Is there a way to update a current press release template, or do you just have to create a new one when there is a required change to an old template? Also, if a new template has to be created, is there a way to remove the old one so it is not accidently used in the future?
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Updating a Press Release Template
- Influencer
Best answer by kelly.bebenek
Update an existing press release template.
Here are the steps we recommend, screenshots are below.
- Select the template you want to change (select the checkbox)
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- In the toolbar, click “Duplicate selected item” to make a duplicate of the template. This is a safety precaution, It's a good practice to duplicate a template you're happy with as a base template, then use this to test sending previews until you're happy with how it looks.
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- This will open a new template using the checked template as a starting point.
- Add a new name to the template, make the desired changes, and then "Save Changes".
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- Send Preview emails until you're happy with the results.
To remove a template:
Navigate to the Templates list
- Check the box next to the template you want to remove
- In the toolbar, click the trash can.
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Here are some additional related Help Desk articles:
How to Customize Press Release Layouts With HTML
Our Tips and Tricks for Better Press Release Formatting
+7- mEmployee
Let me tag in the Product support experts, they will know best.
Sr. Director of Customer Ed @ Meltwater (DM me to discuss: Academy, Community & Help Center)
+7- mEmployee
- Answer
Update an existing press release template.
Here are the steps we recommend, screenshots are below.
- Select the template you want to change (select the checkbox)
-
- In the toolbar, click “Duplicate selected item” to make a duplicate of the template. This is a safety precaution, It's a good practice to duplicate a template you're happy with as a base template, then use this to test sending previews until you're happy with how it looks.
-
- This will open a new template using the checked template as a starting point.
- Add a new name to the template, make the desired changes, and then "Save Changes".
-
- Send Preview emails until you're happy with the results.
To remove a template:
Navigate to the Templates list
- Check the box next to the template you want to remove
- In the toolbar, click the trash can.
-
Here are some additional related Help Desk articles:
How to Customize Press Release Layouts With HTML
Our Tips and Tricks for Better Press Release Formatting
Sr. Director of Customer Ed @ Meltwater (DM me to discuss: Academy, Community & Help Center)
- Influencer
Hello! I’ve had some success in updating outreach templates using the Source Code functions in the Edit Template area. Every template has a Source Code - you can find it by clicking the three dots in the edit bar (the last icon, next to the quotation marks). To copy a template, I Duplicated an existing media releases, and then copied the source code. I then created a New Template by copying the source code, and removing all the copy from the previous media release. From there I was able to add some basic HTML to modify then email template to look exactly like our Word/PDF versions of media releases.
Interestingly, the Meltwater engineers attempted to do the same thing but their emails had glitches which meant we couldn’t use them.
Hope that helps!
+7- mEmployee
Hey
Jacinda at Meltwater 👐 | Schedule a meeting with me: https://calendly.com/jacinda-meltwater
- Influencer
Hi
+7- mEmployee
That’s so interesting! Thanks for following up and sharing that,
Jacinda at Meltwater 👐 | Schedule a meeting with me: https://calendly.com/jacinda-meltwater
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