Templates
Need a Message to say the same thing every time you or your staff send it? Use a Template!
- Templates offer a quick and reusable way to pre-enter formatting and content in a new Message.
- Just like Messages, Templates support merge fields and attachments.
- To use a Template, use the Insert menu in the New Message Tool. You can use Templates on any Page in the Platform where you can use the New Message Tool.
- To limit Templates to a specific Page, specify a value in the Page's Pertains to Page field.
- Your MinistryPlatform instance comes with several default Templates. You can also create your own using the Template Editor Tool!
- If you don't set the Template User or Template User Group fields on a Template record, all Users can use the Template.
- If you send a Message using a Template, you must be a delegate of the From and Reply To Contacts for the Message to honor these values. For more, see Change the From or Reply To.
- Any edits made after you insert a Template in the New Message Tool only apply to that specific Message, not the Template itself. Use the Template Editor Tool to make changes that apply to the Template record.
- Creating a Template for a text message? The Template's Subject field becomes the body of the text message. Leave the Content blank so the New Message Tool ignores it. After saving, edit the Template using the Template page, and set Communication Type to SMS Text.