Creating Workflow Message Templates

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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.

Note

Italicized terms represent clickable icons on the specific screen being discussed.

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.