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Templates

Template Record Fields

Templates can be found by navigating to Communications > Templates.

Template Name
A friendly name that clearly identifies this Template. Templates that we create and deploy include "[USED BY ...]".
Subject Text
The text that populates the Subject when this Template is used. For text message templates, the Subject Text will be the message.
Body HTML
The body of the message if it's composed via HTML.
Body Data
The body of the message if it's composed via JSON. If used, the Template Editor Tool populates this field.
Pertains To Page
Indicates the Page ID this Template will be sent from. This is used by the New Message Tool for filtering and grouping Templates.
  • This Page should correspond to any Data Merge Fields present in the Message.
  • Templates without this value will be available on all Pages and should only contain Contact Merge Fields.
  • Populating this field restricts Templates to that Page and groups them together under the Page Name header in the New Message Tool.
Template User / Template User Group
The User and/or User Group this Template is associated. This User or User Group will be able to access the Template. Users who are not the Template User or in the Template User Group will not have access to the Template.
Active
Indicates whether this Template is active and currently available in the New Message Tool. If you no longer need a Template to be visible in the tool, you can inactivate it by setting Active to No.
Note: Routines do not care about this field. Processes and notifications will still send with a template, even if Active is set to No.
From Contact
The Contact that any messages using this Template will appear to be from. Recipients see this Contact's information in the message they receive.
Reply to Contact
The Contact that any replies to messages sent using this Template will be sent to. Recipients see this Contact's information when they reply to a message.
Communication Type
Indicates which Communication Type this Template is associated with. These are managed under System Lookups > Communication Types.
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Last updated: May 17, 2024