Customizing your templates is a great way to refine your messaging, stay on-brand, and ensure a polished experience for clients. MediaOS makes it easy for Admin users to fine-tune every detail.
How to Edit a Template #
To make edits:
Begin by clicking the orange Edit button located beneath the template you wish to modify. This will open the template editor, where you’ll have access to a full suite of customization features. Within the editor, you can drag and drop content elements directly into the layout to build or enhance your design. As you add elements, be sure to customize each feature in its designated area, adjusting text, images, styles, and more as needed. Additionally, assign any necessary actions, such as linking buttons or inserting merge tags, to ensure your template functions properly when in use.
Tip: To preview your changes, we recommend creating a test account. This lets you view your template in a real-world scenario—ensuring everything looks right before it goes live.
