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What are message templates and how do I edit one

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What are message templates and how do I edit one. Templates are the ready-made English and Spanish texts used by billing, dispatch, safety, sales and the Storm center.

The steps, written out

  1. Press a template.
  2. Edit the Name, Default channel, Trigger event, and the subject and body in English and Spanish.
  3. Check the Preview (EN / ES buttons) and the Variables card.
  4. Press Save template ("Template saved").

Tip

Only Owner / Administrator and Office Manager can save changes; other office roles can view.