Content Library Admin Training Home

Overview

The Create New Content Document Template option allows users to use an HTML editor to create and embed HTML content. This article describes creating content using the New Content Document Template. It covers the following topics:

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Accessing the New Content Document Template

1. Click on the Add Content button.
   

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2. Select the Document Template option from the drop-down menu.
   

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3. This opens the The Template HTML Editor opens.
   

   

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Navigating the New Content Document Template

Left Menu Bar

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: Content Settings

The fields in the left menu bar allow users to establish the content settings and viewing permissions. The content settings set the basic features of the document template.

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• Template Name

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• 
  Enter a template name

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• to serve as the identifier and the name of the saved content

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• . The template name can be easily accessed and reused whenever needed.
  

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• Description
  Add a description of the content.
  

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• Content

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• Type

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1. Select the Content-Type

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  Select the content type (flyer or social media image) from the drop-down menu.
  

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• Download Type
  Select the download type from the drop-down menu. This determines the file format for the download.
  

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• Tags

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View Permissions: This allows you to limit who views your content.

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  Create new tag(s) or choose tag(s) from a list of existing tags. Tags help categorize similar templates.
  

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Left Menu Bar: View Permissions

The fields in the left menu bar allow users to establish the content settings and viewing permissions. The viewing permissions allow users to limit who views the content.

• Branch
  Select the branches from the drop-down list

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• .
  

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• Users

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  Select any individual users that can see the content.
  

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Top Menu

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The fields in the top menu allow users to add data sources, enter HTML code, view HTML code, and download content.

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• Choose Tokens

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  Select who to include data from by using the drop-down menu. This may be the lead, user, and partner.
  

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• HTML

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• Button
  Click the HTML button to enter code.
  

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• Preview

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• Button
  Click the Preview button to view the HTML

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• code visually.
  

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• Download Icon
  Click theDownload icon to download the content.
  

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Creating Content

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Using HTML

1. Users that know HTML can generate the HTML directly in the editor.

   1. Write HTML Code

   2. Copy embeddable HTML Code from your content creator and past into the HTML Editor

      

2. Choose from Tokens to use in your content.

   

3. Click Preview to preview the content.

   

4. Click update Update to save the content. This will

   save it and

   make

   it

   the content visible in the Content Library and viewable based on branch or user permissions.
   

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