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Create a communication template

Updated

We have created a new section just for templates
Follow the path: Journey Lab >> Templates >> Communication

  1. Click the button New template
  2. Name the template
  3. Choose the method
    • Editor --> the same editor as for communications is used
    • Import --> (PRO) create your template off line (in HTML and integrating it with Giotto code to make it interact with magnews)
  4. Choose if it is a multi-language template
  5. Click the button Create Template
  6. If you choose Editor
    • Start from Inspire template
    • compose the template using the section
  7. Click the Publish button
  8. From the template home page you can:
    • see the source information and version of your template
    • customize the thumbnail

Edit an existing template

Let's assume that 2 months after the template creating you need to make a change, proceed as follows:

  1. Go to your template's home page
  2. click the button New version
  3. modify the template
  4. Click the Publish button
  5. Shared Sections saved from communications based on this template will be overwritten by those currently in the template.
    Sections already included in communications will not be changed.
  6. Choose whether it is a “Minor” update (e.g. change of background color, an image etc.), or “Major” e.g. product list is displayed on 3 columns instead of 2).

An indication to update the template will appear in the drafts created by the template

Updating the template will NOT replace the content (texts/images) or parameters of the communication (background color of a section, icon styles), but you will have the possibility to insert the new sections created in the template update. If you create a communication from scratch starting from the new template (version 1.1) the new texts, colors and styles will be inherited in addition to the new sections.

Sub-template

You need to create a declination of your newly created template (in our case we start from weekly template to create daily template):

  1. Create and name the template (daily)
  2. Apply the custom template (weekly)
  3. Customize the “Daily” template, e.g. then create a new section or change some settings.
  4. Publish version 1.0 of the “Daily” template.

You have a need to update the parent template (Template weekly).

  1. Create a new version of template weekly (in my case I added a section)
  2. Publish the version

In the template list you will find the child template (daily) labeled by a label

To be Update

You will have to decide whether to pass the changes on to the child template as well or not; if not, you don't have to do anything:

  1. Enter the child template
  2. Click the button New version
  3. Click the button Update template
  4. Publish the new version of the daily template with the changes passed on from the parent template (weekly).
The procedure just explained is also applicable when the Inspire system template is modified, considering that all custom templates created through this procedure are heirs to Inspire, by modifying the Master template all children will have the label “To be updated.”

Connect your custom template to Inspire

All custom templates created before April 2025 are NOT automatically linked to Inspire, if you would like to link them to have the code always up-to-date with the latest news follow these simple steps:

  1. Go to the Journey Lab section >> Templates >> communication
  2. Select your template
  3. Click the button New version
  4. Click the icon with ... and select Code
  5. Move to the Info Tab
  6. Click the button Change origin template
  7. Select Inspire
  8. Save
  9. Publish
  10. In the template you will also see the name of the origin template
If you customized ypur template directly from code by inserting custom code not included in the Inspire template, your code will be lost with this process.