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Forum:BrowsetheforumandfeelfreetoaskquestionsabouttheuseofConnectsoftware
Designer basics
WiththeDesigneryoucancreatetemplatesforpersonalizedlettersandemails,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"onthefacing
page.
2. Fill the template
Addtext,imagesandotherelementstothetemplateandstylethem.See"Contentelements"on
page170and"Stylingandformatting"onpage260.
3. Personalize the content
Personalizethecontentusingvariabledata.See"Personalizingcontent"onpage297.
4. Generate output
Adjustthesettings,testthetemplateandgenerateoutput:lettersandemails.See"Generating
output"onpage857.
Notethatsteps2and3arenotnecessarilytobefollowedinthisorder.Forexample,asyouaddele-
mentstoatemplate,youmaystartpersonalizingthemrightaway,beforeaddingotherelementstothe
template.
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facingpage.Startcreating,usingandsharingtemplates.
"Contexts"onpage110.Acontextcontainsoneormoredesignsforoneoutputchannel:
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"Print"onpage114.ThistopichelpsyoudesignandfillsectionsinthePrintcontext.
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"Email"onpage150.Thistopicshelpsyoudesignanemailtemplate.
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Web.Thistopichelpsyoudesignawebpage.
"Sections"onpage111.Sectionsinonecontextaredesignedforthesameoutputchannel.
"Contentelements"onpage170.Elementsmakeupthebiggestpartofthecontentofeachdesign.
"Snippets"onpage250.Snippetshelpsharecontentbetweencontexts,orinsertcontentconditionally.
"Stylingandformatting"onpage260.MakeyourDesignertemplateslookprettyandgivethemthe
samelookandfeelwithstylesheets.
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