Email Templates

Steps

1. Edit the templates used for notifications and customer messages.
2. Apply your brand voice and styling.
3. Reuse templates across campaigns and automations.
4. Update once and every future message benefits.

Tips

• Polished templates make a small team look like a large, professional operation.

Related guides

• Message Center Send targeted email and text campaigns with templates, audience segmentation, scheduling, opt-out handling and delivery history.
• Message Automations Trigger the right message automatically when something happens, such as a completed visit, a due filter or an overdue balance.
• Branding & company info Set your company name, logo, theme and contact details so documents, the portal and messages all look like you.