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Templates

on 01-08-2025 12:00 AM by SnapApp by BlueVector AI

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Templates are used to create predefined formats for outbound communications (e.g., emails, SMS, voice calls) or document generation. A template combines static text with merge fields to pull SnapApp field data dynamically into the final output.

Templates also support advanced features such as embedding expressions, images, and tables to create highly customized content.

Table of Contents

Create a Template

  1. Open Settings from the User menu.

  2. Select Templates from the UX dropdown menu. Templates-1

  3. Click + Add New in the top header of the list view to add a new Template. Templates-2
  4. Fill out the required fields and hit Save. Templates-example

Example Scenario: You want to send a welcome email to new employees.

Template Name: Welcome Email

Type: Email

Description: A welcome email for onboarding new employees.

Static Text: “Welcome to the team, [[FirstName]]!”

Merge Field: [[FirstName]] dynamically pulls the employee’s name.

  1. Detail view of the template will be shown.

Templates-details

Configuration of a Template

  1. Create a new Template
  2. Update the following settings
Setting Description
Name The name of the template to be displayed in lists.
Source The source of the template. Can be Text, Document, or Webpage.
Description Description of the template’s use case.
Active Indicates whether the template is active or inactive.
Types Types of template. Can be Email, SMS, Document Generation, or Voice Call.
Page ID If the type is a webpage, this field specifies the page identifier for the webpage template.

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.

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.

Note: You must have Update permission of the templates object to see the pencil-icon 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 permission of 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 permission of the templates object to see the trash-icon button.

Thank you for following these steps to configure your SnapApp components effectively If you have any questions or need further assistance, please don’t hesitate to reach out to our support team. We’re here to help you make the most out of your SnapApp experience.

For support, email us at snapapp@bluevector.ai

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