Templates
Need that 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-fill 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 the New Message Tool is available. Or, they can be limited to a specific Page by specifying a value in the Pertains to Page field.
- Your MinistryPlatform instance comes preloaded with several default Templates. You can also create your own using the Template Editor Tool!
- If the Template User or Template User Group fields are not set on a Template record, the Template will be available to all Users.
- The person sending a Message using a Template 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 inserting 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 is used for the body of the text message. Leave the Content blank as it will be ignored by the New Message Tool. After saving, edit the Template via the Template page, and set Communication Type to SMS Text.