Message Templates

This feature allows you to create a library of messages to be used as templates for emails to customers. Messages can be created in English and/or French. 

Access it by selecting Gestion > Modèle de message from the menu. A page of pre-defined message templates appears, each represented by a white rectangle containing the message. The red trash icon is used to delete the message.

Modify a message template

You can modify an existing template by clicking on its title. When the desired changes have been made, press Sauvegarder. 

Create a message template

Press the +Modèle de message button at the top right of the screen.

Under "Sujet", enter the subject of the email. Then, simply write the message you wish to send. The "Aperçu" box lets you preview the message that will be sent to the customer.

 

In the tools layout, you’ll find the braces button that lets you personalize your email with variables, thus allowing you to add information from the recipient's contract, such as the service address, the contract number, a PDF document, and so on. The button to the right of the braces lets you insert a link, to your company's website for example. 

If you add the “address” variable, the preview tool will display an address  taken from your contracts. This is used as an example only, so that you can see the message the recipient will receive. When the message is sent, the correct address from each of your contracts will prevail.

Don't forget to save your information. 

You can create as many messages as you like, and delete those that are no longer valid, using the red garbage can icon. 

A message templates can be used in a broadcast and in an email, by selecting the blue envelope icon found on a contract page.

 

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