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How to Create/Edit a Message Template

Updated over 2 weeks ago

Creating a New Message Template

  1. Sign in to a PlayerFirst website.

  2. On the left navigation, click Communication > Messaging Templates.

  3. To the right of the Search Programs bar, click the Add button.

  4. On the Edit page, fill out the fields as necessary.

    • Global Template: Enable this field if the template should be used across brands.

    • Template Name: Give the template a name.

    • Description: Provide a brief description for the template.

    • Active: Enable this field.

      • Note: The Active field must be enabled for a template to be available in the Communication process.

  5. Customize the template using the Content Editor.

  6. Once complete, click Save.

Editing an Existing Message Template

  1. Sign in to a PlayerFirst website.

  2. On the left navigation, click Communication > Messaging Templates.

  3. Use the Message Templates table to search and find the template that needs to be editied.

  4. In the Actions column, click the Pencil button to edit the template.

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