The title is essential for quickly identifying the action or template within the platform, especially when managing many automations or communications.
Procedure
Follow these steps to set or modify the title:
1. Access the editing section of the item you want to title (a message template or an automation action).
2. Locate the section dedicated to main settings.
- If you are editing an Automation Action (for example, a WhatsApp action), look for the section titled WhatsApp Settings.
- If you are editing a Message Template (for example, an email or SMS template), look for the main section of the template.
3. Look for the text field labeled as:
- Message Title (used in generic templates)
- Message Title (used in some automation actions, such as WhatsApp)
4. In the corresponding text field, type a clear and descriptive title for the action or template.
- Note: If you are creating a new automation action, the field may show the placeholder text Enter a title.
5. Once you have entered the title, make sure to save your changes by clicking on the save button (usually Save or Update).
