Add or edit a template
- First, enter the model's Name and Description; this is what will appear in the list of models.
- Next, define the subject of the email to be sent; two parameters are required:
- The addressees by default. To do so, you have to define rules by clicking on
. - The object itself.
- Write an introduction and/or conclusion to be inserted into the message template. Simply compose the text, using any of the text editor's features as needed (fonts, style, color, alignment, etc.).
- If the message content needs to be displayed as a table, you can define its columns.