--- title: "Craft Alert and Poll Templates: Step-by-Step Guide" description: In this article, you'll learn how to create templates and automatically populate alerts and polls with them. --- [Skip to content](https://support.konexus.com/how-to-create-alert-and-poll-templates#main-content) English Show submenu for translations [Create a Support Ticket](https://support.konexus.com/kb-tickets/new?hsLang=en) [Customer portal](https://support.konexus.com/servicehub?hsLang=en) ![Konexus Logo](https://support.konexus.com/hs-fs/hubfs/KONEXUS_LOGO_WHITEBG_small.png?width=257&height=40&name=KONEXUS_LOGO_WHITEBG_small.png) - [Knowledge Base](https://support.konexus.com/) - [View My Tickets](https://support.konexus.com/servicehub) - [Partner Forms](https://support.konexus.com/partner-submission-forms) - [Sign out](https://support.konexus.com/_hcms/mem/logout) Open main navigation Close main navigation - [Knowledge Base](https://support.konexus.com/) - [View My Tickets](https://support.konexus.com/servicehub) - [Partner Forms](https://support.konexus.com/partner-submission-forms) - [Sign out](https://support.konexus.com/_hcms/mem/logout) - English Show submenu for translations - [Create a Support Ticket](https://support.konexus.com/kb-tickets/new) - [Customer portal](https://support.konexus.com/servicehub) - Go to konexus.com Go to konexus.com Search the help articles to find what you are looking for. - There are no suggestions because the search field is empty. 1. [Help](https://support.konexus.com/?hsLang=en) 2. [Internal/Operational Communication](https://support.konexus.com/internal-operational-communication?hsLang=en) 3. [Web Application](https://support.konexus.com/internal-operational-communication?hsLang=en#web-application) # Craft Alert and Poll Templates: Step-by-Step Guide ## In this article, you'll learn how to create templates and automatically populate alerts and polls with them. ### Create a Template #### Complete the Template Settings Field 1. Select **Alerting/Poll Templates** from the navigation pane. 2. From the **Templates** section, click the blue plus button ![2021-08-04 (2)](https://support.konexus.com/hs-fs/hubfs/2021-08-04%20(2).png?width=29&name=2021-08-04%20(2).png). 3. From the **Template Settings** section, you can give your template a name, assign it to a folder, and select your template type (alert or poll). 1. To give your template a name, type a name in the **Template Name** field. 2. Assign your template to a Folder by typing a folder's name or selecting a template's name from the drop-down list in the **Folder** field. 1. To place your template within a nested folder (a folder that is sorted beneath another folder), add a back slash / behind the original folder's name. ![Screenshot (78)](https://support.konexus.com/hs-fs/hubfs/Screenshot%20(78).png?width=688&name=Screenshot%20(78).png) 4. Toggle "Modify Template Form" to on to add or remove fields from the template. 1. Select **Add New Field** ![Template Settings Section Screenshot (2)](https://support.konexus.com/hs-fs/hubfs/Template%20Settings%20Section%20Screenshot%20(2).png?width=85&name=Template%20Settings%20Section%20Screenshot%20(2).png)to add a field to the template. 2. Select the Delete button ![Konexus\_Delete Button](https://support.konexus.com/hs-fs/hubfs/Konexus_Delete%20Button.png?width=23&name=Konexus_Delete%20Button.png) next to the field's name if you want to delete a field from the template. 3. Select and drag the icon ![Template Settings Section Screenshot (3)](https://support.konexus.com/hs-fs/hubfs/Template%20Settings%20Section%20Screenshot%20(3).png?width=29&name=Template%20Settings%20Section%20Screenshot%20(3).png) next to a section's name to rearrange a template section on the form. ![Template Settings Section Screenshot](https://support.konexus.com/hs-fs/hubfs/Template%20Settings%20Section%20Screenshot.png?width=688&name=Template%20Settings%20Section%20Screenshot.png) #### Complete the Alert Sender Information Section 1. From the Alert Sender Information section, you can assign a Brand to your template, give your template a specific Sender Display Name, or give your template a specific Reply-To Email Address. ![Screenshot\_Templates\_Template Settings](https://support.konexus.com/hs-fs/hubfs/Screenshot_Templates_Template%20Settings.png?width=688&name=Screenshot_Templates_Template%20Settings.png) To learn more about how to use Message Branding, [Read this article](https://support.konexus.com/how-to-create-multiple-brands-in-konexus?hsLang=en). #### **Select Recipients** You have two options for designating recipients within a template: the Recipients card and Map Selection. **Recipients Card** 1. To select recipients from the **Recipients Card**, select the icon next to Groups ![Konexus\_Knowledge Base\_Polls\_Add Group Button](https://support.konexus.com/hs-fs/hubfs/Konexus_Knowledge%20Base_Polls_Add%20Group%20Button.png?width=40&name=Konexus_Knowledge%20Base_Polls_Add%20Group%20Button.png) or Users ![Konexus\_Knowledge Base\_Polls\_Add User Button](https://support.konexus.com/hs-fs/hubfs/Konexus_Knowledge%20Base_Polls_Add%20User%20Button.png?width=40&name=Konexus_Knowledge%20Base_Polls_Add%20User%20Button.png). 2. Select a contact from the drop-down list. 1. If you don't immediately see a contact in the drop-down list, you can use the search field to search for specific contacts. ![Screenshot (64)](https://support.konexus.com/hs-fs/hubfs/Screenshot%20(64).png?width=688&name=Screenshot%20(64).png) **Map Selection** 1. From the **Recipients: Map Selection** section, select **Add New Area** ![Select Recipients Screenshot](https://support.konexus.com/hs-fs/hubfs/Select%20Recipients%20Screenshot.png?width=108&name=Select%20Recipients%20Screenshot.png). 2. Select the **Polygon Drawing Tools Icon ![Map\_Templates (2)](https://support.konexus.com/hs-fs/hubfs/Map_Templates%20(2).png?width=32&name=Map_Templates%20(2).png)**. 1. Use the **Select Layer** drop-down menu to select the recipient type (i.e., Internal User, MyAlerts App User, etc.) that you want to include in your selection. 2. Use the **Draw** drop-down menu to choose your area's shape. 3. Name your area, and use your cursor to draw an area on your map. 4. Open the **Areas Panel** ![Map\_Templates (3)](https://support.konexus.com/hs-fs/hubfs/Map_Templates%20(3).png?width=44&name=Map_Templates%20(3).png). 5. Select **Submit** to submit users to the template as recipients. ![Area Panel](https://support.konexus.com/hs-fs/hubfs/Area%20Panel.png?width=189&name=Area%20Panel.png) #### Complete the Message Section 1\. Fill out the message's **Subject** and **Body**. ![Screenshot (70)](https://support.konexus.com/hs-fs/hubfs/Screenshot%20(70).png?width=688&name=Screenshot%20(70).png) 2\. Select your message's delivery channels under **Delivery Method**. ![Screenshot (72)](https://support.konexus.com/hs-fs/hubfs/Screenshot%20(72).png?width=688&name=Screenshot%20(72).png) If your tenant has default delivery channels, you can toggle "Use Default Delivery Methods" to On to deliver via the default channels. 3\. Under Message Customization, customize the message if you want the message to appear different when it's sent via different delivery channels. ![Screenshot (74)](https://support.konexus.com/hs-fs/hubfs/Screenshot%20(74).png?width=688&name=Screenshot%20(74).png) #### **Save or Update Your Template** 1. From the **Review** section, review your template's name and type. 2. Click **Save** ![2021-08-24 (5)-1](https://support.konexus.com/hs-fs/hubfs/2021-08-24%20(5)-1.png?width=53&name=2021-08-24%20(5)-1.png)to save a new template. 3. To save edits made to a pre-existing template, click **Update ![Screenshot (40)](https://support.konexus.com/hs-fs/hubfs/Screenshot%20(40).png?width=59&name=Screenshot%20(40).png).** #### **Fill Out an Alert Form with a Template** 1. From the navigation menu, navigate to **Send Alert** or **Send Poll**. 2. From the **Alert/Poll Templates** section, click **Select Template ![Screenshot (76)](https://support.konexus.com/hs-fs/hubfs/Screenshot%20(76).png?width=112&name=Screenshot%20(76).png).** 3. 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