sbest
May 1, 2019

Creating and using Message Templates

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Edited: Oct 18, 2019

Message templates are used to quickly reuse common emails and maintain consistency with your email structure. Email tokens across multiple different modules are available to personalise your message for each recipient.

Message templates are created under Utilities > Message Templates > Create. You will first be asked to give a categorisation, name and description for the message template.

Then provide the details of the message including the type of template (either email or SMS), categorisation used when the message is stored as a note, and the subject of the email/sms.

Message templates are sent from the send message menu under 'Send Email Using Template' or 'Send SMS using template'

 

 

Templates can also be loaded from the send message screen by selecting the 'Use Templates' link under the actions menu

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