Designer basics

With the Designer you can create templates for personalized communications, 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 of a template using variable data. See Personalizing content.

  4. Generate output
    Adjust the settings, test the template and generate output. See Generating output.

Note that 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.