Templates

Communication ››
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Communication Templates is available in the Communication module



Adding a New Template

1. Click the New Template button on the toolbar.

2. Define your campaign in the Template Editor. See bellow more details on the editor.

3. Click the Save and Close button to save the template.

 

Editing a Template

1. Select a template in the viewer and click the Edit button on the toolbar. The Template Editor opens.

2. Modify the template details and click the Save and Close button to update the modifications.

 

Deleting a Template

1. Select a template in the viewer and click the Delete button on the toolbar.

2. Click the Yes button to confirm. The selected template is deleted.



Template Editor


Fields

1. SMS or Email - specify the template type. Depending on what is checked, the editor layout will change accordingly

2. Name - the name of the template

3. Message - the body of the email or SMS