Create and manage Truv Customization Templates by setting branding, UI, and document options. Preview, edit, and publish for a seamless experience.
To create and manage Customization Templates in Truv, follow these steps:
1. Access the Templates Section
- Log In: Sign in to your Truv Dashboard.
- Navigate: Go to the Customization section and select Templates.
2. Create a New Template
- Initiate Creation: Click on "Create a template".
- Configure Settings: Assign a unique name to the template and specify the applicable product types (e.g., income and employment verification, insurance verification).
3. Customize Branding and User Experience
- Branding Elements:
- Company Name and Logo: Upload your logo and set your company name.
- Color Scheme: Define background and accent colors to match your brand identity.
- Custom Text Fields: Add personalized messages or instructions for users.
- Additional Features: Choose to display elements like success screen confetti, end-user agreements, and privacy policies.
4. Configure Truv Bridge Settings
- Document Upload Options: If enabled, specify which document types users can submit and customize the associated instructions.
- User Interface Customization: Modify headers, button texts, and other UI components to ensure a seamless user experience.
5. Manage Templates
- Edit Existing Templates: Select a template from the list to modify its configurations as needed.
- Duplicate Templates: Use the duplicate function to create a new template based on an existing one, allowing for efficient adjustments.
- Delete Templates: Remove templates that are no longer in use to maintain an organized dashboard.
6. Set Primary Templates
- Assign Primary Templates: Designate a template as primary for specific product types, ensuring consistent application of settings across related orders.
7. Preview and Publish Templates
- Real-Time Preview: Utilize the preview feature to see how changes will appear to users across different interfaces, including Bridge, Email, and Landing pages.
- Publish Changes: Once satisfied with the customization, click "Publish" to activate the template.
By effectively utilizing Truv's customization templates, you can create a cohesive and branded experience that meets your organization's specific needs and enhances user engagement.