The new template editor in Incomaker NEXT is designed to help you create and edit templates quickly and without unnecessary complexity.
The focus is on clarity, ease of navigation, and a clear connection between templates and their use in campaigns and SmartFlow.
In this chapter, we will focus on working with the template editor and the most common modifications you make when creating templates.
Creating a New Template
When creating a new template, you work within the new editor, which clearly guides you through the entire process.
A new template allows you to:
- prepare communication content according to your needs,
- work with text, structure, and individual elements,
- have the template immediately ready for use in SmartFlow.
The editor is designed to let you focus primarily on the content rather than technical details.
Editing an Existing Template
Existing templates can be edited at any time, whether you are making minor adjustments or larger structural changes.
When editing, you can:
- modify text and content blocks,
- adjust the template structure,
- tailor the template to a specific campaign scenario.
Changes will be reflected everywhere the template is used, so it is important to consider their impact before saving them.
Clarity and Working in the Editor
The new editor emphasizes a clear and organized layout of individual elements.
As a result:
- you can easily see the template structure,
- quickly navigate between different sections,
- and efficiently edit even more extensive templates.
The editor is designed to be intuitive for both new and experienced users.
Template Integration with Campaigns and SmartFlow
When working in the editor, it is important to keep in mind that a template is part of a specific campaign and SmartFlow.
This helps you:
- better tailor the template content to a specific step,
- ensure consistent communication across campaigns,
- and minimize the risk of errors when using the template.
Recommendations for Working with the Template Editor
- Regularly save your changes.
- Before making major modifications, consider where the template is being used.
- Use clear and understandable template names and structures.
Following these recommendations will help ensure that working with templates remains efficient and reliable.
What Comes Next
In the next chapter, we will focus on:
- using templates in SmartFlow and campaigns,
- practical scenarios for their implementation,
- and recommendations for working effectively with templates in automation.