Themes Overview

Article Overview

The following article describes the Theme feature of the Builder platform. It explains what the Theme is used for and details its structure. The article also provides information about global components and how to use multi-branding.

Way to Use a Theme?

EasySend supports full brand customization of your digital processes.

The Builder separates the configuration of the business logic of your digital processes and the configuration of your branding. While business logic is managed per digital process, the brand guidelines are set up in the Theme area. The Theme includes the following:

• All the components that can be dragged and dropped into the canvas while building a Webflow
• Colors
• Styles
• Fonts
• Logos
• backgrounds

Using the Theme, each customer can configure its own unique user experience.

Navigate to the Themes Screen

(See Figure 1)

To navigate to the Themes screen, perform the following steps:

Figure 1: Build Tab

1. Click the Build tab (1).

Result:

The Build tab options appear:

Figure 2: Themes Option

2. Click the Themes option (2).

Themes Screen Description 

Figure 2 and Table 1 describe the structure of the Themes screen.

Figure 3: Theme Screen

Table 1: Theme Screen

When creating or importing Themes, they will appear in a list (4) with the following information:

• Theme Name
• Created
• Last Modified
• Modified By

Figure 3: Theme Screen

Editing a Theme

To edit a Theme, click its name and wait for the editing screen to appear. The screen is divided into a few sections:

• Add
• Variables
• Fonts
• Images
• Pages & Sections
• Components

Add Section

Figure 4 and Table 2 describe the structure of the Add section.

Figure 4: Add Section

Table 2: Add Section

Number	Sub-Section	Icon	Name	Description
	Create		Font	Enables to add new fonts to the Fonts section NOTE For additional information, see the Fonts section
			Image	Enables to add new images to the Images section NOTE For additional information, see the Images section
			Page Component	Enables to add a new Page component to the Page & Sections section NOTE For additional information, see the Page & Sections section
			Section Component	Enables to add a new Section component to the Page & Sections section NOTE For additional information, see the Page & Sections section
			Component	Enables to add custom components to the Theme NOTE This topic is not covered in this article, for additional information please contact our support team
			Theme Variant	Enables to create a variant of the current Theme NOTE For additional information, see the Theme Variants section
			Theme Var	Enables to create Theme variables and add them to the Variables section NOTE For additional information, see the Variables section
	Import		Import Component	Enables to add a new global component to the Theme NOTE For additional information, see the Adding Global Components section

Variables

(See Figure 5)

The Variables section contains different types of variables:

• size
• color
• font-family
• boolean
• string
• image
• enum

Figure 5: Variables

Variables are added using the Theme Var option from the Add section (see Figure 6):

Figure 6: Add Theme variable Window

Fonts

(See Figure 7)

The Fonts section contains different types of fonts. The fonts will appear on the Rich Text component. 

Figure 7: Fonts

Fonts are added using the Fonts option from the Add section (see Figure 8):

Figure 8: Add a font Window

Images

(See Figure 9)

Images are used for logos, background pictures, and icons implemented on image components and Main Page and Greeting Page components.

Figure 9: Images

Images are added using the Images option from the Add section (see Figure 10):

Figure 10: Edit image Window

Pages & Sections

(See Figure 11)

This section contains three components:

• Greeting Page
• Main Page
• Main Section

Figure 11: Pages & Sections

Pages and sections are added using the Page Component and the Section Component options from the Add section (see Figure 12):

Figure 12: Create a component Window

Global Components

(See Figure 13)

Global components are used to build your Webflows. They are imported into a Theme using the Add section and edited through variables. Global components are identified by a
globe icon (1).

Figure 13: Global Component Globe Indicator 

Adding Global Components

(See Figure 14)

Global components are imported and added using the Import component option from the Add section. The option displays the Import Component window, where you can choose the type of component from the dropdown (1), view a preview (2), and set a Display name (3).

Figure 14: Import Component Window

The components will appear in one of the Theme sections according to their type:

• Buttons
• Multiple Choice (checkbox and radio question components)
• Other - all other global components

Global Components Options

Additional options for a global component appear after clicking the icon. Figure 15 and Table 3 describe the global component options.

Figure 15: Global Components Options

Table 3: Global Components Options

Edit Global Components

(See Figure 16 and Figure 17)

Global components are edited by configuring variables. Clicking the Edit Vars option opens a window that displays a list of variables connected to the component with the following information:

• Var Name
• Var Type
• Var Value
• Link

Figure 16: Global Component Variables

The value of a variable can be set manually using the Var Value column, but if a variable is linked to one of the Theme's variables, the Var Value is then overridden. For example, the width variable (1) is not linked to any Theme variable (2), so its value is set manually to 19 (3). The height variable (4) is linked to the inputSize Theme variable (5), so its value is set according to it, and its manual Var Value (6) is overridden.

Figure 17: Variables and Values

Why Link to a Theme Variable? 

(See Figure 18 and Figure 19)

It is important to understand the advantage of linking global components to a Theme variable, it enables you to edit them in bulk. If a few global components are connected to the same Theme variable, when editing it, the changes will be applied to all of them. For example, if the checkbox and the Radio Question global components are connected to the regularFont Theme variable (1), when editing it and changing its font type (2), the changes will be applied to both at once.

Figure 18: Global Components and Variables 

Figure 19: Edit theme variable window

Components Versions

(See Figure 20)

Components are updated when a change affects them, for example, a visual change or a change in their code. The change is reflected in the displayed version of each
component (1):

Figure 20: Component Version

When updating the version of a component, the change can occur in three different levels:

• Major
• Minor
• Patch

For example, if the version of the component is v5.0.0, when the update is major, the new version will be v6.0.0, if the update is minor the new version will be v5.1.0, and if the update is a patch then the new version will be v5.0.1.

When and How to Perform a Version Update of a component?

(See Figure 21)

The request to update the version of a global component is received automatically by EasySend as indicated by the indicator (1) appearing next to the version number of the component.

Figure 21: Updated Needed Indicator

To update the version of a component, perform the following steps (see Figure 22 to Figure 26):

Figure 22: Additional Options Icon

1. Click the additional options icon (1) of the desired global component.

Result:

Additional options appear:

Figure 23: Show Component Versions Option

2. Click the Show Component Versions option (2):

Result:

The Version History window appears:

Figure 24: Version History Window

3. Click the additional options icon (3) of the desired version.

Result:

The Set option (4) appears:

Figure 25: Set Option

4. Click the Set option (4).

Result:

The version of the component is updated (5), and the update required indicator disappears:

Figure 26: Updated Component Version

Theme Variants

You can use your Theme and create more than one look and feel design in the same digital process. For example, in addition to the main brand, you may want to have a youth brand.

To answer this need, EasySend provides the ability to create Theme variants and configure multiple designs in one Theme while maintaining a single process.

Theme variants functionality will affect the high-level design of the process which includes:

• Images (for background, logo, and icons)
• Colors
• font family
• font size

How to Create a Theme Variant?  

(See Figure 27 to Figure 40)

To create a Theme variant , perform the following steps:

Figure 27: Updated Component Version

1. Click the Theme Variant option (1).

Result:

The Add Theme variant window appears:

Figure 28: Add Theme variant Window

2. Enter the Variant Name (2).

3. Click the OK button (3).

Result:

The new variant is added under the Theme variants section, and it is the active one:

Figure 29: New Theme Variant

Figure 30: New Theme Variant

Now add a Theme variable, the example will continue with a color Theme variable:

4. Click the Theme Var option (4).

Result:

The Add Theme variable window appears:

Figure 31: Add Theme variable Window

5. Enter a Var Name (5).
6. Select the Type (6) (color).
7. Select the color (7).
8. Click the Ok button (8).

Result:

The new color Theme variable (9) is added to the Variables section:

Figure 32: New Color Theme Variable

The newly added Theme variable appears on both Theme variants but when applying changes to it the changes will be implemented only on the current active selected Theme variant, for example:

Figure 33: New Color Theme Variable

9. Click the additional options icon (10) of the added color Theme variable.

Result:

Additional options appear:

Figure 34: Edit Var Option

10. Click the Edit Var option (11).

Result:

The Edit Theme variable window appears:

Figure 35: Edit Theme variable Window

11. Click the dropdown (12) and select a new color.
12. Click the Choose button (13).
13. Click the OK button (14).

Result:

The color Theme variable has a new color:

Figure 36: Theme variable with New Color

To verify that the change only occurred on the selected active Theme variant, switch between them:

Figure 37: Additional Options Icon

14. Click the additional options icon (15).

Result:

The Select Variant option (16) appears:

Figure 38: Selected Variant Option

15. Click the Select Variant option (16).

Result:

The Theme variant is selected as the current active Theme.

16. Locate the color Theme variable and verify the color is different from the one that was set in the second variant.

Figure 39: Color Theme Variable

How to Use Theme Variants?

To use Theme variants, first use the Process Settings screen to verify that the correct Theme is attached to the Webflow: 

Figure 40: Process Settings Screen - Select a Theme

Second, the name of the Theme variant must appear in the URL of the digital process to be active. For example, by adding the name of the Theme variant to a digital process link that is sent through a workflow step:

Figure 41: Digital Process Link with a Theme Variant Name

When initiating the the digital process, for example through the Journey Sender, the link containing the name of the Theme variant will be received and clicked by the end-user. The process will appear with the design of the theme variant.