Notification Templates

In the Notification Templates tab, notifications are conveniently divided into two categories: Email Templates and Pop-Up Templates. You can easily switch between these categories using the top menu.

Both Email Templates and Popup Templates are further categorized into "To Client" and "To Admin," offering convenient filtering options. You can effortlessly switch between these categories using the top menu as well.

1. Notification Template Settings

You can configure your email settings, such as the default language and timezone. To set these settings, follow these steps:

1. Click on the settings icon.

   
2. Select your preferred language. The option "system default configuration" will set the language as the default for the CRM.
3. Choose the desired timezone.

4. Click "Save" to apply the changes.

2. Preview Templates

You can also preview templates to get a visual representation of how the email or popup notification will appear to recipients, allowing you to ensure its content and formatting are correct.

To preview templates, please follow these steps:

1. Locate the template you want to preview.

2. Click on the "preview" icon associated with that template.

   
3. For email templates, a new tab will open, displaying a preview of the template.

   
4. For popup templates, the popup notification will be displayed. Click "Learn More" to view the full details of the popup notification.

   
5. Review the template and note down any necessary changes or adjustments required.

3. Disabling Templates

To disable a template, follow these steps:

1. Locate the template you want to disable.

2. Click on the "disable" icon associated with that template.

   
3. A popup notice will appear, informing you that disabling the template will prevent clients from receiving it.

4. Click "yes" to confirm and proceed with disabling the template.

4. Editing Templates

To edit a template, follow these steps:

1. Locate the template you want to edit and click the "edit" icon associated with it.

   
2. If you have multiple email providers set up, you can select the sender email from the respective email provider. This is irrelevant for popup notifications.

3. Adjust the subject according to your requirements.

   
4. There are several ways to edit the template:

   • Simple Method - Enter the content of the notification using plain text.

     
   • Simple Method - Fill in the content using HTML code.

     
   • Advanced Method - Utilize the AI Editor to compose the content.

     
5. If you want to revert the template back to its default settings, you can click the "Reset" button.

6. Finally, click "Save" to confirm and save the changes made to the template.