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Classic - Action Template Setup

Classic - Action Template Setup

Owned by Rebecca Kornblum
May 03, 2024
1 min read

A task can contain only one action template. When the task is triggered, an action item is sent from inTouch. The action item sent depends on the action type.

There are three types of action templates:

Common Field Settings for All Action Template Types

Common Field Settings for All Action Template Types

Feld Setting

Description

Active

Used to activate/inactivate the action template

Action Type

Displays the action template type of the current template

Tags

  • User can choose any tags from the dropdown menu

  • Click the check button to select all tags

  • Custom tags can be added by entering new tag name and press Enter or Tab to insert

Name

Any name can be given to the action template

Description

A description of the action

Dedupe

  • Used to dedupe the inTouch task results to send the action item to the application with the most recent human activity if there are duplicates

  • For emails, checks for matching email address to determine duplicates

  • For SMS - checks for matching phone numbers (mobile, home and work) to determine duplicates

  • Dedupe does not apply to Webhook action templates

Task Button

Takes users to previous page (Task Template Setup)

 

 

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