V3 Templates
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XCALLY section | Tools → Templates |
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Overview
A Template is a predesigned HTML layout that can be customized according to an individual preference. 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).
Variable must be used in {{VARIABLENAME}} format
You can access the Templates section from the Tools menu in the main navigation panel.
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.
Create a Template
To create a new Template:
Click the blue + button located at the bottom-right corner of the interface, under Tools → Templates
Enter Template’s details:
Name
Subject
Text
Click Add Template