To generate your monthly newsletters we use a template automator to insert your name, contact information, logo(s), headshots and banners into an pre-existing template (with articles, article images, and text) so that you don’t have to do those steps.
We have one automator for the print templates and a different automator for the email newsletter templates.
This means that there are certain items that we can change on your behalf that will be saved and will appear on every future template. And, there are other items that can’t be saved that won’t appear on every future template because they require a manual change.
To help you better understand what can be saved and what requires a manual change, we’ve put together this guide for you. You can scroll down for the visual of the Quick Guide for Your Print Newsletters.
What Can Be Updated Automatically?
Below are the items that we can change on your behalf that will be saved and appear on every future email template automatically. Please bear in mind that we can update the content of these items, but not the style of them (font size and style cannot be changed automatically). If you would like us to make manual changes on your behalf, you can upgrade with an add-on service – read here to learn about your options.
- Your Name
- Your Company Name
- Your Newsletter Name
- Your Logo
- Your Mailing Address
- Your Email Address
- Your Website Address
- Your License Number
- Your Headshot
- Your Header components
When one of these items is updated, it will be updated wherever they appear on your newsletters. For example, your phone number appears in your header, in the free guide box at the bottom of page 1, on page 3 in the Quick Quiz box, and on the last page of the newsletter. When we make the update to your phone number, all of those places with show the newly updated phone number.
If you have a permanent change to your name, company name, newsletter name, logo, mailing address, email address, website address, license number, headshot or header components, please submit a help ticket here with the changes you need so we can be sure to fix this for all future templates.
Important: When you make your own manual changes on the print template, please note that this will not automatically change your future templates.
What Can't Be Updated Automatically and Requires A Manual Change?
Here are the items that require a manual change so they can’t be saved for future templates:
- Article Titles
- Article Content
- Article Images
- Disclaimer Text
- Font Type or Size
- Thank You For Your Referrals box text
- Quick Quiz box & Quick Quiz Image
- Inside This Newsletter box
- Text box background colors
- Page Footer Bar Color
