What Are Message Templates?
Message templates are pre-written email messages created by your leadership team. They are designed to save time, promote consistent communication, and ensure all messaging aligns with organizational standards.
Why Use Message Templates?
- Saves time on repetitive communication
- Promotes consistent language and tone
- Aligns with approved messaging from leadership
- Reduces room for error in sensitive or high-volume emails
1. Open the Email Composer
- Select the email icon from a prospect or referrer profile
- Click "Send email" from a scheduled activity in the Day Planner or Prospect Profile
- Or, "Email" as a bulk action from the prospects or referrers tab
2. Select a Message Template
- Locate the drop-down menu for message templates.
- Click the drop-down and choose a template relevant to your message.
Note: Templates are added by your leadership and may vary depending on your team or department.
3. Customize the Template (Optional)
After inserting the template, you can edit the message body as needed.
4. Add Attachments and Format Your Message (If Needed)
Enhance your message with attachments or formatting tools to improve clarity and presentation.
You can:
Insert an image
Insert a hyperlink
Attach a file from your computer
Attach a file from the knowledge center
Additionally, use the formatting toolbar just below the subject line to:
Change font ('A' icon) or text size (Tt icon)
Adjust text color (paint tray icon) or highlight (highlighter icon)
Indent text for better structure
Click here to view our support article on how to utilize merge fields in your formatting.
5. Click “Send”
Once everything looks good, click "Send" to deliver your message.
If you have questions about available templates or want to suggest new ones, contact your admin or support!