How to Create Client Area Templates

Create templates to automatically display unique messages on any part of the client area (e.g. footer, login page, or product page). There are two kinds of templates: site-wide messages and targeted messages (e.g. affiliates or a product).

Opening the templates page

The first step is to open the Client area 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.

1. Log in to your Admin account.
2. Click Settings in the bottom left corner.
3. Under the Branding and Customisation heading, click the Client area templates tile.

A new page opens and displays all the available slots. They include the footer, login page, and more. At this point, you have two options:

• Create a new template and then map it to a slot.
• Create a targeted template.

We describe each option below.

Creating a new template

Choose this option if you want to create a new template and map it to a specific slot. You can complete both steps (create and map) in a single workflow.

On the Client area templates page:

1. Select a slot and click the Add template link.
2. On the side panel, click Create new template.

Writing the message

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

1. Enter a unique template name (not visible to store visitors).
2. Create a message in the Body field.
3. Insert HTML and Twig syntax to add style and dynamic content. (optional)
4. Click Save.

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Note

Not sure about Twig syntax? Learn more.

Mapping the message

After you click Save, a new side panel displays. Make sure the template you want is selected (look for the Deselect button), and then click Confirm selection.

• Upmind returns to the Client area template page. The template name displays on the slot.

Checking the results

Open the public face of your store to confirm the results. In this example, the template message displays in the footer.

Creatin specific product templates

Choose this option if you want to create a template for a specific product. The target could be a product. In addition to promotional messages, you can display useful onboarding information.

In this example, we create a template for one product.

1. Log in to your Admin account.
2. Click Settings in the bottom left corner.
3. Under the Products and Promotions heading, click the Product catalogue tile.
4. Click one product tile.
5. Scroll down the menu and click Client area templates.

Writing the message

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

1. Make sure the Slots menu tab is selected.
2. Click Add template on the template tile.
3. On the side panel, click Create new template.

Writing the message

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

1. Enter a unique template name (not visible to store visitors).
2. Select a category (if available).
3. Create a message in the Body field.
4. Insert HTML and Twig syntax to add style and dynamic content. (optional)
5. Click Save.
6. Click Confirm selection on the next panel.

What the client sees

Template messages for products display on the summary page (Active products & services heading > product or service > Overview tab). The message slot is on the Overview page.