Creating a template to streamline your edition creation

Design a custom template for any edition in your newsletter

Use custom templates to save as much or a little content as you would like to reuse in future editions. Templates create a starting point for recurring communications so you don’t always have to start from a blank page. 

• Your custom template can be as simple as saving headlines and visuals from a previous communication or a more robust duplicate of an entire past edition.

How to create a template

There are a few ways to create and save templates. Explore below:

1. Creating a template from an edition draft

🛠️ How it works:

• Open a new draft in the Editor
• Add any text, images, and formatting you would like to use for future editions. 
  • Note: Newsletter branding such as banners, logos, and title colors cannot be saved for a specific template. These design features are added in the Settings > Design tab and will be applied to every edition in the series.
• Once the content is all set, select the paper-and-plus sign icon in the top right of the Editor. A drop down will appear to input a template name and thumbnail. 

Yes, and: If you think other organizations could benefit from your template, you can submit your template to the Axios HQ community library. Just check the “Submit to Axios HQ community library” box when you save your template. 

2. Creating a template through the templates tab

🛠️ How it works:

• Navigate to the “Templates” tab in your Workspace and select the “Create template +” button
  • To confirm you’re working in a template, you will see a message in the top of your editor that says “You are currently editing a template.”
• Add any text, images, and formatting you would like to use for future editions. 
  • Note: Newsletter branding such as banners, logos, and title colors cannot be saved for a specific template. These design features are added in the Settings > Design tab and will be applied to every edition in the series.
• Once all the content is set, you can edit the template info by selecting the paper icon in the top right corner. A drop down will appear to update the template name and add a thumbnail. 
• To start an edition from the template, duplicate template, or delete template, select the button ‘template options’ in the top right corner. 

3. Saving a sent edition as a template

🛠️ How it works:

• Navigate to the sent tab then select the vertical ellipsis button to expand a drop down menu. 
• Select “Save as template.”

How to use your template

Your templates will be housed under the “Templates” tab in your workspace. 

• Select the template you would like to use and click “Use template.” 

• You will also see it as an option to use as a starting point from the “Create edition” drop down menu. 
• You can edit, duplicate, or delete your template by navigating to the “Templates” tab in your workspace.