Admin Template

Email Template

• Navigate to Template > Email

• Select Admin Templates

• Click on Create New Template

• Set a name for your template and Select a provider from the dropdown menu

• If you choose "CK Editor" it will look like this

• Once done editing, save

• If you choose Bee Editor you will get another dropdown menu for selecting a template. once you select it will redirect you to the editor page where you can edit it according to your need

• When you finish editing on the template editor page, save

• Lastly, save the template

• Go back to your admin template page, your saved templates will appear here

User Template

• Navigate to Template > Email

• Go to the User Template tab

• All templates created by Users will appear here, you can manage them from this tab.

Default Template

• To help you get started and facilitate the process, there are several predefined templates available. You can find these under the "Default Templates" section.

• Go to the Default Templates tab

  

• You can make these templates active/inactive by changing the status

• If you wish, you can also edit those according to your needs by clicking on the edit icon. A pop-up will appear

• Once you are satisfied with your edit, save

  

   Global Template

  • If you wish to send a specific message in every mail sent from your app , you can use global template for it

  • Navigate to Template > Email

  • Go to Global Template tab

  •  Edit the mail body to customize it with the specific message you wish to include in all your emails.

save

SMS Template

• Navigate to Template > SMS

• For the admin template select the Admin Template  tab

• Click on Create New Template and fill out the information

• Save

  

To manage templates created by Users

• Go to the User Template tab

• you can see a list of templates created by the user here and also managed by performing edit and delete

Whatsapp Template

• To view Whatsapp templates Navigate to Template > Whatsapp

• You will see all Whatsapp templates synced from various business accounts here