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SnapApp UX - Templates

on 01-22-2026 12:00 AM by SnapApp by BlueVector AI

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License: Professional, Corporate, Enterprise

Templates

Templates are efficient, structured aids used to produce predefined formats for outbound communications or document generation. By combining static text with dynamic merge fields, templates pull SnapApp record data directly into the final output (e.g., using [[first_name]] to personalize a message).

Templates support advanced features such as embedding expressions, images, and dynamic tables to create highly customized content for emails, SMS, voice calls, and more.

Table of Contents

Create a Template

  1. Open Settings from the User menu.
  2. Select UX > Templates.
  3. Click + Add New in the top header of the list view.
  4. Fill out the required fields in the Add Template interface and hit Save.

Add Template Interface

Example Scenario: Automated Onboarding

To illustrate how these properties function in a live environment, consider the setup for a new hire notification:

Goal: Send a personalized welcome email to new employees automatically.

Property Configuration
Template Name Welcome Email
Type Email
Description Automated welcome message for onboarding new staff.
Template Content “Welcome to the team, [[first_name]]
Merge Field Logic The [[first_name]] placeholder dynamically pulls the employee’s name from the database.

Example Template Interface

Configuration of a Template

The Add Template page includes specific properties that define the source and output of your communication:

Setting Description
Name The name of the template to be displayed in lists and selection menus.
Source A dropdown menu defining the format. Options include: Text, Document, or Webpage.
Description Internal notes explaining the template’s specific use case.
Active A checkbox indicating whether the template is available for use.
Types The channel of communication: Email, SMS, Document Generation, or Voice Call.
Page ID If the source is a webpage, this specifies the unique page identifier.

Add Template Interface

View the Template Configuration

  1. Open Settings from the User drop down on the top nav.
  2. Select Templates from the UX menu.
  3. Select the Template in the list that you want to view.
  4. Click the Template name or ID to be taken to the detail view.

View Template Interface

Edit a Template

  1. Open Settings from the User menu.
  2. Select Templates from the UX menu.
  3. Search for the Template in the list that you want to edit.
  4. Click the Edit button.

Edit Template Interface

Note: You must have Update permissions on the Templates object to see the edit button.

Clone a Template

  1. Open Settings from the User menu.
  2. Select Templates from the UX menu.
  3. Search for the Template in the list that you want to clone.
  4. Click the Clone button.

Note: You must have Clone permissions on the Templates object to see the clone-icon button.

Delete a Template

  1. Open Settings from the User menu.
  2. Select Templates from the UX menu.
  3. Search for the Template in the list that you want to delete.
  4. Click the Delete button.

Note: You must have Delete permissions on the Templates object to see the trash-icon button.

Thank you for following these steps to configure your SnapApp components. Building a well-structured data environment is the first step toward creating a powerful, automated application that scales with your needs.

For further assistance, email us at snapapp@bluevector.ai.

Tags: snapapp templates email sms document-generation ux
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