Creating templates

You can create a new template from scratch or duplicate an existing template if you want to re-use an existing template.
You'll need to have an intermediate knowledge of HTMl and CSS. Here are some examples to get your started. Learn more.
﻿
Create a new template
To create a template:
From the left sidebar, select People Ops Tools.
From the sub-menu, select Letter Templates.
Select Create Template.
Name your template by selecting the default template name and editing the text.
In the Editor, author your content using:
Content: Create and edit your message with the rich text editor, or with Markdown.
Stylesheet: Apply CSS stylings to your template. For styling ideas you can check out some of the ones used in our example templates. Learn more.
Select Save.
For more complex templates, or for assistance with any template, contact a ChartHop representative.
Duplicate an existing template
You can duplicate an existing template if you want to create a new template that is based on something that you've created already.
To duplicate a template:
From the left sidebar, select People Ops Tools.
From the sub-menu, select Letter Templates.
On the Letter Templates page, select the check box of the template you want to duplicate. 
Select Duplicate from the toolbar. The duplicate template is created and the name is appended with Copy 1, Copy 2, and so on. 
Select the duplicated template to view it in the editor and rename it.
﻿

Updated 19 Jan 2024

Did this page help you?

Letter templates

Using Carrot to reference org data