Create Template
Templates are pre-designed layouts that include plugins, themes, and site pages to determine the appearance and structure of a WordPress website. InstaWP allows you to create and manage templates, which save the current files and database snapshots of an active site so that when you create a site based on the template later, you will have the exact same site.
In this documentation, we will explore how to:
Create a New Template
Delete a Template
Sync Template from Parent Site
Let’s get started 🚀
InstaWP allows you to create a new Template through any of the following two methods:
Step 1: Sign In to your InstaWP account and you will navigate to its dashboard.
Step 2: Click on the Templates button from the top navigation bar.
This will take you to the templates page.
Step 3: Click on the Add New + button from the top right corner of the interface.
A new modal window will appear, allowing you to choose an existing site from which to create your new template.
Step 4: After selecting the site as a new template, click on the Next button.
You will now be prompted to save the template by filling out the following fields:
Step 5: After entering the values, click on the Save button.
Then, you will see a success message on your screen.
Initially, the state of the template is in progress. It takes some time to be ready. Once the template status is changed to ready then the user can create the site from this template but not before.
Step 1: Navigate to the Staging for the Site page.
Step 2: Click on the Template icon corresponding to the site for which you want to save as a template.
You will find the fields that you need to fill up the following fields to save a template:
Note: If a template based on this site already exists, you will find "Save As New" or "Overwrite Existing" radio buttons on the top. To test, you can create a new template from the same site from the site page.
Step 3: After entering the values, click on the Save button.
Then, you will see a success message on your screen.
Note: Once you've created your template, you can delete the parent site from which you choose to generate it.
To delete a template, you can follow the below steps:
Step 1: Navigate to the Template page and you will find the existing templates.
Step 2: Click on the Three dots and select the Delete option from the dropdown list corresponding to the template for which you want to delete.
A new dialog window will appear, asking you to remove the template.
Step 3: Click on the Delete button.
Then, you will see a success message on your screen.
InstaWP allows you to sync changes from the parent site to the content of your template, which can be useful for product firms to keep their demos up to date. To do that follow the below steps:
Note: Changes are updates made to a user's WordPress site using the WP Admin panel, such as adding a new page or a new plugin.
Step 1: Navigate to the Template page.
Step 2: Click on the Three dots and select the Sync from Site option which is alongside the parent site of the template.
A dialog window will appear, asking you to sync changes from the parent site to the content of your template by the following methods:
Manual
Automatic
It allows you to manually sync the changes made on the parent site to template, otherwise nothing will reflect on the template.
To do that, click on the Sync Now button.
It allows you to sync changes automatically from the parent site to template. For example, when you set frequency 10 hour, then changes made in parent site will be automatically synced to template in every 10 hour.
To do that, tick the check box and set the frequency of the syncing according to your preferences.
Note: The "Automatically Sync Changes" feature is only accessible on paid plans.
After setting the frequency (in hours), click on the Save & Sync button.
Then will see a success message on your screen.
💡 Did you know - You can connect Git deployment to your private template only, allowing you to create a new site whenever a change occurs in your Git branch. Learn how to connect a template.
In this documentation, we will explore how to:
Create a New Template
Delete a Template
Sync Template from Parent Site
Let’s get started 🚀
Create a New Template
InstaWP allows you to create a new Template through any of the following two methods:
Method 1
Step 1: Sign In to your InstaWP account and you will navigate to its dashboard.
Step 2: Click on the Templates button from the top navigation bar.
This will take you to the templates page.
Step 3: Click on the Add New + button from the top right corner of the interface.
A new modal window will appear, allowing you to choose an existing site from which to create your new template.
Step 4: After selecting the site as a new template, click on the Next button.
You will now be prompted to save the template by filling out the following fields:
| Fields | Description |
|---|---|
| Template Name | Name of the template |
| Description | Description of the template |
| Template Type | Select Private template that can be used by you or your team. |
| Instant Template | When you create a new site from the template, it takes about 5-7 secs of time, selecting this option will instantly create a new site. Only available for premium accounts. |
Step 5: After entering the values, click on the Save button.
Then, you will see a success message on your screen.
Initially, the state of the template is in progress. It takes some time to be ready. Once the template status is changed to ready then the user can create the site from this template but not before.
Method 2
Step 1: Navigate to the Staging for the Site page.
Step 2: Click on the Template icon corresponding to the site for which you want to save as a template.
You will find the fields that you need to fill up the following fields to save a template:
| Fields | Description |
|---|---|
| Template Name | Name of the template |
| Description | Description of the template |
| Template Type | There are following two types of templates to select from: ⚙️Private Template - can be used by you or your team. ⚙️Shared Template - can be shared online with a URL. |
| Instant Template | When you create a new site from the template, it takes about 5-7 secs of time, selecting this option will instantly create a new site. Only available for premium accounts. |
Note: If a template based on this site already exists, you will find "Save As New" or "Overwrite Existing" radio buttons on the top. To test, you can create a new template from the same site from the site page.
Step 3: After entering the values, click on the Save button.
Then, you will see a success message on your screen.
Note: Once you've created your template, you can delete the parent site from which you choose to generate it.
Delete a Template
To delete a template, you can follow the below steps:
Step 1: Navigate to the Template page and you will find the existing templates.
Step 2: Click on the Three dots and select the Delete option from the dropdown list corresponding to the template for which you want to delete.
A new dialog window will appear, asking you to remove the template.
Step 3: Click on the Delete button.
Then, you will see a success message on your screen.
Sync Template from Parent Site
InstaWP allows you to sync changes from the parent site to the content of your template, which can be useful for product firms to keep their demos up to date. To do that follow the below steps:
Note: Changes are updates made to a user's WordPress site using the WP Admin panel, such as adding a new page or a new plugin.
Step 1: Navigate to the Template page.
Step 2: Click on the Three dots and select the Sync from Site option which is alongside the parent site of the template.
A dialog window will appear, asking you to sync changes from the parent site to the content of your template by the following methods:
Manual
Automatic
Manual
It allows you to manually sync the changes made on the parent site to template, otherwise nothing will reflect on the template.
To do that, click on the Sync Now button.
Automatic
It allows you to sync changes automatically from the parent site to template. For example, when you set frequency 10 hour, then changes made in parent site will be automatically synced to template in every 10 hour.
To do that, tick the check box and set the frequency of the syncing according to your preferences.
Note: The "Automatically Sync Changes" feature is only accessible on paid plans.
After setting the frequency (in hours), click on the Save & Sync button.
Then will see a success message on your screen.
💡 Did you know - You can connect Git deployment to your private template only, allowing you to create a new site whenever a change occurs in your Git branch. Learn how to connect a template.
Updated on: 09/04/2024
Thank you!