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Templates

on 05-14-2024 12:00 AM by SnapApp by BlueVector AI

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Templates are used to generate documents or outbound communications (e.g., emails, SMS, voice calls) in a predefined format. A template includes static text and merge fields that specify where SnapApp field data should be inserted. Advanced features enable templates to incorporate SnapApp expressions, images, and tables.

Table of Contents

Create a Template

  1. Open Settings from the User menu.

    Open-settings

  2. Select Templates from the UX dropdown menu.

    Templates-Dropdown

  3. Click + Add New in the top header of the list view to add a new Template.

    Add-New

  4. Fill out the required fields and hit Save.

    Fill-Required-Fields

  5. Detail view of the template will be shown.

    Template-Detail-View

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 Template active or inactive status
Types Types of template. Can be Email, SMS, Document Generation, or Voice Call
Body If type is text, the body of the text template
Sender If type is text, the template sender
File If type is file, the file to be uploaded as the document template
Page ID If type is webpage, 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. To see the Edit button, you must have Update permission.

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. To see the Clone button, you must have Clone permission.

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. To see the delete button, you must have Delete permission.

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

Generate Text