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How to Create a Message (SMS or Email) Template

Note: All pages below are subject to having relevant Roles and Permissions.

The Message Templates area allows you to create a Template message which will go out to the selected Contacts. The tool gives you the option between SMSEmail – Plain Text or Email – HTML.

See also: How to Send an SMS or Email from Bromcom.

To begin, start from Config and select Communication and then Message Templates.

Communication Creating a Message Template 001

Click on the New button to start. This will open the Message page.

Complete the information, with mandatory fields marked with an *

  • Message Name 
  • Language – pick from a dropdown. Note that this is not a translation feature and languages have to be written in that language.
  • Message Type – whether this will be a SMS Message Template or an Email Message Template. If selecting SMS, simply enter your message into the text box; if selecting Email, you will be presented with new fields.
  • The Dynamic Fields list can be used to add Dynamic information in the message such as Title, Name.

When you’re finished click Save.

Editing Templates

Once saved, you can now create duplicates of the same message template or edit it from the same Template Page. For example you might want to send the same message in other languages.

To identify which languages have been used to write a given template, edit the template and click on the dropdown language bar. There will be a tick (√) next to each language version available for the selected message.

Updated on June 17, 2021

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Comments

  1. I just created an Exclusion letter template but I could not see a field in the drop down called ‘recipient salutation’. Instead I have selected ‘title’ and ‘surname’.

    Is it possible to select ‘priority 1’ for example, when addressing an email to the primary carer?
    I couldn’t see this option but perhaps it is elsewhere?

    1. Hi Karen
      Thank you for your comments.
      Please see How to Send an SMS Message or Email in Bromcom for selecting the a priority 1 contact. There is a link to this in the Template Guide.
      Kind Regards
      Bromcom Training

  2. When I pressed SEND on an email, it says it has gone and I will get a message.
    I can then view status in my notifications /bell icon which tells me it has been sent successfully.
    However, I can’t see it in the communications log where it lists messages sent by all staff. (I am looking within the correct date parameters.)

    1. Hi Karen
      Thank you for your comments.
      Can you contact Support about this please.
      Kind Regards
      Bromcom Training

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