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How to Create a Manual Communication Template
How to Create a Manual Communication Template
M
Written by Matt Panton
Updated this week

This guide will explain how to create a new communication template that you can manually send to customers.

1. Go to Settings->Business Settings->Communication Templates.

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2. To add a new template click Add Template.

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3. Select the Category you want the template to display in.

4. Enter a Subject for the template. This will be the name you see when selecting the template and for emails, it will be the subject line the customer sees.

5. Type out the Body of the message.

6. Click on any of the "dynamic merge" fields to add them to your template. They will dynamically fill depending on the customer.

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7. Click Save and your template will now be in the template list for all customers.

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