Basic Steps
With the Designer you can create templates for personalized letters, emails and web pages, and generate output from them.
These are the basic steps for creating and developing a template:
- Create a template
Create a template, using one of the Template Wizards. See Creating a template.
- Fill the template
Add text, images and other elements to the template and style them. See Content elements and Styling and formatting.
- Personalize the content
Personalize the content using variable data. See Personalizing Content.
- Generate output
Adjust the settings, test the template and generate output: letters, emails, and/or web pages. See Generating output.
- What's next
Use Workflow to automate your customer communications. There is a set of Connect plugins to extract data, merge it with a template and generate the output. See Connect tasks in Workflow.
Steps 2 and 3 are not necessarily to be followed in this order. For example, as you add elements to a template, you may start personalizing them right away, before adding other elements to the template.
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