Designer basics

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

   Create data mapping configurations to extract data from a variety of data sources. See DataMapper basics.

   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.

Tip: Alternatively you could start with a Sample Project which creates an entire Connect solution: a Workflow configuration, as well as any Connect templates, data mapping configurations, Job Presets and Output Presets that are used in that configuration. See: Sample Projects.

What's next?

Automate your customer communications using Workflow and/or Node-RED (see OL Connect Automate).