templates.png|center|frame|link=|Email Templates]]
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Click the ‘Update’ button to open up the template in the CKeditor.
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[[File:Template-Modification-WYSIWYG-display.png|center|frame|link=|Update Email Template]]

Revision as of 11:33, 16 August 2017


In the following template modification tutorial, the CKeditor will be used in the image examples displayed. Most of the examples will show the ‘WYSIWYG’ display setting, not the ‘Source’ (HTML) setting. As stated in the manual, there are a number of html tutorials available online and one very popular recommended one is at [1] if you have a desire to learn some html coding.

As a precursor, we will quickly show you the difference between the WYSIWYG display and the Source display. The WYSIWYG display visually shows the template as one receiving it by email or viewing it in a web browser:

WYSIWYG Display

The Source display (by clicking on the ‘Source’ button in the upper left icon area) visually shows the template in the html coding behind the page. This coding normally includes tables, cells, image/website links, CSS styling and content text:

Source Display

For the most part, this tutorial will discuss template modifications in the WYSISWYG display setting.

NOTE – the following modifications of a template can be done in either the Templates or Campaigns area. This wiki is two-fold, to show you how to modify templates and to show you why you would use one area or the other to make those modifications.
<p>There are two reasons for modifying a template:

First, when you import a template into ‘Gallery’, you will want to make changes that you know will be used throughout all of your campaigns for that template. For example, a company logo that you will want displayed on every campaign. If you don’t make the change here, then every time you go to create a new campaign with the template, you will have to add the logo.

Second, when you create a new campaign, there will always be something you want to possibly add/delete or modify. For example, if you are a real estate agent and have a new listing, you will want to add new text content about that newly listed property and pictures.

Modifying Templates in Email Templates > Templates

Click on Email Templates > Templates, this takes you to the ‘Email Templates’ page and the template you imported from the Gallery.

Email Templates

Click the ‘Update’ button to open up the template in the CKeditor.

Update Email Template