Email & SMS Templates

Email & SMS templates can be found here. Templates can be created, viewed, edited and deleted from this menu.



You can switch between Email and SMS templates lists by clicking either or  at the top of the page.

To view a template, either click on its name or click on the View button  in the far right column.

To edit a template, click on the Edit button  in the far right column.

To delete a template, click on the Delete button  in the far right column.

 

Create Email Template

To create a new template, click  at the top of the template list.



For Email, Enter name, type and subject of template then use the editor to create template.

Merge fields can be inserted by using  button.

HTML source code can be edited directly by using the  button.


Optionally, a follow-up task can be created with the template.



Once finished, click  at the bottom of the page to save template.

 


Create SMS Template

To create a new template, click  at the top of the template list.



Enter name of template then use the editor to create template.

Merge fields can be inserted by using  button.

HTML source code can be edited directly by using the  button.

Once finished, click  at the bottom of the page to save template.


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