Templates

December 31, 2020

Overview

Templates are text or email messages which are regularly used. They can help your users increase efficiency when sending the same message to multiple contacts or repeatedly to different contacts.



Topics



Creating a Text (SMS) Template

  1. Go to Action Plans > Templates
  2. Select “Add New” Text
  3. Add a subject. This will be the name of the template.
  4. Create your message, adding in tokens if applicable.
  5. Attach files if applicable.
  6. Save the template



Creating an Email Template

  1. Go to Action Plans > Templates
  2. Select “Add New” Email
  3. Add a subject. This will be the name of the template and the Subject Line of your email.
  4. Create your message, adding in tokens if applicable.
  5. Attach files if applicable.
  6. Save the template



Using A Template

  1. Open the profile for the contact you want to message.
  2. Go to the Text tab or Email tab.
  3. Choose a template from the list.
  4. Customize the message if desired
  5. Send your message.