Defining the user experience with Templates

Piano VX provides customizable templates that allow you to design the entire consumer experience within the Piano platform. These templates fall into three categories: offer templates, system templates, and notifications.

Because the three template types are likely to be used by different users within your organization, they’re accessed through different parts of the “Manage” area of your Piano dashboard. But all three template types use our Piano templating tool, which provides easy version control and quick access to the performance metrics of each of your templates.

Template Types

System Templates are templates that express key system functions consistently. For example, the receipt that users are emailed upon a successful purchase should look the same and have the same information in it, regardless of who the user is or the circumstances under which they bought. Similarly, while you might present 1,000 different offers with different language or pricing to different users, when they go to purchase, your check-out process should be consistent and reliable. Piano provides basic examples for each of these templates that work right out of the box, but you’re free to modify them as you wish.

Offer Templates are templates that express your marketing messages and business model. We call them offer templates because they often contain Piano offers, such as a “curtain” that pops up when a user hits a paywall, or a request that the user register. While we provide some basic examples for common business models such as a metered paywall, you can have as many offer templates as you wish, and they can be as varied as your team’s imagination.

To edit any template, customize the HTML or CSS directly through the dashboard.

Once the embed code is placed on your site, the final product will appear based on your designated business rules.

Email Manager / Notifications are emails that your users will receive upon various transactional events. Like system templates, there are a limited number of these, and they’re for messages which you want to present consistently. For example, if you want to send an email to users to let them know their credit card is going to expire in a week, you can do so here. If you want to trigger events in systems outside of Piano when transactional events take place, you can use our Webhooks feature, and if you want to send targeted direct marketing emails, you can set that up in the Piano VX Experience Manager.

Notifications can be turned on and off depending on when you want to notify your users. As long as you make the appropriate DNS changes, all emails will appear to come from your domain.

To edit a template, you just copy-and-paste your HTML in from your favorite editor, then include the variables on the left for the spots in your template that contain dynamic data, like a price.

Required Templates

You’ll want to have all the basic templates in Piano written, designed, and tested prior to launch. Remember, examples for all of these are already uploaded in your Piano application, so you might be able to just upload your site’s CSS to make the elements match the style of your site and already be done!

Here’s the list of templates you would want to make sure are ready if you were launching a basic, metered paywall:

If you choose to leverage Tinypass Accounts, transactional emails that pertain to account management will be sent by us directly. Please refer to the list below to see which notifications are standardized and sent by Piano and which notifications you can customize and send yourself. We have highlighted the notifications that most publishers will want to customize and enable.