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Viewing & Managing Templates

< 1 min read

List View of Templates:    

Viewing & Managing Templates

All the templates you have created or the system has provided are listed. Each entry includes the template name, tags, and status indicators such as ‘Low susceptibility’ or ‘High susceptibility’, showing the effectiveness of the template in past campaigns.

Viewing a Template:

Viewing & Managing Templates

To view the details of a template, click on the ‘eye’ icon associated with the template in the list. This allows you to see the template’s content without making any changes.

Viewing & Managing Templates

Editing a Template:

Viewing & Managing Templates

If you need to modify a template, click on the ‘pencil’ button. This action opens the template with pre-populated fields, giving you the same interface as when you first created it, but with the current content ready for editing.

Viewing & Managing Templates

Duplicating a Template:

Viewing & Managing Templates

To duplicate a template, use the ‘copy’ button. A modal will prompt you to assign a new name to the duplicated template. This feature is useful when you want to create a variation of an existing template without starting from scratch.

Deleting a Template:

Viewing & Managing Templates

When a template is no longer needed, use the ‘delete’ button to remove the template from your library.

Updated on April 9, 2024

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Adding a Vishing Template
Table of Contents
  • List View of Templates:    
  • Viewing a Template:
  • Editing a Template:
  • Duplicating a Template:
  • Deleting a Template:
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