Templates
Create a Pitch Deck on URVA
This document guides you through the process of creating, managing, viewing, and sharing a pitch deck in URVA. The pitch deck functionality allows web users to design and organize multiple pages, which can then be viewed and shared by mobile users to ...
Create Call scripts under Templates in URVA
This document guide will walk you through the steps to utilize call templates effectively for better customer interactions. With call templates, you can streamline your communication process and ensure consistency in your conversations. Access Admin ...
Map template with an Activity
Map any template with an activity form following these steps: From URVA Home page, under Admin settings go to Basic Setup and click on Templates. Click on the + New Template to add a new template and select any template type such as PDF, SMS, ...
Delete templates
Delete templates from URVA web following these steps: From URVA home page, go to Admin Settings and click on Templates. Click on the template you wish to delete and then click Click YES again for confirmation and selected template will get removed.
Create different templates on URVA
One can create a template for notifications to be sent to any user or customer via SMS, Email, WhatsApp or a push notification. Create templates by following the steps mentioned below: From URVA home page, go to Admin Settings and then click on ...