1. Creating a new template letter entry

This advice applies to England. See advice for See advice for Northern Ireland, See advice for Scotland, See advice for Wales

Watch the video about creating or editing a template letter on Loom.

To build a new template letter in Contentful you’ll need to:

  1. Create a new template letter entry

  2. Create a user form - made up of questions in the ‘Form sections’ field

  3. Create a letter format - in the ‘Letter format’ field

Create a new template letter entry

Click on the blue ‘Add entry’ button at the top right of the Content screen. In the dropdown menu, click on ‘Template Letter V2’.

Fill in the fields for the template letter

All fields in the template letter entry are ‘required’ - this means you must fill them all in.

Title

This is the name of the template letter that the public will see.

The title field with the word required in brackets. The user has written 'Letter to end contract due to poor work and lost faith'. The hint text beneath the field says 'This will appear as the h1 when the user edits the template letter.' The field has a maximum character limit of 256.

Slug

This is the end part of the URL for the template letter - it will fill in automatically using the letter title.

The slug field with the word required in brackets. The user has written a slug 'letter to end contract due to poor work and lost faith'. Each word is separated by a hyphen.

You can change the slug yourself if you want it to be different to the decision tree title. If you change it, make sure it's in lowercase and words are separated with hyphens.

If you need to change the slug after you’ve published the decision tree, you must also create a redirect.

Audience

Select the countries where you want the template letter to appear.

The audience radio buttons with the word required in brackets. England and Wales are ticked. Scotland is unticked.

EPiServer cab-ID

Enter the 5-digit EPiServer cab-ID for the page where the template letter will be embedded. For now, all template letters will continue to be embedded within Episerver pages.

You can get the cab-ID from the end of the URL while you’re in edit mode in Episerver. You can also use the 'Edit me' chrome extension while you’re on the public page.

The Episerver or cab ID field with the word required in brackets. The user has put in a number. The hint text below the field says 'Use the Edit me extension to show cab ID'.

Creating the user form

You can now move on to the step of creating the user form. You will do this in the 'form sections' field.

There’s a separate page that shows you how to create and edit the user form - 2. Editing the user form.

Screenshot of the form sections field. It's empty and shows a button to add content. The hint text below the field says 'Form sections break up the page by headings when a user edits the template letter'. The field is outlined in red at the side, and an alert says 'Required'.

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