What are Templates
Last modified: November 8, 2012 by Michelle
Templates save you time and are used to simplify the parsing process. Before you start bringing records into your database, you’ll FIRST want to create Templates. Templates help keep your database organized by giving you a way to classify your records. They also save you time by auto-populating fields that generally stay the same from record to record.
- Within Sendouts, go to File>Manage>Templates
- The Manage box will open. You’ll need to create at least 1 Template for each of the 4 Modules listed on the Left.
- Click Add Template to create your first Template.
- Fill in the fields for your Template. The Red fields are required.
- Note: Some of the drop down boxes on your Template may be empty. The boxes that are empty can be customized to include terms that are meaningful to your company. Any term, phrase or number can be placed into the drop down boxes. To put terms into these lists, an Admin will need to set those up and define them by going to File>Manage>Custom Setup>Lists, and then looking for the corresponding list.
- When filling in fields on your Template, you want to make sure to include ONLY fields that will remain the same from record to record within each Template category. For Example, one of the options on your Template is the field ‘Referral Source’. If you include this field on your Template, the referral source you indicate will be applied to each and every record you bring into Sendouts that will use this Template. So, if your Candidates come from different referral sources, you would want to leave this field blank.
- You can create as many Templates as you need for each Module.
Once you have your Templates created, you’ll need to choose one as your Default, or Primary, Template. The Default Template will be the Template used when a record is parsed in, or otherwise brought into Sendouts when no other Template is selected. This should be the Template that will cover most of the records that are brought into Sendouts within that category.
To define a Primary, or Default, Template:
- Highlight the Template you would like to mark as Primary
- Right-click and select Mark Primary
To watch a short (13 minute) demo on Templates, click the video below: