Create a Communication Template

Follow these step-by-step instructions to create a template:

Step 1: To add a communication template in the communication module, go to Engage ➝ Communication ➝ Create Template.

Step 2: Add a unique Template Name.

Step 3: Select the appropriate Template Type, either Promotional orTransactional.

Step 4: Enable or disable the email channel for the template and customize the email template.

Step 5: Email Template

Within the email template content, fill in the following fields:

• Email Subject: Enter a compelling subject line for the email.

• Title Image: Upload an image to be displayed at the top of the email.

• Email Title: Add a catchy title for the email.

• Email Body: Craft the main message of the email, using either plain text or HTML formatting.

• CTA Button Text: Specify the text to be displayed on the call-to-action button, along with its colour and link.

SMS Template

Similarly, customize the SMS Template Content by enabling or disabling SMS for the template.

• Provide a template ID registered with your vendor add the message in the "Body" section of the template.

How to add a custom field using "#" for Email & SMS?

To include custom variables in the template content of Email & SMS, follow these steps:

1. While editing the email or SMS template, type "#" in the edit box.
2. The system will display a list of available fields that can be used in the template.
3. Choose the desired field and incorporate it into the template content.

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Keep in mind

If a field has no value, it will be sent as empty in the email or SMS content.

What is a list of available custom fields in the Email & SMS content?