[ { "Id": "3080", "URL": "/open-api-admin/getting-started", "Name": "Getting Started", "Description": "Treepl CMS’s API is built using the REST architecture supporting requests over HTTPS authenticated via OAuth 2.0 with responses provided in JSON format. Treepl CMS uses API keys to authenticate API requests and all API requests must be made over a secure HTTPS connection. Connection attempts over HTTP will not be accepted. Be sure to keep your API keys secure. Do not share your secret API keys in publicly accessible areas such as GitHub and client-side code as these keys can provide access to your website instance. Add an API Application (Generate API Keys) In your Treepl CMS admin, for the website you wish to connect to, you will first need to register an API application as a means to generate your API keys. Under ‘Settings’ ‘API Applications’, click the “Create New" button at the top to register a new application, or click the pencil icon () next to an existing application to view those keys. You can also delete an API Application via the trash can icon () next to the relevant application. Deleting an application will disable those API keys in any location they are currently being used. Revoking API..." },{ "Id": "3448", "URL": "/webhooks/getting-started", "Name": "Getting Started", "Description": " Creating Webhooks After setting up an API application under ‘Settings’ ‘API Application’, you can configure your Webhook on the “Webhooks” tab. You can configure a new Webhook using the "CREATE NEW" button. In the Webhook settings, choosing the entity/item type will then display the available actions (OnCreate, OnUpdate, OnDelete, OnTrigger) and if applicable, the modules/collections to construct the webhook data - allowing you to enable just the modules you need to work with Webhooks. Supported Modules and Actions The below table shows which actions and modules are available with each entity/item type. Entity / Item Type OnCreate OnUpdate OnDelete OnTrigger Object Booking Subscription ModuleItemForm Comment ..." },{ "Id": "2416", "URL": "/site-settings-and-management/domains", "Name": "Domains", "Description": "Found under ‘Settings’ ‘Domains’ you’ll see several tabs defining key aspects of your domain settings, as detailed below. Site Domains During Trial Site status, your site instance will display the trial site domain here only. So any domain configurations need to be made to this domain for development and testing purposes, until the site instance is activated. You’ll be able to add your custom domain to the site during the activation process via your Treepl Portal. Further domains can then also be added to the site via your Treepl Portal under the site settings ‘Domains’ tab. Once the site instance has been activated and domain/s added, they’ll display in your Site Domains list here in the admin. This list will also display several other configurations for each domain, these being: Setting Description Start Page The initial landing or home page used for this domain when no specific page URL is resolved.Currently,if you have had Treepl CMS Support setup a global redirect to the www version of your domain/s,then this ‘Start..." },{ "Id": "2428", "URL": "/site-settings-and-management/site-globals", "Name": "Site Globals", "Description": "Site Globals, under ‘Settings’, is where you can set up customised data points for your website that will then become globally available throughout the site, wherever Liquid mark-up can be used. These custom data points will also be available in the Component Manager, for easy insertion into a page or layout. Typical use-cases for Site Globals might be to store the company name, address, contacts, logo, etc. in one handy location and render that information throughout the site via Liquid. Providing a more maintainable set of data if, say a phone number or email address changes and needs to be updated site-wide. However, Site Globals can be used for various other purposes, such as controlling style elements like global brand colours, icons and images or even global conditions to change how pages display or which page elements are visible. The uses for Site Globals are limited only by your imagination. Site Globals Setup To start using Site Globals first create a Group by clicking the “Create New Group” button. You’ll likely want to create Groups to better organise different types of globals. For example; you might have a Group called ‘Company Information’ and another called ‘Design Settings’. To..." },{ "Id": "2308", "URL": "/site-settings-and-management/categories", "Name": "Categories", "Description": "Categories can either be a single list or multi-level, nested items. Managing Categories Categories can be managed under ‘Settings’ ‘Categories’. Or they can be created on the fly when editing any module item (for modules configured to support Categories). To add a Category, click the ‘+ Add New Item’ button at the top of the page. A new blank field will be added to the bottom of your current Category list where you can type in the name of your category. Click the disk icon () to save your category to the list, or click the cross icon () to cancel the entry. To edit an existing item, hover over it and click the pencil icon () to activate its text field for editing. To delete an existing item, hover over it and click on the auxiliary icon () and choose the ‘Delete’ option. Categories can be nested within other Categories either by dragging an existing item onto the desired parent item, or by clicking the auxiliary icon () on the parent item and choosing ‘Add subcategory’. There is no limit on the number of Categories or the number of nested levels..." },{ "Id": "2207", "URL": "/site-settings-and-management/system-pages", "Name": "System Pages", "Description": "System Pages, under 'Settings', is where you’ll find all those pages required by certain system functionality, error messages and confirmations. Such as the Page Not Found 404 error page. Form Submission Results page for a confirmation message when someone submits a form on your site, and various secure zone pages for password reset workflows, etc. This section gives you control over how these pages are presented and allows for creative improvements for your user’s experience. For example, you could insert a site search on the 404 ‘Page Not Found’ page, or dynamically list your most recent blog posts, to improve your visitors experience if they, for whatever reason, fall on a broken page link or incorrect URL. Or perhaps you want to provide further security information or instructions during the password reset workflow. Treepl CMS provides full creative and development control over such system pages. System Page Descriptions Name Description 401 This page is presented to the user if they are not..." },{ "Id": "2352", "URL": "/site-settings-and-management/payment-settings", "Name": "Payment Settings", "Description": " Gateway Here you can view the payment gateways currently configured for your supported countries, access their settings and set up new payment gateway integrations. You can configure one payment gateway (plus “Pay with PayPal”) for each ‘Currency/Country’ your website supports. See Site Domain Setting for configuring multiple country domains and/or currencies. The ‘Currency/Country’ you assign here for the payment gateway will determine when this gateway is used for the site user (based on the domain they are visiting your site on). Below are further details and setup instructions for each supported payment gateway. Supported Gateways OVERVIEW Gateway Type Currencies Extra Features Stripe Seamless Most currencies  Recurring Billing Two-Step Card Payments SCA (3D Secure) Customisable Inputs Stripe Customer Portal eWay Seamless Most currencies " },{ "Id": "2209", "URL": "/site-settings-and-management/admin-users", "Name": "Admin Users", "Description": " Adding Admin Users When adding a new user, you’ll set up their name and email address (their email address will be their login username). The number of admin users you’ll be able to add is determined by your site plan. After adding the user they will receive the system email "Invite Admin User" (found at 'Email Notifications' 'System Emails') to send the user an invite link asking them to set their password. You may customise this email as needed. Optionally, you can also assign an 'Admin Role' to the user. See 'Admin User Roles' for more details. If no Role is assigned to an Admin User they will have full site permissions except for FTP access. If FTP access is required for the Admin User, be sure to create a Role with FTP permissions enabled. Editing Admin Users When editing an existing user, you’ll also be able to change there User Role, trigger a password reset workflow or remove them completely. The password reset workflow will use the system email "Restore Admin User Password" (found at..." },{ "Id": "2313", "URL": "/site-settings-and-management/admin-user-roles", "Name": "Admin User Roles", "Description": " Adding / Editing User Roles There is no limit to the number of roles you can create and you can add or remove admin users from roles at any time. See ‘Admin Users’ for details on assigning roles. To create a new role click the 'ADD ADMIN ROLE' button at the top of the page, or to edit an existing role click on the role’s name or the associated pencil icon on the far right. The trash can icon allows you to delete a role. User permissions cover almost all areas of the admin, as well as FTP access, with most items allowing individual control for viewing, creating, editing and deleting items. There are also permissions for allowing access to module and system settings, reports and even controlling admin users and roles. Use the checkboxes to enable or disable group level permissions, or sub-level permissions (using the arrow to expand a group), and click the ‘SAVE’ button at the bottom to save the permissions for that role. For Custom Modules there is a permissions group called “Default Custom Module Permissions” which..." },{ "Id": "2314", "URL": "/site-settings-and-management/admin-menu-configurator", "Name": "Admin Menu Configurator", "Description": " Customising the Menu In the Admin Menu Configurator interface you’ll see two configuration panels. The left side displays the full, default admin menu which you can use to build out your own customised version in the right side configuration panel. You can do this individually by dragging and dropping an item from the left to the right (or vice versa, to remove items). Or, to start with all items and just remove a few, you can make a complete copy of the default menu using the “ Copy Menu” button at the top of the left panel. You can also create brand new menu items with your own internal or external links, labels and custom icons (or choose from available system icons). Once you have menu items added to your custom configuration you can reorganise them and even nest them within other items via drag and drop. Clicking on an item will open its options for editing where you can save any changes, delete the item or enable/disable it temporarily. Be sure to save the menu configuration with the “SAVE” button at the..." },{ "Id": "2210", "URL": "/site-settings-and-management/url-redirects", "Name": "URL Redirects", "Description": "You may want to do this if migrating a previous website to a new website structure within Treepl CMS where page addresses need to change or are structured differently, or if changing the URL/path of an existing page. Creating a 301 redirect will help you maintain SEO ranking for that URL while moving it’s address. Quick Start Managing URL Redirects When adding or editing a URL redirect you’ll need to enter in the source URL (the previous URL path) and the destination URL (where you’d like the visitor the end up if attempting to access the source URL). You’ll also be able to turn the redirect off and on at any time using the ‘Enable’ checkbox. The option to set the case sensitivity of your redirects is also available, which is particularly helpful if migration from a previous platform where URLs were case sensitive and need to be handled as such. If you have many URL Redirects listed, you can use the search filter at the top of the list to help quickly locate items containing your keyword search. Removing a URL redirect completely..." },{ "Id": "2211", "URL": "/site-settings-and-management/sitemap-xml-robots-txt", "Name": "Sitemap.xml / Robots.txt", "Description": " Sitemap.xml 3rd party services, such as search engines, can reference the sitemap.xml contents to crawl your sites’s pages and get a better understanding of those page’s priority and relevancy. XML content can be added here manually (such as typing it in or pasting in XML generated content from a external sitemap generator) or it can be generated by Treepl CMS (using the “Generate Sitemap” button) which will be based off SEO settings applied to your site’s individual pages and module items and/or the overall SEO settings found under ‘Settings’ ‘SEO’. Here you can define excluded items, bulk assign items and set automatic sitemap generation. For more details on these settings see here. When content is saved here, or generated automatically, a sitemap.xml file will be created in the root directory of your site which will also be accessible via the File Manager and FTP. Any changes saved here, or generated automatically, will override any existing sitemap.xml file in the root directory. Robots.txt Treepl CMS does not generate a robots.txt file or directly provide a specific tool for managing one, however, we thought it’s worth mentioning here as it relates to the crawling..." },{ "Id": "2212", "URL": "/site-settings-and-management/seo", "Name": "SEO", "Description": " Language & Country SEO settings currently allow you to set a primary country and corresponding language to be added to your website HTML. Doing this will help search engines and accessibility systems better understand the context of your website in terms of region and language settings. This setting adds a lang="xx-XX" attribute to your websites <html> element. If your content template already includes a lang attribute the system will add another one rather than override the existing one. Be sure to remove any hard coded lang attributes if utilising this feature. Sitemap.xml Settings The “Enable Automation Of sitemap.xml” option, if checked, instructs the system to periodically re-generate the sitemap.xml file. This is useful for keeping your sitemap.xml file updated with any newly created CMS items. However, the option to manually manage, or use 3rd party tools to manage your sitemap.xml is possible by disabling this option. This option is disabled by default. If enabling sitemap.xml automation you may also wish to adjust the domain name used for the sitemap item URLs. You can control this by adding your desired domain to the ‘Primary..." },{ "Id": "1945", "URL": "/site-settings-and-management/set-up-analytics", "Name": "Set Up Analytics", "Description": "Treepl CMS allows you to integrate Google Analytics views into the Admin Dashboard. This guide will help you configure your Google Analytics and your Treepl CMS site, so that the data is pulled from Google Analytics into the Admin area. Requirements In order to configure the integration you, or your client, will need to have: A Google Account and valid Google Analytics property set up for the site A website instance on Treepl CMS Configuring the Google Analytics dashboard will automatically add Google's tracking code to the included Google Tag Manager script output to your site. So you do not need to manually add the tracking code yourself. However, if you would like to add your own Google Tag Manager script you can do so as described further below. Google Analytics API Project To create a Google API project visit https://console.cloud.google.com/projectcreate Set a name for your project. Depending on your account, you may also be asked to assign a 'Billing account'. 'Organization' and 'Location' can be left as the default in most cases. Click 'Create'. Once created..." },{ "Id": "2417", "URL": "/site-settings-and-management/misc-settings", "Name": "Misc Settings", "Description": "Access CMS controls for things like admin interface behaviours, reCAPTCHA threshold, CSS and Javascript asset control, upload folders, and GDPR settings. Admin Panel Settings Option Description Enable text wrapping on a new line in the code editor. When using the code editor in the admin, this setting controls whether lines of code wrap to the editor window bounds, eliminating horizontal scroll, or continue uninterrupted. Enable 24 hours format in the date picker. Sets any date/time picker in the admin interface to 24 hour time instead of 12 hour time with AM/PM selectors. Disable warning notification on switching between WYSIWYG and ACE editor When using the WYSIWYG editor in the admin and switching to CODE view, or vice-versa, a warning dialog appears upon saving due to a small risk of corrupting more complex Liquid code. If you know such coding complexities will not be an issue for your site then this warning..." },{ "Id": "3212", "URL": "/site-settings-and-management/api-applications", "Name": "API Applications", "Description": "" },{ "Id": "3215", "URL": "/site-settings-and-management/http-header-settings-1", "Name": "HTTP Header Settings", "Description": "" },{ "Id": "3214", "URL": "/site-settings-and-management/frontend-api-restrictions", "Name": "Frontend API Restrictions", "Description": " Misc APIs This section provides access to frontend APIs not relating to modules (which have their own separate permissions). Google Analytics Report These settings allow you to enable/disable access to the Google Analytics API data for frontend users and to control the type of users that can access it. Option Description Enable endpoint/Checkbox Turns the endpoint on (if checked) or off (if unchecked) for the site, allowing frontend user access based on the additional settings below. Allowed to the Following Type of Users Logged in users (default)Specifies that the user needs to be logged in to perform this action.Users from the following secure zonesSpecifies that the user needs to be logged in to one of the selected secure zones to perform this action.Admin UsersSpecifies that the logged in user needs to be of an 'Admin User' role in the CRM to perform this action. Secure Zone Subscribers Analytics These settings allow you to..." },{ "Id": "2315", "URL": "/email-marketing/email-campaigns", "Name": "Email Campaigns", "Description": "" },{ "Id": "1957", "URL": "/component-types/menu", "Name": "menu", "Description": " {% component type: "menu", alias: "<menu_alias>" %} Parameters and Options Parameter Values Required Description type menu This is the name of the entity that needs to be used for the component retrieving function. alias <alias_name> The alias name of the module. layoutGroup Default (default)<Your Layout Group> - The layout group name you want to use for rendering the component. The layout group name is referenced from the available Layout Groups of the alias specified. If the parameter is blank or has an incorrect referenced Layout Group then the component will use the system 'Default' Layout Group. collectionVariable <yourLiquidVariableName> " },{ "Id": "2201", "URL": "/crm-customer-relationship-management/contacts", "Name": "Contacts", "Description": " form the basis of all users interactions with your CRM and can form connections to various other modules throughout the CMS, including Form Submissions, Event Bookings, Orders, and even other system or custom module items. Managing View From the list view you can see all in a paginated table layout (with pagination controls at the bottom of the table) and a sortable column header for the 'Name' field. Additionally, you’ll find controls for adding, editing and deleting , as detailed further below. Icons, displayed against each row, also indicate the State in which you can see more information on below. Search/Advanced Search You can also search the list via the search field at the top of the table, which will search for your keyword/s within the item name and email address. Additionally, to the right of the search field you can expand open the Advanced Search options. These allow you to display results based on ‘CRM Type’ (whether they are general or subscribed secure zone members) and ‘Member Type’ (whether the member has successfully been through the email verification process [Confirmed member] or not [Non-confirmed member]). Regardless of the..." },{ "Id": "3260", "URL": "/open-api-admin/crm-contacts-api", "Name": "CRM Contacts API", "Description": " GET CRM Contacts List Retrieves a list of Contacts as a JSON response based on your provided query parameters. /api/v2/admin/contacts Data / Response: { "Where" : {}, "Order_By" : "Id", "Offset" : 0, "Limit" : 100, } var obj = { "Where" : {}, "Order_By" : "Id", "Offset" : 0, "Limit" : 100, } ; var code = $('#code40 code'); code.text((JSON.stringify(obj, null, 4))); code.html((code.html()).replace(/\[\[/g, '')); { "Items": [ { "Id": 0, "Email": "string", "FirstName": "string", "LastName": "string", "CrmType": "Contact", "EmailConfirmed": true, "Role": "General", "CreatedDate": "2024-05-17T18:18:39.175Z", "Address": "string", "City": "string", "State": "string", "ZipCode": "string", "Country": "string", "Site": "string", "Phone": "string", "Status": "string", "Notes": "string", "Type": 0, "CustomerTypeName": "string", "IsDataUsingAllowed": true, "CustomCrmGroups": { "<GroupAlias1>": { "<FieldAlias1>": "<value>", "<FieldAlias2>": false, "<FieldAlias3>": 0 } } } ], "TotalItemsCount": 0 } var obj = { "Items": [ { "Id": 0, "Email": "string", "FirstName": "string", "LastName": "string", "CrmType": "Contact", "EmailConfirmed": true, "Role": "General", "CreatedDate": "2024-05-17T18:18:39.175Z", "Address": "string", "City": "string", "State": "string", "ZipCode": "string", "Country": "string", "Site": "string", "Phone": "string", "Status": "string", "Notes": "string", "Type": 0, "CustomerTypeName": "string", "IsDataUsingAllowed": true, "CustomCrmGroups": { "": { "": "", "": false, "": 0 } } } ],..." },{ "Id": "2580", "URL": "/reports/custom-reports", "Name": "Custom Reports", "Description": "Reports are saved and can be rerun at any time, or adjusted as needed. Some examples might include; retrieving all contacts and their cases, who submitted a particular form in the last 30 days, or all orders with a status of ‘AwaitingPayment’, or even just to export all contact records in the site with only the data columns you require. Settings Name of the report and Make Shareable option that allows you to share the report with other admin users. If Make Shareable is set to false - you are the only one who will see this report. Option Description Name Assign a descriptive name for your report. Make Shareable This option allows you to share the report with other admin users and it will be visible to all admins in the saved reports list. If Make Shareable is unchecked, you are the only one who will see and be able to access this report. Type A report..." },{ "Id": "2310", "URL": "/email-marketing/mailing-lists", "Name": "Mailing Lists", "Description": "Found under ‘Email Marketing’ ‘Mailing List’, if you have set up an email marketing provider integration with Treepl CMS, this section will be integrated with that service and allow synchronisation of data. Current email marketing integration allows for Mailchimp connections only. See the ‘API Provider’ documentation in the ‘Related Articles’ section below for setting up your integration. Existing lists can be managed here, with any changes or removal of the lists reflected in your email marketing provider account. Creating a new list here will prompt you for all the required information that your email marketing provider will need, and upon saving, the Mailing List will be created in both Treepl CMS and your email marketing provider in real-time. You can also view and manage list subscribers under the “Subscribers” tab with the ability to remove (unsubscribe) contacts or manually add them. From this section you can only add subscribers from already existing contacts within your site, locating the contact by starting to type their email address into the input field. The subscribed contact will then be pushed to the matching list at your email marketing provider. As at version 2.3, Mailing List and subscriber changes will only..." },{ "Id": "1966", "URL": "/content-modules/menus", "Name": "Menus", "Description": "This modular approach to site navigation allows for links to be managed from a single location and with full access to the menu Layouts you can implement any 3rd party CSS framework or Javascript plug-in for advanced Menu functionality. Quick Start Creating a Menu To create a new Menu, go to ‘Content’ ‘Menus’ and click the “ADD MENU” button at the top of the page. Set the ‘Menu Name’ and ‘Menu Alias’ (described in more detail in the Settings section below) and click “SAVE” to continue setting up your new Menu - as described in the following sections below. Editing a Menu To edit an existing Menu, go to ‘Content’ ‘Menus’ and click on the Menu name or the associated pencil icon on the far right of the list view. Further options are as described in the following sections below. Items Under the ‘Items’ tab you can create new items by clicking the “+ Add New Item” button. Menu items can also be created directly under other menu items (using the items “3 dots” context menu)..." },{ "Id": "2380", "URL": "/getting-started/quick-start-videos", "Name": "Quick Start Videos", "Description": " ..." },{ "Id": "1950", "URL": "/component-types/snippet", "Name": "snippet", "Description": " This component renders the contents of a Snippet (similar to Content Holders in BC). {% component type: "snippet", alias: "<snippet_alias>" %} Parameters and Options Parameter Values Required Description type snippet This is the name of the entity that needs to be used for the component retrieving function. alias <alias_name> The alias name of the module. collectionVariable <yourLiquidVariableName> Assigns the data to a Liquid collection enabling further access to the data on the Page or Template using Liquid.If using this parameter, the module will not render its layout.Your collectionVariable value must only contain English letters, numbers or underscores. Spaces or special characters are not supported. " },{ "Id": "2151", "URL": "/treepl-portal/trial-sites", "Name": "Trial Sites", "Description": "The number of Trial Sites available and the timeframe until they expire, depend on your Treepl CMS reseller level. Quick Start Setup a Trial Site Once logged into your Treepl Portal you should arrive at the ‘Trial Sites’ page. From here, use the “Create New Site” button to start a new site instance, completing the information required for your site as follows: Option Description Site Name A descriptive name for your project. Root Domain Either treepl.co or, for white-labelling, trialsite.co or your own branded domain/s (if your reseller level allows). Subdomain Usually autocompletes, but you can change if needed. CMS Plan An appropriate plan for your project requirements/budget. Template Choose a blank..." },{ "Id": "2208", "URL": "/email-notifications/workflows", "Name": "Workflows", "Description": " Workflows consist of 3 main components. The ‘trigger’, which would be a form submission occurring on your website. The ‘action’, which is the workflow rule determining how the email notification will be sent and the ‘content’, which is the actual message delivered. To help further visualise how all this comes together we can nest these components together as in the below diagram. The outer layer is the form triggering the Workflow, which in turn governs the email content components to be used. Noting here that an email can consist of an overall template as well as the message body. Furthermore, the trigger can activate multiple Workflows, in the case where various email notifications may need to be sent with different content and/or different recipients. Built-In 'Inquiry Workflow' Let’s first look at the built-in ‘Inquiry Workflow’ available by default. This Workflow cannot be renamed or deleted as it’s the system default available to all website plans. You can add additional custom workflows if your website plan includes the Custom Workflow feature. ..." },{ "Id": "2128", "URL": "/liquid/working-with-liquid", "Name": "Working with Liquid", "Description": "Treepl has implemented the full standard Shopify Liquid library. See the External Resources below for relevant links. Learning Liquid - Free Online Course If you are new to Liquid, see our free online course to get up to speed: Learning Liquid for Treepl CMS. Syntax Variations The default syntax used throughout the system when inserting liquid property tags will use square brackets, single quotes and 'capital camel case' for the property name. See the following example: {{this['PropertyName']}} Although, keep in mind that all property names, including custom properties added in Custom Modules, are aliased to a single word all in lowercase (flat case) for the purpose of referencing that data via Liquid.The 'capital camel case' used above is for readability only as liquid property tags are not case sensitive.You can choose to use an upper or lowercase syntax here. Furthermore, as all property names are aliased to a single 'flat case' word, you can optionally use a shorthand method for referencing your property names. Such as the example following: {{this.PropertyName}} OR {{this.propertyname}} Notice the removal of the square brackets and single quotes and the addition of the dot..." },{ "Id": "3279", "URL": "/open-api-admin/customer-types-api", "Name": "Customer Types API", "Description": " GET Customer Types List Retrieves a list of Cutomer Types as a JSON response based on your provided query parameters. /api/v2/admin/customer-types Data / Response: N/A var obj = N/A ; var code = $('#code94 code'); code.text((JSON.stringify(obj, null, 4))); code.html((code.html()).replace(/\[\[/g, '')); { "Items": [ { "Id": 0, "Name": "string", "IsDefault": true } ], "TotalItemsCount": 0 } var obj = { "Items": [ { "Id": 0, "Name": "string", "IsDefault": true } ], "TotalItemsCount": 0 } ; var code = $('#code95 code'); code.text((JSON.stringify(obj, null, 4))); code.html((code.html()).replace(/\[\[/g, '')); " },{ "Id": "2204", "URL": "/email-notifications/emails", "Name": "Emails", "Description": " Workflow Emails Here you can create additional custom Workflow Notification emails, beyond the single default email, that can be assigned to Workflows. This provides more flexibility with the email notifications you send out to site admins / team members. For example; you may want to send differently branded or styled emails to certain departments or teams since they may have different requirements and need different types of data displayed. Custom Workflow Emails are available for PRO plans and above. You can create any number of custom Workflow Emails and they’ll be displayed in the table where you can further search, edit or delete those emails. Apart from giving the email a descriptive name, editing options for custom Workflow Emails are the same as for the default Workflow Email (found in the ‘System Emails’ section). More information on these fields can be found here. Dynamic content can be added to the email body, rendering information from the form submission, workflow and the CRM contact, as well as inserting most other Liquid components and logic (suitable for email content). For example; you could render information about the Form Submission directly from the this.formSubmissionData Liquid object, or information about..." },{ "Id": "1958", "URL": "/component-types/form", "Name": "form", "Description": "This component outputs data relating to a specific Form. {% component type: "form", alias: "<form_alias>" %} Parameters and Options Parameter Values Required Description type form This is the name of the entity that needs to be used for the component retrieving function. alias <alias_name> The alias name of the module. layout <The Form's Layout> If this parameter is included but the value is blank, no layout will be rendered. Any other value here, or if the parameter is omitted, will render the form's built-in layout. collectionVariable <yourLiquidVariableName> Assigns the data to a..." },{ "Id": "2202", "URL": "/crm-customer-relationship-management/form-submissions", "Name": "Form Submissions", "Description": "This includes general enquiry forms, custom forms, payment forms, Event registration forms, the shopping cart checkout, etc. items can also be created manually via the admin as a way of creating customer-specific ‘case files’ and these cases can be rendered, for example, in the contact’s secure member’s zone. Managing View From the list view you can see all in a paginated table layout (with pagination controls at the bottom of the table) and a sortable column headers for 'Name' and 'Submission Date' fields. You can also search the list via the search field at the top of the table, which will search for your keyword/s within the item name. Additionally, you’ll find controls for adding, editing and deleting , as detailed further below. Import/Export Found under the main auxiliary menu (), you can import/export data to/from your . You can further add/update your in bulk using a spreadsheet application and re-import them in an Excel file format (.xlsx). If re-importing to update existing items, be sure to maintain the same 'ID' values from those exported items. Use the "Get Import Template" option from the auxiliary menu, or export..." },{ "Id": "2158", "URL": "/about-treepl-cms/how-treepl-cms-works", "Name": "How Treepl CMS Works", "Description": " Backend Backend configurations are available via the site admin and Reseller Portal, although deliberately limited to essential tasks since Treepl CMS is a managed service and purposely removes backend complexities for your benefit. While custom backend development is off-limits to resellers, we actively listen to your feedback and feature requests to continuously improve the platform and are open to commissioned development work. Reseller Portal & Site Admin The admin for your Treepl CMS sites is built with Angular for fast and dynamic interactions with your site content and settings. The admin is not only used to manage content but also display statistics, control various admin user roles, and streamline task workflows with customisable navigation, item naming and interface adjustments. The Reseller Portal allows you to manage all your sites, both in production and under development, along with configuring your reseller branding (white-labelling possible), billing and commission settings, site plans & features and team access. The Portal is also your hub to support tickets, Treepl Services and feature request..." }, ]