How to Create a Template

All types of Templates for communication with both customers and registered users are crated in the Templates application. Their final purpose of usage is defined afterwards within an application to which you will connect them. E-mail and e-commerce templates are added to E-shop Settings application and those for registered users are added to Security application located in the Website Editor in the Tools and Settings part in the Security application.

To make your template creation more comfortable, we have predefined for you all types of e-mail and e-commerce templates which you can use. You can use it and edit it according to your needs. If you use our predefined templates and this tutorial, it is very easy. Before we start with the tutorial itself, you need to know how these templates work.

They are coded as a valid HTML document which includes special BizBox and Twig marks. Usage of these marks allows you to personalize the e-mail or document template because the marks can display data from various parameters which contain data about particular customers and users. For example a name, order number, selected delivery method, purchased items, account name, address, total order price and much more.

For example: If you want to display a customer’s order number, use this parameter written as follows:

<p>Your order number is: {{ order.id }}</p>

You can display various information carried by parameters used in templates. For a list of these parameters visit this help-site.

To customize an e-mail template you don’t need to be an HTML expert or a web designer. You will be able to complete this tutorial by simply following the step-by-step instructions. But it will be easier for you if you have at least basic HTML skills.

To learn how to customize a template follow this tutorial:

  1. Run a Website and go to its settings.

  2. Run the Templates application.

  3. Click the New button and fill in all required fields. The Name serves only for your own and BizBox Admin purposes. A name that will be displayed to customers/users as an e-mail name is set in the application which defines the purpose and sending of this e-mail. The Type field defines the purpose of this template and a content of selected Base Template will be copied into the code of this newly created template and you will be able to change it accorting to your needs. The Language determines the default language in which this template will be created. After you are done, you can translate it into all languages you wish. Optionally, you can fill in a description of this template. We recommend you to use descriptions because it can really ease your work in the future.

  4. Click the Add button.

  5. Default base templates contains all necessary information you should provide to customer according to its type. On the parameters help-site you can see all the parameters that can be used in an template.

  6. You can freely edit these template according to your needs. The E-mail and E-commerce Template Parameters help-site allows you to find and use all the parameters you can use in the e-mails.

  7. When you are done, click the Save button.

See also