Manage Communication Templates

Communication templates simplify the process of sending announcements, reminders, and updates by offering reusable and customizable formats. These templates ensure consistent messaging while allowing for personalization.

Click Communications on the navigation panel and select Templates from the submenu to view all existing templates.

Create an E-mail Template

Click Add Template.

Complete the required fields for the e-mail template.

Communication Type: Select the method for sending the message (e.g., email, SMS). Availability may vary based on your institution’s enabled methods.

Name: Provide an internal title for the template (visible only to administrators).

Subject: Enter the subject line that residents will see (not applicable for SMS).

Body: Draft the main message content. Use text customization options like bolding or hyperlinks.

Variables: Insert variables to automatically include personalized data (e.g., resident names). Learn more about using variables in communications.

Click Create to add the template to your system.

Click SMS to change the communication type.

Note: SMS templates include only the template name and message content.

Add your content to the body of the SMS message and click Create.

Edit a Template

lick the template name you want to see more information.

The template will pop-out for review.

Click Edit to access editing features.

Adjust your template and click Save your changes.

Delete a Template

Click Delete to remove a template.

Click Delete to permanently remove a template.