TemplatesDecember 31, 2020
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.
Creating a Text (SMS) Template
Creating an Email Template
- Go to Action Plans > Templates
- Select “Add New” Email
- Add a subject. This will be the name of the template and the Subject Line of your email.
- Create your message, adding in tokens if applicable.
- Attach files if applicable.
- Save the template