Create your own template with the template designer
To get started click on your initials in the upper right corner, and go to settings -> content templates.
Next you will find the Designer button in the upper right part of the page
Then by clicking on the + icon you create a new template and can give it a name before you move onto the part where you actually design it
Then lets go ahead and click on the template you just created, in this case I called mine “Template for the guide”
The designer will then pop up, and you can see that there are 6 different tabs in the designer. The first tab is where you decide the layout for the base of the template such as width, background colors, and margin settings.
Note! When you do changes to the template is updates in the preview automatically
Then we move to the next tab where we can define the header and the footer information including the hero image and logo. Custobar will also later add different kind of header / footer styles to choose from. To get the URL for the Hero image you can upload that to your image library by going to campaign in the navigation bar and there click on Image library.
On the third tab you get to define the layout for your modules such as fonts, background colors, price colors and so on
Note! If you wish to use custom fonts then scroll all the way down to the end of this guide to see how they are added
**Note! On the module tab if you click on a specific module, you get to edit that specific modules settings. You can see which module you are editing on the right side toolbar.
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Moving forward on the tabs next one up is where you get to define the layout settings for all the headers on the template, so when using a header module or a text module you will use these headers.
Next up is the buttons. So here on this tab you define the sizing and the layouts for all of your Call-to-action buttons.
The last tab on the designer is where you define your custom fonts if you wish to use those. You add the fonts name and the family of the font and then the url from which the font is fetched. We have the Lato font there by default as a guide on how to do it
When you feel like you are ready with the template, then you can go ahead and click on the Publish button. And while you build your template you can always click on save to save your progress and continue later
User Guide
Tutorials
- Email campaign video tutorial
- Email content editor video tutorial
- SMS campaign video tutorial
- Template designer video tutorial
Running campaigns
- Setting up banner campaigns
- Updating data of multiple customers at once
- Campaign statistics view
- Audiences in Custobar
- Product recommendations
- How to use Custobar stickers on product images
- How to set up a push action
- Product recommendation API
- Adding, updating and removing customer's mailing lists
- IP address warmup
- Create a campaign for a fixed recipient
- Creating an email campaign action — Whole process
- Creating an External Campaign Action
- Customer satisfaction survey
- Deleting customers in bulk
- How to add coupon codes to your campaign
- Custom utm_source tags
- UTM Tags
- External campaign configuration for data extraction
- How to purchase email or SMS credits?
- Creating an SMS campaign action
- A/B testing in Custobar
- Two-way SMS
Main views
- Customers view
- Customer 360° view layout configuration
- Adding a new user to Custobar
- Campaign statistics view
- Audiences in Custobar
- Create your own template with the template designer
- Customer page symbols
- Creating and editing a template
- Products view
- Events view
- Dashboard view
- Shopify Plugin
- Email sender authentication
- Unsubscribe survey & report
- Customer change history
- The new search blocks
- Sales view
