Templates

How to map template with an Activity?

SMS template needs to be mapped with the activity as we need to define when and to whom this sms should be sent. Template can be mapped in the following steps :-

  1. From Navigation Menu, under the Configuration module, click the Activity tab.
  2. Click on Triggered Messages.
  3. Click on Add Message.
  4. Choose template, activity, receiver and the state at which the message will be sent.
  5. Click on SAVE and this will initiate SMS everytime task comes in that particular state.

How to create & edit a PDF template?

To create a PDF template please follow the steps mentioned below:

  1. In your navigation menu go to Configure and click on Templates.
  2. Click on the + icon to add a new template and select PDF.
  3. Fill details with Name, Description and select an Activity.
  4. Create a customized PDF template with FORM DATA and META.
  5. Click on next, confirm and finally click on FINISH.

 

How to create & edit an SMS template?

If you want to send SMS to your customers, after every visit done by your field team, don't worry we have this sorted for you. FeetPort gives you the facility to send SMS at any action performed in mobile app / web console. This SMS can be sent to customer / Web User / mobile user / anyone (even though they are not using FeetPort

For example if your mobile user has picked some product from customer,, then a confirmation SMS can be sent to customer confirming product and pick up details. Customer is also rest assured that their product is in safe hands. Let's learn how to configure these SMS in FeetPort:

To create an SMS template please follow the steps mentioned below:

  1. In your Navigation Menu, go to Configuration and click on Templates.
  2. Click on the plus '+' icon to add a new template and select SMS.
  3. Fill details with Name,Description and select an Activity.
  4. Create a customized SMS template with FORM DATA and META DATA.
  5. Click on next, confirm and finally click on FINISH.

 

How to create & edit an Email template?

To create an email template please follow the steps mentioned below:

  1. In your navigation menu go to Configure and click on Templates.
  2. Click on the + icon to add a new template and select Email.
  3. Fill details with NameDescription and select an Activity.
  4. Create a customized SMS template with FORM DATA and META.
  5. Click on next, confirm and finally click on FINISH.

 

How to create & edit a QR code template?

How to create & edit a WhatsApp template?

To create a WhatsApp template please follow the steps mentioned below:
  1. From your Navigation Menu go to Configure and click on Templates.
  2. Click on the ' +'  icon to add a new template and select WhatsApp.
  3. Fill details with NameDescription and select an Activity.
  4. Create a customized SMS template with FORM DATA and META DATA.
  5. Click on next, confirm and finally click on FINISH.

 

How to delete a template from FeetPort Web Portal?

Follow the steps to delete templates from FeetPort web portal:
  1. In your Navigation Menu, go to Configuration and click on Templates.
  2. Click on Delete icon ? corresponding to any of the template that you wish to delete.
  3. Click DELETE again for confirmation.
  4. Selected template will get removed.