Content templates (snippets)
- Applies to:
- All versions
- Role required:
- Draft Contributor
Use content templates to insert frequently used text or elements via the Editor.
Content Templates eliminate the need to retype or copy and paste frequently used snippets or standardized verbiage onto a page. A content templates applies static pre-defined content and formatting anywhere you place it on a page.
Use content templates for:
- Formatted notes and callouts: Insert formatted placeholder text, and then modify the text on the page.
- Instructional text: Create templates of standardized verbiage for product usage, so it is always described the same way.
- Custom content: Use content templates to insert global variables or other custom code in a pre-defined manner.
Updates to Content Templates do not apply to preexisting pages. Any changes to Content Templates only apply to new pages.
Create a content template
- Navigate to Site Tools > Dashboard > Site Administration > Template Directory.
- Select New.
- Enter a title and any content or code to include in the snippet.
- Click Save.
- Navigate to Site Tools > Dashboard > Site Administration > Template Directory again.
- Click the pencil icon to the right of the template name.
- Under Type, select Content (Snippets to insert across pages).
Follow Template Management Guidelines.
Author and Editor Control Panel roles can create new templates in the Template Directory, and an Admin role is required to modify template properties.
Alternatively, the Author and Editor roles can view an existing Content Template and then copy and modify it to replicate template property settings for a new template.
Add a content template to a page
- Open a page in Edit mode.
- Select Elements > Templates from the Editor toolbar.
- Select an option from the drop-down.
- Click the Insert template button.