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.