Click the hamburger menu on the top right of the screen, next to your account email address → Click My Templates
Click the Create New Template button
Choose the Create option and fill in the forms for Name, Business Type and Format → Click Save
- You should set the template to use the same Business Type that the Advertiser will be set to
You are now in the template editor. Here you can:
- Change border color and background color (it’s best practice to avoid black or white border colors)
- Add widgets and adjust settings to create your design
- Use the mouse wheel to zoom in and out of the workspace
Widgets are either:
- Dynamic, meaning their values will come from product data, set by the product feed, or
- Static, meaning their values are set manually within the system. Some static widgets are only adjustable through the template editor, and others can be adjusted in the campaign theme view settings later on.
Here are some of the commonly used widgets and their respective Business Types:
Text (Static – only editable in template editor) – Retail, Auto, Real Estate
Image (Static – only editable in template editor) – Retail, Auto, Real Estate
Navigation (Static – only editable in template editor) – Retail, Auto, Real Estate
Product Title (Dynamic) – Retail, Auto, Real Estate
Product Description (Dynamic) – Retail, Auto, Real Estate
Product Image (Dynamic) – Retail, Auto, Real Estate
Product Price (Dynamic) – Retail, Auto, Real Estate
Company Logo (Static – editable in theme view) – Retail, Auto, Real Estate
CTA Button (Static – editable in theme view) – Retail, Auto, Real Estate
Promotion Text (Static – editable in theme view) – Retail, Auto, Real Estate
Make (Dynamic) – Auto
Model (Dynamic) – Auto
Trim (Dynamic) – Auto
Year (Dynamic) – Auto
Condition (Dynamic) – Retail, Auto
Bathrooms (Dynamic) – Real Estate
Bedrooms (Dynamic) – Real Estate
City (Dynamic) – Real Estate
Address (Dynamic) – Real Estate
Postal Code (Dynamic) – Real Estate
To use a widget in your template design, simply click and drag into the workspace.
- For Image and ProductImage widgets , drop your files into the popup box, or click to use your file explorer to find and upload the desired files.
Once a widget has been added to the workspace, you can adjust its settings by selecting the widget and adjusting the settings on the right hand side of the screen.
- Right click on widgets in the workspace to change the layering of what is in front and behind.
Text widgets whose values will (eg. Product Title) or can (eg. CTA Button) change have an optional setting called Max Chars, short for Max Characters. Adding a value in this box will mean that text which has more characters than this number will be truncated. Because we are often creating templates for many different variations of product data, it is a good idea to set this value with an appropriate number.
- If there is no value set for Max Chars then some products may have text which is cut off at the top and/or bottom of the widget.
- A good practice is to take one of the longer strings of text from your product data and use that as the placeholder text and make sure it fits. You can then use a character counting website to determine what the maximum number of characters a piece of text can have before it is truncated, and set that number to be the Max Chars value.
One way to save space for text widgets that may display long text is to set a line height value. Try values like 1.1 or 1.2 for a slightly ‘tighter’ look.
Make sure to save your work often!