The Quick Creator is designed for your sales team to quickly create a mock-up site, without needing to use RAI and Mono Editor.
Prior to use, however, your fulfilment and/or design teams will need to select templates for Quick Creator use in RAI.
This article will go through how you can define which templates from RAI should be available in the Quick Creator.
Video guide
How to add a template to the Quick Creator
You must define the template(s) in RAI that you wish to use for the Quick Creator.
You can either edit an existing template or create a new one. For more detailed information on how to create a template, please read the article: Create a template library
First method: Create a template from scratch and add it to the Quick Creator:
- Navigate to the TEMPLATES page in the top menu of RAI
- Click the CREATE NEW TEMPLATE button.
- Choose one or more Industry Tags from the HEADING dropdown
- Select ‘Yes’ to the QUICK CREATOR dropdown.
- Click the green CREATE button to save your template and add it to the Quick Creator.
Second method: Add an existing template to the Quick Creator:
- Navigate to the TEMPLATES page in the top menu of RAI
- Click the INFO button (pencil icon) of the template you wish to add to Quick Creator
- Choose one or more Industry Tags under HEADING
- Select Yes from the QUICK CREATOR dropdown.
- Click the green SAVE button to save your template and add it to the Quick Creator
Note: You must both add an industry tag to the template AND select yes from the QUICK CREATOR dropdown for the template to become available in the Quick Creator.
How to add multiple industry tags to a template:
If you want to tag more than one industry, you must hold crtl (windows/Linux) or cmd (mac) down before clicking the second heading/industry.
How to use Global Data for the template
To use all the functionalities of the Quick Creator, we highly recommend that you use Global Data for at least these four content types:
- Company Mission
- Company Description (Short)
- Company Description (Long)
- Company Logo
Note: Global Data for these content types should be configured inside each of the templates you have added to the Quick Creator. You can also use many other types of Global Data, such as Company Name and Phone Number.
How to add and activate Global Data for these following categories:
Company Mission:
- Open the Editor of your chosen template
- Add a text module where you want the Company Mission to show
- Paste the global content tag [mission] into the text field
Company Description (Short):
- Open the Editor of your chosen template
- Add a text module where you want the short Company Description to show
- Paste the global content tag [description_short] into the text field
Company Description (Long):
- Open the Editor of your chosen template
- Add a text module where you want the long Company Description to show
- Paste the global content tag [description_long] into the text field
You can also add a Global Content Tags by double clicking on a text module, and clicking the Globe Icon in the text editor bar that appears at the top of the Editor. Go to the time stamp 2.15 in the video above to see this step in action.
Company Logo:
- Open the Editor of your chosen template.
- Add an image module where you want the logo to show
- Hover over the module, and click the Edit button (the pencil icon)
- Toggle the ‘Use Global Data Source’ button at the top of the overlay
- Choose ‘Logo’ from the dropdown
Please view all Global Data by navigating to the Editor, clicking on GLOBAL DATA in the top menu. Click BUSINESS DETAILS on your left-hand side to see global content tags for content such as phone number and email.
Publish the template from the Editor
The last step is to publish your template from the Editor.
Follow these steps:
- Open the Editor of your chosen Template. If continuing directly from STEP TWO, simply stay in the Editor of the template.
- Click the blue PUBLISH button in the top right corner.
You must PUBLISH the template for it to appear in the Quick Creator flow.