Flyer Creator

Example

NOTE -  Flyer header and footer design can be customised through stylesheet updates in the CMS. This example shows only the out-of-the-box styling.  

Step-by-Step

1. Configure Feature Settings

Enable the roles to have access to this feature, here's where you can specify that. 

1. In the CMS, go to Settings → Feature Management → Content.  
   
   
2. Ensure Flyer Creator is enabled, then click Configure.
   
   
   
   

3. To enable Flyer Creator for a Role, toggle ON as required. 

   Be aware that enabling Flyer Creator for a particular Role will give all users with that Role access.

   
    
   
   

4. To save, click Save & Exit.

2. Create a Flyer 

1. Login to the website as a user whose role has the Flyer Creator enabled.  
   
   
2. Hover on the Dashboard link and select Flyer Creator from the menu. 
    
   
   
3. Select a Campaign from the dropdown selector if required. This will automatically populate your flyer product list with products from the campaign. 
    
   
   
4. Choose the appropriate layout, depending on the number of products on your flyer. Remember, flyers are one-page productions!
    
   
   
5. Give your flyer a Name. If you populated with products from a campaign, the campaign name will appear here; feel free to edit it. This will appear as a heading above the products on the PDF. 
    
   
   
6. Enter your Markup or Margin % (default Profit Calculation method is Markup, but you can change this in the Flyer Creator widget - see the Customisations section below). 
    
   
   
7. Enter text to appear on the Footer of the PDF. 
    
8. Enter address information (IF the option has been enabled on the widget. See Customise Options below). 
   • If these fields do not appear, the customer's default address will be used. 
     
     
9. If you have not already populated the flyer with campaign products, enter them in the product lines below. 
   
   • The Product Code field acts as a search, with the list populating as you type. 
   • The Description is shown for reference and can't be edited.
   • The Flyer Price will be calculated based on the customer's price and the method selected. 
   • Changing the % will update the Flyer Price.
   • Changing the Flyer Price will update the %. 
   • The Cost Price is shown for reference and can't be edited. 
      
     
     
10. Once all products have been added, click 'Generate PDF Flyer'. 
     
11. Your file will be downloaded instantly. Open it up and admire your efforts! 

3. Customisations (Optional) 

There are several ways you can customise the look of your flyers, as well as the Flyer Creator interface itself.  But it's important to note that the following customisations are purely OPTIONAL. Flyer Creator works out of the box, and if you're happy with the defaults, you need do nothing further!

In the CMS, go to Content → Flyers. Here you will find:

• the Flyer Creator page template
• the Flyer item templates for each grid layout
• the Theme Layout template for the overall styling of the PDF 

Configure the Flyer Creator

1. On the Flyers page, select the Flyer Creator Page template.
   
   
2. Edit the Flyer Creator widget. 
    
   
   
3. Edit options and field labels as needed.  See: Flyer Creator Widget.
   
   
4. Click Save.

Customise Output

You can also easily configure the content on the PDF. Because each layout is widget-based, you can add, remove, and rearrange widgets as needed. 

1. Go to Content → Flyers.
   
   
2. Select the layout template you wish to customise.
    
   
   
3. The template will load with existing widgets.
    
   
   
4. (optional) To add a new widget, click Add Widget. 
   
   
5. (optional) To reorder the content, drag and drop widgets to new positions. 
   
   
   
6. To edit options, click Edit.
   
   

Customise the Theme

The 'PDF Flyer Layout' is the Flyer Creator equivalent of your site's Theme Layout. It controls the header and footer content, and the stylesheet used. 

1. Go to Content → Flyers.
   
   
2. Select the PDF Flyer Layout template. 
   
   
3. The template will load, revealing the list of widgets as follows:
   
   

   1. Customer Logo widget - outputs the logo for the logged in customer. 

      You will need a logo image uploaded to the images/flyers folder for each customer who uses Flyer Creator. The filename should be in the format 'CustomerCode.png' (or .jpg). 

      You can override the path to use a different folder by entering the new file location in 'URL Override Path' (example shown below for customer code 'GOLD').
      
      

   2. Customer Contact Details widget - outputs the default address for the logged in customer.

      You can let the customer override this address by enabling the 'Show Address Entry' option in the Flyer Creator widget. 
      Edit the various field labels on the Prompts tab.
      

      
      

      
      

   3. Flyer Product List Grid widget - outputs the actual product data in the main content zone of the PDF.

And there you have it! Allow your customers to create flyers quickly and easily using the flyer creator. 

Additional Information

Related help