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:

  1. Create a template

    Create a template, using one of the Template Wizards. See Creating a template.

  2. Fill the template

    Add text, images and other elements to the template and style them. See Content elements and Styling and formatting.

  3. Personalize the content

    Personalize the content using variable data. See Personalizing Content.

  4. Generate output

    Adjust the settings, test the template and generate output: letters, emails, and/or web pages. See Generating output.

  5. 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.

 
  • Last Topic Update: 09:29 AM Apr-26-2018
  • Last Published: 2019-05-22 : 2:51 PM