Best Practices for Template Creation

These are some of the best practices that we recommend following when creating a template.

  1. Creating separate layers for the following makes maintenance easier and avoids frequent layout changes.

  • Header/Footer

  • Branding blocks

  • Static/Dynamic content

  • Conditional sections

<<IMAGE>> - Sample image displaying all parts of the template

  1. Keeping the template design simple. A well-organized layout improves readability and reduces rendering time. Avoid heavy backgrounds or too many decorative elements.

  2. Before designing complex layouts,

  • Review the input XML/JSON

  • Ensure field names match

  • Check for null or optional fields

Early data validation prevents rework after the layout is complete.

Since the input identifiers and tags are case-sensitive, handle bulk input files carefully.

  1. Preview the created template with multiple data sets. It helps catch alignment and overflow issues.

  2. When working with dynamic objects, map the data cautiously.

  3. Follow your organization's standards for font, color, logos, and other UI standards to maintain a unified customer experience across channels.

  4. Use business rules for layout switching, enabling/disabling layers/pages, and other things carefully.

  5. Always create a new version before making changes. Name versions clearly along with the user's name. For example:

“v2 – Added new address field - John” “v3 – Updated billing summary table - Mathew”

A template should behave consistently, regardless of the delivery channel.

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