Accessing Templates

1. Navigate to the Templates page in the system.

2. From the Templates page, select one of the following options:

• Email Templates – for creating or editing email communications.

• Text Message Templates – for creating or editing SMS communications.

Creating an Email Template

Email templates help maintain consistency and save time when sending communications. Follow these steps to create a new email template:

1. On the Templates page, click Email Templates to view existing templates or create a new one.

2. Click “Add”

Enter Template Details

1. Code: The Code will auto populate.

2. Department: Select the appropriate department(s) to set the permissions to the template.

3. Name: Provide a clear, descriptive name for the template.

4. Description: Provide an optional description for the template.

5. Subject Line: Write a concise subject that reflects the email content.

Compose Your Email: Templates can be created using either text editor or HTML editor. Add your message text.

• Use placeholders for dynamic fields (e.g., {FirstName}).

• Apply approved fonts, colors, and branding elements.

• Include images or logos if required, ensuring they meet size and quality guidelines.

• Insert disclaimers, unsubscribe links, and any required legal text.

Click Save to make the template available for use.