Summary

Content Templates give users the ability to create a library of reusable templates that can be saved or shared. This helps users who have frequent types of messages, such as appointment instructions, to send communications to students more quickly without any glitches or errors caused by copying and pasting a template from another source.

How-To

Instructions

1. Access Content Templates by going to User Menu >> Content Templates
2. The Content Template page has two tabs - My Templates, which is for any template the user has created, and Public Templates which is for any templates that have been shared for all Navigate360 staff users. The tables on each page are searchable so users can find the template they want.

Creating a Template

1. Select the Add Template button on the My Templates tab to create a new template.

The following fields are available.

Template Name (Required) -  Name of the template. Make this memorable and brief, especially if it is going to be public.
Template Is Active -  Check this box to allow for users to select the template when composing email or text messages in the platform.
Template Description -  A brief description of the template that can be used to find templates when searching results.
Branding Template -  Select a header and footer for the content template from this menu.
Template Type -  Templates can be either for email or text. Text message templates are limited to 300 characters
Subject (email messages only) -  The subject line for the email message.
Message -  The template message. For emails, rich text formatting is available, including links, images, lists, and tables. Text message templates are limited to 300 plain text characters. Email messages can also include attachments. If your institution has the Message Content Creator features, these are available beneath the message field.

2. On the right side of the page, the content preview displays.  Previews can display the frame of a Mobile Device, Tablet, or Desktop.
3. After configuring the template, click Save Template

Using Content Templates in Navigate360 for Student Success

1. Once users have access to at least one content template, the Apply a Template option appears when users are composing an email or text message throughout the Navigate360 platform.

Outcome

Users can now build and use their own templates as well as any that are public.

Need additional help?

Please fill out the EAB (Navigate) web form with as much information as possible, or contact the ET&S Help Desk team on your local campus.

For additional Training visit the Teaching and Learning Technologies Training site