SmartDoc Theme : Usage
Our SmartDoc Themes are set up to be fully responsive, mobile ready, and boast modern capabilities such as animated elements, sliders, interactive widgets, video and social integrations, and much more!
Another very unique and valuable feature of our SmartDoc Themes is that they are pre-formatted for “printing”. In other words, what you see in the DynamicContent page can be immediately printed and/or saved to a standard, correctly paginated 8-1/2 x 11 PDF – with a single click.
Think about that – the user enjoys a fully personalized, mobile-friendly, interactive content experience – but also ends up with a convenient PDF that they can share with colleagues just like they are used to. But instead of a generic, one-size-fits-all document, this SmartDoc PDF is completely customized to them and their company. Moreover, the CTA link at the bottom of the document still has the personalization token embedded so they can continue their seamless Buyer Journey even from this PDF!
Now you can see why our dynamically generated SmartDocs are so much easier, more affordable, and far more powerful than a sea of expensive, traditional PDF documents in a static content library somewhere.
Let’s take a closer look at how you work with these SmartDoc Themes to leverage the power described above.
How Do I Use the SmartDoc Theme?
First find the SplashMaker plugin in the side menu and click on the Personalization Form component. A basic version of the form has already been set up for you to get you started. It should look something like this…
Make changes to the form as you see fit. But take notice of a few things.
First, you see the “Personalization Tokens” for each item in the blue fields. This is how you personalize the copy to the Buyer. We’ve already done this for you using the first name, company name, and job title tokens in the content as you’ll see below.
Next is the Dynamic Content Driver. You’ll notice that the existing Dynamic Content pages (Version01, Version02) show in that dropdown. This is how you serve up different experiences to different Buyers based on our automated SmartLinking or the actual form as shown below. We’ll come back to that.
Finally, you see the Submit Button label. This allows you to label the final submit button of the form shown above as you see fit.
Now let’s look at the content. Select the Dynamic Content component from the side menu then select one of Version templates that ship with SplashMaker…
First, you’ll need to decide on the page title you want to use that correlates with that Dynamic Content Driver component we just looked at (e.g. – “End User”, etc.). Go ahead and rename this page as needed, then let’s continue.
To keep our themes as light, powerful, and as flexible as possible, we use the standard Gutenberg Blocks with the Getwid extension plugin. This greatly extends the core Gutenberg capability with a tremendous number of features such as animation, singular text color and size control, widgets, sliders, integrations, and more – all without the need for CSS!
All Dynamic Content pages in SplashMaker are set up in Sections and Columns. The Sections hold groupings of related content on the page, which in turn is held within the Columns.
You can move through the page and simply swap out images and edit copy to quickly and inexpensively create your first custom SmartDoc.
Let’s start at the top of the Version01 Dynamic Content page and look at the various pieces and how to edit them.
The first thing you’ll want to do is change out the logo. This works like any other image swap in WordPress as shown here…
Size your new logo as appropriate making sure to keep the dimensions roughly the same as this stand-in.
Next is the banner title and copy. These work just like any other copy editing in WordPress with a couple of exceptions. First, you can see that the Getwid blocks allow you to adjust size, color, and formatting of any selected text item without the need for CSS. This gives you complete flexibility in your design – and saves a tremendous amount of time and effort over coding such changes.
The other exception is the “splash_tokens”. These tokens are how you personalize the copy with the user’s actual information.
As you can see, this copy will be personalized to the user with their first name, their company name, and their job title. As mentioned above, this information and these tokens are auto-generated in SplashMaker’s Personalization Form component as you build your form…
If you want other personalizations in your copy, just click in the blue field to copy the token and place it in the text block as you see fit.
The next section contains 2 columns with copy and imagery (can be a simple image, a slider, or an interactive component like the SplashMaker chart widget shown here)…
As mentioned above, you need to keep the vertical spacing of these sections as close to their current configuration as possible so that the print/save-to-PDF formatting will function as expected. So, for example, don’t exceed the total line-count (27 lines) of the body copy in this section to maintain the layout.
To give you a bit more control over this layout as you work, we’ve also provided Spacers as shown above that let you easily adjust alignment between the columns.
The rest of the sections, columns, and content items work the same way…
So creating your own fully personalized SmartDoc experience using these templates is quick and easy.
Finally, if you’ve kept these sections the same overall height, you should now be able to immediately print or save the SmartDoc to PDF by clicking on the link at the bottom of the page…
And you should see something like this…
How Do I Automatically Serve Different Content Experiences?
Once you have your selected Dynamic Content page template tailored to your needs, simply duplicate it as shown below…
Name the new page to match the experience you are providing via the Dynamic Content Driver pulldown. SplashMaker takes care of the rest by also adding these new versions to the same form dropdown mentioned above!
You’ll likely also need to change the Dynamic Content Driver label (white field with “Version” in it) to fit the context of the experiences you’re providing – such as “Your Role” for the above ABM example.
You can easily order these items in the dropdown using the Publish date for each Dynamic Content page. The newest date is first, oldest is last.
Just use Quick Edit for each Dynamic Content page and change the Date there to affect the order…
Finally, remember to trash any Dynamic Content pages that you don’t want to show up in this dropdown.
The last thing you’ll want to do is make sure the background for the landing page matches your selected design. To do this, you first need to find the Post ID for the final Dynamic Content page you want to serve as the landing page background.
This is easily done by simply hovering over the page you want to use and looking at the bottom of the page to see the ID shown here…
Copy that ID and go to Pages and select the Landing Page…
Click into that and change the ID number shown here…
That’s it! Take it live!
As you can see, SplashMaker and our SmartDoc themes are completely changing the game when it come to creating affordable, powerful SmartContent with WordPress!
Fast, easy, affordable, and powerful. It’s all that.