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Managing Templates
When managing or editing templates, start on the Manage TSM page and inside the ‘Templates’ tab, for support with navigating here see Templates.
You can view the list of your previously saved Templates in the left sidebar, from here find and select the template you want to edit.
Once you have selected the template you want to edit the template editor will open.
You can now make changes to the name, subject or body of the template.
For more support using the Template features, see Creating Templates.
Subject
The SMS/E-Mail Subject field can be a simple text subject such as ‘Exit POI Alert’, or can be as specific as you require. To add data objects to your Subject, click within the subject textbox and toggle the right ‘DATA’ sidebar open.
This will open a list of all the data objects you can use in the subject or email body. Here I am selecting Fleet Number.
This will appear in the Subject text box as [FLEETNUMBER]
You can also add standard English text between each data object to build an informative subject line.
If this template was used, it would display a subject line of
Body
Alike to creating the Subject, the Body of the template can make use of the data object to build up the information you are interested in seeing when a rule is triggered. The Input field of the body also has additional formatting options, such as adding tables, images or hyperlinks.
Tables
A good way of formatting the template is through tables which can be added from the toolbar of the body editor.
This will insert a blank table of 5 rows.
Images
Within the table or page, you can also add images such as company logos.
You will be prompted for the ‘Source’ of your image, which will be a URL link to the image. Once the relevant fields are filled you can now save the image.
Your selected image will appear in the body. You can now align the image to the centre of the table or page.
Data Objects
You can add data objects to the Body in the same way as whilst creating the Subject. Firstly click into the area of the table or page you want to insert into, then open the ‘DATA’ right sidebar and select the information you want to add.
Now the data object has been inserted into the table you can format it within the format menu on the toolbar.
The template shown makes use of tables, images and data objects.
Once you have made the relevant changes to your template press the ‘Save’ 💾 button.
If you have made a change to the name this will be reflected in the left sidebar.
Troubleshooting
For any issues or errors that have not been solved please Contact Axscend Support.