Templates Quickstart

TABLE OF CONTENTS

• Accessing Templates
• Creating Email Templates
• Creating Form Templates
• Creating Workflow Templates

Accessing Templates

Navigate to Templates:  Open the application navigation menu. Click “Templates” under “Workflows”.

Creating Email Templates

1. Open Email Templates: 
   • Click the plus icon (+) next to the category of email you want to create (General, Webform, Disclosure).
2. Fill Out Template Details: 
   • Template name: Internal name of the template.
   • Email subject: Subject line displayed to the recipient.
   • Email body: Content of the email.
   • Click “Save” to confirm.
     
     
     
3. Using Variables: 
   • Insert variables to personalise emails.
   • Variables can be added by clicking from the right-hand panel, typing manually, or copying and pasting.
4. Configure Email Settings: 
   • Personalise emails with your organisation’s branding (company name, header colour, background colour, logo).

Creating Form Templates

1. Open Form Templates: 
   • Navigate to the Form Templates page.
   • Click the plus icon (+).
2. Build the Form: 
   • Enter a name for the template and click “Create”.
   • Use the form builder to insert and configure blocks (e.g., text fields, dropdowns, file uploads).
   • Click “Save” to confirm changes.
     
     

Creating Workflow Templates

1. Open Workflow Templates: 
   • Navigate to the Workflow Template page.
   • Click the plus icon (+).
2. Build the Workflow: 
   • Enter a name for the template and click “Create”.
   • Use the workflow builder to insert steps and select templates.
   • Configure automation options if needed (e.g., deduplicate, de-thread).
   • Click “Save” to confirm.