In eWizard, you can build customized templates based on e-Detailers, emails, and websites. A template is a modified sample of the item. To reuse the templates in the Create new pop-up, add them to NaviGate templates.
To build the template:
Select the required email, e-Detailer, or website in My library.
On the item card, unfold more menu and select the
Save as templateoption.
As a result, the star indicator marks the item icon.
To remove the item from templates, select the respective option in the more menu of the item card.
Within My library, you can search and filter templates. Click FILTERS and in the Content type list select:
Templatesto display all templates.Item type and
Templatesto filter templates of the selected item type.Item type to display items and templates of the required type.
Click APPLY to filter the item list by the criteria specified.
Users with respective permissions can manage item templates. Please contact your administrator for details.
Template editing
In Editor, you can modify your template styling and properties. Along with all available settings, you can also change the following for your template:
Set the layout width. Available for emails and websites.
Configure the block width. Available for emails.
New blocks are added to the layout with the set width.
Add specific theme colors for their further use in all template color pickers. Available for emails and websites.
In the
THEME COLORSsection, you can add up to 12 colors with the+button. To remove the theme color, click–. The minimum number of theme colors is 1.
Template blocks
When editing the templates, you can save your custom blocks for their reuse. For this:
Hover over the required block on the layout.
Click the block button on its left.
Select the plus button in the menu that appears.
In the
Create new blockpop-up, enter the block name and select a group, if any, to add the block to. Also, in the pop-up, you can create a new group for your blocks. For this, select theNewvalue in theGrouplist and enter the group name.Click
CREATE.
Your newly created blocks appear on the Blocks tab ready for reuse.
Hover over the required block to apply the following options:
Option | Action |
 | Edit the block name and change the group to which it belongs |
 | Delete the block |
You can also Edit and Delete the required group with its more options menu.
Blocks and groups, along with all their blocks, are deleted permanently.
Template sharing for reuse
Once your item template is ready for reuse, publish it to NaviGate and add it to templates there. As a result, your customized template, along with custom blocks, appears in the Create new pop-up, available for reuse throughout your company.
Also, you can reuse your built templates to add new items with the Make a copy option in eWizard. Note that such items saved as templates become available for you only.