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How to Create Document Templates and Link Them to Sign Up Email

Learn how to create custom document templates within the vFairs platform and then link those templates to sign up email. Document templates can be used to generate personalized PDF documents, which can then be attached to the sign up email.

Step 1: Navigate to the Marketing section in the left-hand menu, then click on "System Documents".

Step 2: Click the Create Document Template button to begin creating a new template.

Step 3: Enter a Title for your document template. For example, "Invitation 1".

Step 4: Drag and drop content blocks from the right-hand panel into the template editor. For this example, drag a Paragraph block.

Step 5: Edit the text within the paragraph block to customize your document content. For example, "Testing Invitation letter".

Step 6: Click Save in the bottom right corner to save your document template.

Note: A "Document template saved." notification will appear.

Step 7: Once saved, you will be redirected to the Document Templates list, where your new template will be visible.

Step 8: From the Marketing section in the left-hand menu, click on System Emails.

Step 9: Locate the system email you wish to edit. You can use the search bar to find specific templates, such as "User Sign Up". Click the Edit icon (pencil) next to the desired email.

Step 10: Scroll down to the PDF Document field and select your newly created document template from the dropdown menu. For example, "Invitation 1".

Step 11: Fill in any other required fields for the email, such as Subject, From Name, From Email, Start Date & Time, End Date & Time, and Description.

Step 12: Click Continue to proceed to the email content editor.

Step 13: Review the email content and make any necessary adjustments. Click Save in the bottom right corner to save the updated system email.