Contents

Builder: Create, edit and publish template

To create a template, we proceed as follows:

1. Open Builder from the right navigation bar
2. On the Builder page, please click Add at the top right corner
3. Select Empty Template from the menu
4. The template has automatically been given a T-No. and now has the status Draft.
5. Enter a Title for the template
6. Add the individual components that are required one after the other.
7. You can change the order of the components using the Layout Manager. To open the layout manager, click the 3 dot menu in the top right corner and select Layout Manager.
8. After completion and release, the template is released and published by clicking on Publish at the bottom right.
9. You can still store information about this version of the template and confirm the publication with Publish.
10. The template is published and can be used now.

Notes for experts

• Templates can only be released and published by template owners.
• All template owners, editors and readers are automatically notified of changes and releases.
• Templates can always be adjusted. With each release, the template receives a continuous version.
• Links to the template (e.g. on boards and knowledge pages) are automatically updated.
• Users of current campaign packages are automatically informed about the existence of a new version of the template used and can adapt the current campaign package to the latest version without any loss of information.

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