How to create & edit an Email template?

You can create a template for email notifications to any user or customer. You can create an email to be sent for Attendance status each day to your manager.

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

1. In your navigation menu go to Configuration and click on Templates.
2. Click on the + icon to add a new template and select Email.
3. Fill details with Name, Description 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.

 

 

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.

 

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 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.

 

 

If you want to send a push notification to your customers, don't worry we have this sorted for you. FeetPort gives you the facility to send a push notification in mobile app / web console. 

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

• In your web console from the navigation menu on the left click on Configuration .
• Click on Templates.
• Click on the plus '+' icon to add a new template and select Notification.
• Fill details with Name,Description and select an Activity such as General, activity specific, collection specific.
• Now click on the Next button.
• Create a customized template and click on the Next button.
• Select the screen name from the given dropdowns.
• Finally click on Finish to create the notification.

 

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.