Template Editor

Preview Template Editor v2 before leaving the classic editor

Existing help centers can try Template Editor v2 without changing what visitors see. The editor creates a v2 draft from your current design while the live help center continues using the classic theme.

Migration trial banner explaining that the live site remains on the classic theme, with an expanded carry-over warning

Start the preview

  1. Open your help center dashboard.

  2. Go to the customization page.

  3. Select Try the new editor.

A banner at the top confirms that you are trying the new editor. You can edit and autosave the v2 draft, close the editor, and return later without affecting the live site.

Review anything that did not carry over

Most classic settings are converted automatically. If the editor reports that something did not carry over:

  1. Expand the warning in the trial banner.

  2. Review each item.

  3. Use the live preview and the relevant settings panel to recreate anything you still need.

Some warnings are informational. For example, an empty classic section may be skipped because it produced no visible content.

Check the important pages

Before switching, preview at least:

  • Home

  • A category with several articles

  • An article with headings, lists, images, or tables

  • Search results

  • Contact

  • Not found (404)

Also check Desktop, Tablet, Mobile, Light, and Dark modes.

What happens on the first publish

Your first v2 publish switches the live help center from the classic template engine to the design shown in the preview. The publish dialog calls this out before you confirm.

First-publish warning explaining that publishing switches the live help center to the new template engine

The switch does not delete or overwrite your classic settings. After publishing:

  • Visitors see the v2 design.

  • Your classic settings stay stored.

  • Your v2 design gets its first restore point.

  • You can switch the live site back to the classic editor from Advanced.

Switch back if you need more time

Open Advanced and select Switch back to the classic editor. The classic design becomes live again immediately, while your v2 draft and published versions remain available for a later retry.

  • Resolve or accept every carry-over warning.

  • Confirm the logo, favicon, colors, and fonts.

  • Verify navigation and external links.

  • Check page components and article readability.

  • Test the contact form and any injected scripts.

  • Add a clear version note to the first publish.

  • Keep the classic settings until your team has reviewed the live v2 site.

Next steps

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