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Configuring your Template

What is an Inquiry Template?

The inquiry template defines the flow shown to end users. This includes the theme, screens, verifications, and any other logic in the flow.

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Overview

Under the Inquiries tab in Dashboard, you'll find the Templates section. When you click in, you'll see a list of all the inquiry templates in your organization. 

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When you click into a template, you'll open the inquiry template editor. This is the visual no-code interface where you'll be able to view, make changes, and preview your template.

Note: If you are using the old version of templates where your template ID starts with tmpl_, you may not see the full editor.

Note: For advanced features such as adding steps, adding verifications, or adding custom visuals to the flow, please reach out to your customer success manager or support@withpersona.com to learn more about our custom plans.

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Themes

When you click on the theme tab, you'll open up the theme view. Here, you can change the theme, which is associated with a template and defines the visual elements of the flow that can be customized to match your brand. This includes, but is not limited to:

  • Colors
  • Fonts
  • Buttons
  • Links
  • Borders
  • Page transitions
  • Logo

If there is a visual element or text that you would like to change beyond what is available in the theme view (e.g. custom font), please reach out to your customer success manager or support@withpersona.com.

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Screens

When you double click on a screen node or click on the pencil icon that appears when you hover over a screen, you'll open the screen view. Here, you can view all the possible screens of the flow and customize specific components per screen like the copy. 

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Logic

When you double click on a logic node like the action or branch steps or click on the pencil icon that appears when you hover over them, you'll open the logic views. In these views, you can change the logic that runs between screens and connects them together. 

Action steps

In action steps, you can trigger actions like running verification, running reports, and even tagging the inquiry between screens.

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Branching conditional steps

In branching conditional steps, you can specify logic that will alter the flow for a user, based on criteria that you set. You can step up or down friction to different screens using a range of passive and active signals.

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Configuration Summary

When you click on the configuration button, you'll open a summary view of general and verification configurations.

In the general section, you can update:

  • Template name
  • Supported languages so users can localize the flow
  • Available countries that users can select
  • Capture methods that dictate how users can submit information

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In the verifications section, you can fine-tune any verifications in the flow to make sure users are passing or failing verifications based on your exact business requirements. Set the granular verification checks and configure what government ID types you accept per country.

Learn more about configuring verifications here.

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Preview, Save, and Publish

You can preview a template at any time by clicking on the preview button in the top right. This will open up a hosted flow sandbox inquiry that will mirror what your users will see without running live verifications.

Saving a new change you've made to a published template will create a new draft version. You can make as many changes and continually save them onto the same draft. When you're ready to push all of your changes live, click on publish, which means any users going through the flow from that point onward will see the changes.

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