Smart Templates significantly increases the ease of Project editing by filling templates with predefined data. This enables your users to create Projects quickly with their standard fields auto-populated. This can be used to generate quick previews, populate templates with large data sets, or create personalized content for users based on previously stored data. While this article primarily addresses clients using the turnkey Design Huddle solution, the service is also available to clients who have integrated Design Huddle into their platform via the Template Customization Object at no cost. To implement this without the using the API with the Turnkey solution, please note that this is a professional service and will incur a cost.
Turnkey Implementation
This professional service give turnkey customers the ability to run some basic smart template customization without having to do any development. The customizations currently available are based on user profile data that can be attached to an individual user. This profile data can be controlled at either the admin or user level. However the User Profile Form Field will be set by a Design Huddle Solutions Architect. Fields must be set upon first request so it is important that all relevant fields for customization are thought through. A one time update can be made after original creation of the form that houses all the data but after the one time adjustment, there will be an additional cost for field addition.
Fields can include (but are not limited too):
- Text (ex: Name, Phone_Number, Email)
- Image (ex: Headshot, Logo, Logo_White)
- Colors (ex: Primary_Color, Secondary_Color, etc.)
- Fonts (ex: Primary_Font, Secondary_Font, etc.)
Once these fields have been identified Class Names will need to be defined for them. Classes are tags that can be added to any element on a Template. Class Names cannot be deleted so it is important to fully decide what exactly your class names should be prior to adding them in the editor. Classes can be added in the top dropdown in the left menu. Multiple Classes can be added to a single field. For example a text field might also have a color or font Class along with the text replacement.
For text fields you are also able to use Replacement Tokens. These tokens are great for when a piece of text needs to be replaced that is within a larger text box. If a Class is added to an entire text box, the full text will be replaced. Replacement Tokens allow for individual pieces of text to be replaced
ex: “Please call us at {Phone_Number}” OR “My name is {Name} and I an help you buy a home”
Once all fields have been identified, named, and given classes and/or tokens the attached form will need to be filled out. The Design Huddle team will review the attached to verify all names, classes, and tokens are being correctly set, once verified, Classes and Replacement Tokens can be set in your Templates at any time even prior to the User Profile Form Field being completed. If the Classes dropdown is not available in your instance reach out to support@designhuddle.com.
The Design Huddle team will then complete the build of the User Profile Form and set it live in your instance. Once live you and your users (if given permission) will be able to access and update the form by clicking on your name at the top right of your instance and clicking the Update User Profiles option.
From here you will select a user, update the fields in their profile and click save. Design Huddle can do a one time update of the profiles for you on first entry but you are responsible to keep the fields up to date going forward.
To learn more please reach out to support@designhuddle.com