How to set up templates for the Quick Creator (AI)

This article will go through how you can set up templates for the Quick Creator (AI).

 

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. 

1. Navigate to the TEMPLATES page in the top menu of RAI
2. Click the INFO button (pencil icon) of the template you wish to add to Quick Creator
3. Choose one or more Industry Tags under HEADING 
4. Enable the dropdowns:
   • Quick Creator: Yes
   • Is AI Template?: Yes (if using the AI version of Quick Creator)
5. 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:

1. Open the Editor of your chosen template
2. Add a text module where you want the Company Mission to show
3. Paste the global content tag [mission] into the text field 

Company Description (Short):

1. Open the Editor of your chosen template
2. Add a text module where you want the short Company Description to show
3. Paste the global content tag [description_short] into the text field

Company Description (Long):

1. Open the Editor of your chosen template 
2. Add a text module where you want the long Company Description to show
3. 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: 

1. Open the Editor of your chosen template.  
2. Add an image module where you want the logo to show
3. Hover over the module, and click the Edit button (the pencil icon)
4. Toggle the ‘Use Global Data Source’ button at the top of the overlay
5. 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. 

 

Populate your templates with AI tags

If using the AI version of Quick Creator, you will also need to add AI tags to the templates. AI Tags tell the Editor where you want which AI content to go. Currently you can add AI tags to Text Modules and Gallery Modules.

1. Navigate to the template you wish to modify
2. Edit the Text or Gallery module where you wish to add an AI tag.
3. In the overlay, scroll down until you find the AI TAGS section
4. Define a value for each of the dropdowns:
   • Grouping
   • Category
   • Topic
   • Type
5. These define what type of AI content you want and how it should relate to the content around it. 
6. Under Tag constraints, you can define:
   • Word count: How many words should the AI content be?
   • Paragraph count: How many paragraphs should the text be split up into?
7. Click save. The AI Tag is now added to this text module.
   Repeat for all other Text and Gallery modules that you wish to add AI content to.

For more information on AI Tags, please read this guide.

Optional: Choose AI prompts for your template

When someone follows the Quick Creator AI flow, they will be given some questions about the company to help prompt the AI.

You can choose if you want some additional questions to appear in the flow. This helps give the AI more context around your SMB prospect you are building the proposal site for.

1. Navigate to Settings in the top right corner of the template
2. Go to Website Settings > Questions to enrich AI's knowledge
3. Choose which additional questions should be available in the Quick Creator AI flow:
   • What type of services are being offered?
   • What type of products are being offered?
   • Company Description (short)
   • What is the company mission?

For example, if you tick the box "What type of services are being offered?", make sure that you include AI Tags with the Topic: Services on this template.

Reach more about AI enriching questions in our article: AI enriching questions

 

Publish the template from the Editor

You must PUBLISH the template for it to appear in the Quick Creator flow.