How to Use Content Templates in Mallcomm CMS

This feature is especially helpful for recurring messages. By using templates, you can streamline your content creation process and maintain a professional and consistent tone in your communications.

Benefits of Content Templates

• Save Time: Reuse templates for frequently sent messages, avoiding the need to create content from scratch.
• Maintain Consistency: Ensure that your messaging remains consistent, reducing errors in repeated communications.

How to Create and Manage Content Templates

Step 1: Access the Content Templates Page

To begin, navigate to the Content Templates section in the Mallcomm CMS:

1. Go to the Items dropdown menu.
2. Select Content Templates.

Step 2: Create a New Template

Once you're on the Content Templates page, follow these steps to create a new template:

1. Click Add New in the top right.
2. Enter a Template Name (for internal reference) and a Display Name (this is what you’ll see when selecting a template later).
3. Use the text editor to create the content of your template. This is the same editor you use when creating any item in Mallcomm CMS.
4. Click Save to store your template.

Step 3: Edit Existing Templates

You can view and edit existing templates at any time:

1. Go to the Content Templates page.
2. Select a template from the list to edit.
3. Update the content in the text editor and click Save when finished.

How to Use Content Templates When Creating a New Item

Step 1: Start Creating a New Item

1. Go to the Items section and select Add New or Edit an item.
2. In the content editor tab, you will see a Template Dropdown next to the text editor.

Step 2: Select a Template

1. Click the Use Template button above the text editor.
2. A modal window will open, showing all available templates.
3. Select the template you want to use, and the content will populate in the text editor. If there’s already content in the editor, the template will be added below the existing content.

Step 3: Use Multiple Templates

You can apply multiple templates to a single item. When you select a second template, it will be appended to the end of the existing content.

Step 4: Quick Access to Edit Templates

If you need to make adjustments to a template while creating an item, click the Update Template button to the left of the Use template button. This will save any changes made before using it. You can also click the Create a Template button to open the Content Templates page in a new tab, so you don’t lose any progress on the current item you're working on.

FAQs

1. Can I edit a template after it’s been used in a message?

Yes! You can always edit a template by going to the Content Templates page. However, changes to a template will not affect messages that have already been sent or are in draft.

2. What if I don’t have any templates set up?

If you try to use a template but haven’t created any yet, you’ll be prompted to create one. Simply click Create a Template, and you’ll be taken to the template creation page.

3. Can I use more than one template in a single message?

Yes, you can select and add multiple templates to a message. Each template will be added to the end of the existing content in the editor.

The Content Templates feature helps you work smarter, not harder, by streamlining the content creation process and keeping your communications consistent and professional. Whether you're sending recurring updates or crafting unique messages, templates make it easier to engage your audience.

Further help

If you have any further questions or would like more information about this module, either get in touch with your account manager or send an email to support@mallcomm.co.uk and we can tell you how you can activate the CRM.