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Learn how to create template in Masivo
Templates in Masivo
Templates in Masivo are available in Campaigns, Rewards, and Tiers. They ensure consistency, save time, and simplify content management.
How Clients Use Templates
Clients integrate with Masivo to retrieve structured data from different entities For more information, please consult our REST API. One of the key challenges when managing large amounts of content is ensuring that its structure remains consistent across multiple instances.
For example, a client may have over 100 active campaigns running simultaneously. Instead of manually defining the content structure for each campaign, templates allow them to predefine a reusable format, ensuring that all campaigns follow the same content structure.
Templates are beneficial because:
- They standardize the structure of campaign content, making it easier to manage at scale.
- Clients don’t need to manually define the format for each new campaign.
- A single template can be applied across multiple campaigns, ensuring consistency without repetitive effort.
Where Templates Are Used
Templates apply specifically to the content section of campaigns, rewards, and tiers. When a client retrieves this data, it follows the predefined template, ensuring that all content maintains the same structure.
By using templates, clients can manage content efficiently without having to recreate formats for every new instance.
Now you understand how templates structure the content within campaigns, rewards, and tiers, ensuring a reusable and consistent format across multiple integrations.
Creating a new template
To create a new template, navigate to the Templates section within the corresponding section (Campaigns, Rewards, or Tiers) in the dashboard.
Click the New template button to start creating a new template.
Template Configuration
Each template consists of the following settings:
- Name: A descriptive name for the template. Helps distinguish templates in the list.
- Description (Optional): Additional details about the template.
- Status: Active or inactive.
- Schema Settings: Define structured content by adding blocks.
Adding Blocks to Templates
Blocks are used to enforce dynamic content structures within a template. When adding a block, the available settings depend on the selected type:
Input Block
- Input name: The field identifier.
- Input placeholder: A hint or example value.
- Required: Whether the field must be filled out.
Textarea Block
- Textarea name: The field identifier.
- Textarea placeholder: A hint or example value.
- Required: Whether the field must be filled out.
Image Block
- Image name: The field identifier.
- Required: Whether the image is mandatory.
- alt (Optional): Enforce the use of an alternative description (alt) in the image.
- href (Optional): Enforce the use of a link (href) in the image.
After configuring your blocks, click Save to finalize the template.
Using Templates
Once created, templates can be used across different sections of Masivo:
- Campaigns
- Rewards
- Tiers
A template created in Campaigns cannot be used in Rewards or Tiers
To use a template, simply select it from the Content section when creating a new entity and customize the values as needed.
That’s it! You have created a template that can be applied within its corresponding section in Masivo.