Skip to content

Template

Introduction

Create your own Templates to customise the content displayed on outbound emails/SMS, the Customer Portal, and WebPhone.

ConnexCS Templates use the mustash-compatible template language Handlebars.

Template Syntax

It's important for you to follow the template syntax and enter fields such as {email} or {account_name} exactly. If not, the system won't correctly replace when the template is rendered.

How to Add a Template

  1. Login to your account.

  2. Navigate to IDE + sign Template.

3.Fill out the following details:

1
2
3
4
+ Name of the **Template**.
+ Select the **Application** for which you want to integrate the template.
+ Fill out the template **Subject**.
+ Enter the **SMS** details.

4.Click on Save.

5.The created Template will be visible on the IDE panel under Template. Click on the created template.

6.Enter the HTML code. Click on Save and Run.

7.Preview is available on the right side of the screen.