Message templates are used to quickly reuse common emails and maintain consistency with email structures in ChilliDB. Email merge tokens are available across multiple different modules to personalise a message for each recipient.
Message templates are created under the Utilities main menu item via Message Templates - Create. Users will first be asked to choose a categorisation, name and description for the message template.
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The next step is to 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.
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Message templates are sent from the send message menu under 'Send Email Using Template' or 'Send SMS using template'.
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Templates can also be loaded from the Send Message screen by selecting the 'Use Templates' link under the actions menu.
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