Feathr's Templates tool refers to the simple drag-and-drop web design platform that enables you to build emails, landing pages, and a variety of Invites collateral. In other words, Templates is one tool that serves multiple purposes in Feathr, and this article will cover the navigation and functionality of Templates.
Once you have decided what you need to design, such as an email message for an email marketing campaign, you will need to build a template. There are two ways to start working on a template in Feathr: from within the campaign wizard, or from the Templates menu.
To get to the Templates menu, navigate to any Project in your Feathr account. Once you are on a Project page, you will see a navigational menu on the left of your screen with Templates as one of the menu options. Click Templates to open the Templates page.
From here, you can build and organize your Templates for that Project, as well as browse default Templates and convert Project Templates into Account Templates. More on that below.
At the top right is a button labeled '+Add Template'.
Clicking this button will bring up a box to help you determine which type of Template you'd like to create, and then you will enter the Template editor.
The other option to begin working on a Template is to start a new campaign that requires a Template, such as an email marketing campaign, an Invites campaign, or a Landing Page campaign. In the appropriate step of each of those campaign types, you also have the option to build a Template from there. See the help desk articles on those campaigns for specific instructions.
Template groups differentiate between permissions of your Templates.
Default Templates are a collection of pre-designed Templates we offer so that you don't have to start with a blank page every time you'd like to design something in Feathr. There are numerous default templates for multiple use cases.
Note: default templates cannot be edited directly. To use a default template with your own content, you must clone it by using the options menu in the Templates table:
Project Templates are the standard group for any Template you create yourself. These can only be used within the Project where you created them. If you'd like to re-use a Project Template elsewhere, you will first have to make it an account Template using the options menu, as seen below.
On the Templates page, there are two options for filtering your Templates to suit what you're looking for. The first is filtering by type, which allows you to view only Templates of a certain type, saving you time.
The other filtering option is filter by group, allowing you to view only Default, Project, or Account Templates.
Saved Templates vs. From Campaign Templates
Near the top of the Templates page are two tabs: Saved Templates and From Campaigns. This is an important distinction. Saved Templates are templates you have created and/or worked on outside the context of any Feathr Campaign. They will be either new Templates you've started from scratch on the Template page, or Default group Templates you've cloned as Project Templates. The Saved Templates tab is the default view when navigating to the Templates page.
The tab labeled 'From Campaigns' displays any Templates that have been added to a Feathr Campaign. This allows an easy way to view your Templates that are active, or have previously been used in a published Campaign.
Until you add a Template to a Campaign, it will only display in the Saved Templates tab. If you create a new Template within the Campaign Wizard, or if you select an existing Template within the Campaign Wizard, it will appear in the 'From Campaigns' tab.
Additional Resources for Templates
Please visit the Templates chapter in our help desk for more information about using the drag and drop editor to design Templates for specific use cases.