PLATFORM WORKFLOW
Task Description: Create Messaging Templates
Objective: To show Organization Admins and Users how to create SMS and Email templates
Organization: Under Admin or System User
System Permission Level: System Admin or System User
Step 1
Go to www.growthpowersuite.com and click the green Login button.
Step 2
Enter your username and password then click the blue Login button.
Step 3
Click on your Organization (if you are in multiple organizations). If you are only in one, you will begin on the Dashboard.
Step 4
Click on the Messaging Templates tab in the Module Menu Panel and select the Message Templates submodule.
Step 5
Click the Add Template button located at the top-right corner and select Add Email Template or Add SMS Template depending on the type of template you want to create.
Step 6
If you selected Email Template, you will be redirected to the Compose Email screen. Here, you can fill in the required fields and draft your email in the main text box. The Name field is for internal use only and helps organization users identify the template more easily. Remember to save the template once you have finished drafting it.
TIP: To ensure the template remains reusable, avoid including details specific to a single customer. Instead, use Custom Values to personalize emails dynamically. To learn more about how Custom Values enhance personalization, refer to our Understanding Custom Values guide.
Additionally, you can use Callback Links to track engagement more effectively. To learn more about how Callback Links can provide valuable insights into customer interactions, refer to our Understanding Callback Links guide.
Step 7
If you selected SMS Template, you will be redirected to the Compose SMS screen. Here, you only need to fill in the Name field and draft your message in the main text box. The Name field is for internal use only and helps organization users easily identify the template. Remember to save the template once you have finished drafting it.
TIP: To ensure the template remains reusable, avoid including details specific to a single customer. Instead, use Custom Values to personalize messages dynamically. To learn more about how Custom Values enhance personalization, refer to our Understanding Custom Values guide.
Additionally, you can use Callback Links to track engagement more effectively. To learn more about how Callback Links can provide valuable insights into customer interactions, refer to our Understanding Callback Links guide.
