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Create Templates for Printing

You can create templates in .odt or .rtf format for individual document templates or series documents in the Campaigns module.

To do this, click on Campaigns in the menu bar and then on Templates-> + New template in the side menu.

Now enter the title and select the type (Print Open Office or RTF) and enter an optional description for the template.

The template itself you create before in your preferred word processor, such as MSOffice or OpenOffice etc. and then upload this here for this template type. You can use placeholders in this template, which will then be automatically populated with the information from Wice CRM when you use it. If you use the Open Document format - which we recommend - please put variables in curly brackets instead of square brackets. so for example {}. When creating an RTF template as listed here, in [ ] brackets.

The following placeholders are available:

For the address type “organization”

[] Name of the organization
[] Telephone
[address_company.fax] Fax
[] Email
[address_company.street] Street
[address_company.street_number] Street number
[address_company.p_o_box] PO Box
[address_company.zip_code] Zip Code
[] Town
[address_company.zip_code_pobox] Zip code for PO Box
[address_company.town_pobox] Town for PO Box
[] Country
[address_company.country_symbol] Country Symbol

For the address type “person”

[] Lastname
[address_contactperson.firstname] Given name
[address_contactperson.position] Position
[address_contactperson.title] Title
[address_contactperson.salutation] Salutation
[address_contactperson.serial_salutation] Serial Salutation
[] Telephone
[] Email
[address_contactperson.fax] Fax
[address_contactperson.mobile_phone] Mobile phone

For the address type “employee”

[] Lastname
[address_employee.firstname] Given name
[] Telephone
[address_employee.mobile_phone] Mobile phone
[address_employee.privphone Telephone (private)
[] Email
[address_employee.department] Department
[address_employee.position] Position
[address_employee.address_category1] Category 1
[address_employee.address_category2] Category 2
[address_employee.address_category3] Category 3
[address_employee.address_category4] Category 4

Custom variables for the letter:

Name custom variables according to the pattern [custom.*], for example [custom.Subject] or [custom.text]. You will get corresponding input fields for these custom variables later when you create a single document. You can also control the size of the individual input fields by adding a colon and the number of lines to the custom variable, for example [custom.text:10] or [custom.Subject:1]. Default value for the number of lines is 2.

Variables for additional fields:

If you have set up additional fields for the address area, you can also use these values as variables in the template. To do this, enter the variable names that contain the names of the additional fields, whereby all characters that are not letters (umlauts excluded here) and not numbers are replaced by underscores. Example: The additional field “Number of software licenses for 2022” is [address_company.Number_of_software_licenses_for_2022] as variable.