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Steps to Assign Templates?

NoPaperForms
  • Updated

Communication is very important to reach out to the lead. There should be right selection of words and there should be a USER Friendly format so that USER can use these templates without any hassle. Predefined templates serve the purpose of the use to communicate well with the lead, which are editable. Other than this, a USER have the option to draft there own templates as per their requirement.

The below instructions will give an idea on, how to allocate these templates to specific users.

  1. Navigate to the panel on the left side of the screen and choose the drop-down named Template manager.
    template_manager.png


  2. Select Manage Communication Template from the drop-down
    manage_communication_templates.png


  3. Click the Action button on the right corner of the communication template which you want to assign to a counsellor.
     
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    From the action button pop-up choose Edit option to see Edit SMS/Email Template page.
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  1. From  Edit SMS/Email Template page go to the Select User field which is at the end of the page.

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6.  In the  Select User field enter the Name of the counsellor ( All users will come as drop-down)  to whom the template has to be assigned to.

7. Click Save and the communication template will be assigned to the counsellor.