How do I set up message templates?
This feature requires admin access permission
Messages can be created and edited from the admin panel in your portal:
Creating a new message template
Click New Template in the top-right corner
- Give your template a name
- Write out the template content
- If there some editable elements to the message, like the sender's name, you can put these in [brackets] or something similar to show they need to be edited before sending
- Click Save
- All done! You can view your new template in the templates list on the main screen
Editing a message template
Open an existing template
- Make any required changes to the template name or content
- Click Save Template
Deleting a message template
- Open an existing template
- Click the Delete button
- Confirm deletion in the popup