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Templates Terminology

Understand the terms commonly used in templates.


  • An object represents an entity on the system (E.g. Students, Offers, Agents etc) with a collection of elements such as data fields. The templates can be associated with Objects to determine the context where the template will be used. For example, if you need a template that uses Offers data, the template needs to be associated with the Offers object so the Offers data will be available for the template and the template will also be available on the Offers.

Templates that are not associated with any object are called ‘Global’ templates and they are reusable sections that can be embedded into other object-specified templates.

  • For more details about Objects. See this article: Objects

Template Types

The template type determines how the template can be used:

  • Section: A section is a generic template type that can be embedded into other templates. If you have repetitive content that you need to have in multiple templates, you can create a section and then insert it into the templates. Some examples can be headers, footers, and email signatures.

  • Grid: The grid is the most advanced and versatile template type. Similar to the Section, the Grid template is designed for integration into other templates.
    Its advanced nature is attributed to its capacity for direct HTML code insertion. This template is best suited for proficient users who possess a foundational understanding of HTML.
    The primary application of this template is for creating complex tables or grids with repetitive elements, such as listing all items in an offer. It is advisable to utilize the Grid template only when your requirements exceed the capabilities of the Section or Template types.

  • Template: A template is a container that can include sections, grids, or text. The templates of this type are the ones that are available to the end-user when sending messages or creating documents.


  • The channels determine the purpose or medium where the templates will be used. For example, an Email template is designated for use in email communications, serving as a layout for sending out emails.

  • Each channel represents a different purpose. Templates are designated for one channel and cannot be shared or used interchangeably in a different channel.

Header / Footer

  • The header and footer are the same concept as sections commonly used in documents or webpages. They are pre-designed Global Object Sections that are consistently used across different templates or sections.

  • See this article Templates: Header and Footer


  • Bookmarks are the system names for different elements in the system. They can be seen as placeholders that represent an element such as fields that will be replaced with data during the merge process.

  • See this article Templates: Bookmarks

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