Creating and updating message templates

Create and use personalised message templates for frequently sent messages. 

How do message templates work?

When you send the same messages to your client over and over, templates can make that quick and easy. When a template is selected the subject, body and any attachments are filled in and ready to send – just make any changes you need and hit 'Send'.

YourTradebase gives you a set of pre-written message templates you can use when you’re doing regular things like sending a quote or chasing up an invoice. You can adapt them to suit your company, job or specific customer

You also able to create and save your own personalised message templates, ready to use again and again.

Creating message templates

1. Visit Settings > Messages > Message templates to see your list of templates

2. Select Add a new template

   

3. Give your template a name (e.g. Sending a job completion message), a subject and the message body. Your email signature will be added automatically for you. Add any file attachments you'd like to include.

   

4. Select 'Save template'

Your email template is now ready-to-go! You'll see it in your list of message templates.

Updating your message templates

You're free to make any changes you need to your email templates – here's how:

1. Visit Settings > Messages > Message templates to see your list of templates
2. Select Edit for the template you'd like to change
3. Make any changes you need to the name, subject, body or attachments.
4. Select Save template

All done! The next time you use your template, you'll see those changes.

How to use message templates

When sending a message or reply to your client, select a template to save you typing the same messages out over and over again.

Here's how to use a template when sending a message:

1. Select the Use template option
2. Choose the template you want to use
3. That's it! You're ready to make any changes you need and hit 'Send' when you're done 👍