Direct Marketing: Configuration - Output Templates

Direct Marketing: Configuration - Output Templates

1. This tutorial will cover how to create output templates for use with the direct marketing module.
2. To configure output templates, click on the Main Menu (3 bars) button in the upper right corner of the screen, and in the Active Modules section, click on Configurations.
3. In the resulting Configurations screen, under Appeal, click on Output Templates to be taken to a list of all currently configured output templates.
4. To create a new output template, click on the New Output Template button in the lower right of the screen.
5. In the resulting screen, start by specifying a unique code and a clear description for the template in the Code and Description fields, respectively.
6. Next, specify the file type this output file is to generate with the File Type radio field and click the Save button.
7. Next, for the Output Template Column section, use the drop-down menu to select a field you wish to be added to the output file, and click on Add.
8. Repeat this process for all fields you wish to be added to the template file.
9. You can move the position of a column by clicking, dragging, and releasing it into a new location in the list.
10. To remove a column option, click on the Delete button for that option.
11. When you have finished configuring the desired columns for this template, simply close the editing screen, and your changes will be saved automatically.
12. To edit an existing template, click on the Edit button to the right of the template you wish to modify.
13. To copy a current template, thus using it as the basis for a new template, click on the drop-down menu next to Edit and select Copy.
14. This will open the configuration screen, allowing you to specify a code and description for the new template, and to modify the columns as necessary.
15. To delete a template, click on the drop-down menu next to Edit to the right of the template you wish to remove, and select Delete.