cross posted from Administration & IT
Hi all,
I am BRAND NEW at C# and HTML Templates in Tessitura. Our org is selling memberships as a product, and I am using a nice order confirmation template as a thank you email for renewing your membership.
I've been able to delete everything I didn't need from template, but now I'd like to add, or rather replace, the Account Information section with Recipient Information. We want to do this because orders get placed on the household, but we sell individual memberships to individual Household members, and make sure to tie the subline item recipient to that individual.
Is this even feasible for a beginner? I'm really gonna need my hand held if it is, so I apologize in advance.
Eric
HI Eric, a couple of thoughts for getting started.
First, yes, what you are asking is feasible via HTML templates and the API. For a beginner, you'll have a bit of a journey to get it done - to help you on that journey I can offer a few resources and some hope. I'm not sure of your coding background, but it should be doable for you even if you are not a developer day-in-and-day-out.
First, I recommend you request access to the Developer Slack. There is an HTML Templates specific channel that I think you'll find helpful. It's a great place to post code snippets, interact with other devs trying to accomplish the same things, and get help quickly. There are Network and Community developers that participate in that space. You can request access here:https://www.tessituranetwork.com/devs
Once you have that, I highly recommend that you consider using Howard Feiges' HTML template wrapper tool to help with your development and testing. It can be downloaded from the Tessitura Network TN_WebShare code repository (If you are new to that term, its basically a place for you to download shared code and applications). When you request access to slack you will automatically be also given access to the TN_WebShare code repository on BitBucket. It makes the development process go faster, and you can develop using a tool like Visual Studio Code instead of the code designer in the Tessitura application. The HTML template code window in the application is fine for smaller edits and testing, but if you are looking to do deeper work and have a more rapid test cycle, the tool is a great assistant. It is open source, and Howard welcomes any contributions to improve the tool.
Very soon, our Practice Management group will be releasing an HTML template cookbook. It will have many code samples that illustrate how to do more than just add and delete text. This should give you some guide-posts for the deeper code and API interactions you may find yourself taking on with HTML templates.
If, using all of the above, you find that you are struggling to get things clicking, consider engaging with Consulting for this first set of changes you need, and then using it as a sample to build off of. Having a working example of exactly the kinds of things you are interested in doing can be an invaluable tool as you learn. Something to consider if you find that the time or effort isn't what you can take on right now.
Once you have the template finished, feel free to share with the community! Many teams are learning to work with Razor and HTML templates these days so the more contributions we have from the community the better!
Chris Szalaj
Product Owner, Business Facing Products
Tessitura Network
Thanks Chris! I will do all this stuff. I really appreciate your thoughtful response.