Forms and Templates

CompleteDTC offers lots of ways to convey information to customers via various forms and email templates.

There are stripped-down “starter” versions of each of these documents is in your Setup system.

Overview

In general, they are simple text or HTML documents, which gives you tremendous flexibility in terms of what they say and how they look.

Including a particular data element is as simple as enclosing it in a ((…)) field tag, which may also provide a fallback if the field is empty. For example,

    (*(salutation^Club Member)*)

In some cases, there are sections that will be shown or suppressed depending on context. For example, if you want to show different language depending on whether an order is shipped or taken, you can embed those alternatives in two adjacent sections, each framed with a pair of handlebar tags:

    {{single_package}}one-package language{{/single_package}}
    {{multi_package}}multi-package language{{/multi_package}}

In this example, for a one-package shipment, the system will strip the single_package tags, and delete the multi_package block; for a multi-package shipment, the inverse will happen.

☞ Note that field tags may be placed within section tags.

Use the link below to download a complete list of the available fields and sections, along with the document types to which each is applicable.

The best way to edit these items is directly from the Administration page in CompleteDTC, by clicking on the magnifying glass icon. This brings up a plain text editor along with a previewer.