Email Templates in PaxFlow Messages
Email templates offer several great benefits:
Consistency: Keeps your messages uniform and on-brand.
Time Savings: Speeds up writing repetitive messages.
Professional Look: Ensures all communications look polished.
Efficiency: Makes sending frequent messages quicker and easier.
Easy Personalization: Customize messages for each recipient easily.
Fewer Mistakes: Reduces errors in your messages.
Branding: Helps keep your brand voice consistent.
Training: Simplifies teaching new team members how to communicate effectively.
These advantages make your communications more effective and streamlined.
Accessing Email Templates
Click on "Messages" and click "Email Templates"
In the Email Templates overview you can see the "Default Templates", create "New Template" and all the templates created. They are listed by Title, Description, Purpose, Automatic, Last Modified, Status and Actions.
Viewing Default Templates.
You can Show default templates by clicking on the toggle that is highlighted.
By clicking on "Preview" you can see a preview of the default template.
Here we can see a preview of Rate & Follow (Default Template). Click on "Close" to close the preview.
You can also copy the template to add it to your Templates list - or edit it, click here to learn how.
Additional Email Template options.
There are other options available under the "Actions" drop down. You can Send mail, Preview, Edit, Duplicate/Clone, Delete or Deactivate the template.
Previewing a Template
Click on "Preview" to have a look at the Email template
A pop up with the Email template will appear on the screen. Click on "Close" to close the Preview Template.
Duplicating a Template
If you want to Duplicate/Clone an E-mail template click on Actions and then click on "Duplicate/Clone"
A success message will appear for "Template duplicated"
Deleting a Template
If you want to delate a template, click on Actions and then click on "Delete"
Click on "Yes, delete template"
A success message will appear for "Template deleted"
Activating a Template
You can also Activate the template by clicking on "Activate"
A success message will appear for "Template activated"
