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Email and templates | 7 november 2022
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How does the partial template block in a template work?

Introduction

In Tribe CRM, we use blocks in templates, campaigns and web forms. Each block has its own unique properties. In this article, you can read more about how to work with a partial template block. Want more information on templates? Then click here.

  1. What is a partial template block?
  2. How do I add a partial template block and what are the settings?

1 What is a partial template block?

Do you have several (offer) templates that differ from each other in some respects, but partly contain the same text and formatting? Then use partial templates and save time when adding your standard templates in Tribe CRM. A partial template is a fixed component that can recur in a template. Think of a signature or a standard header or footer. This way, you can easily reuse standard blocks without having to create them every time.

In Tribe CRM, a distinction is made between two types of partial templates:

  • Offer template part template: Part template that is part of the offer template (accompanying e-mail).
  • Document activity template partial templates: Part template that is part of a document template such as a quotation or invoice.

2 How do I add a partial template block and what are the settings?

Adding a partial template block to a template

Add a partial template block by clicking + in the template layout and choosing Part Template in the Common Blocks section.


Adding a partial template to Tribe CRM

You can then type the first letters of the partial template name or select a template from the list.


Selecting a partial template in Tribe CRM

Did you know?

A modification in a partial template is immediately implemented in all templates where this partial template is used? A change in a partial template can only be made in the partial template itself, not in the template it is part of.

 What are the settings for the partial template block?

There are no settings of a sub-template block. All settings are in the added blocks in the sub-template itself. If something needs to be adjusted, open the sub-template and adjust the relevant block.

Did you know?

There are more articles describing the types of blocks?

  1. How does the text block in a template work?

  2. How does the Spacer/Separator/Page break block work in a template?

  3. How does the product line block work in a template?

  4. How does the time registration block work in a template?

  5. How does the column block work in a template?

  6. How do image blocks work in a template?

  7. How does the HTML block in a template work?