Message Templates allow users to configure multiple message layouts for various modules across the system, promoting consistency and ease of use when exchanging message communications.
Message Templates List View
Search & Filter Options
Search
Enter text to search for specific message templates.
Additional Features
"+" Icon
Create a new message template.
Trash Can Icon
Delete an existing message template.
Column Headers
NAME
The name of the message template.
MODULE
The module where the template is available.
Message Template Detail View
Details Section
Name
Enter the name for the template as it should appear in the list.
Module
Select from the drop-down field where this template should appear.
Body
Enter the message body to auto-populate when using this template.
Merge Fields Section
Merge Fields are special placeholders that can be inserted into the message template. They are automatically replaced with specific information when the message is sent. Here are the available modules that have module specific fields available for Message Templates:
Leads/Contacts
Quotes
Jobs
Work Tickets
Note
Can't find the field you're looking for? If the field exists in TRUE within the module, we are able to easily add new ones. Simply utilize the “?” icon > “Request Support” to submit a feature request for a new merge field.
Using Message Templates
eForms
Navigate to the eForm you want to send via message.
Select the "eSign" button and click “Generate Link”.
Locate and select the "Message Template" option in the pop-out menu.
Choose the desired template from the drop-down list.
Make any additional changes and press "Send".
Notify Client
Navigate to the record you'd like to use an message template. (IE: Leads, Quotes, Jobs)
Select the “Notify Contact” or “Notify Client” button.
Click the “Text” option.
Locate and select the "Message Template" field in the pop-out menu.
Choose the desired template from the drop-down list.
Make any additional changes and press "Send".
Important Notes
Message Templates can be modified at any time by navigating back to the template within the "Message Templates" module.
The Merge Fields list auto-populates once you select the appropriate module type in the message template.
Deleting Message Templates is irreversible and can be done by any person with access to the message Templates module.
You can request support to add new merge fields to specified modules if needed.
