- Access Templates: Go to
Settings > SMS & Email Templates. - Add New Template:
- Click on
Add New. - Choose the type (Email or SMS).
- Enter a name for the template.
- Write the message body. Use placeholders like
{customer_name},{invoice_number}, etc., for dynamic content.
- Click on
- Save Template: After composing the template, save it for later use.
Creating and Managing Templates
< 1 min read
Updated on May 1, 2025
