To create the communication(Email/SMS) templates Navigate to “Template Manager” and then click on “Manage Communication Templates” from the left main Navigation Menu.
You will see an option called Create Template on the top right corner of the screen. After clicking on it you will be seeing all the details to be filled such as:
Template Name: You can give any name to the template so that you can easily find them for later usage in mapping. Like for example, you can give a name for an Email template for unverified leads then you can name the same as “Unverified leads”.
Select College Name: Select the college under which you want to create the template.
Template Applicable for: You can choose among the options available for where it can be mapped for;
- Leads - When template to be sent to leads
- Applications - When template to be sent to applicants
- Resubmit Application - When template to be sent for Re-opened application
- Raw Data - When template to be sent to raw data
- Recommendation Data - When the template is created for Recommendation module
- Widgets - when a template to be sent from specific widget
- Exam Data
- Spoc Person Data
You will be having all these options to create a template for and map them respectively. For example, you cannot create a template for applications and map it under lead specific automation or in LM while sending communications manually, or when you create templates for widgets then you can only map for that particular widget.
- Voice SMS
- List SMS
- List Email
- Segment SMS
- Segment Email
- Exam Email
- Exam SMS
We can choose any of these options for the type of the template and map them accordingly under Email or SMS etc
Nature of template: By Transactional channel and Promotional channel. If we want to use templates in the marketing automation then the templates have to be opted as promotional.
Subject: Enter the subject line for the templates.
Subject mapping: We can choose the tokens from here in the subject line.
The content is basically the body of the Email/SMS. The above image shows the options/helping aids while writing the content.
[T] - this is where you will find the token to be used in the content. Tokens will differ when you create a lead or application template.
The next option is to choose the image option to add in the image in content.
The source button will be showing the code that has been written for the template.
You can also copy the template from previously created templates and you edit the content of templates according to the requirement.
The templates which are already created in a particular institute, you can choose the duplicate option to copy the template.
The preview option shows the quick look of the templates that have been created instead of opening.
You can attach the file in this option of “Attach Files” but the file should be within 5MB. For example, if you want to send the college brochure along with the templates, you can attach it here.
SMS Template: In the case of SMS templates, you'll have to choose as "SMS" in the template applicable for and write the body of the SMS in the "Content". For the personalized content, you can choose the tokens from the below option below called Mapping. Tokens like college name and register name and so on.
For the maximum of 160 characters, the SMS credit will be considered as 1.
Please NOTE: The SMS character count here is exclusive of the token being used.
Lastly, you can select the users to whom all the templates you have created should be visible to and we assign them accordingly. And SAVE the template.