Custom Templates

12 articles in this collection
Written by Timothy Barnes

Custom Templates Overview

Custom Templates Overview

How do custom message templates work?

Written by Timothy Barnes
Updated over a week ago

Custom Templates vs. One-Off Messages

What is the difference between a message template and a system generated one-off message?

Written by Timothy Barnes
Updated over a week ago

Custom Templates Tips & Tricks

Using Merge Codes & Formatting To Personalize Custom Templates

How do I use merge codes to personalize and enhance my custom message templates?

Written by Timothy Barnes
Updated over a week ago

Organizing Your Custom Templates

How do I organize my custom message templates using the 'Internal Display Name'?

Written by Timothy Barnes
Updated over a week ago

Viewing All Your Scheduled Custom Messages

How do I see all future scheduled custom messages?

Written by Timothy Barnes
Updated over a week ago

How To Use Custom Templates

How Do I Edit My Custom Templates?

Editing custom message templates (and updating existing scheduled messages that use this template).

Written by Timothy Barnes
Updated over a week ago

How Do I Create New Custom Templates?

Creating new message templates.

Written by Timothy Barnes
Updated over a week ago

How Do I Delete A Custom Template?

Deleting a message template.

Written by Timothy Barnes
Updated over a week ago

How Do I Send A Custom Message To A Specific Customer?

Sending a custom message to a specific customer.

Written by Timothy Barnes
Updated over a week ago

How Do I Edit / Delete A Custom Message After It Has Been Saved?

Editing / deleting a scheduled custom message after it has been saved.

Written by Timothy Barnes
Updated over a week ago

How Do I Send A Custom Message To A Customer From The Gazelle App?

Sending a custom message (and changing a client's contact preference in order to send a message).

Written by Timothy Barnes
Updated over a week ago

How To Edit System Generated Messages

How Do I Edit One-Off Email Templates?

Editing one-off email messages.

Written by Timothy Barnes
Updated over a week ago