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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
  • Scroll to the top of page and click 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 ###-###-####)
    Custom formats can be specified in the format field or a preset can be chosen from the drop down.
  • Scroll to the top of page and click Apply


    Repeat the process above for the following Number Field Types

  • Phone
  • Phone 2


Variant Field Types

Option for preset Address Location data that will appear in a drop down.

  • Add Field
  • Field Name > Address
  • Field Type > Variant 
  • Variants > Add Variant
  • Enter a Value such as 123 Main Street <br/>London, ON N6A 5P2
    The <br/> creates a line break in the data.
  • Enter a Display name that will display as the choice in the drop down - London Office
  • Add Variant
  • Enter a Value such as 456 Center Avenue <br/>Toronto, ON M5X 1K2
  • Enter a Display Name - Toronto Office
  • Scroll to the top of page and click Apply
  • Delete the City, State, Zip Field using the 3 dots to the right in the Fields menu.


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)


If you are using the Variant Field option for an Address Location drop down follow these steps if not move on to Step 3.

  • Double Click on the Design
  • Select the City, State, Zip text box
  • Click Delete on your keyboard
  • Select the Address text box and expand it so the Address and City, State, Zip data will fit.


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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