What are Templates?

Templates are the document types, which are formatted using a template builder. A template allows you to create a commonly used document type once and then reuse it in multiple scenarios. For example, you can create an email template once and then share it with multiple users. The Bigin Developer Console allows you to create templates for emails and inventory.

As of now, you can create only email templates in your Bigin toppings.

About Email Templates

Regular interactions with customers is an important activity in any business scenario. Drafting an email for every email interaction is time-consuming and inefficient. Email Templates are intended to speed up the creation of commonly used emails, and can be shared with multiple customers as soon as an update is made in your Bigin system. For example, you can set up a workflow rule and associate an email template with it, and whenever the workflow rule meets a specific condition, the Bigin users receives the associated pre-formatted email.

There are three ways in which you can create an Email Template:

  • Create an Email Template from scratch
  • Choose a template from the pre-designed list of templates
  • Insert an HTML

On Bigin Developer Console, the Templates section looks like this:

The Templates section contains the following:

  1. The + New Template button lets you create a new template using template builder.
  2. This section helps you filter out the templates based on the category.
  3. The Email tab allows you to view the list of email templates created so far.
  4. The table displays the list of templates.
  5. Select a module or All modules (default option) using the module drop-down to view the list of templates associated with the selected module.
  6. The Search bar allows you to search for an existing template.

Manage Templates Section

From the Templates section, do the following:

  • Preview the template.
  • Move the template to a folder.
  • View the associated items of a template.
  • Clone and Edit a template.
  • Delete the template.

On the Templates section, from the list of templates, click the template you want to preview.

Select a template from the list of templates, and on the top-left corner, click the folder icon and then select a folder to which you want to move the template. You can create a new folder instantly if the Move To Folder section is empty.

To view the associated items of a template, from the list of templates, hover over the template and then click the View associated items icon.

To clone a template, follow these steps:

  1. From the list of templates, click the template to preview.
  2. On the preview template page, click the clone icon.

To edit a template, do one of the following:

  • From the list of templates, hover over the template you want to edit, and then click the pencil icon.
  • Follow these steps:
    1. From the list of templates, click the template to preview.
    2. On the preview template page, click the pencil icon.

To delete a template, select a template from the list of templates, and then on the top-left corner, click the delete icon.