Comms Hub: How do I create a template to send a message by app message / email / SMS?

Overview

This article explains how you create a message template for sending a message using a combination of app message / email / SMS in Comms Hub. Well-structured templates will save time when composing frequently sent messages that include the same content. 

Instructions

  1. In Comms Hub, select Communications.
  2. Select Templates to open the Templates window:
  3. Select Create:
  4. Enter a Title for your message template - this will be used as the Subject in your email message too.
  5. Select a Category for your message template.
  6. Select the different types of messages you want to send in Type. Select from
    1. App Message.
    2. Email.
    3. SMS.
  7. As you select each message type, their associated details are displayed in the template under the headings App Message, Email and SMS.
  8. Enter the message contents in Message / Message Body for each type of message selected.
  9. If you have selected App Message, or Email, optionally add any attachments:
    • Drag and drop one or more files onto the Attachments part of the page.
    • Or, select the Attachments part of the page and use the File Manager on your device to select the file(s) you want to attach.
  10. Select Save.

Outcome

Your message template has been created to use when composing App messages / emails / text messages (SMS).

Related information

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