How do I create and manage message templates for service jobs?

Modified on Wed, 8 Oct at 2:34 PM

Access the Message Templates Section:
- Navigate to the Communication module in POS Admin.
- Go to the Store Messaging tab, then select Message Templates from the top menu.
- Click on the Services sub-tab to create templates specific to service jobs.
Add a New Template:
- Click Add Message Template.
- From the dropdown, select Add Email Template.
Fill Out Template Details:
- Enter a Template Name and choose Transaction or Marketing for the type.
- Set the Template Area to Services and choose a relevant Sub Area (e.g., Product or Memo).
- Add a Description to explain the purpose of the template.
- Click Next to proceed.
Customize the Template Body:
- Enter the Message Subject.
- Choose a Header Template and Footer Template from the dropdowns.
- Design the body of the message using placeholders like {{JobNumber}} and {{to}} to personalize content.
- Click Save & Close when finished.
Manage Existing Templates:
- Use the three-dot menu next to a template to:
  - Edit the template
  - Copy it
  - Send Test to a test email
  - Delete it if no longer needed
Testing the Template:
- Use Send Test to preview how the email will appear with real data.
- This ensures all placeholders render properly and the layout is correct.