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Now's the time to make sure your marketing materials (brochures, window cards, browse sheets and letter heads) are set up the way you want. You'll also need to tailor your letters which can be done quickly and easily in Alto's letter editor.

Set your Default Brochure & Window Card Template

During your onboarding process, you’ll have been given the opportunity to select some pre-designed publisher templates for your brochures, window cards and browse sheets. These will be tailored to fit with your branding and will already include the relevant merge codes to pull information from your property records.

At this point, you should view and proof the templates, ensuring you’re happy with their appearance and that they’re pulling through the appropriate property information.
Once checked, you can then determine the template design you prefer and set that as the default for each template type.

This article includes: 

Viewing your publisher templates

You can view all of your publisher templates via Tools in Alto.

  1. Click Tools on the main toolbar
  2. Click Publisher Templates on the side menu
    1. If you need to, use the dropdowns to filter your templates by Type (brochures, window cards or browse sheets), Branch, Brand or department
  3. Click on the relevant Template Name for the template you wish to view and proof
  4. The template opens in our designer, in a new browser tab. Click PDF Test in the top corner of the designer to preview the template as a .pdf document, simulating a populated brochure or window card

 Note

We strongly advise you not to edit the core templates provided as charges may apply for restoring them to their original format if they become corrupted. Should you wish to make any changes to any of the provided templates, we recommend first making a copy of the template using the Clone Template option in the designer

Setting your default publisher templates

Once you're happy with your templates, you can set a template design as the default for each type of publisher template. This means that all properties when setting them up for a brochure or window card, will automatically default and preview using the specified default template.

To set your default:

 Note

You will need access to System Administration, to edit your default settings. Your appointed Group Administrator will have access to these permissions

  1. Click Tools on the main toolbar
  2. On the side menu, under System Tools, click System Administration
  3. Click Branches
  4. Click Edit next to the relevant branch
  5. Scroll down to Default Brochure Template, Default Window Card Template and Default Browse Sheet Template and set the default template accordingly
  6. Scroll down and click Save

Generating a brochure and window card for a property

Whilst you’ve set a default template to be used, you may also want to preview and customise the template on a per-property basis.

 Note

The branch templates aren't affected and will still be available in their original form for use on other properties

To do this:

  1. Click Properties on the main toolbar
  2. Select the relevant property from Recent & Favourite Properties
    1.  Alternatively, find the property using the Search Properties bar in the top right
  3. Click Docs
  4. In the dropdown menu, click Brochure Setup or Window Card Setup accordingly
  5. Use the dropdown menu and click the relevant brochure or window card style from the list, or, click through the carousel
  6. From here you can:
    1. Click Customise to alter the text, imagery or details (address)
    2. Click Preview (PDF) to preview the brochure or window card design
    3. Click Use this Template, if you don’t need to edit it, which will then default that brochure or window card template for the property

For more information on Creating and customising a brochure template for a property, click here
For more information on Creating and customising a window card template for a property, click here

Related articles:

Live Templates
Updating your publisher templates logo

Create standard paragraphs per branch

Creating a selection of standard paragraphs in Alto can save your team time when you enter room descriptions for properties or send out routine email or SMS notifications to clients.

 Note

When creating standard paragraphs, they will only be added to your default branch. Should you want the standard paragraphs available for all branches, they must be set up on each branch separately and with different names

There are three different types of standard paragraph you can create:

  • Standard Paragraph - paragraphs with this Type will be available to use in room descriptions from the Rooms side menu tab on the Property record
  • Standard Email - paragraphs with this Type will be available to use when you send an email to any contact via Alto
  • Standard SMS - paragraphs with this Type will be available to use when sending an SMS from the Home screen side menu. Bear in mind there is a maximum character limit for standard SMS messages of 160 characters

For more information on the process of Creating and deleting standard paragraphs, click here

Once you have created a standard paragraph for email or SMS, you can add it to the contents of your message, prior to sending your completed email or SMS message.
For more information on Adding a standard paragraph to an email and SMS, click here

Tailor your letter templates

Alto comes with a set of standard letters for you to use at various stages through the property lifecycle. These letters can be edited ad hoc when you create them, or the main master template changed for all future occasions, to suit your own requirements.

You’ll have at least 1 Stationery Template set up (the branch default) along with a list of Letter Templates. Stationery templates are set up with your header, logo and footer, (depending on what you supplied to us), then associated with each letter template to produce a complete document for Print, Email or eSign.

 Note

Whilst letter templates deal with creating the text of the letters, i.e. the main content of the letter, the stationery template is used to add the graphics and branding to the template

We recommend that you identify the letter templates that you’ll likely use, before proofing/tailoring them as necessary. To view your letter templates:

  1. Click Tools on the main toolbar
  2. On the side menu, under App Tools, click Letter & Stationery Templates
    1. If you need to, use the dropdowns to filter your templates by Type (Stationery or Letter), Branch, Brand or department
  3. Click on the relevant Template Name for the template you wish to view and proof

Once you’ve checked the letter templates provided, in order to tailor them you can either:

Any tailoring is done within our letter editor, which works in a similar fashion to modern document editors like Microsoft Word, making it easy to:

  • Copy and paste - Insert text from Microsoft Word and other document editors at the click of a button
  • Change fonts
  • Add bullet points and numbering
  • Drag and drop content into tables

For more information on our letter editor features, click here

 Best practice

If there are specific letters you used frequently on Jupix, we recommend that you save copies of those letters as Microsoft Word files. This will allow you to access them and simply copy and paste the content into a new or existing letter template in Alto

Related articles:

Letter & Stationery Templates

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