Template Editor

The Template Editor is a tool within Wayfront that lets agencies customize client-facing pages such as dashboards, login screens, order forms, and thank-you pages. Using HTML combined with simple variables and logic, agencies can tailor the portal experience to match their brand and workflow needs.

Example

An agency might use the Template Editor to show personalized greetings using client data like {{ user.name_f }}, or create a custom thank-you page that highlights next steps after a purchase.

Related terms

Workflow Automation Intake Form

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