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Using Templates in ClientPoint

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Elayza Cataluna
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Templates in ClientPoint provide a streamlined way to reuse pre-configured combinations of files, videos, and tabs for consistent communication with potential customers. These templates can be customized and sent to different clients efficiently.

Types of Templates

  1. Company Wide Templates

    • Created by Administrators.
    • Available to all users when the division is set to "Group Wide."

  2. Division Templates

    • Created by Administrators.
    • Accessible only to users within the specified division.

  3. My Templates

    • Created by individual users or managers.
    • Stored under the “My Templates” folder in the library and only visible to the creator.

  4. Live Templates

    • Allow real-time updates to content, visible instantly within any ClientPoint containing the template.

  5. One Pass Templates

    • Advanced templates combining form and content automation. Include features like delete conditions and file inclusions/exclusions for customized document generation.

How to Create a New Template

  1. Click on "New" to start creating a template.
  2. Fill in the Template Info:
    • Client: Enter the template name.
    • Status: Choose "Templates" or "My Templates."
    • Division: Specify the division for access or select "Group Wide" for company-wide availability.
    • Revenue: Optional field to leave blank or enter a placeholder (e.g., $0.00).
    • Description: Add an optional description for the template’s purpose.
    • Toggle Live Template or One Pass Template if needed.
  3. Click "Save and Continue" to proceed to the next step.
  4. Add Content to the Template:
    • Use Library Files or Add to ClientPoint to include files.
    • Add tabs, videos, or record an introduction video directly.
  5. Save the Template:
    • Finalize the setup by clicking Save and Continue.

Advantages of Templates

  • Efficiency: Reduces time spent recreating content for similar use cases.
  • Consistency: Ensures uniformity in communication across clients and users.
  • Customizability: Adapt templates for individual or group needs with advanced settings like One Pass features.

For further assistance, reach out to support@clientpoint.net.

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