Introduction
In Tribe CRM, we use blocks in templates, campaigns and web forms. Each block has its own unique properties. In this article, you will read more about how to work with a partial template block. Want more information on templates? Then click here.
- What is a partial template block?
- How do I add a partial template block and what are the settings?
1 What is a partial template block?
Do you have several (offer) templates that differ from each other in some respects, but partly also contain the same text and layout? Then use partial templates and save time when adding your standard templates in Tribe CRM. A partial template is a fixed component that can recur in a template. Think of a signature or a standard header or footer. This way, you can easily reuse standard blocks without having to create them every time.
Tribe CRM distinguishes between two types of partial templates:
Offer template part template: Part template that is part of the offer template (accompanying e-mail).
Document activity template partial template: Part template that is part of a document template such as an offer or invoice.
2 How do I add a partial template block and what are the settings?
Adding a partial template block to a template
Add a partial template block by clicking + in the template layout and choosing Part Template in the Common Blocks section.
Adding a partial template to Tribe CRM
You can then type the first letters of the partial template name or select a template from the list.
Selecting a partial template in Tribe CRM
Did you know.
A change in a sub template is immediately reflected in all templates where this sub template is used? A change in a sub template can only be made in the sub template itself, not in the template it is part of.
What settings are there for the partial template block?
There are no settings of a partial template block. All settings are in the added blocks in the partial template itself. If something needs to be adjusted, open the partial template and adjust the relevant block.
Did you know.
There are more articles describing the types of blocks?