Take App

Custom Template in Workflow

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  1. If you wish to use your own custom message template to send upon specific trigger in a workflow, click "New template" in the template selection in workflow detail page.

    Custom Template in Workflow
  2. When clicked, template creation page will appear. Create a template, include variable like #{{customer_name}}, etc.

    Custom Template in Workflow
  3. Finally, come back to workflow creation page and you will find the custom template (once Approved). This will be sent instead of default template set by Take App upon specific trigger and action.

    Custom Template in Workflow

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