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Smart Newsletter - How to Use the Custom Template Editor

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Julian Sanders-Kay
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The Custom Template Editor allows you to build and customize templates using a drag-and-drop interface. This guide will walk you through the process step by step, providing visual aids and troubleshooting tips to ensure a smooth experience.

Note: The custom template editor is only available on Pro plans.

Your template consists of Structures, which define the layout (e.g., one-column vs. two-column). Each structure can include Blocks, which allow you to insert specific content. Blocks are categorized as:

  • Dynamic Blocks (Green): Smart Newsletter-specific modules that pull in scheduled or aggregated content from the dashboard. These update automatically based on your inputs.
  • Static Blocks (Grey): Hardcoded content that remains unchanged once placed in the template.

Accessing the Custom Template Editor

  1. Log in to your account and navigate to the Templates section.
  2. Select Create New Template or choose an existing template to edit.
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Understanding Structures and Blocks

  • Structures define the framework of your template (e.g., single-column, two-column layouts).
    • Single Column: A full-width layout, ideal for simple text and images.
    • Two Column: A split layout, perfect for combining text and media side by side.
  • Blocks are content elements placed inside structures.
    • Dynamic Blocks (Green): These Smart Newsletter-specific blocks update automatically with scheduled content or aggregated content from sources provided by you in the dashboard.
    • Static Blocks (Grey): These remain fixed once added.

Step-by-Step How to Create a Custom Template

  1. Create an Outline with Structures: Each module (banner, text, article, etc.) requires a structure. Begin by outlining your template using appropriate structures for each section.
  2. Drag and Drop Blocks into Structures: Once your structures are set up, drag and drop your desired blocks into the corresponding structures.
  3. Customize Your Template:
    1. Add images to your header.
    2. Assign articles to sections.
    3. Customize colors and styles.
    4. Adjust the footer to your preferences.
  4. Save Your Template
  5. Preview Your Template: Check how your template looks with content from the preview page.
  6. Edit and Save Again if Needed

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