Adding a Communication Template

Before Adding a Communication Template, you need to check for the "Table ID" and "View ID" of the communication template that you want to create. If you input the wrong table id and view id, the communication template you created will not show on the available template list. 

From the Communication Template List, click on the +New Button to create a new communication template.

Fill in the communication details for the New communication template. Click on the Save button to create the New Communication template. 

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Editing a Communication Template

You can edit the communication template details by going to the administration and clicking on communication template.

You can click on the template you want to edit and click on the edit button. You can also double Click on the email template so you can edit it.

Edit the Information of the email template. Once done, click on the save button to save the template

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Deleting the Email template

You can delete the email template if you no longer use the template. Take note that once you deleted the template, you cannot recover it.

Click on the template you want to delete

Click on the Delete button to delete the template

Click on OK to confirm the deletion of the template

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