Template Designer allows you to build and customize templates.
|
In SAM, click Settings > Template Designer > click the Template Name to access the designer for a specific Template or Create New Template (sidebar) |
Create a New Template
|
In SAM, click Settings > Template Designer > click Create New Template (sidebar) > title your Template > select a Primary Entity/Main Table to base the Template on > select additional tables/fields, if needed > Save |
Create New Template from Existing
Save time and maintain a uniform message for similar, but different Templates.
|
In SAM, click Settings > Template Designer > click the Template Name to access the designer for a specific Template > title the new Template > Save The new Template will open for you to edit. Alternatively, open a Template > Create New Template from this One (sidebar) > title the new Template > Save |
Delete Template
|
In SAM, click Settings > Template Designer > open the Template > Advanced Options > Delete Template > A pop-up will prompt you to confirm > OK > Yes, Delete this record The Template cannot be retrieved once deleted. At this time, Templates cannot be disabled. |
Format Options
SAM's Template Designer allows you to provide a consistent feel to all your email and print communications. Designing Templates to match your brand and client data can be added seamlessly.
Font Settings
Default Font Settings
Setup a default template style, so Templates have a consistent feel among them. There are two ways to access the Default Font Settings. Font-Sizes are in Pixels, and 10-12 is recommended for body text.
|
In SAM, click Settings > Template Designer > Template Default Font Settings > edit font settings for all Templates > Save |
When Default Font Settings are modified, all Templates that reference the default font will be updated to the new settings.
Unique Font Settings
|
In SAM, click Settings > Template Designer > select the Template to edit > Font Settings (sidebar) > Save |
Template Building Options
Insert a Field
Adding a field allows you to pull information from a client record onto a Template.
|
In SAM, click Settings > Template Designer > choose Template > click Insert Field (sidebar) > select a Table from the drop down > select a Field to pull from client records > Save Use Add Tables to Template to select other tables if you cannot find the field you need. Delete fields as you would other text. |
A Record's default photo can be printed on Templates using the 'Photo for Templates' field on all the Main Entity Tables.
Insert Images
|
In SAM, click Settings > Template Designer > choose Template > Insert Image (sidebar) > open the image file you want to add from your image files > Save Delete the image as you would with text. |
Be sure to use appropriately sized images in the Template Designer to fit the needs of your Template. Double-click on an image to view Image Properties. To update, click desired tabs and to edit sizing, click on lock icon.
Insert Hyperlink
|
In SAM, click Settings > Template Designer > choose Template > Insert Hyperlink > enter entire URL/web address (include http:// or https://) > enter hyperlink text if you want the link to read other than entered URL address > Save |
Insert Email Address
|
In SAM, click Settings > Template Designer > choose Template > Insert Hyperlink > click Enter Email Address Link (under Save) > enter the email address > enter Hyperlink Text (optional) > Save |
Insert Document Link (such as a PDF)
SAM will convert documents uploaded to Templates as a link for recipients to download. Documents linked to Templates are public. Do NOT upload sensitive documents on a Template.
|
In SAM, click Settings > Template Designer > choose Template > Advanced Options > Insert Document Link > select the document from your local drive > enter text for the link > Save |
Insert Form Link
Include a link to an internal SAM form to link your team directly to a record.
|
In SAM, click Settings > Template Designer > choose Template > Advanced Options (sidebar) > Insert Form Link > select the Form you want the Template to take the recipient to > Save |
Templates based on multi-record forms do not allow users to add forms higher up in the hierarchy. However, users can copy a form link from another template onto the multi-record template.
Insert Fields from Form
This function allows all fields from a SAM Form to be inserted on a Template. SAM Leads won't need to insert each field individually, saving time in creating the template.
|
In SAM, click Settings > Template Designer > choose Template > Advanced Options (sidebar) > Insert Fields from Form > select the Form > choose to add table formatting and/or to use Public Form Field Titles (optional) > Save Section Headings and Fields are added in the order of the Form. |
When Templates are based on Forms that have other subforms, each subform will need to be pulled individually. Subforms based on Multi-record tables will need to be pulled from a Template Report or Multi-record Template.
Insert Multi-Record Section
Template-Reports and Multi-Record Templates allow you to pull multi-record Tables onto a Template.
Template-Reports
Template Reports show records in a table format, like xls.
|
Prior to using this function, you will need a Report to add to the Template. In SAM, click Settings > Template Designer > open a Template > Advanced Options > Insert Multi-record Section (sidebar) > select Template-Report > select the report to add > Save |
Styling
Experience with CSS is necessary for customization to add or edit styles.
Styling for these reports is handled from two areas:
|
In SAM, click Settings > Template Designer > open Template to style > Advanced Options > Edit Template-Report Styles > Add List Item (new style) or edit an existing style In SAM, click Settings > Report Builder > select the report used on the Template > Advanced Options > Misc Advanced Options > Edit the Template-Report Style |
- Limit the number of rows shown on a Template-Report by entering a number for the Template-Report Limit Number of Rows Returned To, available on Template-Report Styles.
- Format memo fields to show on a second line, so the text is not crunched. Open Field Properties for the memo field > Update Template-Report - Show on Separate Row = Yes.
- If your report is not pulling properly, try to regenerate the Template-Report. Open Report Builder > Advanced Options > "Regen Template-Report".
Multi-Record Templates
Stylized formatting for Multi-record table data.
|
Setup a Template based on a multi-record Table. Format as desired. In SAM, click Settings > Template Designer > open Template to start from > Advanced Options (sidebar) > Insert Multi-record Section> select Multi-Record Template > select desired template > Save |
Comments
0 comments
Article is closed for comments.