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Template

The template screen allows you to view, add to, and update the list of response templates to inquiry messages.

Template list

Accessing the screen

In the left sidebar menu, click [Campaign] -> [Form].

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On the form list screen, click the [Form] link above the page title and select [Template settings] from the dropdown menu.

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Item descriptions

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ItemDescription
SearchFilter by template title using the search box.
Template titleTitle of the template. Clicking a title redirects to the corresponding editor screen.
Updated onDate and time of last template update.

Batch actions

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You can perform the following batch actions by selecting multiple categories using the checkboxes in the left-most column.

ItemDescription
DeleteDeletes the selected templates.

Template editor

Accessing the screen

In the left sidebar menu, click [Campaign] -> [Form].

Image from Gyazo

On the form list screen, click the [Form] link above the page title and select [Template settings] from the dropdown menu.

Image from Gyazo

On the template list screen, click the title of the template you want to edit.

Image from Gyazo

Item descriptions

Image from Gyazo

ItemDescription
Template titleTitle of the template.
Template bodyBody content of the template.

Actions

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ItemDescription
UpdateApplies any changes made to the template.
DeleteDeletes the current template.

Support

If you have any other questions, please contact us or check out Our Slack Community.