How do I Customize Message Templates in Employees App?

Updated on June 6, 2020 07:30AM by Admin

Email templates allow you to set up pre-defined messages. These are customized email messages that you can send to your employees.

Steps to Create Email Templates

  • Login and access the Employees app from the universal menu.
  • Click on the More(...) icon and selects the Settings.
Employees

  • In the Settings page, click on the Emails and selects the Email Templates.
  • From the Email Templates, click on the Create button.
Settings

  • The Create Template page will get open.
  • Add the Template Name and the Subject line for the Email.
  • You can add the Attributes of the Sales Receipts app in the Subject by using the Insert Attributes.
Create email template

  • Available for Compose Email - Enable the Toggle to make this template available for the Compose Email.
  • Available for Notes - Enable the Toggle to make this Template available for the Notes Creation.
Toggles

  • Then, add the message of the Email in the Body section.
  • You can also add the Attributes of the Sales Receipts app in the Message body of the email by using the Insert Attributes.
Email Body

  • Then, click on the Create button.
Create

  • You can view the Created Template on the List.
Template list

  • Now, go to the Employee’s home page and select the employee from the list.
  • Click on the More Details.
Show all

  • From the Employee Overview page, click on the Emails tab.
  • Click on the Compose.
Email Tab

  • The Compose window will appear..
  • Click on the Templates Options, you can view the Created Templates on the list.
Compose

  • By Selecting the templates, you can view the added message with the selected Details.
  • Then, click on the Send.
Send

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