In this article...

This article offers a high-level look at how to manage your organization's Templates. In Thrive Marketing Enterprise, Templates are stored in three areas for different purposes.

• The Working and Live Templates that have been created in your organization are in Messages > Assets > Templates. These Templates are unique to your organization.

NOTE: This article focuses on this page because it is where you'll do most of your Template management (create, edit, and publish).

• Higher Logic pre-configured Templates are in Messages > Assets > Template Library. Refer to Template Library for information.
• Your organization's published Templates are in Messages > Preview > Preview Template. Refer to Preview published Templates for information.

Access your Templates

To access the Manage Templates page:

1. Access the Admin interface.
2. Navigate to Messages > Assets > Templates.

The page lists your organization's working and live Templates.

Templates list columns

The page's current columns are displayed above the list. You can customize which columns display via the X columns out of X link below the list (highlighted below).

TIP: Click a column header to sort on that column; click again to reverse the sort order. Click the columns count below the list to add and remove columns in the current view.

Most of the columns are self-explanatory; those that aren't are described below.

Column	Description
Status	Indicates whether a Template is Working or Live. - Live Templates have been published and are available for use. - Working Templates are in-progress and are not available for use. NOTE: Editing a Template will automatically set it to Working (and make it unavailable) so that you can make changes.
Messages	Indicates how many messages are using the Template.
Themes	Indicates the status of a Template's theme (i.e., its pre-set font style and size, and the background color). Click Edit to manage this setting. - A locked theme cannot be changed. - An unlocked theme's customizations can be overridden.
Transactional	Yes indicates that the Template will be used for transactional messages; that is, messages that do not have to include an "unsubscribe" link. Click Properties to change this setting. NOTE: See Transactional Templates & Messages and Unsubscribe Options for information.

Create a Template

1. Click Create New and give the Template a name.

2. You can also add a description, lock the Template theme, and make it a transactional template.
3. Click Create.
4. On the Message Editor page:

1. Set the pixel width of your message canvas (the area where you'll add message content).

NOTE: If you plan to use a banner image, specify a width that will accommodate your banner.

1. Use the Zones and Design tabs to build the Template. Remember: You're not creating a message that has to be populated with content; you're creating a Template that will guide where the various types of content (text, images, links) will reside.

TIP: The editor automatically saves every action as you create/edit a Template. However, it's a good idea to occasionally manually save.

5. Click the gear icon > Save Changes to save your Template.

Manage your Templates

In addition to creating Templates, you can manage them as described in this section. Upon selecting a Template, a number of management actions become available above the list.

Edit a Template

You can change a Template's layout, content, and theme.

1. Select a Template and click Edit. This will launch the Message Editor.
2. Make your changes and save the Template.

Copy a Template

You can copy a Template to avoid having to create a similar version. All properties of the original Template are automatically inherited by the copy but can be customized in the copy.

1. Select a Template and click Copy.
2. Give it a unique name and, optionally, add a description and make it a Transactional template.
3. Click Create.

Template properties

You can rename a Template and toggle its transactional status.

1. Select a Template and click Properties.
2. Change the Template name and/or toggle its transactional status.
3. Click Save.

Change a Template owner

You can manage who in your organization owns a Template in case of personnel changes.

1. Select a Template and click Change Owner.
2. Click Select Login.
3. Choose a new owner in the dialog and click Select.
4. Click Change.

Publish a Template

A Template has to be published before it can be used as the basis for messages.

TIP: View all your published Templates in Messages > Preview > Preview Template.

NOTE: If you modify and republish a Template, existing messages that were built on the prior version will not be affected. However, new messages, built on the modified Template, will reflect the changes.

1. Select a Template and click Publish.
2. Click Yes at the prompt.

NOTE: If the Template is not transactional and does not have an unsubscribe link, an error message will remind you to include one.

Revert a Template

You can revert a Template to its most recent published form. This will "undo" all the changes that were made to the Template since it was last published.

WARNING: This operation cannot be undone.

1. Select a Template and click Revert.
2. Click Yes at the prompt.

Delete a Template

You can delete Templates in order to keep your Templates list of free of those that are no longer used.

WARNING: This operation cannot be undone.

1. Select a Template and click Delete.

NOTE: All Themes and User Zones that have been associated with the Template will be deleted.

2. Click Yes at the prompt.

What's next?

Now that you've created a Template, you can set Template Permissions to "protect" it from being changed by unauthorized users.

Template Library

The Template Library page (Messages > Assets > Template Library) lists pre-designed Templates that you can use for your Messages.

• Click the + and – icons to expand and collapse the collections, and click Preview to open the Template in a new window.

TIP: If you see a Template you like, check the Add to defaults box and click Go below the list; the Template will now be available for use.

Preview published Templates

Use the Normal Templates page (Messages > Preview > Preview Template) to preview your account's published Templates. Scroll through the list and click Preview to open the Template in a new tab.

TIP: You can click-and-drag Templates to re-position them in the list.

Template permissions

Use the permissions page (Settings > Permissions > Templates by Login) to assign access permissions to your Templates. Permissions can be based on login (user) or per Template, and enable you to restrict who can use which Templates for messages.