Best Practices for Template Creation
These are some of the best practices that we recommend you to following when creating a template.
Placing different sections of a template in separate layers makes maintenance easier and avoids frequent layout changes. For example, if the template contains
Header/Footer
Branding blocks
Static/Dynamic content
Conditional sections
consider having them in individual layers, and later control the layer visibility based on the requirement.
Keeping the template design simple. A well-organized layout improves readability and reduces rendering time. Avoid heavy backgrounds or too many decorative elements.
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.
Preview the created template with multiple data sets. It helps catch alignment and overflow issues.
When working with dynamic objects, map the data cautiously.
Follow your organization's standards for font, color, logos, and other UI standards to maintain a unified customer experience across channels.
Use business rules for layout switching, enabling/disabling layers/pages, and other things carefully.
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.