(Sale/Support) Template Generator

Create and manage email and SMS templates with dynamic fields

  • Sales
  • Support
  • Aftersales
  • Enterprise
  • Hiring/Careers
  • Account
  • Warehouse
Global Templates
Synced across departments. Select one to edit here (editor opens on the right while this tab stays active).
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Global templates

Choose a template from the list to edit. The editor opens here without switching tabs.

Email Templates
Click a template to use it for generating emails Click a template to preview and use it for generating emails
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Template Editor
Global Template: Changes to this template will be synchronized across all departments where it's available.
    Dynamic Fields
    Select a template to edit or create a new one
    Email Generator
    Send Detail
      Fill in the fields:
      Attachments

      Click to upload or drag files here

      Supported: PDF, DOC, DOCX, XLS, XLSX, CSV, Images
      Generated Email:

      Select a template to start generating emails

      SMS Templates
      Click a template to use it for generating SMS messages Click a template to preview and use it for generating SMS messages
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      Template Editor
      Global Template: Changes to this template will be synchronized across all departments where it's available.
      0/640 characters
      When locked, users must use the default sender type configured above
      Dynamic Fields
      Select a template to edit or create a new one
      SMS Generator
      Fill in the fields:
      Generated SMS:
      Using: Reply

      Select a template to start generating SMS messages

      Review Templates
      Click a template to review and preview SMS messages Click a template to preview and review SMS messages
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      Template Editor
      Global Template: Changes to this template will be synchronized across all departments where it's available.
      Dynamic Fields
      Select a template to edit or create a new one
      Template Review Generator
      Fill in the fields:
      Generated Preview:

      Select a template to start reviewing SMS messages

      Email Send History
      View all emails sent through the template generator
      Date & Time Template To Subject Status Actions

      Loading email history...

      No email history found

      Emails sent through the template generator will appear here

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      SMS Sending History
      View all SMS messages sent through the template generator
      Date & Time Template Phone Number Content Preview Status Actions

      Loading SMS history...

      No SMS history found

      SMS messages sent through the template generator will appear here

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      Access Denied

      This feature is only available to managers and administrators.

      Create New Template
      When enabled, this template will be available in multiple departments and changes will sync across all departments.
      Select one or more departments where this template should be available.
      Add Dynamic Field
      Enter each option on a new line. These will appear as choices in the dropdown when generating content.
      Template Generator Settings
      Template Categories
      Email List
      Email list can be managed by admins and managers only.
      Insert Hyperlink
      The link will be inserted at the current cursor position in the email content.
      Preview Email Before Sending
      From:
      To:
      CC:
      Reply-To:
      Subject:
      Attachments:
      Content:
      Copy Template
      Email Signature - Sales

      Loading signatures...

      Preview
      Create New Signature
      A unique name to identify this signature
      Upload a single banner image (recommended: 650x274px)
      Banner Preview
      Signature Preview
      This will replace {{fullSignatureName}} in the signature
      Convert Template to Global
      What happens when you convert to Global?
      • This template will be copied to the selected departments
      • All copies will be linked together
      • Changes to any copy will sync to all departments
      • The current template will also become a Global template
      Select one or more departments where this template should be available. The current department is already included.
      Manage Departments
      Check departments to add this global template to, or uncheck to remove. The current department cannot be removed.
      Edit Generated Email