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Note
Italicized terms represent clickable icons on the specific screen being discussed.
The purpose of this guide is to explain how to create new and edit existing workflow message templates. These templates can be used in automatic and manual Follow-up and Collection emails and texts as well as manual communication outside of any workflow. They offer a customized message to a Lead or Customer based on how how far along they are in the Follow-up and Collection process or a targeted message when sent outside of a workflow. For more information on workflows, please click here.
Access
(A) Settings icon - Click to access all your available administrative settings.
(B) Workflow Message Templates - Clicking this will open your list of available workflow message templates and allow you to begin creating a new template.
(C) Edit an Existing Template - Click the editing pencil to edit the specific template you want. The process to edit an existing template is the same as creating a new one. Continue to step (D) to learn how.
(D) New - Click to open the workflow template builder and begin creating a new one.
Create an Email Template - Note: Upon clicking New, the system will default to the email template builder. Proceed to step (M) if you want to create a text message template.
(E) Template Name - Enter the name for this template. The name will appear as an option to include when creating Collection and Follow-up workflows so it should be descriptive enough to help you understand its contents.
(F) Email Subject - Enter the subject that will appear for the recipient.
(G) Message - Enter the message you want the recipient to read when they open your email.
(H) Source - Click to add HTML tags to your email message for a more customized look and feel. Click (I) here to see a list of supported HTML tags.
(J) Variables - Click to open a dropdown list of system and custom variables. These will be inserted into the email message wherever your cursor is. Click here to learn more about variables.
(K) Cancel - Click to close the Configure Campaign Template window. Any work you've done will be lost.
(L) Save - Click to save your work and make this workflow template available for use.
Create a Text Template - Note: Text messages can contain up to 400 characters.
(M) Template Type - After clicking (D) New, the Configure Campaign Template window will open to an email. If you want to create a text message template, click this dropdown message and select SMS.
(N) Template Name - Enter the name for this template. The name will appear as an option to include when creating Collection and Follow-up workflows so it should be descriptive enough to help you understand its contents.
(O) Message - Enter the message you want the recipient to read.
(P) Variable - Click to open a dropdown list of system and custom variables. These will be inserted into the email message wherever your cursor is. Click here to learn more about variables.
(Q) Cancel - Click to close the Configure Campaign Template window. Any work you've done will be lost.
(R) Save - Click to save your work and make this workflow template available for use.
