How to Create Client Area Templates

Upmind allows you to create customisable templates that automatically display messages in various parts of the client area, such as footers, login pages, product pages, and more.

Templates help personalise your client’s experience by showing relevant information or promotions based on the context.

Accessing client area templates

1. Sign in to your Upmind Admin account.

2. Go to Settings > Client Area Templates under Branding and Customisation.

The Client area templates page shows slots. These slots are predefined areas in the client interface (e.g., Footer, Login page, Register page, Support Overview). You can either create a new template and assign it to a slot or prepare a custom template for a specific use.

Creating a new template and mapping it to a slot

Choose this option to create a new template and assign it to a slot with both creation and mapping in one unified workflow.

1. On the Client area templates page, select a slot and click Add template.

2. In the side panel, choose Create new template.

3. You can also go to the Templates section and click Create New Template. This way, you can choose your category.

4. Enter a unique template name (not visible to clients).

5. In the Body field, write your message. You may use HTML and Twig syntax for styling and dynamic content.

6. Add translations for multilingual support. (optional)

7. Save the template.

8. Assign the created template to the chosen slot by confirming the selection and mapping it.

9. The template name will now appear listed under the slot on the templates page.

The message will now be shown in the footer.

Creating templates for specific products

Choose this option to create a template for a certain product that highlights key promotional messages and onboarding details.

1. Go to Settings > Product Catalogue under Products and Promotions or click on Store Catalogue.

2. Select a product.

3. Scroll to Client Area Templates and click it.

4. Make sure Slots is selected.

5. Click Add template, then Create new template.

6. Provide a name and compose a message with optional HTML/Twig.

7. Save and confirm the selection.

Messages linked to products appear on the product summary under Active products & services on client overview pages.