1.4

3.
Personalize the content
Personalize the content using variable data. See "Personalizing Content" on page 325.
4.
Generate output
Adjust the settings, test the template and generate output: letters, emails, and/or web
pages. See Skin/Formats/CrossReferencePrintFormat("Generating outputWhen merged
with a record set, the templates made in the Designer can generate three types of output:
Print, Email and Web.Print outputPrint templates, also called Print sections, are part of the
Print context. They are meant to be printed to a printer or printer stream, or to a PDF file
(see Generate Print output). The Print context can also be added to Email output as a
PDF attachment; see Generating Email output. When generating output from the Print
context, each of the Print sections is added to the output document, one after the other in
sequence, for each record. To dynamically select a section for output, use a Control
Script; see Control Scripts.There is a number of settings in the Print context and Print
sections that have an impact on how the Print context is printed; see Print settings in the
Print context and sections.To split the Print output into several files, see Splitting printing
into more than one file.Email outputThe Email context outputs HTML email with
embedded formatting to an email client through the use of an email server. The HTML
generated by this context is meant to be compatible with as many clients and as many
devices as possible.Although the Email context can contain multiple Email templates,
only one of them can be merged with each record. Which one is used, depends on a
setting; see Email output settings in the Email context and sections.Email Output can be
generated in two different ways: from the Designer or via Workflow. In both cases, email is
sent in a single batch for the whole record set. To test a template, you can send a test
email first. Output, generated from an Email template, can have the following
attachments:The contents of the Print context, in the form of a single PDF attachment. The
output of the Web context, as an integral HTML file.Other files, an image or a PDF leaflet
for example.Attaching the Print context and/or the Web context is one of the options in the
Send (Test) Email dialog; see Generating Email output. To learn how to attach other files,
see Email attachments.Web output The Web context outputs an HTML web page that
contains the HTML text and all the resources necessary to display it.Web output can be
generated in two different ways: it can be attached to an Email template when generating
Email output (see above), or it can be generated using Workflow; see Generating Web
output.Although the Web context can contain multiple Web pages, only one of them can
be merged with each record. Which one is used, depends on a setting; see Web output
settings in the Web context and sections." on page 1).
5.
What's next
Use Workflow to automate your customer communications.
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