Templates: a tour
The written steps below already work. Come back to watch it.
A tour of Templates in Arkon One: Bilingual templates used by billing, dispatch, safety, sales and the Storm Center. Variables in {{double braces}} are filled automatically. and the controls you will use most.
The steps, written out
- Open Templates from the Communication section of the left menu.
- Read each row: Template, Trigger event, Channel, Languages, Variables, Sent.
- Use the New template button at the top of the page.
Tip
Templates are the ready-made English and Spanish texts used by billing, dispatch, safety, sales and the Storm center. The list shows each template's trigger event, channel, languages (ES missing if there is no Spanish text), variables, times sent and whether it is Active. Words inside double braces, such as {{contact}}, {{customer}}, {{invoice_no}} or {{amount}}, are filled in automatically with the real data when the message is sent. {{customer}} and {{contact}} are always available. "A template with this key already exists" means the key is taken; "Key is required" means it was left empty. If the Spanish body is empty, Spanish-speaking recipients receive the English text.