Engagement Templates allow you to create quick load text messages to send in bulk or to individual patients.
You can add or make the following changes to direct messages:
Customize body text
Add placeholders
Note: You cannot add images to direct text message templates. If you would like to include images in your message, create an email template. Click here to learn more.
Watch this video to learn more about the Templates feature:
Preview and Edit Text Message Templates
Access Settings by clicking on the gear icon in the upper right hand corner
Go to the Templates tab, then click on Direct messages
Click on the dropdown arrows to expand existing template categories, then click on the eye icon to preview the message
In the preview window that opens, click Copy to custom if you would like to make any edits to the template
In the Custom section of the library, click on the three-dot menu and click Edit to make changes
Make changes to the template category, internal name (not shown to the patient), written content, and placeholders
Add placeholders by clicking on the Insert placeholders dropdown menu, then click on the placeholder to add it to the template body
Click Save when your edits are complete
Create a New Text Message Template
To create a direct message template from scratch follow these steps:
Above the Custom list in the Templates tab, select Create New
Select Category to determine which category the message will be stored in.
Here you can add placeholders by selecting the Insert placeholders dropdown menu
Click Create
Once you have created this template, it will appear in your Custom column. You can Edit or Archive these by clicking on the three-dot menu
Now that you've customized and created Direct Message Templates, it's time to put them to use! Click here to learn how to send text messages to your patients.