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Creating Templates

Templates are a handy way of saving time in constructing messages that you will send regularly, as well as maintaining consistency in your message content between broadcasts.

Note: Templates can only be created by Account Administrators or Advanced Users. If you only have Basic User permission but wish to create new templates, please speak to your account Administrator.

Start by clicking on Library and then New Template

1. Name your template 

2. Write your content. 

3. You can add personalisation by clicking on the "Personlisation" dropdown on the left. This will present a list of fields contained in the contact details for your recipients; however, you can add other variable fields to correspond with an imported database that you might use to send your message (be sure that the field names in your database match the field names in your template when doing this)

4. The preview on the right will show you how your message will present; however, unlike in a "new message" preview, the variable fields will not populate with data, since there is no contact data being associated with this template at this time.

When you are ready, click "Save" in the bottom right of the screen, and your template should then be visible in the Templates list.

Editing Templates

You can edit a template at any time by clicking the ellipses next to the desired template in the list, and selecting Edit from the menu: