What this page is for
Templates are the words in every message your customers get. They go by email, WhatsApp and text. Only administrators can edit them. Open Settings, then Templates.
Screenshot: The Message templates page in Trade Sure
Do the common things
Change the wording of a message
- Open Settings, then Templates.
- Pick the message, for example quote sent or invoice reminder.
- Edit the text. Keep the fields in curly brackets, such as the customer's name. They fill in by themselves.
- Save.
Check it before you use it
- Use the preview if the template has one.
- Send yourself a test by sending a real message to a test client.
Go back to the standard wording
- Open the template and use the reset option.
Good to know
- Texts cost more when they are long. Keep text templates short.
- Each template can be different for email, WhatsApp and text.
If something looks wrong
- A field shows as plain brackets: the name is spelt wrong. Compare with the standard wording.
- A message uses old wording: the template may be saved for another channel.