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Creating, editing and deleting templates

Templates allow you to automatically create standard text and email messages 

Follow these steps to create your own templates:

  1. Click the Profile icon on the top-right of the VETTX screen and select App Settings.
  2. Click the Templates link on the left of the screen. Your list of existing Communications Templates will appear.
  3. Click New Template. The Template form will appear for you to fill in the requested information.
  4. Give the template a Title. This should be specific enough to know exactly what this message template is used for.
  5. Select the Source as either Email, SMS (text message) or both. Whichever Source you select will have access to this Template.
  6. Enter the Subject of the message. Your recipient will see this when they receive the message.
  7. Write the body of the message in the large text area.  If you would like to personalize the message, use the field options available in the three Details menus:
    1. Seller Details: These offer name and phone number data for the seller
    2. Agent Details: These offer name and email information about you
    3. Vehicle Details: These offer information about the vehicle you are inquiring about.
    When you use these fields, they will appear in the body of the template as placeholders like this: [SELLER_FIRST_NAME] or [VEHICLE_MODEL] . This is so you can easily identify them in your template, but they will appear to the recipient as the actual information related to their listing.
  8. When finished, click Save to see a preview of the message as it will look when you send it. If you are happy with the format, click Save.

 

 

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  • To create a new template, click on +New Template in blue, Name your template, select a source, then add a subject and the body of your message.
  • To make the message personalized, use the grey information bubbles. Anything within the black brackets will be prefilled by the VettX system.
  • To edit, remove, or preview templates, click on the 3 dots under Actions on the right-hand side.