Overview
Message Template allow users to create templates that can be selected when creating a new message so that you don't have to re-create the same message over and over.
How to create a Message Template
Users can create a new message template from within SS&E Messages (accessed by clicking on the envelope icon in the top right), by selecting "+ New" either from the Templates menu or from the Inbox "New Message" screen.
Messaging Templates Menu
Messaging Inbox Menu
- The "New" Message screen can be used to create a template without sending a message.
- If the new message is canceled after the message template is saved, the message will NOT be sent.
- Upon completion of an email message, to ensure that the message is saved as a template for future use, select "Save as Template" from the top action bar before sending the message.
- If a message is cancelled after the message template is saved, the message template will be available for future use.
How to Customize a Message Template
After choosing the appropriate recipients, users have the opportunity to customize the Message Subject and/or the Message Body using any of the Custom Variables listed in the Message Body Field dropdown menu.
- The same custom variables display both on the New Message Template entry screen or the Inbox New Message entry screen.
- View the Message Template "Preview" on the right side to view the custom variables.
This allows the subject line of the email and/or the email message body to be customized per recipient.
Once a template has been saved it will then appear as an option for future messages.
You can also refer to the video below for the detailed steps: