Message templates allow you to set up pre-defined messages. These are customized email messages that you can send to your distributors.
Steps to Create Message Templates
- Log in and access Distributors App from your universal navigation menu bar.
- Click on the “More ->Settings” icon located in the App header bar.
- Click on Distributors → Email Templates from the left navigation panel of the Settings page.
- Select Create to create a new template.
- In the Create Email Template page specify:
- Template - Name of the template.
- Subject - Message template subject.
- Message - Content of message template.
- You can make the template visible while creating both Emails and Notes in the Distributors App by enabling the corresponding toggle.
Note: To make the template more dynamic, you can make use of the Insert Attributes feature to link field names so that the value becomes dynamic depending on the Distributor’s profile.
- Click on the “Create” button to complete.
- The message template will be created successfully.
- You can update message template information by clicking on the "Edit" icon if needed.
- Consider navigating to the Overview page of any Distributor’s record. Switch to the Emails tab.
- Select Compose to compose a new email. In the Compose Email side panel, you can see the created template is available in the Template dropdown.
- On selecting the created template, the template gets added to the email.
- Select Send. You will be notified that the email is sent successfully.
- As the template is made available for Notes also, it will be present in the Template Dropdown while creating Notes.
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