Templates Use Cases

Use Case 1

  

• Let's assume that I own a staffing company, and I would like to email all of my staff members on the hours that they have worked and the money that they have received.

  I would use the Templates Module for this. I would setup a Hours Worked profile that would have Template Type set to Email Notification, here I can then dynamically assign Send To,Copy To,Blind Copy to, Subject and I can insert values/text into the Body of the template.

  I would then set the body of the template to what I want to say, then I can dynamically pass information to users, instead of having to rewrite the same email over and over.

Use Case 2

  

• Let's assume I am a taxi/bus company and I would like to give my customers a web page that they can access to view all of the routes and schedules. I would use the Templates Module for this.

  I would configure a profile and set the Template Type to Standard, I would then change the Editor Mode to HTML. In the Template Data input box I would add HTML code to display dynamic data that I will be passing to the Template profile.

Use Case 3

  

• Let's assume that I own a marketing firm and I wanted to create a way to automatically update my CSS or my color scheme for my customer.

  I could create a Templates profile that could achieve this. I would configure a profile and set the Template Type to Standard, I would then change the Editor Mode to CSS.

  I would then add dynamic values in the Template Data that I would be passing through to the profile, which would then return back with the necessary CSS to implement the colour scheme that was passed through.

👍

Food for thought

These use cases/examples are here to show you how the Templates Module can be used within real world scenarios as well as to explain the different elements that exist within the Module.