Description: Central tool for creating, editing, and managing reusable message templates (emails, notifications) to be used across different areas of the system.
What is it for? (Practical examples)
This tool is essential for standardizing and speeding up system-generated communications.
- Uniformity: Ensures that all communications sent to customers (such as order confirmations or standard replies) maintain a tone and format consistent with the company image.
- Efficiency: Allows preparing complex messages in advance, including attachments, which can be instantly retrieved and sent by other software modules.
- Organization: Enables managing a centralized library of templates, facilitating content updates and maintenance.
Main Features
- Creation and Editing: Ability to create new templates from scratch or modify existing ones.
- List Management: View all templates in a summary table, sortable by name, creation date, or display order.
- Message Types: Support for two distinct formats:
- Plain Text: For simple messages without advanced formatting.
- Formatted: For messages requiring styles, bold text, colors, links, and complex layouts (advanced Rich Text editor).
- Attachment Management: Ability to associate one or more files (documents, images) with a specific template, which will be automatically included when the template is used.
- Customizable Subject: Definition of a specific subject line for each template.
How to configure
Template creation occurs through a guided procedure divided into sections, requiring completion of the following fields:
| Field | Description | Notes |
|---|---|---|
| Template Name | The internal name used to identify the template within the system. | Required field. |
| Type | Choose whether the content is Formatted (HTML with advanced editor) or Plain Text (simple text only). | This choice activates the Rich Text editor and the possibility to add attachments. |
| Display Order | A numeric value defining the priority or position of the template in lists. | Templates with lower numbers appear first. |
| Subject | The text that will appear as the final message's subject line. | Required field. |
| Content | The body of the message. | If Formatted, an advanced editor will open for text formatting. |
| Attachments | Allows uploading or selecting files from the media library to include in the message. | Available only if Type is Formatted. |
Automatic integrations
Templates created in this module act as central resources for the entire communication system.
Availability for Sending:
Once saved, the template is immediately available to be called by any feature handling message sending (for example, automation modules, predefined replies in customer support, or bulk sending procedures).
Real-time Updating:
Any changes made to a template are saved immediately and will be reflected in all future processes using that model.
