2022.2

"Personalizingcontent"onpage297.Personalizeyourcustomercommunicationsusingvariabledata.
"Writingyourownscripts"onpage368.Scriptingcantakepersonalizationmuchfurther.Learnhowto
scriptviathistopic.
"Generatingoutput"onpage857.Learntheinsandoutsofgeneratingoutputfromeachofthecon-
texts.
Templates
TheDesignerisaWYSIWYG(whatyouseeiswhatyouget)tooltocreatetemplates.Thistopicgets
youstarted.Itexplainshowtocreateatemplate,whatisfoundinatemplatefile,andhowoutputcanbe
generated.
Creatingatemplate
IntheWelcomescreenthatappearsafterstartup,getofftoaflyingstartchoosingTemplate Wizards.
ScrolldowntoseealltheTemplateWizards.Afterdecidingwhichoutputchannelwillbeprevalentin
yourtemplate,selectatemplate.
TheTemplateWizardscanalsobeaccessedfromthemenu:clickFile,clickNew,expandtheTem-
platefolder,andthenexpandoneofthetemplatesfolders.
ThereareWizardsforeachoutputchannel,orcontextsastheyarecalledintheDesigner:Printand
Email.
See:
l
"CreatinganEmailtemplatewithaWizard"onpage154
l
"CreatingaPrinttemplatewithaWizard"onpage116
Tip: ThequickestwaytocreateaPrinttemplatebasedonaPDFfileistoright-click the PDF
fileintheWindowsExplorerandselectEnhance with Connect.
Aftercreatingatemplateyoucanaddtheothercontexts(see"Contexts"onpage110),aswellasextra
sections(see"Sections"onpage111),tothetemplate.
Itis,however,notpossibletouseaTemplateWizardwhenaddingacontextorsectiontoanexisting
template.
Tip: WhenyouaddanEmailcontexttoanexistingtemplateyougeta'basicactionemail'.Thisis
oneofthe4typesofemailthatyoucanchoosefromwhenyoustartatemplatewithanEmail
TemplateWizard;see"CreatinganEmailtemplatewithaWizard"onpage154.
Openingatemplate
ToopenatemplatefromtheWelcomescreen,selectOpen File.
Toopenatemplatefromthemenu,selectFile > Open.
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