How to Create Client Area Templates

Make templates to show special messages automatically on different parts of the client area, like the footer, login page, or product page. There are two types of templates: messages for the whole site and messages aimed at specific things, like affiliates or a product,

Opening the templates page

This is where you create templates and map them to slots. A slot is a predefined space in the client area that can display template messages. To initiate the process, begin by accessing the Client area templates page, where you can generate templates and associate them with designated slots. A slot refers to a pre-defined area within the client interface capable of showcasing template messages. Here’s the steps:

1. Sign in to your Admin account.
2. Go to Settings located in the lower-left corner.
3. Within the Branding and Customization section, select the Client area templates tile.

Upon opening a new page, you will find a display of various available slots, such as the footer, login page, and others. At this juncture, you have two choices:

• Generate a new template and subsequently link it to a specific slot.
• Develop a tailored template

Detailed explanations for each option are provided below.

Creating a new template

Opt for this choice if you wish to generate a new template and associate it with a designated slot. You can seamlessly accomplish both steps—creation and mapping—within a unified workflow. Follow these steps on the Client area templates page:

On the Client area templates page:

1. Choose a slot, then click the "Add template" link.
2. Access the side panel and click on "Create new template."

If you want to writing a message you can use side panel “Template”:

On the next page, build the template and write the message.

1. Input a distinct template name (not visible to store visitors).
2. Generate a message in the Body field.
3. Optionally, incorporate HTML and Twig syntax to enhance style and include dynamic content.

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Note

Not sure about Twig syntax? Learn more.

4. Additionally, you can add translations of your body field

If you want to mapping the message, click “Slots”:

In slots we have Footer, Login page, Register page, Support Overview, Affiliates Overview, Basket Summary Footer, Dashboard Overview, and Contract Product Review. I’ll choose Footer as the example of mapping the message:

1. Click Footer, click add template
2. Choose the template
3. Click confirm selection

• The template name displays on the slot. Upon confirmation, Upmind will navigate back to the Client area template page, where the template name will be visible on the designated slot.

Checking the results

To verify the outcomes, access the public interface of your store. In this illustration, examine the footer to observe the display of the template message.

Creatin specific product templates

Select this option if you want to make a template for a particular product. The focus can be on a product. Besides promotional messages, you can showcase helpful onboarding information.

In this instance, we are generating a template for a single product.

1. Select Settings in the lower-left corner.
2. Under the Products and Promotions section, click the Product Catalogue tile.
3. Choose a product tile.
4. Scroll through the menu and click on Client Area Templates.

To Writing the message

Now you're ready to create a template for this product.

1. Ensure the Slots menu tab is chosen.
2. Select Add template on the template tile.
3. On the side panel, click Create a new template.

Writing the message

On the following page, construct the template and compose the message:

1. Input a distinctive template name (not visible to store visitors)
2. Choose a category (if available).
3. Create a message in the Body field.
4. Optionally, include HTML and Twig syntax to add style and dynamic content.
5. Press Save.
6. Click Confirm selection on the next panel.

What the client sees

Messages created from templates for products will appear on the summary page under the "Active products & services" heading. You can find the message slot on the Overview page for each specific product or service, accessible through the Overview tab.