Assigning Elements to Templates

Sometimes you'll want to give customers access to certain elements they can use in a template, but those specific elements won't be included in your design.

For example, let’s say you create a mermaid birthday invitation. You use a mermaid element that has red hair, but you want to offer multiple styles of mermaids with different hair types and colors. You won’t include them all in your design, but you want the customer to have the freedom to customize it themselves.

Why assign elements to a template?

This is a great option for place card templates. Imagine you have a place card template with food options. You want to give your customer the ability to add different food option SVG icons to each place card (depending on the guest's choice). This is very easy to do with the Template Elements feature. With this feature, your customer will see the assigned elements directly in their Elements pane when they open that template. They simply need to click the element to add it to their design.

Template Elements will only be shown in the Elements pane when the corresponding template is open. They won’t have access to these specific elements for use in other templates in their account.

Previously, sellers would create a new template with all the elements that the customer could use, requiring them to copy and paste those into their actual design. This was not a great user experience. In fact, it was frustrating. If you were doing this, please switch to using Template Elements instead—your customers will thank you for the smoother editing experience.

How to Assign Elements to a Template

Make sure the designed template is saved before assigning elements to it.

1. Open the template that you'd like to assign elements to.

2. Open the Template Settings in the right-side panel.

3. Scroll to the bottom and click the Add Elements button.

4. In the Template Elements panel, click Add.

5. Click each element you'd like to assign to the template. After selecting each element, you’ll see a check mark on it.

6. Click Back, and you'll see your elements assigned to the template.

7. Once you click out of the Template Elements panel, your changes will be saved to the template.

You can also create and assign a group of elements to a template and reuse that group in other templates, instead of selecting all elements one by one each time.

How to Create a Group of Elements to Assign

To streamline your workflow, you can create reusable groups of elements.

1. Open the Template Elements panel.

2. Click Add, then navigate to the Groups tab.

3. Click New to create a new group.

4. Give your group a name.

5. Select two or more elements you want to include.

6. Once selected, you’ll see a Save option appear in the top-right corner.

7. Click to save. Your new group will be stored under the Groups tab.

How to Assign a Group to a Template

Once you’ve created a group:

1. Make sure the Template Elements panel is open.

2. Click the Groups tab.

3. Select the group you want to assign.

4. Click Back, and you'll see your your group assigned to the template.

5. Once you click out of the Template Elements panel, your changes will be saved to the template.

The group is now assigned, and all included elements will appear in the customer’s Template Elements pane when they open that template.

How to Edit a Group of Template Elements

You can make changes to any existing group at any time:

1. Go to the Groups tab in the Template Elements panel.

2. Click the three dots menu on the group you want to modify.

3. Remove elements as needed.

Changes will reflect across any templates using that group.

Note: Elements will appear in the customer's Template Elements pane in the exact order they were added to the group or assigned to the template. So if you want a specific order, be intentional when assigning them.