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Create a Page Using Templates

  • Updated

Creating beautiful Pages using our newest Page Templates (such as business cards, promotions, and more) is a powerful way to accelerate your business.

 How to Create a Page Using Templates

  1. Start Page Creation: In your Board, click the + Add icon.
  2. Select Page.
  3. Choose a Template: Select one of the categories and choose a template that suits your needs.
  4. Confirm Selection: Click Choose this template to confirm.
  5. Name the Page: Name the Page by clicking on the upper left side of the screen.

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Personalizing Your Template

The key to any template is personalization. Review and Edit each section by tapping inside and making changes.

  1. Customize the Page Name: Tap on Edit (or the existing name) and enter the new name. Tap Done when finished.
  2. Edit the Profile Section (if available):
    • Tap on the Camera icon to change the profile image.
    • Adjust the image as desired and tap Done once complete.
    • Edit the remaining profile details (text fields). Tap Done when complete.
  3. Replace Images: Click the existing image and upload a new one. Click Done to save it.
  4. Add Your Text: Click the paragraph, and type or paste your text. Click Done to save it.
  5. Customize Links/Buttons: Click into each Button or link element. Replace the title and the URL. Click Done to save.
  6. Add or Delete Content:
    • Add Section: Tap + Add section if you need more content. The following options are available to add from the right column: Headlines, Paragraphs, Images, Videos, PDFs, YouTube/Vimeo, Buttons, Profiles, Forms, and Checkout.
    • Delete Content: You can delete the content you don´t want to use on your page. Click the trash bin icon next to the element.

Preview and Share

  1. Preview Your Page: You can Preview your Page to see how it will look.
  2. Save: Tap Done to save your completed Page.
  3. Share: To share, tap on the Share icon or copy the URL.

Note on Sharing: When shared, recipients will open your Page as a website and do not need to have the Boards app installed to view and navigate through your Page.


 

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