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Build Your First Template

Build Your First Template

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10 mins READ

Overview

Templates in UnifyApps are versatile tools that allow you to create reusable text-based content for various communication channels, including emails, SMS, WhatsApp, and AI prompts.

Getting Started with Templates

Accessing Templates Manager

  1. Navigate to the Platform Tools section in the UnifyApps dashboard

  2. Click on Templates Manager

  3. Select "+ New Template" to begin creating a template

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Creating a New Template

When creating a new template, you'll need to configure several key settings:

Template Basics

  • Name your template: Provide a descriptive name (e.g., "Daily update email")

  • Project (optional): Select the relevant project from the dropdown

  • Type: Choose the communication channel

    • Email (highlighted in screenshots)

    • WhatsApp

    • SMS

    • Prompt

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Template Variables

  • Use the "Template Variables" section to add dynamic fields

  • Click "+ Add Fields" to include variables like:

    • Error Message

    • Custom parameters specific to your use case

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Adding Template Content

  • Use the editor to write your template content

  • Incorporate variables using {{ }} syntax

  • For error handling templates, you can add conditional logic

Example Template Scenarios

  1. Email Template

    • Daily update email with dynamic content

    • Include error handling messages

  2. SMS and Whatsapp Template

    • Short, concise messages

    • Incorporate variable data

  3. Prompt Template

    • AI-driven templates with specific instructions

    • Flexible input for different use cases

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Using Templates in Automation

Compile Template Node

  1. In your automation workflow, add the "Template by UnifyApps" node

  2. Select your created template

  3. Configure input parameters

  4. Use the template's output in subsequent steps

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Common Use Cases

  • Error notifications

  • Daily reporting

  • Automated messaging

  • AI prompt generation

Best Practices

  • Keep templates concise and clear

  • Use meaningful variable names

  • Test templates thoroughly in different scenarios

  • Leverage conditional logic for robust error handling

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Tip

  • One template can be used across multiple campaigns

  • Utilize the "Template Variables" to make your templates dynamic

  • Experiment with different communication channels

FAQs

Can I use the same template across different projects?

While templates are created within a specific project, you can potentially reuse or duplicate templates for different projects.

How many variables can I add to a template?

There's no strict limit, but it's recommended to keep the number of variables manageable for clarity and ease of use.

Can I edit a template after creating it?

Yes, you can edit templates by selecting them in the Templates Manager and making necessary modifications.

What communication channels are supported?

Currently, UnifyApps supports Email, WhatsApp, SMS, and Prompt templates.

How do I handle errors in my templates?

Use the Template Variables section to add error message handling, and leverage conditional logic in your template content.