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Create and save Email and SMS templates. Useful to send out bulk communications to guests.

Tips

  • Templates are also useful for scheduling so that your messages send out automatically to guests based on certain parameters that you choose. To learn more about scheduling click here

Instructions

  1. Navigate to the Templates Tab

  2. Select the Add Template button

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  1. Fill out the Template Name, Subject and Body Content field as these are required fields. You can also decide whether you want this template sent out as an Email or SMS. In the example below we have created a template that uses content fields. If you wish to learn more about content fields please visit the Send Comms Documentation. Click on the Save button to Continue.

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  1. You should now see your template on the Templates page.

Note: You can select the pencil icon to edit the template or select the trash icon to delete the template.

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  1. You have now completed a setting up a Template. If you wish to schedule your template to send out automatically to guests based on certain parameters that you choose, click here

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