A Bundle is a collection of templates. It may contain one or more than one templates. Bundles can be created to facilitate users with different requirements. Suppose you have integrated your app with HR, task managers and marketing automation apps. The users who manage their HR tasks and activities from inside your app might not want to see or be a part of drip campaigns integrations. We can create different bundles to incorporate the requirements of different users.
When you create a Template you are required to add it to a bundle. So when you press the Continue button on the New Template Page, you are directed to Add to Bundle Page. You can add your template to an existing bundle or create a new one.
Create a New Bundle
If you want to create a bundle, it is pretty simple. Click Create New Bundle, and a form will appear in front of you. The following fields need to be filled when you create a new bundle.
- Status: The status of your bundle is set to "Active" by default. If you do not want it to appear in your widget you can turn it off with the toggle button.
- Parent Bundle: If the bundle you are creating has a parent bundle, you need to select it from the drop-down list.
- Bundle Logo: The logo of the bundle. The min size of the image should be 500px x 500px.
- Bundle Name: The name of your bundle
- Bundle Description: A one to two liner brief about the bundle.
Click the Create button, and the bundle is created.
Add a Template to a Bundle
To add a template in a bundle, select the bundle from the drop-down menu as shown below.
You can view the template inside you bundle as shown below.
So you have created your app, templates and added them to bundles. To add these bundles inside your app, you will need to embed a JS code snippet inside your app’s HTML. It fetches a list of templates inside a bundle from Integry and displays it inside your app so that your users can setup integrations.
When you click the Preview Code button, you can view this code as shown below.
This snippet uses the App key to authorize itself with Integry on behalf of your app. We have a detailed guide on how to embed this snippet in your app. The placeholders 'undefined' in this code need to be replaced with actual values generated by Integry for your app.
Saving a Template
The templates can be saved as drafts or published right away. You can view three buttons at the end of the page as shown below.
Cancel: Cancels adding template inside Bundle
Save: Saves the template as a draft. It will not appear in the widget inside your app to your users. However, we have introduced, test users who can view unpublished templates in the widget and test them.
Publish: Publishes the template. Your users can make integrations against them.
And you're done! We hope you have created your templates and embedded them inside a bundle.