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:

Accessing the New Content Document Template

1. Click the Add Content button.
   

   

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

   

3. The Template HTML Editor opens.
   

   

Navigating the New Content Document Template

Left Menu Bar: 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.

• Template Name
  Enter a template name to serve as the identifier and the name of the saved content. The template name can be easily accessed and reused whenever needed.
  

  

• Description
  Add a description of the content.
  

  

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

  

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

  

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

  

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.
  

  

• Users
  Select any individual users that can see the content.
  

  

Top Menu

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

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

  

• HTML Button
  Click the HTML button to enter code.
  

  

• Preview Button
  Click the Preview button to view the HTML code visually.
  

  

• Download Icon
  Click the Download icon to download the content.
  

  

Creating Content 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 to save the content. This will make the content visible in the Content Library and viewable based on branch or user permissions.
   

   

• Content Library Navigation
• Content Library: Emails
• Content Library: Flyers
• Content Library: Social Media
• Content Library: Creating | Editing Content
  • Creating Content Using the Regular Editor
    • Content Editor: Appearance Section
      • General Settings
      • Stripes
      • Headings
      • Button
      • Mobile Formatting
    • Content Editor: Content Section
      • Structure
      • Blocks
        • Image Block
        • Text Block
        • Button Block
        • Spacer Block
        • Video Block
        • Social Block
        • Banner Block
        • Timer Block
        • Menu Block
        • HTML
      • Modules
  • Creating Content Using the Plain Email Editor
  • Creating Content Document Template (HTML)
  • Creating Content Using Document Upload - Static
  • Editing Content in the Content Library
  • Sending Test Emails
• Content Library: Task Management
  • Task Management: Task Approval Process
  • Admins Task Management Settings
• How to Connect Instagram and Facebook Accounts
• How to Disconnect Facebook and Instagram Accounts