Reminder Templates

You can add as many reminder templates as you like and they can all be sent via different methods, such as;

• Print
• Email
• SMS
  
  

Adding A New Reminder Template

Go to Admin > Customisation > Reminder Templates

Adding a new reminder template is simple;

• Click - New
• Add - Type/Name
• Choose methods for the reminder ( See Image Below )

Customising Your Templates

When setting up templates it depends on what method you have selected for output as to what templates you will need to set up.

Print Templates

You can type out your template as you would a letter, however, the information you want the system to auto-generate for you will need to be added via the available drop-down list on the right-hand side. See image below for more details;

If you require the name and address details to be offset, in order to fit into a windowed envelope, rather than using {Full Name} and {Full Address} instead, use {Full Name Offset} and {Full Address Offset}.  These are designed to offset the information specifically for windowed envelopes.

Email Template

You can type out your template as you would an email, however, the information you want the system to auto-generate for you will need to be added via the available drop-down list on the right-hand side. See image below for more details;

Also within the email, you can add the following;

• Attachment Options
• Insert Images from a URL
• Insert Images from a URL + Link
• End Text Wrapping
• Insert Line

You can preview your email as well to check that the additions made are displayed correctly.
Additional options are also available for Email templates, click here for more info.

SMS Template

When adding an SMS template you have to bare in mind that it is just that, a text message. So keep things short and sweet.  

Again as with the rest of the templates, if you want the message to auto generate details from the database use the pre-defined options list (Insert Merge Data).   You can also check the length of the message against your database to ensure the merged data does not push it over the single SMS limit.

 
You can easily view what methods each reminder is sent via the list view as indicated via the colour coded types;

• P = Print
• E = Email
• S = SMS