In this article
A quick recap on design templates and MagicCopy
A design template can be created in Shaman and used as a base for email content creation before adding more specific text, images or links inline with your objective.
You can now add a “MagicCopy” block to design templates, to make your existing design templates or newly created design templates available for users who use “MagicCopy” (the AI copywriting assistant in Shaman) as part of their content creation workflow.
You can take a look at this handy article which covers everything you need to know about MagicCopy in Shaman.
Very important:
You need special permission to have access to create and edit the master design templates in your account, which includes adding a “MagicCopy” block. This is to help conserve the accuracy and consistency of your design templates.
If you can not see the design template tab in the email overview section of your account, this means that you do not have access to create or edit design templates. To enable this permission, please contact your account administrator, dedicated customer support manager or our support team (support@getshaman.com).
How to add MagicCopy to a design template
From the email overview in the email editor, click the tab “Design Templates”.
You will be directed to an overview of all design templates in your account. In the overview, you can see the name of the design template, the product associated with it (or “All” if available to use with all products”), the type of template it is (eg. an email template, email fragment or block) and its status.
As design templates are only used in Shaman (not in Veeva/ OnCore Vault), there are two possible statuses: draft, or live.
Good to know!
When a template is in draft status, it will not be visible in the design template gallery that appears when creating new email content. To make the design template available in the gallery, you need to set it to live.
From here, you can either click on an existing design template to select it, or click the “New” button in the top right corner of the screen to begin creating a new design template.
To begin working on the content in your design template, click the “Design” tab from the email overview page.
If you are creating a new design template:
Before being directed to the email editor, your design template gallery will appear. Here you will be able to see all available design templates for the type of content you are creating (relating to the Product/brand you are working with, and which work area or franchise if applicable).
You can either select a design template or if you want a completely blank canvas, click the ´from scratch´ button in the top right corner. You will then be redirected to a blank canvas in the email editor to start building your email content.
From the content menu on the right hand side, select the “MagicCopy” icon and drag it into the desired position in your email content. You will notice a MagicCopy placeholder has been added to your email canvas.
When used as a design template, the MagicCopy placeholder will be replaced with the MagicCopy text during the content creation process.
Once you have finished creating the design template, click “Done”. You will then be redirected to the design template details page, where you will see the following options:
Set to Live: If the design template has not yet been set to live, you will see this button. Setting the design template to live means that it will be available to use within your Shaman account and specified Product(s) (and work area if applicable).
Done: Saving the design template refers to any updates made to the design template or design template details will be saved.
Design: This will take you back to the email editor where you can continue to update your design template.
