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How do I use the ready-made Template Modules in the Drag & Drop Email Editor?

← Editing Items: Drag & Drop Email Editor
Looking for a way to speed up email creation? You’re in luck! LibraryAware’s Template Modules offer a selection of ready-made Containers and Structures you can use to quickly pull in Book/AV records, Events, and RSS items. You can even customize these Modules and save the customized versions to My Modules. 

Take a look!


Template Modules


In the Drag & Drop Email Editor, you’ll find the Modules tab on the left. Open it to find two collections of Modules; My Modules and Template Modules. Template Modules are created by LibraryAware and consist of Smart Containers and Smart Structures. “Smart” means that you can populate these Modules with external data, such as Book or AV records, Event (Evanced feeds), or RSS feeds. 

Pro tip! Use the RSS option to add events from a calendar feed other than Evanced.


à Adding a Template Module

à Configuring Smart Containers and Smart Structures

à Creating custom My Modules from Template Modules 




Adding a Template Module

  1. In the editor, expand the Modules tab. 



  2. Select Template Modules.



    • The default view is Tiles View. Select the List button to switch to List View.

    • The default grouping is by Category (Smart Containers, Smart Structures, and Other). Switch to Tag grouping by selecting the Funnel button and selecting Tag.

  3. Scroll to browse through the Modules, or search by entering a keyword (try Book, Audiovisual, Event, or RSS).

  4.  When you locate the Module you want to use, select it and drag it into position in your email.



    NOTE: Structures can only be stacked on other Structures. You cannot nest a Structure within another Structure. Container modules can be added to any existing Structure in the email, no matter the configuration of the Structure.

    See also: What are the elements of a Drag & Drop Email?

Configuring Smart Containers and Smart Structures

  1. Once the Template Module has been added to your e-blast, hover over it to locate the Smart Container or Smart Structure tab and click it. The Data settings will open on the left.



  2. Under Appearance (below the Data label), navigate to Choose the product.



  3. Select Browse. The Select Smart Element pop-up will open.

  4. Search for the data/record you want:
    Book/AV Record
    • Use the drop-down to search by Keyword, ISBN, Author, or Title. 

    • Enter your search terms.

    • Locate the record you want to use and click the Select button. The data from the record that is included in the module will auto-populate.



    • In the Data settings, you will be able to edit any of the data listed.



    • To swap the image for another, click on the image in the e-blast then select the Change image icon.. This will open the Image Block settings. Select the Change image icon to open the LibraryAware Image selector. Search for a new image or upload your own.

      NOTE: This only changes the image. To swap the record for another, hover over the record in the e-blast to locate the Smart Structure or Container tab and click on it. Data settings will open on the left. Under Choose the product click Browse. Locate the record you want and Select.

    • To edit the description, click on the description text in the e-blast. This will open the Text Block settings. Edit the text copy in the e-blast, change any of the text settings on the left, or use the Text Formatting toolbar at the top of the screen.


    Event (Evanced feed)
    • Enter your search terms or scroll through the list of events.

    • Locate the event you want to use and click the Select button. The data from the event that is included in the module will auto-populate.

    • In the Data settings, you will be able to edit any of the data fields listed.

    • To swap the image for another, click on the image in the e-blast then select the Change image icon.. This will open the Image Block settings. Select the Change image icon to open the LibraryAware Image selector. Search for a new image or upload your own.

      NOTE: This only changes the image, to swap the record for another, hover over the record in the e-blast to locate the Smart Structure or Container tab and click on it. Data settings will open on the left. Under Choose the product click Browse. Locate the record you want and Select.

    • To edit the description, click on the description text in the e-blast. This will open the Text Block settings. Edit the text copy in the e-blast, change any of the text settings on the left, or use the Text Formatting toolbar at the top of the screen.

      See also: How does Events by Evanced Solutions work with LibraryAware?

    RSS
    • Use the drop-down to select an RSS feed.

    • Enter your search terms or scroll through the list of items.

    • Locate the item you want to use and click the Select button. The data from the item that is included in the module will auto-populate.

    • In the Data settings, you will be able to edit any of the data fields listed.

    • To swap the image for another, click on the image in the e-blast then select the Change image icon.. This will open the Image Block settings. Select the Change image icon to open the LibraryAware Image selector. Search for a new image or upload your own.

      NOTE: This only changes the image, to swap the record for another, hover over the record in the e-blast to locate the Smart Structure or Container tab and click on it. Data settings will open on the left. Under Choose the product click Browse. Locate the record you want and Select.

    • To edit the description, click on the description text in the e-blast. This will open the Text Block settings. Edit the text copy in the e-blast, change any of the text settings on the left, or use the Text Formatting toolbar at the top of the screen.

      Pro tip! Use the RSS option to add events from a calendar feed other than Evanced.

      See also: Managing RSS Feed Data Sources


Creating custom My Modules from Template Modules


You can customize Template Modules and save the customized version to My Modules for future use by users in your organization. 

  1. Add a Template Module to your e-blast.

  2. Customize as needed.

  3. Hover over it in your e-blast to locate and click on the Smart Container or Smart Structure tab.

  4. Open the three-dot tab that appears (for Smart Containers this will be on the left, for Smart Structures it will be on the right).

  5. Select the Save as module icon.

  6. Module settings will open on the left. Edit the fields as needed.

  7. At the bottom, locate and click on the  p  to the right of the Update button.

  8. Select Save as new. (You cannot overwrite the Template Module. If you click on Update by mistake, nothing will happen.)
You will now be able to locate this customized module under the My Modules tab in the Smart Containers or Smart Structures category. 







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