Create a Template from an Existing Template

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Presentation transcript:

Create a Template from an Existing Template Description: This Quick Guide provides the steps necessary to create a template from one of the existing Yale templates and save it. Steps to perform the following processes are included in this guide: Create a Template from an Existing Template Save an Existing Template as a New Template Find your Saved Template to Create an Email

Create a Template from an Existing Template You have the ability to create a customized template by opening a Yale-designed template, making changes to it and then saving as a new template. Go to yalemessage.yale.edu to log in to the system. Hover over Email Studio, click on Email. Click on Content. Back to Home

Create a Template from an Existing Template (Cont. 1) 4. Click on Create, Choose Template, Click From Existing Template. You will edit one of the Yale-designed templates created by Victor Velt which are shared across all business units. In the Create From Template window: Click the Saved tab Click on Folders Click on Shared to see All Shared Content Back to Home

Create a Template from an Existing Template (Cont. 2) 6. Click on the template you would like to edit. A check mark appears in the upper right hand corner. Click Select in the bottom right corner. The Announcement 2 Template displays.8. Click on the Header block to edit Title or Organization. Update header to reflect your department’s information: Back to Home

Create a Template from an Existing Template (Cont. 3) Edit information in other blocks (Main Content, footer) as appropriate by clicking to edit and then clicking Done Editing when finished.

Save an Existing Template as a New Template When all necessary changes are made to the template click Save in upper right corner. In the Create Template window, enter a Name, choose a Location, enter a Description and click Save in bottom right corner. The template is now saved with its new name.

Find Your Saved Template to Create an Email The Silliman College Template is now available for use. To create an email from the template: Go to Overview, click on Create Email. Create Email: Choose Template from drop down list. Choose the Saved tab. Click on Folders. Click the Silliman College Template, Click Select. Complete the process to Create an Email.