How do I create message templates in kit orders app?

Updated on May 27, 2020 11:39PM by Admin

  • Login and access the Kit Orders app from the universal menu.
  • Click on the More(...) icon and selects the Settings.
Kit Orders

  • In the Settings page, click on the Emails and selects the Email Templates.
  • From the Email Templates, click on the Create button.
Settings

  • The Create Template page will get open.
  • Add the Template Name and the Subject line for the Email.
  • You can add the Attributes of the Kit Orders app in the Subject by using the Insert Attributes.
Subject

  • Available for Compose Email - Enable the Toggle to make this template available for the Compose Email.
  • Available for Notes - Enable the Toggle to make this Template available for the Notes Creation.
Toggles

  • Then, add the message of the Email in the Body section.
  • You can also add the Attributes of the Kit Orders app in the Message body of the email by using the Insert Attributes.
Email Body

  • Then, click on the Create button.
Create

  • You can view the Created Template on the List.
List

  • Now, go to the Kit Orders home page and select the payments from the list.
  • Click on the More Details.
Home page

  • From the Kit Orders Overview page, click on the Emails tab.
  • Click on the Compose.
Emails Tab

  • The Compose window will appear..
  • Click on the Templates Options, you can view the Created Templates on the list.
Compose

  • By Selecting the templates, you can view the added message with the selected Kit Orders Details.
  • Then, click on the Send.
Update Template

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