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A B2B Variable Template uses a Data Schema feature to automatically apply formatting to variable fields. This allows you to maintain branding standards that are dictated by your customer.



Step 1: Data Schema

  • On the Home screen, click on Data
  • Click on New > Schema
  • Name > Business Card (Data Driven)


String Field Types

  • Fields > Add Field
  • Field Name > Full Name (Field Name must match the name of the Design Field Name)
  • Field Type > String
  • Apply


Repeat the process above for the following String Field Types

  • Title/Position
  • Email
  • Website
  • Address
  • City, State, Zip


Number Field Types

  • Add Field
  • Field Name > Phone
  • Field Type > Number 
  • Number Format > Select format > Phone Number 2 (this will format any input numbers as ###-###-####)
  • Apply


Repeat the process above for the following Number Field Types

  • Phone
  • Phone 2

Identifying String

  • Under Identifying String choose Name
  • Save


Step 2: Import a Design

  • On the Home screen, click on Visit Designs
  • Click on New > Import (a sample file is available at the bottom of this article)
  • Right click on your Design to Rename your design to Business Card (Data Driven)

Step 3: Link Data Schema

  • Right click on the Business Card (Data Driven)
  • Schema > Link with
  • Select > Business Card (Data Driven)


Step 4: Product Specifications

  • Click on Product Specifications > Create new
  • Name > Business Card (Data Driven)
  • Personalization Workflow > Data Driven Editor
  • Design > Business Card (Data Driven)
  • Save


Step 5: Test

  •  Click on the Test button to preview what your customer will see online. 


Step 6: Link to Product

  • Settings > Online Configuration > Products
  • Locate or Create Product
  • Edit
  • Enable Edit Mode
  • Online Tab - scroll down to Variable Template and select the correct Product Specification



See these steps in action - B2B Variable Template Video



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