Content

Kapitalwise provides customizable and compliance-ready marketing content developed by experts.

Content Library

Our content library contains a wide range of pre-designed template options to get you started. Content library will give you an edge on creating the perfect email or web page for your campaign, and reduce the amount of time you spend designing content. We have a variety of content at your disposal such as email themes, Blogs, Calculators and Offers.
To access the content library go to the Content menu and click on Content Library.

Glossary

Term Definition
Email Themes Ready to send email marketing templates developed by Kapitalwise.
Blogs Ready to use blog templates developed by Kapitalwise that can be published as web pages.
Calculators Ready to use financial calculators templates developed by Kapitalwise that can be published as web pages.
Offers Ready to use offer templates developed by Kapitalwise that can be published as web pages.
Saved Templates All the templates created and saved by the user.

Create a Template

Follow these steps to create a template:
  1. On the menu, go to Content and then click Create Templates.
  2. Enter the name and description.
  3. From the Type dropdown, select the type of template you want to create. You can create an Email or Web Page Template.
  4. Click Next.
  5. In Select a Template page, click on the template which you want to use as the base template.
  6. Use the editor to build and design your template.
  7. In the case of Email Template, you can click on the Test Email button at the top of the page to test how the template would look in email clients. Clicking the Test Email button sends an email to your email.
  8. When you are done designing the template, click Save and Exit at the top of the page.

View or Edit a Saved Template

Follow these steps to view/edit a saved template:
  1. On the menu, go to Content and then click All templates.
  2. You can use the search bar to search for the template by its name or description.
  3. Click on the edit icon present on the right side of each row.
  4. Edit name and description if required, then click next. Please note that you cannot change the type of template.
  5. If you want to make changes to the already selected template, click on Continue Editing.
  6. If you want to change the base template, select any other template by first selecting the required content tab on top of the page and then clicking on the template you want to select.
  7. Use our editor to make changes as per your requirements. Click Save and Exit when you are done.

Delete a Saved Template

Once you delete a saved template it cannot be recovered.
Follow these steps to delete a saved template:
  1. On the menu, go to Content and then click All templates.
  2. You can use the search bar to search for the template by its name or description.
  3. Click on the delete icon present on the right side of each row.
  4. A confirmation alert will appear. Click ok if you want to proceed with deletion, otherwise click cancel.

Assets

You can store assets in your kapitalwise account which can be used while designing the templates. Please note that you can only upload image files.
  1. On the Content menu click on Assets.
  2. Click the Upload button at the top of the page.
  3. From the upload dialog box select the file you want to upload and click open.

Template Editor

Kapitalwise template editor gives you the tools to quickly design pretty and user engaging templates. You can start with one of our pre-built templates, then customize it with your own text, images and content. You can use a wide range of tools from our editor to mix and match and customize the content in your own way.