A Step-by-Step Guide to Customizing Email and PDF Documents Using Templates.
Navigating the Template Editor Layout
The Template Editor in FL3XX is designed to help you customize your templates for emails and documents used in operations. This guide provides an overview of the Template Editor’s interface, demonstrating how to manage, preview, and save changes efficiently.
Accessing the Template Editor
To access the Template Editor:
- Go to Settings.
- Select "Template Editor" under the General section.
- The Template Editor will open in the same tab, with the first template in the left-hand (LH) menu selected by default.
Navigating the Template Editor Layout
The Template Editor has four main sections for managing your templates:
- Preview Section: Shows the final version of your email or document.
- Template Editor Section: Allows editing of the template's HTML code.
- Variables Section: Lists the variables that can be used in the template for customization.
- Versions Section: Displays previous versions of the template for restoration.
The default layout is a vertical split, with the Preview on top, the Template Editor below, and Variables on the right.
- Adjust the view (horizontal or vertical) by clicking the toggle next to "Edit Templates".
- Collapse each section by using the arrows icon next to each section title.
- Expand each section by clicking the icon on the right side of your screen.
- Adjust the section sizes by dragging the grey bar between them.
- Restore a previous version by clicking one of the versions below the document title in the left-hand menu.
Expanded view of all sections.
Collapsed view of the template editor and variables.
Tip: The Template Editor will remember your preferred layout after your first use.
Editing Templates
- Select a Template: Use the LH menu to select the template you wish to modify.
- Edit Content: Use the Template Editor to change the code or text as needed.
- Save Changes: Click the Save button (☁️) to apply changes. A confirmation popup will appear to avoid accidental overwrites.
Note: Leaving the page without saving will result in the loss of any unsaved changes.
Selecting a leg to use for the preview.
Previewing Template Changes
- Default Preview: By default, you will see a preview of an empty template.
- Booking Selector: Use the Booking Selector Dropdown List (DDL) to pick a booking, allowing you to see the template with specific booking details.
Pax Manifest template selected with all sections expanded.
Undo and Delete Actions
- Undo Changes: Use the Undo button (↩️) to revert all unsaved changes in a template.
- Restore to Default: Click the Delete button (🗑️) to restore a template to its default settings provided by FL3XX.
Warning: Restoring a template to its default state will delete any customizations made.
Action buttons.
Uploading Logos
To add a logo to your emails or documents:
- Navigate to the Logo section. Here you will see the current logo being used.
- Upload the file, which will be included in your templates.
Note: Changing this logo inside the template editor will apply the change for all email templates. This logo will appear wherever logo://email is used in your templates.
Logo editing.
Assigning Access Rights
The following access rights can edit templates:
- Administrator
- All administrators can use the template editor.
- External Template Development
- This access right has only access to the template editor, so you can hand it out to a third party developer working on your templates.
Techie Language
Our templates use familiar tools: HTML and CSS. For logic (think: if-else or loops), we rely on Apache Velocity Template Language (VTL)—making customization easy and dynamic.
Want to dive deeper? Here’s your cheat sheet: