Custom Template

Templates play a crucial role in streamlining your communication processes, whether through email, SMS, or IVR.

It holds all the necessary settings and configs for the application workflow.

It asks for the Basic details and general config for the flow.

  1. In the Admin Console, click the Template Shape Custom template tab on the left.

Here's a breakdown of what each channel might entail in this context:

  1. In the Admin Console, click the Template Shape Custom template tab on the left.

  2. you'll see create new group view on the right.

Create a New Group

  1. Click on the Create Group button or a similar option.

  2. This will initiate the process of setting up your new group.

Group Name

  • A Group name is a designation for a credible message template tailored to maintain accurate and trusted communication with individuals.

Group Description

  • In Skillmine Auth, you can provide a group description optionally, helping potential members understand the group's purpose, or you can leave the field blank if you choose.

Purpose

  • This template group helps us maintain a unified and professional way of communicating with our users.

  • Whether we're sending messages through email, text messages, or automated phone calls, these templates ensure that our messages are reliable and trustworthy.

After Group Creation

The format you see after group creation is as follows,

Edit Group

  1. Users can interact with the interface by clicking on the Edit Icon located next to each group item.

  2. Upon clicking, a menu will appear, revealing an Edit button.

  1. This thoughtful design empowers users to curate their experience without delving into intricate code, ultimately fostering an environment of accessibility and creative customization

Edit Screen:

  1. Clicking the Edit button allows users to modify the content of the selected group item, such as updating its group name or group description.

  2. After making the desired changes, users can save their edits by clicking a Save button, providing a user-friendly way to manage and customize content without needing to engage with underlying code.

View Template Keys Menu

The view template key menu is used to add some template keys, such as email or anything.

Custom Template Creation

A custom template's template key page can be found here. There are several template keys in it. Users can create new templates.

  1. Click the View Template keys Shape Create new custom template tab on the left.

  2. you'll see create new template create on the right.

  1. After clicked the page shown,

Template key

  • The template key is a unique identifier for the template itself.

  • It is used to reference and retrieve a specific template.

Template type

  • The template type property specifies the type of template.

  • It's like login or email.

Template Setting Format

After creating a new custom template, you can set up the locale details by clicking the edit icon.

After clicked the page shown

Basic details

Processing Type

  • Provide choices for how the recipient will verify or complete the action, such as "Link" (URL) or "Code" (verification code).

Locale Details

Locale Code

  • A locale code typically consists of a language code and a region code, following the format "language-region" (e.g., "en-US" for English in the United States, "fr-FR" for French in France).

  • This code helps determine the language, regional norms, and formatting preferences for the content.

Subject

  • The subject represents the topic or purpose of the communication.

  • It helps recipients quickly understand the context of the message.

Locale Settings

Select Locale

  • Allow users to choose the subject locale for their templates.

  • This selection will affect the language used in the template (e.g., English, French, etc.).

Subject Selection

  • Provide users with a choice like verify your account as the communication channel.

  • This selection will determine whether the template is used for messages.

Template Customization

  • Allow users to enter and customize the template content in a text area.

  • Provide like new user creation, Hello welcome {{userinfo.name}}, Thank you for joining Please click the following URL to activate your account: {{verificationinfo.verify_link}} Best Regards Your {{accountinfo.account_name}} Team, inserts dynamic content.

Locale-Based Template

  • When users select a locale, dynamically adapt the template's language and formatting based on the chosen locale.

Preview

  • Offer a preview of how the customized template will look once populated with actual user data.

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