Planning Templates
Questions to ask yourself:
- Who on my team is responsible for which part of the content creation process? (Helps to set proper User Roles)
- Who will only have access to Content Builder? What content are they responsible for? (Helps to know what templates to save and how to best organize them)
- What content types are planned to be reused often? (Think: newsletters, magazines, case studies, etc)
- What structures will be used for multiple content types and use cases? (Think, branded footers, headers, quote styles, product layouts, co-branded content, boilerplate blocks, contact blocks, etc.)
- Does this content type need to be personalized? (It is important to consider what areas will require personalization and set-up conditions to bake into templates to support Personalizer users on your team.)
Designing Templates
- Maintain consistency with spacing, colors, and style to help your templates match. This makes collaborating with standard users who only use the Content Builder a breeze, as they will be able to easily replace block templates without needing a designer's help to reformat pages.
- Check if the design is responsive on tablet and mobile before saving it as a template. This helps all users, but especially those who only use the Content Builder, as adjusting spacing is reserved for premium users.
- Limit custom element styling to maintain Brand Kit connection for easy rebranding of templates. I.e. once you manually change a font's size, it becomes a bespoke element. Applying a new Brand Kit will not update these custom elements.
Saving Templates
Categories
- Consider how to organize your template manager using categories. Think of categories like subfolders for your templates. Categories are seen in the editors by premium and standard users of a workspace and act as custom wayfinding for your team to create faster. You can tag a template to appear in multiple categories, if needed.
Template Naming
- When saving pages, blocks and overlays; it is important to assign informative names to help all members of the workspace understand what it is best used for. Consider what makes that structure unique and what it is intended for.
- Let's take the header block above as an example. It has a parallax background image and a branded icon. A good name would be, "Header - parallax BG w/ Icon". It could be apart of a "headers" category, as well.
Editing Templates
- You can edit saved templates in the Template Manager.
- Editing templates is not retroactive. You will need to replace instances where the older template is still in use with the new version you edited. Simply delete the old template and reinstate the template to reflect the changes.
⚠️ If you’re using a custom font in your Foleon Docs, this font will not show in the template editor, as this editor doesn’t have access to your custom fonts library. When a template is used in a Doc, it will take over its fonts from the brand settings. This way the template will automatically inherit the style of the Doc you’re working on. Learn more in our help center.
Sharing is caring ✨
Sharing Templates
- Admins or designers can share specific templates across all workspaces. This ensures your Foleon Docs are on-brand with approved content.
- Doc Templates cannot be shared from the Template Manager, rather they can be duplicated into the appropriate workspace. To learn more, visit our help center.
Sharing Media
- All users in an account can use shared media assets that have been shared by designers or admins of other workspaces. If you use assets from this library, you'll ensure your Foleon Docs are on-brand with approved content. Learn more in our help center.
- Think: Logos, Icons, Backgrounds, Videos, etc.
