Templates

Templates are pre-formatted layouts for your Ads, emails, or printable reports. Templates let you customize the look of your Ads, emaisl, or reports. The Ad Template Studio, Email Studio, and Print Studio are custom interfaces used to edit templates. You can create, duplicate, delete, edit, and rename any template..

Working with Templates

To view your templates, select Tools|Options from the main menu and then select Ad/Email /Printing Templates under the Templates header in the Options tree on the left. You will see a list of your templates.

Creating a New Template

You can create any number of new templates.

To create a new template:

From Tools|Options choose Templates|(Ad Templates/Email Templates/Printing Templates).
Click the New button.
An input form will open asking you for a name. Provide a short, detailed name for your template and click OK.
The appropriate studio will open to your new empty template. See Customizing Ad Templates , Customizing Emails , or Customizing Reports and Labels for information on using the appropriate studio.

Ben sells custom signs. At the end of one of his sign auctions, he must contact the buyer to find out what font and text the buyer would like on their sign. He created a custom email called Request Details. He sends this email to all buyers of signs in the Ready for Payment Request filter each day.

Duplicating a Template

You can create a template using an existing template as a baseline.

To duplicate a template:

From Tools|Options choose Templates|(Ad Templates/Email Templates/Printing Templates).
Select the template you would like to duplicate from the list and click the Duplicate button.
An input form will open asking you for a name. Provide a short, detailed name for your template and click OK.
The new template will now be in your Templates list. Click on the template and click the Edit button to edit the new template. The appropriate studio will open showing your new template. See Customizing Ad Templates , Customizing Emails , or Customizing Reports and Labels for information on using the appropriate studio.

A template called Basic Email Template is provided as a starting point for new email templates. You can duplicate this template so you don't have to create your email templates from scratch.

Deleting a Template

When you no longer need a template, you can delete it.

To delete a template:

From Tools|Options choose Templates|(Ad Templates/Email Templates/Printing Templates).
Select the template you would like to delete from the list and click the Delete button.

Editing a Template

You can edit a template at any time.

To edit a template:

From Tools|Options choose Templates|(Ad Templates/Email Templates /Printing Templates ).
Select the template you would like to edit from the list and click the Edit button.
The appropriate studio will open showing your template. See Customizing Ad Templates , Customizing Emails , or Customizing Reports and Labels for information on using the appropriate studio.

Renaming a Template

You can rename a template at any time.

To rename a template:

From Tools|Options choose Templates|(Ad Templates/Email Templates/Printing Templates).
Select the template you would like to rename from the list and click the Rename button.
An input form will open asking you for the new name. Provide a short, detailed name for your template and click OK.

Reordering a Template

When choosing Templates, they will be displayed in the dropdown in the same order they are shown on the Templates list in Options. You can reorder them in the list to have your most commonly used templates appear at the top.

To reorder a template:

From Tools|Options choose Templates|(Ad Templates/Email Templates /Printing Templates ).
Select the template you would like to reorder from the list.
Use the arrow keys in the lower right corner of the list to move the template up and down in the list.