Manualshelf

2018.2

ManualsBrandsObjectif Lune ManualsApplicationsPlanetPress Connect
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Table Of Contents
1.
Create a template
Create a template, using one of the Template Wizards. See "Creating a template" on the
next page.
2.
Fill the template
Add text, images and other elements to the template and style them. See "Content
elements" on page546 and "Styling and formatting" on page645.
3.
Personalize the content
Personalize the content using variable data. See "Personalizing Content" on page688.
4.
Generate output
Adjust the settings, test the template and generate output: letters, emails, and/or web
pages. See "Generating output" on page1205.
Note
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.
What's next?
Create data mapping configurations to extract data from a variety of data sources. See
"DataMapper basics" on page153.
Use Workflow to automate your customer communications.
Features
The Designer is Connect's module to create templates for personalized customer
communications. These are some of the key features in the Designer:
"Templates" on the next page. Start creating, using and sharing templates.
"Contexts" on page389. A context contains one or more designs for one output channel:
l "Print" on page395. This topic helps you design and fill sections in the Print context.
l "Email" on page436. This topics helps you design an email template.
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