# In-Template Ordio CTA Guide

**Last Updated:** 2026-03-19

Guide for adding and tailoring Ordio promotion **inside** Excel and Google Sheets templates (distinct from template **web page** CTAs in `template-cta-messages.json`).

## Overview

Every production template should include:

1. **Anleitung CTA** – One brief, contextual mention (info_cell) at the end of the Anleitung sheet
2. **Ordio CTA Sheet** – A dedicated sheet at the end with tailored headline, benefits, and links

## Anleitung CTA Pattern

### Placement

- After Feld-Erklärungen / Hinweise
- Before any sheet navigation links
- Use `info_cell` preset

### Content Guidelines

- **Tailored:** "Mit Ordio [Feature] kannst du [template task] digitalisieren – [1 concrete benefit]."
- **One sentence only** – Soft promotion, value-first
- **Avoid:** Generic "Tipp: Nutze Ordio für..." patterns

### Example

```json
{
    "address": "A20",
    "value": "Mit Ordio Digitale Personalakte kannst du Personalbogen und Stammdaten zentral verwalten – DSGVO-konform und jederzeit abrufbar.",
    "data_type": "text",
    "style": {
        "preset": "info_cell"
    }
}
```

## Ordio CTA Sheet Structure

### Sheet Definition

```json
{
    "name": "Ordio",
    "type": "ordio_cta",
    "order": 99,
    "cells": [
        {
            "address": "A1",
            "value": "Digitale Personalakte mit Ordio",
            "style": { "preset": "title" },
            "data_type": "text"
        },
        {
            "address": "A3",
            "value": "- Stammdaten zentral und DSGVO-konform verwalten",
            "data_type": "text",
            "style": { "preset": "note_cell" }
        },
        {
            "address": "A4",
            "value": "- Dokumente rechtssicher archivieren",
            "data_type": "text",
            "style": { "preset": "note_cell" }
        },
        {
            "address": "A6",
            "value": "Jetzt kostenlos testen: https://ordio.com/digitale-personalakte",
            "data_type": "text",
            "style": { "preset": "info_cell" }
        }
    ],
    "columns": [{ "column_letter": "A", "width": 55 }]
}
```

### Content Guidelines

- **Title (A1):** Template-specific headline from mapping (e.g. "Dienstplanung mit Ordio digitalisieren")
- **Benefits (A3–A5):** 2–3 bullet points tailored to template use case
- **CTA link (A6):** Full URL to primary Ordio feature (https://ordio.com[feature-path])
- **Optional:** Secondary feature links for related products

### Order

Set `order` to a high number (e.g. 99) so the Ordio sheet appears **last** in the workbook.

## Template-to-Feature Mapping

Use `v2/data/template-ordio-feature-mapping.json`:

1. **Category default:** Look up template category in `category_defaults`
2. **Template override:** Check `template_overrides[template_id]` for custom headline/anleitung
3. **Primary feature:** Use `primary` path (e.g. `/digitale-personalakte`) for CTA link
4. **Secondary:** Optional links to `secondary` features

### Mapping Structure

```json
{
  "category_defaults": {
    "employee_management": {
      "primary": "/digitale-personalakte",
      "primary_label": "Digitale Personalakte",
      "secondary": ["/dokumentenmanagement", "/abwesenheiten"],
      "anleitung_pattern": "Mit Ordio Digitale Personalakte kannst du..."
    }
  },
  "template_overrides": {
    "personalbogen-vorlage": {
      "headline": "Digitale Personalakte mit Ordio",
      "anleitung_override": "Mit Ordio Digitale Personalakte kannst du Personalbogen und Stammdaten zentral verwalten..."
    }
  }
}
```

## Validation Checklist

Before committing template changes:

- [ ] Anleitung has exactly one Ordio-related info_cell
- [ ] Ordio sheet exists with type `ordio_cta`
- [ ] Ordio sheet has title (A1), 2–3 benefits, and primary CTA link
- [ ] CTA link uses full URL (https://ordio.com/...)
- [ ] No generic "Tipp: Nutze Ordio für..." pattern
- [ ] Run `php v2/scripts/templates/validate-template-ordio-cta.php`
- [ ] Run `template-cli.php generate` and `validate-template-consistency.py`
- [ ] If synced: run `sync-google-sheets-templates.php --template=ID --force`

## Related Documentation

- [TEMPLATE_PRODUCT_MAPPING.md](TEMPLATE_PRODUCT_MAPPING.md) – Web page CTA mapping
- [TEMPLATE_CTA_GUIDE.md](TEMPLATE_CTA_GUIDE.md) – Template page CTA component
- `.cursor/rules/template-ordio-cta.mdc` – Cursor rule for template definitions