Table of contents

This article details Page Templates, namely what they are, and how to manage them.

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What is a Page Template?

Page Templates are pre-made Page Groups that can be accessed from the Pages Navigation by clicking the + symbol.

Page Templates enable you to scale your content creation and create Page Groups fast and efficiently. You can learn from best practices by no longer having to start from scratch.

By creating Page Templates, Page Groups can become more standardized and consistent within your environment. 

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Permissions

Page creation rights

You can only access templates if you can create Pages. Users who can't create Pages would not be able to access Templates, as they would not see the "create new Page" action (the + icon at the top right corner of the Pages Navigation).

Editor-only rights with no Page creation rights

Users with editor-only rights who don’t have permission to create Pages will not be able to access Templates, and therefore will not be able to see the "create new Page" action.

Quick actions

Your Template experience will adjust so that the most relevant quick actions are available to you. If you have the right to edit a Template, you will see the following quick actions when you hover over a Template in the Templates Catalog:

  • Edit Template
  • Share template
  • Copy Template
  • Archive Template

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If you only have the right to view and use a Template (with no editing rights), you will see the following buttons:

  • Learn more
  • Preview

By clicking the Template Card, you will be taken to the Template detail page.

Where you can find Page Templates

Page Templates can be found by clicking the Pages Navigation and clicking the + icon on the top right corner of the Navigation.

How to create a Page Template from a Page Group

To create a Page Template from a Page Group:

  1. Navigate to a Page Group by going to the Pages Navigation and clicking a Page Group
  2. Click the edit icon at the top right corner of the Page (the pencil symbol)
  3. Go to the Page Group Settings from the Page editing menu (stack of documents symbol)
  4. Click Save Page Group as a Template
  5. Name the Template
  6. (Optional) Add a description
  7. Select the Pages you want to have included in the Template
  8. Click Save Page Group as Template
    1. The Template will be saved as a personal Template and can be accessed from the My Templates section

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How to create a Page Group from a Page Template

To create a Page Group from a Page Template, navigate to the Templates Catalog by clicking the Pages Navigation and selecting the Template icon.

You can choose between three types of templates:

  1. Company Templates
  2. Made by Happeo
  3. My Templates (only if you’ve created a template already)

When you select one of these Template types, you can:

    1. Click a Template from the selection menu
    2. Select one of the following:
      1. Use prefilled Template – Includes pre-made and prefilled Sections and Widgets. Also includes a Page header image
      2. Use blank Template – Includes pre-made Sections and Widgets without any content (i.e. headers, text, images, etc.). Also includes a header image
    3. If a Template includes multiple Pages, you can select the Pages you wish to be included in the Page Group
      1. Note: The Pages have been pre-selected. Untick the boxes to deselect Pages. If you don’t want any of the Pages, untick the Select all box
    4. Click Create Page Group

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Company Templates

Company Templates are Templates available for all users within your organization. Your platform admin manages Company Templates.

Made by Happeo

These Templates are made by Happeo. They function just like Company Templates and My Templates.

My Templates

These Templates were created by you, shared by you, and shared with you.

How to edit a Page Template

To edit a Page Template, you have to be an Editor of a Template. Editing a Template entails editing the Template title, description, and the Template itself.

Editing the title and description

  1. Hover over a Template you wish to edit from the Template Catalog
  2. Click Edit details
    1. Alternatively, you can click the Template
  3. Click on the title or the description to alter it
  4. Click Save once you’re done editing the Template name and / or description

Editing a Template

  1. Hover over a Template you wish to edit from the Template Catalog
  2. Click Edit details
    1. Alternatively, you can click the Template
  3. Click Edit Template
  4. You will be taken to the Page Template where you can edit its contents, layout, etc.
  5. Click Save once you’re done editing the Template

How to promote a Page Template to a Company Template

As an Admin, you can promote Templates to Company Templates and make them available to your organization.

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To promote a Template:

  1. Navigate to My Templates in the Templates Catalog
  2. Hover over the Template and click Share Template
    1. Alternatively, you can click the Template
    2. Click …More from the Template menu
    3. Click Share Template
  3. Click Promote to Company Templates
  4. You will receive a warning message. Click Promote Template
    1. When you promote the Template, it will be available to all Page creators and can be found in Company Templates. Users that have permission to edit the Template will be kept by default
    2. You can remove editors from the Template by clicking the tick box

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How to demote a Company Page Template

The process to demote a Company Page Template is similar to promoting a Page Template. 

  1. Navigate to Company Templates in the Templates Catalog
  2. Hover over the Template and click Share Template
    1. Alternatively, you can click the Template
    2. Click …More from the Template menu
    3. Click Share Template
  3. Click Demote from Company Templates
  4. You will receive a warning message. Click Demote
    1. By demoting a Company Template, the Template will be sent back to My Templates. It will only be available to users with View or Edit rights. Pages using this Template won't be affected

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How to share a Page Template

You can share a Page Template with other Users and Groups. You can do this by:

  1. Hovering over a Template in the Templates Catalog and clicking Share Template
    1. Alternatively, you can click the Template
    2. Click …More from the Template menu
    3. Click Share Template
  2. Click Share with selected Groups or People
  3. Search and add Users or Groups
  4. Edit their permissions
    1. Can edit
    2. or can view

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How to copy a Page Template

You can copy any Template that you can view or edit. When the action has been completed, the copy will be available in My Templates.

  1. Hover over a Template in the Template Catalog
  2. Click Copy Template
    1. Alternatively, you can click the Template
    2. Click …More from the Template menu
    3. Click Copy Template

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How to archive and unarchive a Page Template

You can only archive a template if you have permission to edit it. Archiving a Template will remove it from view for all users. Editors of the Template can still retrieve the template by using the Archived filter, where it can also be unarchived.

Archive a Template

  1. Hover over a Template in the Template Catalog
  2. Click Archive Template
    1. Alternatively, you can click the Template
    2. Click …More from the Template menu
    3. Click Archive Template
  3. You will receive a warning message. Click Archive

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Unarchive a Template

  1. Navigate to the Archived filter in My Templates in the Templates Catalog
  2. Hover over the Template and click Unarchive Template
    1. Alternatively, you can click the Template
    2. Click Unarchive Template
  3. You will receive a confirmation message at the bottom left corner

As an Admin, you can also unarchive Company Templates. To do so:

  1. Navigate to Company Templates in the Templates Catalog
  2. Click the Archived filter
  3. Hover over the Template and click Unarchive Template
    1. Alternatively, you can click the Template
    2. Click Unarchive Template
  4. You will receive a confirmation message at the bottom left corner

How to upload a preview image for a Page Template

You can upload a preview image to help other users get a better understanding of what the Template looks like and is about. 

Preview image specifications

  • JPG or PNG
  • Size: 800x600 (if it's larger, it will be cropped)
  • Max file size: 32MB

Upload preview image

  1. Click Edit details when hovering a template
    1. Alternatively, you can click the Template
  2. Click Upload preview image
  3. Click Click to upload or drag and drop an image from your computer

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How to preview a Page Template

Previewing a Page Template enables you to see how the Page Template looks to others. 

  1. Click a Page Template from the Template Catalogue
  2. Scroll down and click Preview Template
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