Template Manager Help

NEW: Watch the short How-To video series, including Creating Your First Template >

This is a brief overview of the Swiftpage Template Manager. For further instructions on the
five tabs of the Template Manager, please read our Quick Start Guides.

 

  1. My Swiftpage: click here to return to the My Swiftpage screen.

  2. Manage Templates: this button returns you to the Template Manager, if you have clicked away to the Image Manager or Document Manager.

  3. Manage Images: click here to be taken to your Image Manager, where you can upload and store images to be used in your Swiftpage templates.

  4. Manage Documents: this button opens your Document Manager, where you can upload and store PDF documents to be used and linked to from your Swiftpage templates.

  5. Global Templates: this tab displays all of the Swiftpage global templates which you can then Preview or copy to your Local Templates. For more information click here.

  6. Local Templates: click on this tab to display your Local Templates. You can then preview, edit, copy, rename, or delete those templates, or convert them to read-only (i.e. non-editable) format. For more information click here.

  7. Import Template: this tab allows you to import a template in HTML format. For more information click here.

  8. Publish/Distribute: use this tab to send your Swiftpage templates to other Swiftpage users, both within your account (Publish) and from another account (Distribute). For more information click here.

  9. Landing Pages: click here to see all of your available landing pages for your Swiftpage surveys. For more information click here.