Templates

Overview

A Template is a predesigned HTML layout that can be customized according to your needs. The simple HTML editor enables you to easily add images, links and apply styles to your text.

You can also use variables in your template to customize the content with the values you need. For example, a template can be used to customize the Motion Phonebar popup to display caller name, caller number and queue for agents (so you can retrieve the created template when you configure triggers).

Templates section

You can access the Templates section from the Tools menu in the main navigation panel.

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When you enter the Templates section you find the list of the created templates, with the possibility to edit or delete them clicking the three dots button (⋮) next to the template of interest.

Furthermore, under Tools → Templates list you can:

• search for a specific item

• set and clear filters

• manage columns

• activate the advanced search for each field

• export items, if you select at least one row

• create a new template

Create a Template

To create a new Template:

1. Click the Add button, under Tools → Templates

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2. Enter Template’s details:

• Name: name associated to the Template

• Content: the content of the Template, such as text, variables and images

The variable format for templates is {{VARIABLENAME}}

• Description: optional information about the Template

3. Click Add to confirm