What Are Article Templates?

Article templates are custom-made formats that users create based on their specific needs. Instead of being pre-built, templates are designed from existing articles and saved for future use. By using templates, you can maintain consistency across your Knowledge Base, ensuring that all content follows the same structure and style.

Templates save time by providing a pre-set framework for articles, allowing users to focus on content rather than formatting. They're especially helpful when multiple team members are creating content, as they ensure standardization and improve the overall user experience.

How To Create an Article Template

From the Article Template Section

You can easily create, edit, and manage your templates directly in the Article Templates section. Here's how:

1. Access Your Dashboard.
2. Click on the Article Templates section.
3. If you don't have any templates, you'll see the editor where you can create it
   
4. If you already have templates and want to create another one, click on New Article Template +
   

From the Article Editor

If you already have an article that you’d like to turn into a template:

1. Open the article editor
2. Click on the More actions […] menu on the top right corner > Save as Template.
3. Give your template a name, and save it.

How to Create an Article from a Template

There are two ways to create an article from a template:

From the Article Template Section

1. Access the Article Templates section.
2. Click Edit (pencil icon) next to the template you want to use.
3. Click the Create Article From This Template button located at the bottom of the page.

From the Dashboard

1. On your Dashboard, click the blue + sign > New Article From Template.
2. Select the template you want to use, and start creating your article.

Article Template Examples

Here are a few sample templates you can use or customize based on your needs:

✅ FAQ Template

Title: FAQ: [Write the main question here]

Subtitle: Quick answer to: [Repeat the question or summarize the issue]

Body:

**Question:**  
[Restate the question, if needed]

**Answer:**  
[Write the detailed answer here. Be clear and concise.]

**Additional Information:**  
- [Link to related articles or external resources]  
- [Any extra context or examples]

🧭 Step-by-Step Guide Template

Title: How to [Briefly describe the task]

Subtitle: Step-by-step instructions to help you [achieve goal]

Body:

**Overview:**  
[Explain what this guide will help the user do and when to use it.]

**Steps:**  
1. [First step]  
2. [Second step]  
3. [Continue as needed]

**Tips & Warnings:**  
- [Add any helpful advice or common mistakes to avoid]  
- [Include shortcuts or pro tips]

📢 Product Update / Announcement Template

Title: Product Update: [Feature or change name]

Subtitle: Here's what’s new and how it affects you

Body:

**What’s New:**  
[Describe the feature or update in simple terms]

**Why It Matters:**  
[Explain the benefit or improvement it brings]

**How to Use It:**  
- [Step-by-step instructions or links to relevant articles]

**Release Info:**  
- Released on: [MM/DD/YYYY]  
- Version: [if applicable]

🧪 Troubleshooting Template

Title: Troubleshooting: [Brief description of the issue]

Subtitle: Fix for: [Describe the symptom or error message]

Body:

**Problem:**  
[Describe the issue the user might face]

**Common Causes:**  
- [Cause 1]  
- [Cause 2]  
- [Etc.]

**Solution:**  
1. [Step 1 to fix the problem]  
2. [Step 2, if needed]

**Still stuck?**  
[Add a link to contact support or submit a ticket

💰 Sales Article Template

Title: Sales Playbook: [Product/Feature/Use Case]

Subtitle: How to pitch, position, and close deals for [product or use case]

Body:

**Overview:**  
[Brief description of what this sales guide is about and when to use it.]

**Ideal Customer Profile:**  
- Industry: [e.g. SaaS, Healthcare, Retail]  
- Role: [e.g. IT Manager, Customer Support Lead]  
- Pain Points: [List 2–3 common problems]

**Key Benefits to Highlight:**  
- [Benefit 1]  
- [Benefit 2]  
- [Benefit 3]

**Suggested Pitch:**  
“Our product helps [type of customer] solve [pain point] by [value prop].”

**Common Objections & Responses:**  
- Objection: “[Price is too high]”  
  Response: “[Explain ROI or compare to alternatives]”

**Resources to Share:**  
- [Link to case study]  
- [Link to demo or feature overview]

📈 Marketing Article Template

Title: Campaign Strategy: [Campaign Name or Goal]

Subtitle: Everything you need to know about the [type of campaign] for [product/team]

Body:

**Campaign Overview:**  
[High-level summary: purpose, target audience, expected outcomes]

**Goals & KPIs:**  
- Primary Goal: [e.g. Increase signups by 20%]  
- KPIs:  
  - CTR: [target %]  
  - Conversions: [target number]

**Target Audience:**  
- Segment: [e.g. SMBs in the tech industry]  
- Pain Points: [Short list of challenges]

**Channels & Tactics:**  
- Email: [Brief explanation]  
- Social Media: [What kind of posts and platforms]  
- Paid Ads: [Platform, targeting, creative angle]

**Timeline & Launch Plan:**  
- Prep: [Date range or milestone]  
- Launch: [Date]  
- Wrap-up: [How and when to evaluate success]

**Creative Brief or Assets:**  
- [Link to design files, copy docs, etc.