Message Templates

Set up SMS, Email and HTML email templates to send to your Contact Lists.

  • Browse to the Message Templates screen under the Messaging menu.

Adding and Editing SMS Templates

  1. Click New SMS Template on the action bar, or select an item to edit.
  2. Enter a Name for this SMS Template.
  3. Enter the message in the large message area. Keep in mind that standard SMS length is 160 characters.
  4. Use the Insert Merge Field button to insert a field that will automatically be populated with data when sent to a Contact List.
  5. Click Save to save your changes.

Adding and Editing Email Templates

  1. Click New Email Template on the action bar, or select an item to edit.
  2. Enter a Name and Subject for this Email Template.
  3. Enter your email content in the edit area. You can use the tool bar to apply font styles and other formatting to the email.
  4. Click the Insert Image button to insert an image into your email.
  5. Use the Insert Merge Field button to insert a field that will automatically be populated with data when sent to a Contact List.
  6. Click Save to save your changes.

Deleting Message Templates

  1. From the Message Templates screen open the required item that you would like to delete.
  2. Click the Delete button on the tool bar.
  3. If the item is not being used you will be prompted to confirm the delete by clicking the Delete button.
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