HOW TO: Create an Email Message Template

Navigate to your ‘Messaging Center’ from the Main Menu icon in the top left corner

• You will automatically be taken to the ‘Email Message Settings’
  • There will be 5 different sub-tabs within ‘Email Message Settings’
    • My Templates
    • Log
    • Settings
    • Brand Elements
    • Tags

How to create a new email template for your automated messages.

• Go to the ‘My Templates‘ tab
• Next click the “+ New Email Template’ button on the right hand side of the screen 

• Next, follow the steps to start to create your email template
  • Step 1: Name the template
  • Step 2: Choose a tag that you want associated with this template
    • Tags will need to be created first within the ‘Tags’ tab, see how here
  • Step 3: Choose the email address to send from
  • Step 4: Create a subject line

• Click, ‘Save & Continue’

• Step Six: Select the radio button of the email template you’d like to use
  • Appointment Confirmation
  • Appointment Reminder
  • Appointment Cancellation
  • Create Your Own

• Click, Save & Continue

• Step Seven: Edit Template
  • Edits can be made to any template by clicking on the section you’d like to edit or dragging and dropping in new elements from editing tool bar to the right of the email preview.

• When all desired changes are made, click ‘Save & Continue‘
• Next review your edits and settings for the template

• Click ‘Activate Email Template‘ when you are ready to set it LIVE

For more information about each editing tool, visit the Editing Tool Glossary.