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Template Editor Tool

Learn more about the Template Editor tool, including instructions to create a template with the tool, fields, tips, a video, and more.

With the Template Editor tool, you can create beautiful, responsive email and text message templates without HTML!

Highlights of the tool include:
  • Responsive email design
  • Robust styling options
  • Drag-and-drop sections and formatting
  • Drag-and-drop images
  • AI-assisted content

When you create a template in the Template Editor tool, MinistryPlatform creates a template record. You can give templates an internal name that only MinistryPlatform users can see and an external subject that recipients can see. After you save, you can reopen your template with the Template Editor tool for future edits. When you're ready to send it to contacts, you can select your template in the New Message Tool.

Note:
  • You can only view and edit templates created with the Template Editor tool.
  • Do not edit the template record for any templates made with the Template Editor tool. To change the HTML directly, you must use the tool. Changes made directly in the record may produce unexpected results and prevent future use of the tool.

Watch & Learn

Tip: Want to learn more about the Template Editor tool? Check out the Communications Part 1 webinar in the MinistrySmart Academy!

Create a Template with the Template Editor Tool

Create professional, responsive templates with the Template Editor tool.

  1. In the navigation menu, click Communications > Templates.
  2. Click Tools, then click Template Editor.
  3. In the Type field, select the type of template you want to create from the drop-down list.
  4. Enter the required information. For details on these fields, see Template Editor Tool Fields.
  5. Drag and drop content boxes from the right side into the template previewer to build your template. You can use any of the following:
    • Columns: Add columns to your template.
    • Button: Insert an image. Use columns to add side-by-side buttons.
    • Divider: Add dividers to break up your content to be more visually appealing and easier to read.
    • Heading: Insert a heading.
    • Text: Add a text box to your template.
    • Image: Insert an image.
    • Video: Insert a video into your template.
    • Menu: Add a drop-down menu with multiple items to your template.
    • HTML: Insert your own HTML code. You can preview what it looks like on desktop and mobile.
    Tip: You can use AI to generate text and images! The content boxes that display with green stars in the tool have an AI component that can assist you. To see the AI in action, check out the video in the Watch & Learn section.
  6. Click each content box to open the side panel. There, you can add and format the necessary information.
    Note: See Template Editor Content Tips for helpful information about using images, videos, buttons, and footers.
  7. When you're finished building your template, click Save.

Template Editor Tool Fields

Email TemplateText Template
Template Editor tool with the Email type selected; displaying numbers for each part of the toolTemplate Editor tool with the SMS Text type selected; displaying numbers for each part of the tool
1 - Template
A list of active templates you can access. Templates are grouped according to supported merge fields that display under either associated pages or contact merge fields. A message informs you if the template you selected was not created using the Template Editor tool.
2 - Type
Select the type of template depending on whether you're sending an email or text message.
3 - Name
A name to identify the template. This is for internal use only and doesn't show to recipients.
4 - Subject
The subject line for this template in the New Message Tool. If the template is for a text message, this is the message itself. This is for external use and shows to recipients.
5 - Body
In email templates, drag and drop content to build the template. Drag existing content to reorder.
6 - Preview
In email templates, see how it will look on desktop and mobile before you save.
7 - Editor Panel
In email templates, this area displays relevant editing options based on the selected content or tab. Once you add content, the editor panel supports specific styling and behavior.
8 - Navigation Tabs
In email templates, these tabs represent the levels of editing:
  • Content: This tab displays all available content types you can drag and drop into the template body, including text blocks, buttons, and images.
  • Blocks: This tab defines content areas. The template may contain one or multiple blocks.
  • Body: This tab determines the overall look of the template, including background color and link styling.
  • Images: When enabled by a SPoC, stock images display here.
9 - Pertains to Page
The page ID related to this template. The New Message Tool uses this ID to filter and group templates.
  • If you select a page ID, this page corresponds to any data merge fields in the message.
  • Templates without a page ID are available on all pages and should only contain contact fields.
  • Populate this field to restrict templates to the specific page and groups them together using the page name header in the New Message Tool.
    Note: If you associate your template with a specific page, there must be a template associated with the page it's sent from. For example, if you want a template associated with a group, assign it to the Group Participant page. The message sends to people in the group. If you want it associated with a publication, assign it to the All Subscriptions page. If you want it associated with an event, use the Event Participants page.

    Also: If you want to send a template from the Households page, you must select Contacts as the Pertains to Page. Only templates with this value set to Contacts will be available from the Households page.

10 - Active
This field indicates if the template is active and currently available in the New Message Tool.
11 - From Contact and Reply to Contact
If used outside of the New Message Tool (for example, as the Care Case Notification), contacts might be sourced from these values. Refer to the documentation for those features for more information.

When you select a template in the New Message tool, you can specify the From contact for emails or the From SMS Number for texts. Select this in the New Message Tool - it is not defined at the template level. For more information, see Sending Emails and Sending Text Messages.

12 - User and User Group
These fields can use this template in the New Message Tool and the template editor. However, setting this value restricts access inside of those tools. All users can view the template record on the Templates page.
Note: With the Template Editor tool, you can't impersonate someone in the assigned user group to access the template.
13 - Close and Save
Close or save the Template Editor tool at any time. If you close before saving, you must click Proceed or Cancel. If you click Proceed, the template doesn't save. If you click Cancel, this takes you back where you can then Save.

Template Editor Content Tips

When you create an email template, there are several content blocks you can add, such as text and images. Here's some helpful information to know about certain types of content.

Images

  • Images (JPG, PNG, BMP, GIF) have a size limit of 1 MB.
    Tip: We recommend you keep your total template size under 3 MB. Anything over that could negatively impact performance.
  • Uploaded images are stored in AWS, however you can't go to AWS. If you use the same image for multiple templates, you must upload the image to each template.
  • If enabled by a SPoC, the Template Editor tool offers a collection of royalty-free stock images that you can use in any template. This feature has images from a handful of Creative Commons licensed sources.
    Note: The stock image feature is offered "as is". We don't maintain, generate, or review this content. SPoCs who enable this feature understand the content is not filtered or limited and something inappropriate could display.
  • The template body has a default width of 500 pixels. For example, you could use a width of 480 pixels with a default padding of 10 pixels. The designs are responsive, meaning larger images are scaled down to fit smaller screen sizes. Files, however, can load slower if you use this on a smaller device, like a mobile device.

Videos

You can link videos hosted by Vimeo or Youtube within a template. Vimeo videos must be public for the preview image to display. The URL you provide generates a preview image. You can use the editor panel to adjust the play icon.

An example video with a preview of the video on the left and the editor panel on the right.

Buttons

Love including buttons in your emails? Us too! But note that Outlook Desktop uses Word to put HTML in emails. This might make your buttons display without text when they're opened in Outlook Desktop.

While we can't control Microsoft, one smart church included text with a link under buttons in their templates: "If the button does not display as it should, click here to...". Have another creative way to handle this? Let the MinistryPlatform Community know!

Footers

Depending on the message type, your organization may need to include certain information in the footer of an email. One thing you might want to include is an option for recipients to unsubscribe. We recommend you compose a template with a footer that links to the My Subscriptions widget. Or, if you're using publications to send messages, you can insert unsubscribe snippets in your template. For more on that, see Use Publications for Unsubscriptions.

CSS & Data Detectors

Some email services like Apple Mail and Gmail use a feature called "Data Detectors" that scan emails for patterns to turn them into clickable links. Auto-linking certain types of text like dates, addresses, and phone numbers with these Data Detectors can interfere with an email's layout and styling in the Template Editor tool. You can override this behavior with some CSS targeting.

Note: With Gmail, you can't prevent auto-linking entirely, but you can use CSS similar to the following code to help it not stand out so much.

Here's an example you can include in your email HTML code:

<meta name="format-detection" content="telephone=no">
<style type="text/css">
  a[x-apple-data-detectors], 
  span[x-apple-data-detectors], 
  span[x-apple-data-detectors] * {
    color: inherit !important;
    text-decoration: none !important;
    font-size: inherit !important;
    font-family: inherit !important;
    font-weight: inherit !important;
    line-height: inherit !important;
  }
</style>

Here is an example of tags to include:

<meta name="format-detection" content="telephone=no">
<meta name="format-detection" content="date=no">
<meta name="format-detection" content="address=no">
<meta name="format-detection" content="email=no">

In this example, the <meta> tag disables phone number detection on iOS, and the CSS targets the elements that Apple adds and forces them to match the email's original styles so they don't like a link. This doesn't technically remove the link, but it neutralizes the styling so it doesn't stand out or interfere with the email's design.

Template Editor User Saved Blocks

  • User Saved Blocks are pieces of content saved into one "block" and organized by category and tags. The block of content can contain one or multiple elements. For example, one saved block can contain a text block, image, and button.
  • You can search for a block by tag.
  • Use the drag-and-drop feature to add a block to a template. This is helpful when you want templates to look the same, such as using the same block for a header or footer in multiple templates.

Create a User Saved Block

  1. Add the elements to the block.
  2. Select Row in the bottom right corner of the screen.
    An AI-generated image of teenagers studying a bible. Beneath the image is a blue block of text with a red arrow pointing at the Row marker.
  3. Click Save.
    The expanded Row menu, with a red square around the Save icon.
    The Save Block dialog box displays.
  4. In the Category field, enter a category name for this block.
  5. In the Tags field, enter tags others can use to search for this block. To enter multiple tags, separate them with a comma.
  6. Click Save.
Now when others create templates with the Template Editor tool, they can search for and select the saved block and include it in their templates.

Add a User Saved Block

  1. Click the Blocks tab in the navigation menu.
  2. Use the Search box to search by tag.
  3. Drag and drop the block into the body of the template.

Edit or Delete a User Saved Block

Note: Saved blocks are limited by user. Template user or user group owners don't affect who can access a saved block.
  1. Click the ellipsis.
    The navigation menu open to the Blocks tab. A red arrow points to three encircled dots.
  2. To edit the block, enter the block category and tags, and then click Save. Or click Delete to permanently remove the block.
  3. To delete a category of blocks, delete each block within the category. When you delete all blocks, you can remove the category.

Template Editor Merge Fields

When you edit a text block, recipient and sender contact fields are always available. If you defined the template's Pertains to Page value, data fields also display. If you change the Pertains to Page value when you edit a template, you must refresh the data fields. To do this, click away from a text block, then return back to it for refreshed data.

Note: Data fields used on a main page when you create a template could be unavailable on the related tab. Data fields are based on the default field list, which varies between pages and tabs.

A template with the example Nickname merge field.

Insert a Merge Field

Insert a merge field in a template to personalize your messages.
  1. In the template, click into the content block.
  2. Click where you want to insert the merge tag. You can also drag and drop the merge tag where you want it to go in the content block after you select it.
  3. Click Merge Tags.
    1. To insert a contact field tag, click Contact Fields, then click the contact field tag you want to insert. Contact field tags are the recipient's information.
    2. To insert a from user tag, click From User, then click the from user tag you want to insert. From user tags are the sender's information.
    3. To insert a snippet tag, click Snippet, then click the snippet tag you want to insert. Snippet tags include additional information or links to relevant resources, like your church's website link.
  4. When finished, click out of the content block.
  5. If you're finished with the template, click Save.