Note: You should read the article on Template Concepts before reading this more practical guide.
The template editor lets you easily edit and preview all parts of a template, including the inherited parts. Here’s a rundown of the main elements:
Click to enlarge
Basics – This tab lets you specify a default Subject and From address.
HTML – For email templates, this is where you edit the different HTML parts. Note that expanding and editing the Team or Project HTML will affect all templates in the team or project, respectively.
Styles – This tab contains a CSS editor with the same collapsible inheritance as the HTML editor.
Text – The plain text version of the template, which has exactly the same collapsible inheritance as the current tab (the HTML editor).
Test Data – While editing a template, it can be useful to set test values for some or all of the locals that will be used, which is exactly what you can do here.
Settings – This is where you can disable inheritance for one-off templates, and set a few other template-specific settings.
Preview – Live preview of the template with any locals interpolated according to our inheritance rules.
Raw HTML – HTML version of the previewable result.
Both the HTML, Styles and Text tabs feature our collapsible editor. The main feature of this editor is that you can edit the team and project wrappers, right in the same editor as you edit the actual template contents. This makes for a very efficient workflow.
One important thing to keep in mind is that any changes you make to the team or project wrappers affect all templates in the team or project, respectively. Most of the time this is exactly what you want, but be careful when you’re just experimenting or playing around.
Use the arrow keys next to the heading to expand or collapse a section.
In the Test Data tab, you’ll find an instance of our data editor. This lets you specify the names and value of locals that you want to use in your templates.
You’ll find the same editor on each project, as well as under your team’s settings. Any values you specify here will trickle down to the templates, possibly being overwritten somewhere along the way, as described in our Template Concepts article.
You should have a pretty good idea about how templates work, and how you can edit them, by now. Now it’s time to learn about projects.