Description of Problem
When attempting to create a conversation template in Vitally, users encounter an error message upon selecting "Create Template." This issue prevents the successful creation of conversation templates.
Potential Causes for the Issue
Formatting Issues:
Hidden formatting might be inadvertently introduced when copying and pasting text from other sources.
Missing Content:
The one-to-one conversation tab might lack required content when creating a Group Conversation template.
Step-by-Step Solutions
Verify Content in the One-to-One Conversation Tab
If you're creating a Group Conversation Template:
Navigate to the one-to-one conversation tab.
Ensure that all required fields have been filled with appropriate content.
Check for Hidden Formatting
If you're copying and pasting text:
Use the "Paste and Match Style" option when adding text to the template.
Alternatively, paste the content into a plain text editor first (e.g., Notepad) to strip formatting before transferring it to Vitally.
Retest Template Creation
After addressing the potential issues above, attempt to create the template again.
Additional Tips
Reformat Your Content: Always review text formatting before pasting into Vitally to avoid hidden styles or characters.
Keep Templates Simple: Start with minimal content and gradually build complexity to isolate potential issues.
FAQ
Q: I've followed all steps, but the error persists. What should I do?
A: If the issue continues after following these steps, please contact Vitally Support! for additional assistance. You can do so in-app by selecting the ? icon on the top left of your Vitally account.