Our software has the ability to automatically message your customers when different actions in the software occur (such as sending a receipt when a payment is made on a customer's account). These messages are generated using pre-designed or custom created templates.
These automatic messages need to be reviewed and enabled before they will send to customers. All templates are turned off by default and need to be enabled to work correctly.
Create a new template
1. Access templates by hovering over the Email, Txt & Print tab and clicking on Templates.
2. Once you open your templates page, you can review the current template settings and view the notifications that are currently created and enabled. At the very bottom of this page, there is a button that says New Custom Template.
3. Fill in the Title (seen internally by managers), the Subject (visible to the customer when sent as an email) and Body (the message that you are sending to the customer). Click Insert PlaceHolders if you would like to add a variable field that will be filled in with the customer's specific data. (See related: Using Placeholders)
4. Once you have drafted your message, click Create the template at the bottom of the screen to save your template. Once a template has been created, you can send it in bulk by going to Email Text and Print > Send Email, or individually to a customer by opening the customer account and clicking on the "Letters" tab at the top of their profile.