Email/SMS Templates

Email/SMS Templates

View and manage Templates

1. Click Settings on the Main Menu.


2. Click Templates.


3. Templates screen will open. 



Create a new template

1. Click on Add New Template


2.  Choose between Email Template or SMS template from the option prompt. Click Ok to proceed. 



3. New Template screen will open. 

4. Type in a Template Name and Template Body



5. Optional: 
  1. Insert Signature
  2. Insert Code 


6. Click Save to create template.



7. The template on the list of templates. Template will be visible and accessible for all users under the Add Template button for email and/or SMS screens.

Edit an existing Template

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