Our Page Templates make article creation easier than ever!
Page editors can choose from a bank of pre-built Workvivo templates, custom templates unique to your organization, or opt to create their page from scratch.
We provide the following default templates for common use cases we see across our customers, but you can also easily build your own custom templates to encourage consistency in the pages published across the platform:
- Navigation Menu
- New Starters
- About Us
- Meet the Team
Roles / Permissions:
- Permission: Edit Page Templates
- Roles: Admins, Editors, Space Managers
How Templates work
Anyone with the permission to create pages will see the following empty state when no pages have been created yet - this applies to both space and global pages.
For Space Pages this applies to Space Admins, Space Owners, Admins, Editors, and Space Managers. For Global Pages this applies to Global Page Editors, Admins, and Editors.
Using Templates during Page Creation:
Clicking ‘create subpage’ will bring you to the following screen. From here you can create a page from a blank canvas, choose a default template (these are pre-built templates provided by Workvivo), or go with one of your organization’s unique custom templates.
Top tip: Preview templates using the preview icon to see what they look like before you choose one.
When you do choose a suitable template, the page editor will open with your chosen template pre-populated in the Page Body. In this case we went with the ‘Homescreen’ template.
Managing Custom Templates:
You can view, manage and create your custom templates from within the Templates Manager. This can be accessed by clicking ‘Manage Templates’ in the Page Management menu.
Here you can see a sample Template Manager with a number of custom built templates for our organization. From here you can edit, delete, and delete current templates. You can also create new custom templates by clicking ‘Create New’.
Clicking on a template will bring you to the following Template Editor where you can edit the cover icon and template body.
Creating Custom Templates:
You can create a custom template from two places - directly from the Template Manager, or from within the Page editor on existing pages:
1. From the Template Manager
Click ‘Create New’, from here you can upload a cover image and build out your Template Body. Users will see this cover image when choosing between templates, so make sure it’s an appropriate image and ideally 300px x 250px.
2. From the Page Editor
Do you have an existing page that you want to turn into a template for future re-use? At the bottom of every Page editor you can now click ‘Save as a custom template’ to add it to your bank of custom templates.