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    Create PDF template
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      Contents

      Create PDF template

        • PDF
        Article summary

        The result PDF contains a summary of the recommendations and the selected answers from the questionnaire. You can integrate it into the user journey in two places:

        • As download on the result page

        • As an attachment in the email notifications

        The setup requires the following steps:

        • Create PDF template

        • Send PDF by e-mail notification

        • Configure PDF as download on the Result Page

        This article is about creating the PDF template. Note the related articles.

        Create PDF template

        1. Download and install LibreOffice.

        💡 You can't use LibreOffice? Alternatively, create a sketch of the PDF in Word. Add images, logos and the font. Also use an example to show what product information the PDF should contain. Then send the template to your CSM support and we will help you create it.

        1. Download the desired templates:

        1. Open the template with LibreOffice.

        2. Work on the following points:

          1. Font

          2. Images and logos

          3. Placement of product information

          4. Placement of user responses

        3. Send the template to your CSM support. We support you with the following steps:

          1. Adjusting the handlebars

          2. Upload the file to the FoxBase server

          3. Provision of the PDF link

        💡 The configuration of the PDF template requires knowledge of handling handlebars. Would you like to edit them yourself? Note the following tips.

        Tips and notes on the structure of the PDF template

        How do I edit handlebars?

        You can freely design PDF templates. Here are a few tips for creating them:

        • First customize the header and footer.

        • The variable fields are created using handlebars (placeholders). These can be inserted via Insert > Field command > Further field commands > Placeholders. Enclose the statement with <{{…}}>

        • The name within the placeholders after recommendation. corresponds to the name of the column in the imported product data. The handlebar <{{recommendation.productName}}> displays the product name, for example.

        • Generate lists with the following handlebar: <{{htmlList recommendation.benefits}}>
          In addition, you must store the text in the CSV file as a list: <ul><li>point1</li><li>point 2</li></ul>. For a list use <ul> (unordered list), for numbering use <ol> (ordered list). Add the desired enumeration character to the handlebar.

        • Create a variable hyperlink with http://hyperlink/recommendation.video (CSV column caption: video).

        • IF loops are opened with <{{#if recommendation}}> and closed with <{{/if}}> and must have the same unique name in the note. The same applies to EACH loops that are run through several times. The placeholders in EACH start with this. (instead of recommendation.). Within the IF loop, an alternative can be output with <{{else}}> (with the same hint name) to output an alternative.

        • You can use the PDF template (fodt file) as a download in the Result Page Product Section or the Top/Bottom Section.

          • In the Product Section, the product recommendation is selected with recommendation, in the Top/Bottom Section all product recommendations are selected with recommendations.

        • Select ONE of the given options within the template. Delete the unused option.

          • Option A: If only one product is recommended at a time (download in bottom section) or if the download button is in the product section, this is the most straightforward option.

          • Option B: If the same template is to be stored for product section(recommendation) and top/bottom section(recommendations).

          • Option C: Either product recommendation as rows OR as columns.

        How do I edit product images in the PDF template?

        Just like product texts, product images are displayed in the PDF using handlebars. The images are therefore dynamic depending on the recommendation.

        If the column with the image URLs from your product file has the name picture, you do not need to make any adjustments. However, if you use a different name, follow these steps:

        1. Open the image template in the PDF template by double-clicking on it.

        1. In the new window, replace picture with the name of the picture column and confirm with OK.

        1. Upload the PDF template to the server. Contact CSM support for this.

        Why can't I download the PDF on the results page?

        Possible sources of error:

        • You have not yet configured a button on the results page. See the corresponding section in this article.

        • The PDF URL is not up to date. Make sure that you use the link provided by FoxBase.

        • One or more IF or EACH loops have not been closed or do not have the same name in the note.

        • The same IF or EACH hint was used in several loops.

        • The handlebars contain spelling mistakes, spaces or do not contain a period (e.g. at {{this.productName}}).

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