Turn your Customers into Creators with templated Experiences

With the use of Merge Fields and the Redirect Transition you can enable others to create and share their own Variant of a templated Experience.

Templates work great for growing and personalizing a larger fundraising campaign or many other cases such as creating digital flyers for lost pets.

Basics of Setting Up a Template

<aside> 👉🏽 For a more detailed walkthrough of creating templates, see here

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Step 1 - Create the first Experience

The first Experience will collect information that can then be used to create shareable variants of the second (templated) Experience. You can collect information with data fields or free response blocks or even collect media with a free response block to use as the background of your template.

Step 2 - Create the Second Experience

The second experience will feature information generated from the responder to the first Experience. This experience can feature any type of block, but templates work great with payment/donation blocks for fundraising or a content (no response) block for simply sharing information. Here is an example of a template for finding a lost cat:

Step 3 - Enter Merge Fields into Second Experience

You will likely want to enter the nominator provided information into the block prompt (using "[") and potentially feature their uploaded image as the background (in "Media Settings" drop-down).

<aside> 👉🏽 For more details on using merge fields across Experience, see here

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Step 4 - Set Redirect Transition from First to Second Experience

We will be using the Redirect Transition to connect the Intake Experience to the templated Experience. Using redirect in this way requires the URL Merge Code to the second experience.

<aside> 👉🏽 For a detailed guide to using the redirect in this way, see Step 3 of this guide

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