DealCloud University

Learning Objectives: Dispatch Pages

Dispatch Pages Introduction

Overview of the Pages Process

Which Template Builder Version Does my Firm Use?

Introduction to Page Templates

Create a Page Template

Adding a Form to a Page Template

Allow Auto-Accept of Page Submissions

Setting up the Submission Form to Auto Populate the Contact Field

Create a Page Footer

Which Template Builder Version Does my Firm Use? (2.0)

Introduction to Page Templates

Create a Page Template Part 1

Create a Page Template Part 2

Control Column Width in Rows

Adding a Form to a Page Template

Configuring Page Design Settings

Setting up the Submission Form to Auto Populate the Contact Field (2.0)

Saving Row Content for Reuse (Headers, Footers, Other)

Edit or Delete a Template

Copy a Dispatch Template as a Foundation for a New Template

Establish Page Details and Select the Template

Add Content to the Page

Preview and Publish

Preview the Page Visitor Submission Process

Review Page Submissions

Pause a Published Page

Copy a Page

Match Fields to Update Existing Submissions

Link to Dispatch Quick Reference Cards

Quiz: Dispatch Pages