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User Guide / Communication / How to add new Template
  • Creating Segment on Communication Module - Filtering Students and Leads based on the selected option
  • A Beginner’s Guide To Communication Module: Everything You Need To Know
  • How to send Mobile App Notifications in the communication module?
  • How to send SMS in communication module?
  • How to send emails in the communication module?
  • How to use filters communication module?
  •  How to Delete Template on Flavor CRM
  • How to edit Template
  • How to add new Template

    • Step 1

    1. Go to Communication on the left-side menu.
    2. On the Communication page, click on Template.
    user-guide-communication-template

    Step 2

    1. It will navigate to the Template listing page.
    2. Click on + Add Template button. 
    user-guide-communication-template-add

    Step 3

    1. It will navigate you to the Create Custom Template page.
    user-guide-communication-template-add-fields

    Step 4

    1. Select one of the Type viz. E-mail, SMS, Notification from the dropdown.
    2. Enter the Title.
    3. Write the message. Also, you can Add value while composing message.
    4. You can also upload attachment. 
    user-guide-communication-template-add-type

    Step 5

    Click on Save Template button. 

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