Get Started with Templates
This tutorial will help you get up and running with templates fast!
The Template page contains all the templates you have in a project. It defines how a content item should be written and structured. You can think of them as the blueprint for your content. For example, you can have a template called "blog post" for your blog articles and another called "product review" for your review articles.
Table of Contents
When you create a new project, it'll have a default template that you can instantly use. It's an all-purpose template compatible with WordPress and covers all the basics of article writing. This way, you can begin working on your projects without needing to create a template of your own.
To view the default template, access your project's dashboard and go to the Configuration > Templates.
Once you're on the page, you can see the template editor with the default template selected.
You can customize the default template by adding new tabs to your liking. But before we talk about that, let's first discuss the default tabs: Main Content, CMS Fields and Example Tab (You Can Delete It).
The main content tab is a system tab. A system tab can't be deleted, but you can hide them by clicking the "eye" icon. When hidden, a system tab is deactivated and will not appear in the content editor. You can also rename them if you want. All you need to do is to click on their names and you'll be able to rename the tab.
The default fields in the main content tab can't be deleted since they are system fields. System fields are important to EasyContent's API and CMS integrations. You can disable them if you don't need them by unchecking the visible option. With this disabled, they will not appear in the content editor.
The title field, as the name implies, is the article's title. This is what will appear on your post's title or <h1> tag.
If you toggle the required option, this becomes marked as required, preventing anyone from submitting or approving unless this field is filled up.
The visible option allows you to hide this field. When hidden, the field will be disabled and it will not appear in the content editor and in shared links.
At the bottom of the field is the field guidelines option. You can use this to provide instructions about how a this specific field should be written or filled out.
Main Content Field
In the main content field, you can add a bunch of placeholder text. It's commonly used to add guidelines, writing tips, outlines, etc.
When a new content item is created or when a brief is claimed or assigned to someone, the text editor will automatically be filled with the text you put in here.
CMS Fields Tab
The CMS Fields tab, by default, is disabled. To enable it, click the "eye" icon.
This tab focuses on adding metadata and SEO elements to your content item. Like the main content tab, all default fields here are system fields.
If you connect your project to a WordPress site and you install either Yoast SEO or All-in-One SEO Pack, the meta title and meta description fields can be automatically synced.
You may notice that some fields have a recommended length option allowing you to define a recommended character or word length. This is helpful if you want to set a recommended limit to how many words or characters a certain field should have. For example, the meta title has a recommended maximum of 70 character limit, and meta description has 160 characters. If you want to optimize your article for SEO, you may want to put these recommendations.
One thing to note: this option is only a recommendation. It will not prevent the writer from writing more than the recommended length. However, they will easily notice it when they're close to or over it, as seen below.
If you don't need either the main content or CMS fields tabs, you have the option to hide them. Hidden tabs will not show up in the content editor. The "eye" icon will let you toggle between hidden and visible.
When a tab is hidden, it will display the notice below.
If you're not satisfied with the default tabs, you can create an unlimited number of additional tabs. You can do this by clicking the Add new tab button.
At the moment, you can't add system fields to a custom tab, but you can add as many general fields as you wish.
The following are available for you to use:
- Single line text
- Paragraph text
- File/Image upload
- Radio buttons
- Dropdown select
We have more detailed help for creating custom tabs here, which also explains what the general fields do.
You can create a custom template by clicking the template selection dropdown menu next to the page's heading and then selecting Create new template.
When you create a new template, it will automatically have the text and meta data & files tab. All templates you create will always have these two defaults.
Each template comes with its own settings, which you can access through the menu beside the template selection dropdown. You can rename or delete a template or make it the default one if it isn't already.
The Make default and Delete template options are only present on non-default templates.
Next, learn more about custom tabs and general fields.
- Getting Started with EasyContent
- Get Started with Templates
- Creating Custom Template Tabs
- Using the Content Editor
- Inviting Users to Your Account
- Editing, Deleting & Deactivating Users
- Creating a Custom Role
- Recovering Lost or Forgotten Password
- Get Started with Webhooks
- Add Our Email Addresses to Your Safe Sender List